Consultants dedicated to the investment management industry.

Boston, London
Joined June 2009
How are #insurance experts thinking about operating models and solving insurance operations challenges? Join this virtual roundtable hosted by @Citisoft to learn about the evolving insurance industry challenges. citisoft.com/virtual-roundta…
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Our volunteers are in the classroom for the first time since March 2020! Thank you to our volunteers @EYnews @CNA_Insurance @Citisoft @SantanderBankUS @StateStreet @Wellington_Mgmt @ReadingCoopBank @middlesex_cc @mdd1933 for providing JA programs to 678 students in Lawrence!
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AI Gets Left Behind as Asset Managers Focus on Remote Working Tech tinyurl.com/y3sgept5
Citisoft retweeted
The #assetmanagement industry will look vastly different a decade from now, a new report predicts. Only firms that invest significantly in technology, gain enormous scale or successfully manage niche, high-fee products will survive, it predicts. ow.ly/4ptY50Cj7Ap
#Cloud computing underpinned the world’s economy, global supply chains and #remoteworkforces amid the #coronavirus #pandemic and will continue to be transformational force in business in 2021. The top trends from @CRN. bit.ly/35VjNK8 #activefunds #investing2020 #AI
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"What kind of business do you want to become? What do we want the asset management industry to look like in the future? How do we create the investment sector we want both for today and for tomorrow?" Read more from @Citisoft's David Higgins here ow.ly/8jed50Cgjsc
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The Giant Schism in Asset Management Paychecks spr.ly/6017HDqhU
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The $5tn Club: Merger Mania Sweeps Asset Management Industry tinyurl.com/yyvwac3v
Funded Status of US Corporate Pensions Rises $21 Billion in October dlvr.it/RlP0kM
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The U.S. Department of Labor (DOL) issued a notice in June that clarified the use of private equity assets in #DefinedContribution plans. What steps can DC plan sponsors take to integrate #Alts into DC plans? bit.ly/3e5zzVt
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Citisoft retweeted
Join #Nicsa's @DiversityProjNA for Part 2 of our Listen, Learn & Lead webinar series to hear asset management leaders discuss race and authentic allyship. Featuring panelists from @Broadridge, @NorthernTrust, @EatonVance and @JPMorganAM. ow.ly/RcNS50Ccp9B
New York State Pension Doubles Down on Alternatives dlvr.it/RkznMB
Asset managers warned over ‘insufficient’ climate risk reporting on.ft.com/2G70weD
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$WETF CEO Jono Steinberg on slashing RE and transforming to a largely WFH firm: "I have great confidence that the actual meeting will not ever go back to physical. We're finding we're not missing anything." Analysts say first public AM firm to make such a committment.
Consolidation Is Coming for the Asset Management Industry tinyurl.com/y6gofsno
"There's going to be more and more automation. The trader-sales model that was the staple of capital markets for 50 years, that's going away." Check out the video below to see @FactSet and @BMO discuss how data will change the financial services industry. ow.ly/p0lQ50C4HBF
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Learn why more inclusive economic growth is also more sustainable economic growth and how to make that happen: bit.ly/34kxGiY #sponsored
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Citisoft retweeted
While uncertainty remains at the forefront, many common themes around innovation, resilience and diversity emerged during #GMMnicsa. Attendees can watch recordings on-demand at nicsa.org/gmm, here are a few highlights. vimeo.com/468997141
What does the increasing adoption of ESG metrics mean for data management functions? In an interview with A-Team Group, our own Kieran Gallagher explains the data challenges and how we are supporting clients with our EDM and EDM Warehouse solutions. ihsmark.it/xTZL50BWopP #ESG
Citisoft retweeted
A growing number of investment managers today regard the function of the enterprise risk management system as moving above and beyond simple compliance into the heart of the investment process. #multiasset #riskmanagement #investing bit.ly/36smLGH
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