Citisoft Blog

The term “investment book of record " or ‘IBOR’ has been kicking around the investment management industry for quite some time. For many firms, IBOR plays a key role in providing a timely, trusted, and consolidated source of positions and cash across the business. When that view is delayed, inconsistent, or not trusted — f ront office decision-making slows or degrades, operational risk increases,…

As continued fee compression in public markets continues to squeeze margins, investment management firms have over several years increased allocations to private assets—including real estate, infrastructure, private equity, and private debt—in pursuit of the " illiquidity premium ." However, this new balance in investment strategy requires a fundamental data transformation and a rethink of how da…

On 16 May, Citisoft marks an important milestone as our first scholar, Evan Lewis, graduates from Lasell University. Evan’s graduation represents the culmination of a four-year scholarship journey designed to provide sustained support, stability, and opportunity for high-potential students navigating higher education.

Co-authored by Derek Pratt and Colleen Devine , with contributions from Jenny Mynahan The meteoric rise of artificial intelligence (AI) may be dominating headlines, but for many operations team, the real pressure lies in delivering interoperability across live, multi-vendor environments. As asset managers operate across increasingly hybrid technology environments and parallel operating models, op…

The news usually lands without warning. A data platform, reference data provider, or analytics vendor core to your operating model has been acquired. The press release is upbeat: more investment, more capabilities, a bigger roadmap. Yet for teams that depend on the platform, the first reaction is usually triage. What does this mean for our service model, our roadmap, our pricing, and our integrat…

As InvestOps USA marked its tenth anniversary, the closing plenary Looking Back, Looking Forward offered a timely opportunity to reflect on how investment operations has evolved — and what is genuinely changing as firms look ahead. Moderated by Citisoft’s COO Tom Secaur , the session brought together a diverse set of perspectives from across the industry, with insights from: Cinda Whitten (Global…

The investment management industry is modernizing its data and operating foundations—driven by fintech innovation, evolving investment strategies, cost and regulatory pressures, and heightened client expectations around transparency and control. We recently sat down with Anunaya Ritwik, Managing Director, Data & Digital at RBC Investor Services (RBCIS), to discuss how these forces are shaping the…

As the saying goes, “the only constant in life is change.” In asset management, that change can feel relentless: new products, new asset classes, new regulations, acquisitions, new data sources, and new technologies. Flexibility to accommodate this change is not accidental. It is instead the outcome of conscious design decisions.

For decades, global equity markets have operated within clearly defined trading windows. While pre-market and after-hours sessions exist, most investment managers, service providers, and technology platforms are still fundamentally designed around a single concept: the market close. That concept is now being challenged. As exchanges such as Nasdaq, NYSE Arca, and the London Stock Exchange explore…

We recently sat down with Vijay Mayadas, CEO of Rimes, to explore how the firm is responding to shifting data demands. Vijay shares how Rimes is delivering an environment that transforms fragmented data into a trusted backbone. Watch the full interview This interview is part of Citisoft's Solution Market Perspective Series , which explores how leading service providers are responding to shifting …

The Netherlands, long regarded as a global leader in pension design, is embarking on a sweeping reform that will see all Dutch defined benefit (DB) pension schemes converted to defined contribution (DC) by January 2028. The Future of Pensions Act or Wet Toekomst Pensioenen (Wtp) enforces a fundamental shift in how risk is managed, especially with the introduction of reserves and the transition to…

A colleague recently suggested that, with the major ESMA-era rules, as well as Consumer Duty, SRD II, and Operational Resilience now largely implemented, the regulatory landscape feels unusually quiet. I couldn’t help but smile (spoiler alert; there’s a lot going on).

Before we dive into our predictions for 2026 in Citisoft’s annual Outlook (coming soon!), we’re taking a moment to look back at the blogs that captured the most attention in 2025.

There is a much larger segment of the asset management industry looking for Total Portfolio View (TPV) but let’s be clear: TPV isn’t a unicorn. It’s been here the whole time .

Co-authored by Ken Barnet , and Chris Guild .