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, […]
Rethinking Transformation in Investment Management: Insights from Our Webinar with Meradia
The pressure to modernize investment operations has never been greater. But too often, transformation gets reduced to upgrading technology without addressing the structural problems underneath. In partnership with Meradia, we hosted a webinar to examine what true modernization looks like: moving beyond duplication and reconciliation toward unified data, flexible platforms, and long-term resilience. Top Takeaways […]
Don’t Just Replace Your Legacy Technology – Rethink Your Operations
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 […]
Seven Years of FundGuard: Reflecting and Redefining the Future
Seven years ago, we launched FundGuard with a clear and bold ambition: to fundamentally redefine the foundation of investment accounting with transformative tech. Having spent decades prior collaborating with asset managers, custodians, and service providers, we recognized a critical truth: the technology underpinning the industry was not keeping pace with increasing complexity, regulatory demands, and […]
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 […]
Transformative Collaboration: Building Trust Between Solution Providers and Clients
Trust is the bedrock of all successful relationships. But how do you build and maintain trust between solution providers so that the relationship is truly collaborative? And what happens when you hit a bump in the road? With over three decades of customer onboarding experience, Diane McLoughlin, Program Director at FundGuard, shares her personal perspective. […]