June Insights
Latest blogs
As inflows into ETFs continue to gain steam in many markets, Ben Keeler examines the maturity curve of ETFs in three phases—from early stages to saturation to projected diversification into other asset types. With this evolution in mind, he weighs in on four key areas of prioritization for asset managers looking to address how this market trend may impact operations now and over the long term.?
Imagine a world where AI enhances trade matching and settlement, providing instant anomaly detection and seamless issue resolution. Consider the potential of near-real-time cash reconciliations becoming the industry standard, transforming how we manage and forecast cash flows. Dhanya Dhiraj investigates how AI and GenAI could revolutionise post-trade operations in investment management.?
Private market investments have steadily gained traction over recent years, prompting many to diversify their portfolios. However, the data challenges they bring can be overwhelming. Non-standardised, unstructured data, complex fund strategies—how do you keep up? Our latest blog, co-authored by Adam Taylor, Dhanya Dhiraj, and Gareth Joice, reveals the powerful strategies required to master data optimisation in private markets. Discover how to streamline operations, enhance performance monitoring, and achieve a comprehensive portfolio view.?
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New client story
Our client, a leading wealth manager with ￡106bn in assets under management (AUM), successfully expanded their Managed Portfolio Service (MPS) to third-party platforms with Citisoft's support. Originally designed for internal use, this initiative to launch the service externally faced significant challenges due to tight timelines and regulatory complexities.
Citisoft conducted a thorough assessment, guiding the development of a structured plan to navigate engagement with third parties. Through expert project management and deep industry knowledge, Citisoft facilitated the design, implementation, and launch of the MPS on multiple platforms. Key achievements included designing operating models, securing regulatory compliance, and executing legal agreements.
Despite hurdles, Citisoft enabled the client to launch MPS on three external platforms promptly, setting the stage for future expansion. Their strategic guidance ensured scalable processes with robust controls, positioning the client for continued growth in this strategic business channel.