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Tokenization of Financial Assets: Context Tokenization is a buzzword that is used by many in the industry without a single definition or a deep understanding. At its core, tokenization refers to the process of creating a digital representation of an asset on a blockchain or distributed ledger, where each token represents a claim, share, or
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Transformation Tapes, Episode 3: Collateral Management
While collateral management has historically been viewed as an operational burden, it’s becoming more of a strategic lever. As interest rates rise, cash collateral isn’t just idle money; it’s cash drag. Firms must rethink collateral allocation if they hope to capture alpha, or risk underperformance. At the same time, regulatory and market forces are reshaping
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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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Finding the Groove: Data Strategy as Foundation
Is Your Data Strategy Playing in Sync, or Out of Tune? Think about the last time you saw a truly great band. The vocals soared, the guitar solos amazed… but what about the drums and bass? Odds are, you didn’t notice them much, and that’s exactly the point. They set the foundation, creating the groove
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Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
In our first article, Are You Ready for AI?, we explained how true AI readiness is less about chasing the latest tools and more about achieving operational maturity. Firms that succeed start with clean data, sound processes, and strong governance; the foundation quality is what determines whether AI delivers value or magnifies flaws. This second
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Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Today, collaboration and knowledge sharing are more critical than ever. Recently, Meradia’s Laurie Hesketh, CIPM and Mick Cartwright, CIPM joined forces with Ian Hissey and Peter Sherriff from Charles River Development, a State Street Company, for an exclusive knowledge sharing session. Together, these experts explored the challenges and opportunities facing asset owners and investment firms
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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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3 Best Practices for Building Confidence in Performance Results
Performance data errors do not just create operational rework. They damage client trust, raise regulatory scrutiny, and erode a firm’s reputation. Performance results are not just numbers; they represent a firm’s credibility. Portfolio managers, client reporting, marketing, and compliance all rely on performance results to be accurate, consistent, and durable. Once firms publish results, stakeholders
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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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