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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...
Managing the ETF lifecycle at scale
As ETFs continue to gain momentum across global markets, managing them efficiently has become increasingly complex. In this discussion, Steve Milanowycz and Raghav Malhotra unpack the forces driving ETF growth and the operational, technological, and strategic...
The Art, Science, and Future of Private Asset Valuation
Private assets have typically been valued on a quarterly or even less frequent basis. In this conversation, we unpack the complexities and challenges of valuing private assets and look at the potential impact of AI on accelerating the frequency of valuations.Robust...
TSAM London 2026 — What We Discovered
TSAM London brought together industry leaders and practitioners from the EMEA asset management community to share insights into current operational challenges and explore what trends are shaping the future of investment management.TSAM London brought together industry...
Don’t Start with AI. Start with Friction.
Every organization is under pressure to adopt AI. The tools are proliferating, the case studies are compelling, and the fear of falling behind is real. But in the race to implement, most teams are asking the wrong first question.They ask: “where can we use AI”? when...
The Hidden Bottleneck in UMA Operations
Asset flows to managed accounts are surging, particularly for unified managed accounts (UMA). This expansion is driven by technology advancements and the increasing demand for personalized, complex portfolios. UMA has the ideal infrastructure to contend with this...
Private assets for retail investors, what we heard at InvestOps 2026
The intersection of public and private markets sparked lots of discussion among InvestOps 2026 attendees across panels, breakout sessions and keynotes, and in our conversations with industry partners and professionals.While growing allocations to private assets by...