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 collective […]
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 the […]
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 Traditional systems are falling short, leaving fund administrators and asset managers constrained by outdated technology that cannot keep pace with operational demands or rising investor expectations.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 of systems […]