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In recent articles, we’ve examined why delivering an effective Total Portfolio View (TPV) is difficult, the data obstacles firms face, and why an Investment Book of Record (IBOR) often plays a key component in constructing your TPV. I’d like to step back and consider the utility a TPV delivers. It is not simply the accumulation
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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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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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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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The Corporate Actions Conundrum: Why Modernization Is No Longer Optional
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 Complexity, fragmented data, and outdated systems contribute to inefficiencies, heightened risk, and strained collaboration between operations and portfolio management teams.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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Escaping Excel Anarchy: The Hidden Problems of Excel
Excel remains a cornerstone tool in financial services due to its accessibility, flexibility, and powerful data manipulation capabilities. Its intuitive interface and widespread adoption empower business users to perform complex calculations, build financial models, and easily generate reports. This accessibility fosters innovation, enabling teams to respond quickly to evolving business needs without waiting for IT
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Architect for the End-State: Enable the Total Portfolio View by Design
If you could build your investment organization from the ground up, would you recreate the inefficiencies that plague mature firms today? Too often, firms grow organically, layering systems, processes, and teams in response to immediate needs. This approach may solve short-term challenges but creates long-term operational debt: fragmented infrastructure, inconsistent data, lagging insights, and rising
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Navigating the Future: Modernizing and Transforming Investment Technology and Operations
The Continuous Need for Modernization The investment industry is evolving rapidly, driven by technological advancements, regulatory changes, and increasing investor expectations. To remain competitive, firms must continuously modernize their people, processes, and systems. Stagnation no longer creates inefficiencies, it creates risk. Modernization is not merely about adopting new technology; it requires a fundamental shift in
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Is Artificial Intelligence in Finance the Next Revolution or Gimmick?
“As of March 2025, Artificial Intelligence heavyweight Open AI is valued at $300 Billion. Nvidia Corp, one of the largest facilitators of AI, has surpassed Apple to become the world’s most valuable company. More than 25% of all code at Google is now AI generated.” (Channel Insider, WSJ, Fortune) Though seemingly unbelievable, these headlines are accurate and effectively
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Achieve Clarity With Total Portfolio View
The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. 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 portfolio exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment boards
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