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The 31st Annual ISITC Securities Operations Summit, held earlier this week, brought together professionals from across the financial services industry to engage with thought leaders shaping the future of operations. Centered around the theme Resilience Through Innovation: Preparing for the Next Decade in Financial Services, the event explored topics including accelerated settlement, AI, U.S. Treasury
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ISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways
The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency,
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Achieve Clarity Through a Total Fund View
The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Now imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total fund exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment
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Change Management: Forgotten? Afterthought? Or Strategic Investment for Success?
INTRODUCTION The significance of change management cannot be overstated in today’s evolving business landscape. Do you genuinely value change management? How do you effectively drive change? What strategies do you employ to ensure success? Often, organizations miss the crucial opportunity to integrate change management at the optimal stage of their projects. When the tide of
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Cash Drag or Collateral-Derived Alpha: The Choice Is Yours
Generating alpha is hard enough, so why let cash drag stifle returns? With derivative-laden portfolios in a high-interest rate environment, collateral presents opportunity to improve returns. The decade-long period of low-interest rates created detrimental habits with a default cash collateral model. Asset owners face challenges in diversifying collateral beyond cash due to existing infrastructure that
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The Value of Exception-Based Processing
For many in the asset management industry, their days are spent combing through sets of data looking for problems. This is often a result of legacy technology (or inadequately utilizing modern technology) and layered manual controls. There is a better way. Modern technology offers exception-based processing capabilities that bring the power of business rule-driven automation
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Reduce Risk and Enable Scalability in Derivatives Processing by Modernizing Processes and Technology
The accumulation of temporary workarounds in back and middle office operations can pose significant risks to firms. As new opportunities arise, scalability is often hindered. Fortunately, new vendor capabilities have made it easier to modernize these operations by integrating applications into IBOR or conducting a complete re-platforming exercise. Read this article to learn how to best utilize derivatives for modernizing operations.
by Jake Daly-Leonard, Consultant
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Driving Strategic Transformation for Wealth Management Firms: A Framework for Technology Vendor Selection
Like many industries, wealth management is undergoing a change. Demographic and generational shifts in wealth will continue to reshape services and enhance the digital experience . In a survey of 120 wealth managers, 87% reported that they have made significant investments in technology over the past several years. Tech transformations within large wealth management firms are often achieved through integrations of vendor platforms with proprietary applications, as stakeholder needs are particularly diverse. A single platform solution may solve for a set number of stakeholders, but firms with various client types require multiple solutions that integrate seamlessly. Deciding on the best technology partners requires a proven, structured approach to technology evaluation.
by Tina Madel, CFA, Senior Manager
Jose Michaelraj, CIPM, CAIA, Manager
Josh Gerwick, CFA, CIPM, Consultant
Four Signs Your Firm Is Ready for a Consolidated Front-To-Back Solution
Front-to-back office solutions are on the rise. Are they right for your firm?
by John Leavy, Senior Manager
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Key Operational Considerations for Crypto Investment Managers
As demand for crypto offerings intensifies, asset managers entering this market are facing new operational challenges that are unique to this emerging asset class. This article highlights regulatory, valuation, performance, and safekeeping aspects of traditional managers’ operations that require a special approach when it comes to digital currencies.
by Natasha Romanova, CIPM, Consultant
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