From Co-Sourcing to AI: What Fund Ops Leaders Are Really Talking About

An image of roundtable participants sitting around a table in conversation.

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?

Participants at the FundGuard London Roundtable

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

Artificial Intelligence Graphic

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?

Investment Accounting Utility Graphic

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 co-investment […]