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Summary Organizations across the investment industry continue to spend tens of millions of dollars each year modernizing and optimizing operational processes, aiming to improve efficiency, enable growth, and support innovation. Yet despite sustained investment, many organizations struggle to realize the outcomes they expect. Recent research underscores the scale of the challenge. Studies published in 2024
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System Conversion for a Global Custodial and Service Provider
Background A Global Service provider began a multi-phase implementation for a Global Investment manager to convert them onto their modern outsourced platform. The initiative aimed to enhance operational efficiency while fully supporting their clients increasingly complex global investment strategies. The Challenge Despite a clear strategic objective, the project quickly fell behind. During the initial rollout
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Breaking Down Barriers: Building a Scalable OTC Derivatives Solution from the Ground Up
Background A service provider had long been known for its “white glove” premium service and seamless onboarding experience. But when a recent acquisition introduced new front-to-back capabilities, including modern OMS and IBOR, things began to unravel. The firm had promised clients advanced OTC derivatives functionality, but under the hood, their infrastructure told a different story.
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Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
In our first article, Are You Ready for AI?, we explained how true AI readiness is less about chasing the latest tools and more about achieving operational maturity. Firms that succeed start with clean data, sound processes, and strong governance; the foundation quality is what determines whether AI delivers value or magnifies flaws. This second
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ISITC Securities Operations Conference – Fall 2025 Recap
The 2025 ISITC Fall Forum brought together professionals from across the financial services industry to explore the trends and technologies reshaping operations. Discussions ranged from the explosive growth of private markets to Europe’s complex roadmap to T+1, the shifting stablecoin landscape, and the push toward extended trading hours in the U.S. Despite the breadth of
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Is Your Data Ready for AI?
Currently, AI is featured in headlines, boardrooms, conference agendas, and nearly every strategic roadmap. The pressure to act is growing, but amid the momentum, one truth often gets lost . AI’s value depends on the integrity of the foundation upon which it’s built. Artificial intelligence is advancing rapidly, but its success isn’t about chasing every
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Same Fund, Different Returns: Explaining the IRR Gap
“Why did my investment underperform the fund?” It’s an uncomfortable question, and one that private fund managers are hearing more often. As investor-level performance reporting becomes more common alongside traditional fund-level Internal Rate of Return (IRRs), a growing truth has come into focus: the same fund can deliver materially different outcomes to different investors. Increasing
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Sticky by Nature: Why Canadian Asset Owners Struggle to Achieve Total Portfolio View
For Canadian pension plans and institutional investors, Total Portfolio View (TPV) refers to a synchronized, near real-time understanding of public and private holdings and exposures across the enterprise. It’s the cornerstone of investment clarity, empowering decisions, strengthening oversight, and unifying front-to-back investment processes. Yet for Canadian asset owners, achieving TPV isn’t just complex; it’s sticky.
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The Corporate Actions Conundrum: Why Modernization Is No Longer Optional
At first glance, an asset manager’s Multi Asset Classes (MAC) platform and an asset owner’s Total Portfolio View (TPV) framework appear similar. Both manage diverse asset classes, complex return methodologies, and multiple benchmarks. Yet beneath the surface, their objectives, data requirements, and architectural foundations diverge sharply. Data Models: Flexibility Beyond Product-Level Structures MAC platforms perform well in
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Insights from the A-Team Group’s AI in Capital Markets Summit
The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following
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