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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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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
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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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Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks
PREFACE Jose Michaelraj CIPM, CAIA, a Senior Manager at Meradia, specializes in optimizing performance operations and technology for asset managers, asset owners, and custodians. With deep expertise in modern data management techniques, Jose has reorganized performance processes, assessed attribution platforms, and developed a pattern recognizing validation tool. Jose frequently writes about bridging business needs with
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The Customization Conundrum: Navigating the Challenges of OTC Derivatives
In the ever-evolving world of finance, over-the-counter (OTC) derivatives are the hidden gems within portfolios of savvy managers, offering both complexity and opportunity. Initially developed to meet specific hedging needs, OTC derivatives have grown significantly in both volume and importance, now playing a crucial role in global finance. These instruments offer the unique ability to
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Process Based Attribution: Getting to the Heart of Value Add
INTRODUCTION Our previous papers in the asset owner series dealt with a variety of topics in the performance value chain. The first paper discussed valuation challenges posed by higher allocations to private markets, external asset management, and managing multiple books of record. Our second explored multiple return methodologies to provide meaningful performance returns. In the
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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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The Front-to-Back Operation Movement in Investment Process: Evolution and Integration
In recent years, the asset management industry has undergone a noteworthy evolution towards a “Front-to-Back” (F2B) movement. While this concept is not entirely new, it has historically been dominated by a single provider for over a decade. The primary driving force behind this evolution is the realization among Asset Managers that their legacy fee structures
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Navigating Consolidation and Technological Integration in Financial Services
In the ever-evolving landscape of financial services, the industry is increasingly adopting the approach of acquisitions and advanced technological integration. These trends, driven by a multitude of factors, have profound implications for the industry by altering the strategies and resources required for success in the market. Factors to Consider During Consolidation in Financial Services MARKET
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