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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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Achieving 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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Trends Impacting Investment Operations, Meradia’s 2025 Viewpoint
SUMMARY A modern Target Operating Model in investment management is no longer a “nice to have” but a necessity in an increasingly competitive, data-driven, and highly regulated landscape. Firms cannot cut their way to success in the marketplace as technological innovation and operational efficiency is the source of future outperformance relative to peers. Firms who
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Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration
Organizations are increasingly migrating from traditional, internal data storage systems to more dynamic, cloud-based data vaults. This transition is crucial for businesses looking to leverage the vast potential of big data in a modern, data-driven environment. With platforms like BNY Mellon’s Data Vault, State Street Alpha Data Platform, JP Morgan Fusion, and several others, enterprises
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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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Data-Centric KPIs Enable Effective Management of Investment Performance Operations
Consider the irony… Performance departments exert their time and energy to calculate performance results that inform consumers of the impacts of their decisions on investments. Though Performance executes complex calculations and solves firm-wide data challenges for consumers’ benefit, oftentimes they forget to measure the most important performance of all… their own. This fourth installment of the Performance is Data Series explores exactly how Investment Performance teams can embark on a key performance indicator (KPI) centered approach to measure more than just the performance of others and introspectively assess operations.
by Clay Corcimiglia
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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
4 Mistakes When Implementing a Data Catalog
Building and implementing a data glossary are two common goals for many investment firms in their annual strategy setting. But what happens when you rush into it without proper planning? Four common mistakes can occur which can hamper your development or make the final product irrelevant. This paper will discuss these missteps and offer prevention strategies.
by Andrew R. Jacob, CFA, Senior Consultant
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Automation: Taking Back Control From Excel and Email Anarchy
If your firm relies on homegrown tools like Excel and email to coordinate tasks, track status and transfer information, your business could be at risk of inefficiencies, or much worse. Here, we explore how business process automation can transform your operating model.
by Mick Cartwright, CIPM, Managing Director
Tim Jager, Senior Manager
Byron Derti, Analyst
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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