Roundtable: Is the Future of Investment Accounting a Collaborative Utility?

An invitation-only roundtable discussion on the future of the back office (FOBO): transformational technology, operational resilience, and best practices for driving change.

Citisoft, in collaboration with FundGuard, is pleased to invite senior leaders from across Europe’s asset management and service provider community to the next event in our London FOBO roundtable series.

Following the discussions that shaped our 2024 roundtable series, this session will address a pressing question: Is the future of investment accounting a collaborative industry utility? Join us as we explore innovative approaches to planning for the future of the back and middle office, leveraging industry-wide collaboration, emerging technologies, and new operational models.

What to expect

This peer-led discussion will focus on the opportunities and challenges associated with an investment accounting utility model. Participants will examine the implications of cross-industry collaboration, assessing both the benefits and potential roadblocks.

The agenda will cover:

• POV: What do we mean by “utility,” and what could an investment accounting utility look like?
• Benefits: Which business areas would benefit from this level of cross-industry collaboration? Why (or why not)?
• Enablement: What does new technology and AI allow us to do now?
• Challenges: What are the potential problems with a utility?
• Blockers: What are the current technological, operational and commercial barriers to a utility model?

Participation in this roundtable is by invitation only and is designed exclusively for executive leadership from Europe’s leading asset managers and service providers. This session will provide an opportunity for candid conversations and knowledge-sharing among peers who are shaping the future of investment operations.

For more information or to request an invitation, please contact us.

Citisoft is delighted to host this roundtable in partnership with FundGuard who are on a mission to transform legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators.