Total Cost of Ownership Analysis: Enabling a Strategic Approach

Cost efficiency is the goal, but when it comes to transforming their operating models, many investment firms aren’t asking the right questions. ​​With a strong focus on explicit costs – vendor contracts, licensing fees, system migrations – it can be easy to overlook...

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...

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...