Consultants dedicated to the investment management industry.
Joined June 2009
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As investment management evolves, so must data strategies. Our latest article explores the shift from rigid data onboarding and sharing practices to a more agile, collaborative, and well-governed approach. Learn more: bit.ly/4jxnJn7
#AssetManagement #DataStrategy
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Throughout May, Citisoft employees across the United States, Canada, and the United Kingdom joined together to fight food insecurity in our communities.
Learn more about the exceptional organizations that we supported and how you can get involved: bit.ly/3SoPX8k
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If you're an alternative fund, wealth manager, or small investment manager, outsourced trading may offer a compelling path forward.
Read our latest blog to learn more:
bit.ly/4diPQoj
#AssetManagement #OutsourcedTrading #InvestmentOperations #CitisoftInsights
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Operations teams are under pressure to do more with less. The firms that succeed won’t just deliver; they’ll enable—turning operations into a source of competitive advantage. Read more today: bit.ly/3DhOEnK
ALT “The era of operating models that merely tactically deliver is giving way to those that strategically enable. At the heart of this shift, core standardization remains essential. It provides the foundation for the flexibility and scalability needed to navigate the challenges of tomorrow.”
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AI’s biggest hurdle in investment management? It’s not the tech. As we explore in this year's Outlook, the firms that succeed with AI won’t be the ones chasing hype—but those who have invested in strong data governance.
Read more: bit.ly/3X3QZt6
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Is data *really* worth the hype? Absolutely—but only with the right strategy. In our latest blog, we explore break down why data initiatives often fall short and outline four key pillars to getting your data strategy back on track. Read more today: bit.ly/3QalkT7
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The industry's pursuit of a total portfolio view is at a turning point, but success depends on more than just technology. Read insights from our Investments practice in our Outlook for 2025: bit.ly/4jTpCMi
#InvestmentManagement #TotalPortfolioView
ALT A consolidated view across portfolios is finally attainable, but that’s not to say it’s easy. In 2025, experience is key to starting down the path toward success.
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Our team in EMEA is thrilled to be supporting @AngliaRuskin’s International Business Strategy module this term! This week, we ran sessions introducing Citisoft and delivering a crash course on financial markets and the transformative role we play in the industry.
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Another year, another round of regulatory pressures for UK asset managers. How can firms stay ahead while ensuring robust controls? Our latest blog unpacks key 2025 regulatory shifts, and what mid-sized managers can do to navigate evolving frameworks.
bit.ly/4gj2Oma
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Are you ready for the demands of tomorrow's investors? To meet the needs of an experience-driven generation of investors, firms must rethink their operating models. Balancing immediate challenges with long-term innovation is critical.
Read more ➡️ bit.ly/3CCKkir
ALT Asset managers must balance the needs of their current clients with the expectations of a new, experience-driven generation of investors. In 2025, firms must focus on embedding scalable solutions that not only address current challenges but can also anticipate the demands of evolving client expectations."
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With >80% of annual budgets locked in BAU, the competition for discretionary spend is fierce—and many projects fail to get off the ground due to weak business cases.
Our latest blog explores two strategies to help yours stand out. Read more: bit.ly/4f3bBbN
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The Snowflake breach affecting 150 clients, an incident likely to cost companies millions. But the issue wasn’t the tech, it was poor data practices. Discover how we can aid asset managers secure and govern their data properly in our latest blog.
bit.ly/4f7SU6t
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Could emerging technologies like #AI and #tokenisation bring dramatic change to the middle office?
In our latest blog, Chris Mills explores the potential these innovations offer as asset managers seek responses for advancing client demands: bit.ly/489ll1T
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Demand grows for diversified, resilient portfolios leading firms to expand multi-asset offerings. How can your firm navigate complexity and hit the mark? Read our latest blog for key insights.
bit.ly/4dXHQsq
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Why do we still rely on multiple back-office books of record in an industry where accuracy is key? With #tokenisation, could we shift to a single, immutable source of truth?
Explore the future of ABOR and its impact on fund management in our latest blog. bit.ly/3z90rTb
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In partnership with @YG_Boston, we are excited to announce our 2024 Citisoft Scholar and four-year scholarship recipient, Jakhi Sanders!
Learn more about Jakhi and the Citisoft Scholars program here: bit.ly/3yKlkUQ
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The quest for talent is more critical than ever. Our latest blog explores the enduring challenge of finding skilled resources to drive innovation. Discover why playing the long game in talent management matters.
bit.ly/4fszLNt
#TalentManagement
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For all the headlines on generational change, few dive into how shifting preferences are changing investment management. In our latest blog, industry leader John Clark dives into three trends that are re-shaping our industry’s trajectory.
Read more: bit.ly/3LexibK
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Learn how a leading wealth and investment manager with £106B in AUM successfully launched their Managed Portfolio Service (MPS) across third-party platforms with Citisoft’s expertise.
Unlock the full story on our website: bit.ly/3Vr45Pk
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Private market investments have steadily gained traction over recent years, however, the data challenges they bring can be overwhelming. How do you keep up? Find out in today's blog: citisoft.com/insights/blog/o…
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