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Redesigning investment manager operating models for an AI-driven future

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...

Scaling the Future of ETFs: Infrastructure, Automation, and Operating Models

Growth is no longer the primary challenge for ETFs. Scale is. As the market expands into new strategies, regions, and investor segments, the infrastructure and distribution models supporting ETFs are becoming just as important as the products themselves. It is also...

The Active ETF Opportunity: Rethinking How Strategies Are Built and Delivered

If one trend defines the ETF landscape in 2026, it’s the accelerating rise of active strategies. Once dominated by passive exposures, the ETF market is now seeing a clear shift that is redefining product development, investor demand, and competitive dynamics. Active...

Enabling ETF innovation at scale: The Next Evolution of Investment Strategies

ETFs have entered a new phase. What was once viewed as a flexible wrapper for investment strategies is now evolving into something much larger, a core building block for how portfolios are constructed, managed, and delivered. With global ETF assets nearing $20...

Speaking of Alpha: Democratizing Data Access for Asset Owners and Investment Firms

Eliminating Silos and Harnessing Interoperability. By democratizing access to curated, role-appropriate data, institutional investors empower their employees and stakeholders to make timelier and more confident investment decisions, transform their operating models...

Speaking of Alpha: Leveraging Partnerships to Evolve your Data Architecture

Frank Smietana in conversation with Karthik Rajagopalan and Peter Sherriff. Investment managers and asset owners increasingly rely on partnerships with third-party data, analytics and application providers to support investment and risk decision making, bring new...
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Recent Posts

  • Redesigning investment manager operating models for an AI-driven future
  • Scaling the Future of ETFs: Infrastructure, Automation, and Operating Models
  • The Active ETF Opportunity: Rethinking How Strategies Are Built and Delivered
  • Enabling ETF innovation at scale: The Next Evolution of Investment Strategies

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