Legacy Tech and the Impact on NAV Resiliency

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In today’s market, operational resilience is a significant responsibility. For asset managers and their service providers, one of the most critical operational outputs is NAV production. When that production is disrupted, the consequences ripple far beyond a single calculation. Trading can grind to a halt, investors are left without transparency, regulators take notice, and reputational […]

Don’t Just Replace Your Legacy Technology – Rethink Your Operations

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A conversation with John Reilly, Customer Onboarding Director at FundGuard, and Chris Cassara, Senior Manager at Meradia. As investment operations face growing complexity, replacing legacy technology is only one piece of the puzzle. Achieving real and long-lasting transformation requires a holistic approach, bringing together the right platform, people, and processes. To unpack what this looks […]

The Impact of SMAs and Direct Investing on the Asset Management Value Chain

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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 […]

Cloud-Enabled vs. Cloud-Native – Know the Difference

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“Cloud-native” is the latest software catchphrase — but how many companies actually deserve the label?     The title of “cloud-native” is not an easy one to earn. To be truly cloud-native is to have all of your applications, development environments and other core software capabilities originate within the cloud.    While countless companies claim the […]

Fund Investment Management, Cybersecurity and the Cloud – What You Need to Know and the Questions you Should be Asking

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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? […]