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Tokenization of Financial Assets: Context Tokenization is a buzzword that is used by many in the industry without a single definition or a deep understanding. At its core, tokenization refers to the process of creating a digital representation of an asset on a blockchain or distributed ledger, where each token represents a claim, share, or
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The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Many firms struggle with fragmented processes, duplicative efforts, and stalled transformation initiatives. What may seem like agility at the team level often creates hidden risks, rising costs, and significant barriers to scale. Enterprise solutions such as Total Portfolio View (TPV), Investment Book of Record (IBOR), and centralized analytics platforms are designed to unify organizations through
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2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
In 2026, the competitive gap in asset management will continue to widen between firms that industrialize data and Artificial Intelligence (AI) on cloud-native, interoperable architectures with embedded governance versus firms entrenched in legacy operating models and endlessly piloting on antiquated infrastructure. AI is THE multiplier: it amplifies strengths in clean, governed data, modular platforms, efficient processes, and exposes weaknesses in operating models, including data silos, manual ‘low value’ work, and unclear data ownership.
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Finding the Groove: Data Strategy as Foundation
Is Your Data Strategy Playing in Sync, or Out of Tune? Think about the last time you saw a truly great band. The vocals soared, the guitar solos amazed… but what about the drums and bass? Odds are, you didn’t notice them much, and that’s exactly the point. They set the foundation, creating the groove
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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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3 Best Practices for Building Confidence in Performance Results
Performance data errors do not just create operational rework. They damage client trust, raise regulatory scrutiny, and erode a firm’s reputation. Performance results are not just numbers; they represent a firm’s credibility. Portfolio managers, client reporting, marketing, and compliance all rely on performance results to be accurate, consistent, and durable. Once firms publish results, stakeholders
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Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Executive Summary Despite broad adoption of digital technology across investment operations, corporate actions processing remains one of the most manual, error-prone functions in the industry. Complexity, fragmented data, and outdated systems contribute to inefficiencies, heightened risk, and strained collaboration between operations and portfolio management teams. As the demand for timely elections and accurate reporting grows,
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The Role of Automation in Operational Efficiency for Asset Managers
Asset managers have always depended on people-intensive processes to handle trading, reporting, reconciliation, and compliance. Those processes once worked, but today they are cracking under the pressure of fee compression, accelerated settlement cycles, and the growing complexity of private markets. What used to be occasional exceptions are now daily operational risks. Automation is no longer
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How Investment Performance Teams Drive Revenue Growth and Retention
Reframe Performance as a Growth Engine, Not a Cost Center There is a flaw in the assumption that the investment performance department is a cost center. Revising this assumption clarifies why firms are funding performance transformation projects. Reframed as a core product interface and growth enabler, performance improves client experience, creates a strategic feedback loop,
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Evaluate the Maturity of Your Derivatives Operations
There’s a classic line from The Simpsons: “The Springfield Police have told me that 91% of all traffic accidents are caused by you six guys,” followed by celebration at Moe’s. While there is no centralized data source attributing the causes of pricing errors across investment operations, derivatives are often a significant contributor. At times, it
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