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How wealth managers can deliver personalised discretionary portfolios at scale
The combination of portfolio personalisation and increasing account volumes is becoming a central challenge for wealth managers.60% of wealth professionals expect their HNW clients to require some degree of personalisation, yet margin pressure and increasing...
Global Private Markets: Resilience Meets a New Reality
State Street’s fifth annual Private Markets Study, based on a survey of 480 senior executives across assets owners, investment managers, and private markets specialists offers a current picture of where the money actually sits and where it is headed next. The study...
From trusted information to better decisions: Reflections on how investment operating models are evolving in the age of AI
The recent Investment Data and Technology Summit in Sydney brought together several familiar themes reshaping investment organisations today. Artificial intelligence (AI) featured prominently across discussions, alongside data management, operating model...
From Experimentation to Infrastructure: What TSAM New York Revealed About Digitization
TSAM New York returned to the Marriott Marquis on September 22–23, 2026, convening buy-side leaders across investment operations, technology, data, and distribution. The agenda spanned eight streams, including AI/Technology and Intelligent Automation, Data Strategy,...
Enhancing SaaS observability with AI
In a modern software-as-a-service (SaaS) environment, observability is the ability to measure a system's internal state by examining its external outputs. Observability goes beyond conventional monitoring approaches which tell you that a system is broken or performing...
Leveraging AI to Improve Explainability in Portfolio Optimization
Making investment decisions easier to understand Portfolio optimization enables investment teams to better evaluate trade-offs, balance risks, and build portfolios aligned with their objectives. As investment strategies evolve, optimization outputs can increase in...
Transforming investment data quality with AI: From reactive monitoring to strategic intelligence
The growing challenge of data complexity Data has become the foundation of modern investment management. From market prices and portfolio holdings to risk analytics and operational reporting, fund managers and asset allocators rely on increasingly large and complex...
How AI is Reshaping Financial Software Development
Financial technology is evolving at a rapid pace. Investment firms expect their vendors and partners to quickly adapt to changing market conditions, regulations, cybersecurity threats, and other operational necessities. The ability to meet these expectations relies...
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...