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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...
Harnessing the Power of Innate Passion
Cultivate adaptability, embrace continuous learning, deepen understanding through teaching, and pursue networking opportunities. A Charles River Insight by Rajesh Bodi, Head of Product Support & SaaS OperationsBinary Stars: Passion and Success Binary stars are...
The Path to Direct Indexing in Canada
It’s no secret that direct indexing has taken off in the U.S. – an avalanche of high-profile acquisitions, fintech startups, and major platform launches have occurred over the last few years and momentum does not appear to be slowing. While direct index portfolios...
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,...