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, […]
AI Insights From FundGuard: A Conversation with Our CTO and VP of R&D
As AI reshapes industries worldwide, fund accounting is embracing its transformative potential. At FundGuard, we are exploring how AI can create a low-touch fund accounting experience while maintaining the necessary accuracy and control that teams need. To get a better picture of where we’re headed, FundGuard’s co-founders, Yaniv Zecharya, CTO, and Uri Katz, VP of […]
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 […]
The Front Office Pushback on Outdated Tech Stacks
What Front Office Teams Really Need and Common Mistakes Being Made The front office has long been the face of innovation in asset management, but in recent years, that narrative has started to shift. As investors become more vocal about what they expect from their asset managers, front office teams are feeling the pressure and […]
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 […]
From Co-Sourcing to AI: What Fund Ops Leaders Are Really Talking About
During a recent industry roundtable hosted by FundGuard and Cutter Associates, senior leaders from across the asset management, asset servicing, and technology community gathered to share candid insights into the evolving nature of investment operating models, data strategies, and the role of AI. What emerged was not just a discussion of trends, but a […]
The Future of the Back Office: What’s Driving its Evolution? And Where is it Headed?
Following our London Roundtable on ‘The Future of the Back Office’ in July with participants from some of the region’s leading asset management firms, FundGuard’s Antony Slee, Director of Sales, EMEA, and Chris Mills, Managing Director at Citisoft, sat down to discuss the key themes and insights captured during the discussion. The focus of […]
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 […]
Top Five Challenges Facing Investment Accounting
Investment accounting remains under immense pressure to modernize to meet increased demands. Traditional systems are falling short, leaving fund administrators and asset managers constrained by outdated technology that cannot keep pace with operational demands or rising investor expectations. From manual workflows to growing cybersecurity risks, the cracks are showing and the urgency for change is […]
Evolving Audit Trails in Investment Accounting
By Peter Muldoon, Product Strategy Director, FundGuard When it comes to investment accounting, the complexities of managing diverse asset classes, ensuring data accuracy, and maintaining compliance have historically been exacerbated by fragmented system architectures. As we’ve previously covered, fragmented legacy platforms for different asset classes, investment products and jurisdictions have created a patchwork […]
Webinar: How Big Data Elevates the FundGuard User Experience
About This Webinar Watch Now In this first web chat of our FundGuard Discovery series, FundGuard’s Akha Mathews and Peter Muldoon discuss the benefits of NoSQL, aka “Big Data” databases as applicable to managing data on the FundGuard platform. Key Points Discussed How FundGuard data storage differs from traditional relational databases Flexibility and extensibility of […]
Confluence and FundGuard Partner to Streamline Fund Reporting
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will combine functionality from Confluence’s fund administration platform Unity™ and Revolution, its suite of asset management performance and risk, […]