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Smartsourcing: Scaling with a Hybrid Approach
The asset management landscape is going through a period of rapid growth, with market volatility, geopolitical uncertainty and expanding global markets. This calls for a rise in need for scalability and transformation. While the business objectives may be similar, the...
Effective Private Credit Pipeline and Deal Management
Harnessing the right processes, partners and platforms to ensure success In our recent article, we discussed the rapidly changing private credit landscape and potential opportunities facing investors as they seek to enter or expand exposure to this dynamic asset...
Direct Indexing Implementation: Reimagining Processes
Direct indexing (DI) as a portfolio personalization strategy continues to gain traction in the marketplace. Given how attractive the benefits are to investors, managers, and advisors, conversations in the industry have shifted from “why” direct indexing to “how” – how...
Key Themes in Private Credit
2025 and Beyond The robust growth of private credit has created massive opportunities for asset managers positioned to acquire and manage investments in this sector. Large private asset managers are increasingly joined by traditional, public asset focused firms...
Investment and Superannuation: Meeting the Needs of Tomorrow’s Savers
The next generation of savers have different expectations of investment firms and superannuation funds. The investment industry must explore how it can leverage data and technology to evolve and meet shifting client preferences, as well as the needs of their...
Unlocking the Data Dividend: How Investment Firms Can Navigate Change and Innovation
The role of data and technology in the investment management industry is evolving at a rapid pace. How should firms leverage the power of innovation in such a fast-moving environment?The industry is determined to harness the innovation potential of data and analytics,...
Speaking of Alpha: Smartsourcing – Creating Dynamic Operating Models
Kellie Smith in conversation with Barnaby Edmunds, Liana Mackay, Peter Sherriff and Clayton Issitt. Industry forces are driving investment firms to rethink their approach to operating model design as they strive for diversification, growth and a competitive edge. With...
From Revolution to Evolution: Building the Next-gen Operating Model
An interview with Peter Sherriff, director of Product Strategy, APAC at Charles River Development. Like most industries, the only constant in investment management is change. Retaining clients and growing assets under management (AUM) requires firms to differentiate...
Seizing the T+1 Opportunity
The move to a T+1 settlement cycle in the US, Canada and Mexico offers investment managers a new opportunity to drive growth across their organizations through a wide range of process improvements. It starts with embracing automation to facilitate the internal...