Total Portfolio View and Accounting Architecture
The “Road to Total Portfolio View,” published recently by Northern Trust and Alpha FMC, reflects an important and timely industry conversation. As asset owners and managers increase allocations to private markets and operate across increasingly complex structures, the need for a coherent portfolio level perspective is becoming more pressing. Total Portfolio View (TPV) is often […]
FundGuard Selected for IA Engine Advanced Access Program
FundGuard has been selected to join the IA Engine Advanced Access Program, the fintech hub of the UK’s Investment Association, which connects fintech innovators with leading investment managers to address operational challenges and advance the next generation of investment infrastructure. The program connects innovative technology firms with leading investment managers and industry experts to help […]
Build vs Buy for Investment Accounting
A recent series of webinars hosted by Fencore across EMEA and APAC brought together senior operations and data leaders from asset managers, pension funds and consultancies to tackle a question that continues to challenge the industry: when should you build, buy or outsource components of your investment operations technology stack? The insights that emerged reveal […]
Trends That Defined 2025 and What Comes Next in 2026
As 2025 draws to a close and we reflect on the memorable milestones of the year, there has been one thing made abundantly clear: the investment operations landscape is fundamentally changing. Across markets and asset classes, the industry is being reshaped by converging forces. Public and private assets are increasingly held in the same portfolios, […]
RBC Investor Services and FundGuard Awarded Fund Services Partnership of the Year by Global Custodian
RBC Investor Services (RBCIS) and FundGuard were awarded “Fund Services Partnership of the Year” at the 2025 Global Custodian Industry Leaders Awards, held in NYC on November 20, 2025. The recognition reflects the work both teams have put into RBCIS’s new derivatives platform, powered by FundGuard’s cloud-native accounting engine, delivering stronger processing, clearer reporting and […]