Thought Leadership

Whose numbers do you trust at the opening bell? A sharp look at two competing SOD reconciliation philosophies—and how your choice reveals your firm’s approach to risk and control.

Overshadowed by senior credit and private equity, mezzanine funds are back in focus—offering yield, flexibility, and a critical role in today’s deal landscape.

Chief Growth Officer Joanna Herrick shares insights from her recent visit at the JP Morgan Consultant Forum 2025.

Modernize your Risk Taxonomy and leverage it to build enterprise resilience as you prepare for transformation.

Why a UMA-first architecture isn’t a differentiator anymore—it’s the baseline.

In a sidebar from our Building Enterprise Resilience through Transformation series—we dive into some operating model trends in wealth management.

What are common pitfalls that enterprises run into in the area of data governance?

In this post, we will discuss opportunities to reinvent the whole-office operating model with the goal of building enterprise resilience into a firm's DNA.

We will delve into why planning for Cost Optimization is key to establishing resilience prior to starting a transformation.

We will evaluate strategies to embed resilience characteristics through the lens of Human Capital.

An approach for investment management leaders to leverage transformation initiatives while building enterprise resilience in the face of disruption.

Mark Aguilera shares some thoughts and recent trends on why some managers are rethinking execution.

AWM will face significant challenges due to external forces such as interest rates and geopolitical events. In response, Alternatives, AI, and Transformation will be trends that can enable growth.