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For many firms, implementing a modern performance platform such as FactSet Performance Solution is about more than replacing legacy tools. It is an opportunity to improve how performance data is produced, reviewed, and delivered across the organization. One of the key reasons for FPS is its fully customizable solution within a single system to meet
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Architecting for Total Portfolio Approach
“Architecture is about the important stuff. Whatever that is.” – Ralph Jophnson. While Strategic Asset Allocation (SAA) and Total Portfolio Approach (TPA) are both investment philosophies, they require fundamentally different architectures to support them. Most asset owners do not struggle because of the allocation approach they choose. They struggle because the systems, data structures, and design decisions
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Why Transformation Efforts Fail – Why Partnership and Trust Determine Success
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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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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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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Turning Reconciliation Into a Competitive Advantage
For years, reconciliation has been seen as a control function and a cost. It kept the books aligned but was rarely considered a potential competitive advantage among their peers. That mindset is exactly why many firms now find themselves burdened by outdated tools, fragmented processes, and unreliable data. Reconciliation failures now have front-office consequences. The
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From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
The most powerful ideas often come from unexpected conversations. I had a philosophical dialogue with my partner, an urban designer from Harvard. We discussed how cities are planned not just for the present, but for decades ahead. It struck me: data architecture faces the same challenge. Just as an urban designer balances growth, mobility, and
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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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