For many years, operational transformation has been driven by efficiency programs, platform upgrades, regulatory remediation, and targeted automation. While still important, these no longer reflect the scale of the challenges underway. The industry is being rapidly...
Today’s investment firms face significant challenges: mastering new regulatory standards, harnessing the power of data and fostering new avenues of collaboration. This candid and insightful conversation between thought leaders from Charles River and Meradia explores...
In August, industry leaders gathered at The Fullerton Sydney for the 10th Investment Data and Tech Summit – a milestone event marking a decade of evolving conversations around data, technology, and strategy in investment management. Having attended many of these...
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...
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...
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 members....