Corporate Intelligence Blog

Citisoft is proud of our dedication to the investment management community. We remain ‘Buy-Side, By Choice.’ As a service to our clients and the investment management community, we’re selecting pertinent buy-side technology and operations content from the web and providing our take on trends and influences in our industry.

The investment management industry is clearly in the midst of a wave of technology and operations-related transformation. The fundamental change that is occurring requires vision and practical experience to be successful so we thought that it would be timely to share some lessons on developing an actionable strategy. This edition of Industry Perspectives focuses on eight key lessons gathered as a result of our 28+ years developing strategy alongside our clients.

The following article "Data Management - Taking the Bus Without a Map?" was authored by Nick Jones, a Senior Consultant at Citisoft, for Orginally published on March 21,2014.

Will there be any major independent firms by the end of 2014?

Citisoft Principal, Beth Cavanagh, weighs in on how fund firms can strengthen their oversight regimes when it comes to outsourcing in the February 28th issue of Ignites. Excerpt below.  Full article available with subscription here.


Markit’s recent acquisition of thinkFolio deserves industry attention for a couple reasons: 

1)  As examined in our recent “14 for ’14” industry outlook, the OMS has evolved into a data and analytics platform, as opposed to solely an order routing tool, due to the broad adoption of sophisticated instruments and the rise of multi-asset strategies.

"And ... action!" Citisoft's 2014 Outlook including the future of data management technology and how the Best of Breed conversation will be forever changed in 2014.