Roundtable Recap: Operational Resilience in Asset Management and Servicing
At our most recent London roundtable hosted in collaboration with Citisoft, we engaged in a wide-ranging discussion on operational resilience and third-party risk with technology and ops leaders from London’s asset management and servicing community. The conversation highlighted a significant shift towards a services-based approach, largely driven by regulatory mandates, such as the Digital Operational […]
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 […]
The Nordic Perspective: Target Operating Model Considerations in Times of Change and Hyperinnovation
By Thomas Eikrem, EMEA Managing Director, Fencore In his 1966 book, The Scandinavians, TIME Magazine correspondent Donald S. Connery reflected on the cultural differences across Denmark, Norway, and Sweden. While his characterizations reflect the stereotypes of that era, they highlight the enduring fascination with Nordic diversity. As someone who has lived and worked across […]
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 […]
Is the Future of Investment Accounting a Collaborative Utility?
An FGX blog contributed by Harriet Roden, Citisoft FundGuard and Citisoft have kicked off 2025 with a continuation of our co-hosted London roundtables for executives from across the London asset management community. The sessions are turning out to be quite candid and collaborative conversations about the industry’s path to transformation and areas for potential […]
The Nordics: Cutting-Edge Innovation or the Divine Right of Caution?
An FGX blog contributed by Thomas Eikrem, Managing Director, Europe, Fencore The Nordic Perspective In November 2024 FundGuard, Alpha FMC and Fencore arranged a Copenhagen roundtable to address Nordic investment management opportunities and challenges in an age of hyperinnovation. Opinions were plentiful, diverse and – maybe – a tad cautious. The Nordics do have […]
Roundtable Recap: The Case for Transformational Change
Share on facebook Share on twitter Share on linkedin The pace of change in the asset management space is accelerating at lightning speed, driving asset managers, asset servicers and related providers to double down on operational optimization. But what exactly does the business need and how can firms best position themselves to survive and thrive […]
FundGuard Implementation Partner Program
Share on facebook Share on twitter Share on linkedin Become a Certified FundGuard Implementation Partner At FundGuard, we are excited to introduce the FundGuard Implementation Partner Program (FGIP), designed specifically for our integration partners and industry technology consultants. This program equips our partners with the skills and expertise to seamlessly implement FundGuard’s innovative investment accounting […]
Operational Resilience Roundtable: Praise for Dora the Disruptor
Share on facebook Share on twitter Share on linkedin NEW YORK, LONDON – June 4, 2024. FundGuard, the first fully cloud-native, AI-powered multi-asset and multi-book investment accounting utility today announced a strategic collaboration with ICE’s data services business, which is part of Intercontinental Exchange (NYSE:ICE), a leading operator of global exchanges and clearing houses and […]
Operational Resilience Roundtable: Is Technology in Asset Management Fit for the 21st Century?
Share on facebook Share on twitter Share on linkedin NEW YORK, LONDON – June 4, 2024. FundGuard, the first fully cloud-native, AI-powered multi-asset and multi-book investment accounting utility today announced a strategic collaboration with ICE’s data services business, which is part of Intercontinental Exchange (NYSE:ICE), a leading operator of global exchanges and clearing houses and […]
Towards a Next-Generation Target Operating Model
Share on facebook Share on twitter Share on linkedin Thomas Eikrem, Managing Director EMEA, Fencore A CTO colleague of mine made the following remark last year: “We are moving away from, ‘If it works today, don’t break it’ to, ‘Just because it works today, it doesn’t mean it will work tomorrow.’” Indeed, Investment […]