Citisoft

Under pressure to optimise costs and maximise performance, asset managers can’t afford to leave alpha on the table. Yet as interest rates have climbed, passive approaches to cash and FX are doing just that. The absence of in-house FX and active cash management has made “passive” FX—the basic conversion between instrument and portfolio currencies at the available market rate—the default. Without internal capabilities, firms are locked into arrangements where service providers, not their clients, are the chief beneficiaries. Find out why more managers are rethinking cash and FX management strategies, and what it takes to stay competitive, in our latest blog: https://bit.ly/42C19nW #Investments #InvestmentManagement #CashManagementSolutions

Attending TSAM London today? Don't miss our panel from 11:30 – 12:00 BST on the Investment Operations & Data stream. Dive into what CIOs truly need from vendor partnerships and how to achieve success in front-to-back office transformation. Moderated by Citisoft's Chris Mills, and feature insights from Frank Glock, Marton Peter Price, and Roger Emms. TSAM – The Summit for Asset Management #AssetManagement #TSAMLondon

Asset managers have been chasing a Client Book of Record (CBOR) to unify their client data for over a decade. Yet, many still rely on fragmented data and manual processes. When market volatility hits, how quickly can you assess your client exposure? In our latest blog, Ian Robinson explores how firms can enhance their CBOR strategy to improve data accessibility, governance, and insights, ensuring it delivers maximum value across the organisation. Read here: https://bit.ly/4228w6N #AssetManagement #DataStrategy #CBOR #OperationalEfficiency

Consulting isn’t just about knowledge, it’s about how you apply it to drive meaningful change. Maria Hauret exemplifies this, combining deep industry expertise with leadership and mentorship to create lasting impact. As our Managing Partner David Higgins puts it, “Maria consistently goes above and beyond— applying her comprehensive knowledge to tackle complex challenges and deliver impactful outcomes for clients, all while supporting the team with dedication and tenacity. She is a true asset.” Looking to work alongside leading industry experts? Apply to join our team: https://bit.ly/4la0n8R #WomensHistoryMonth #InvestmentManagement #ManagementConsultancy #Hiring

Join us at TSAM London! We’re grateful to MAIA Technology Limited for the invitation to participate in a discussion on Delivering Front-to-Back Office Success—What CIOs Really Need from Vendor Partnerships. Citisoft’s Chris Mills will moderate a panel featuring Frank Glock (MAIA Technology), Marton Peter Price (MPP&E Capital), and Roger Emms (Wellcome Trust) to explore how CIOs, COOs, and CTOs can navigate vendor partnerships, align future business needs, and define the role of technology in front-to-back office transformation. When & Where 📍 TSAM London 📆 Tuesday 8 April ⏰ 11:30 - 12:00 | Delivering Front-to-Back Office Success Find out more: https://bit.ly/4c4a2tA #AssetManagement #InvestmentTech #TSAMLondon TSAM – The Summit for Asset Management

Cash and FX management have long been afterthoughts for many asset managers—but with interest rates at decade highs and FX volatility presenting new alpha opportunities, firms can no longer afford inefficiencies. After years of passive cash strategies, how can investment managers regain control and optimise returns? Our latest blog, co-authored by Greg Comiskey and Ben Pumfrett, explores the risks of poor cash visibility, why in-house cash and FX capabilities matter, and how technology is changing the game. Read more on our website: https://bit.ly/4l3xaN6 #InvestmentManagement #ManagementSolutions #TotalPortfolioView #IBOR

Great teams don’t just happen—they’re built by people who understand the value of culture, connection, and growth. At Citisoft, Kristin Donahue plays a key role in bringing together talented professionals and creating an environment where they can thrive. As Director Maureen Rodrigues says, "Kristin's natural charm, motivational spirit, and genuine care uplift those around her, making her an inspiring force for growth and connection." Looking for a place that supports your development? Join us: https://bit.ly/41Y96Cz #InvestmentManagement #ManagementConsultancy #Hiring #TalentAcquisition #WomensHistoryMonth

Join us at EmTech Global! Managing Director Chris Mills takes to the stage with FundGuard's Ravikiran Patel to discuss FOBO: The Future of Back (and Middle) Office. The pace of change in the asset management space is accelerating at lightning speed, driving asset managers, asset servicers and related providers to double down on operational optimisation. But what exactly do these participants need and how can firms best position themselves to survive and thrive in this competitive future? When & Where 📍 The Investment Association's EmTech Global | London, UK 📆 Tuesday 25 March ⏰ 15:10 - 15:30 | FOBO: The Future of Back (and Middle) Office Find out more: https://bit.ly/4iUtX0v #InvestmentManagement #EmTechGlobal2025

Expertise is key to achieving meaningful outcomes. Sunhee Bang’s deep industry knowledge and strong work ethic have made a lasting impact on every project she’s been part of, and she continues to set a high standard for the team. As Managing Director Jenny Mynahan says, “Sunhee’s dedication is unmatched. Her relentless work ethic, deep industry knowledge, and commitment to excellence make her an invaluable asset to every project she undertakes.” Interested in collaborating with experts like Sunhee? Apply to join our team: https://bit.ly/4kwpcLT #WomensHistoryMonth #InvestmentManagement #ManagementConsultancy #Hiring

Managing data across private and public markets is complex. Our client faced inefficiencies due to fragmented systems and heavy spreadsheet reliance. Citisoft partnered with them to design and implement an integrated data operating model, reducing manual processes, improving governance, and optimising reporting. Read the full client story: https://bit.ly/4hbYWDX #DataOperations #PrivateMarkets #AssetManagement