Cyber resilience under pressure: what actually holds when it matters
At TSAM London 2026, the conversation focused on the reality of cyber resilience under pressure.
CCI is sitting on the wrong desk. Here’s why – and what to do about it.
Since the CCI optional transition opened on 6 April 2026, we’ve been talking to investment
Performance wins clients. Experience keeps them.
A shift in what operations really means At InvestOps this year, a consistent theme emerged
The ADA and digital accessibility: Why it matters for investment managers
The Americans with Disabilities Act (ADA) was introduced in 1990, long before investor portals, digital
The end of the manual pitchbook
Is a good pitchbook one that looks right, or one that’s still right by the
One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust
For asset managers, offering bespoke Excel reporting is a powerful way to win business. Institutional
Solving the manual reporting nightmare
In our recent blog, “The future of investment reporting: building on the data, automation and
2026 Outlook: Leading with clarity in a world that’s moving faster
Insights from Lee Godfrey, CEO of Kurtosys The past year has been a wake-up call for
Addressing data infrastructure when scaling institutional reporting
Address data infrastructure challenges when scaling institutional reporting. Explore zero-copy sharing, live dashboards, and best practices for managers.
Tackling data chaos in institutional reporting
Explore how institutional asset managers can tackle data chaos when scaling reporting — practical tips, common pitfalls, and proven solutions.
What makes a great fund factsheet? A guide for investment managers
Your factsheet might be the only document an investor reads, but is it doing the
Investor Portals 101 – an overview
In our latest Client Reporting Playbook survey, 43% of investment managers say their clients prefer
