The Impact of SMAs and Direct Investing on the Asset Management Value Chain
Separately Managed Accounts (SMAs) are not a new concept. But recent advancements in technology and rising investor expectations are pushing these capabilities into the mainstream. What was once reserved for private wealth clients is now within reach for a broader swath of investors. In this blog, we explore why interest is growing, the operational complexity […]
Video Series: Modernizing Investment Accounting
At FundGuard, we’re building the next generation of investment accounting technology—and rethinking what’s possible for asset managers and servicers along the way. This video series brings you closer to the people and ideas behind the platform, featuring short takes on the challenges, breakthroughs, and lessons we’ve picked up on the journey. Whether it’s navigating IBOR […]
Fund Investment Management, Cybersecurity and the Cloud – What You Need to Know and the Questions you Should be Asking
What implications does a move to the cloud have for cybersecurity? How can organizations feel secure with a fully cloud-native approach for our highly regulated, data intensive industry? Why are on-premises technology solutions ineffective at maintaining the necessary level of security against cybercriminals? Should organizations take a middle-ground approach or a transition that’s more gradual? […]
