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Celebrating 25 Years of Investment Management Leadership!

25 years

Citisoft is celebrating our 25th year of servicing the investment management community this year and we couldn't be prouder of our silver anniversary. Our firm prides ourself on our experience and this milestone further validates that our clients will all derive clear and distinct benefit from leveraging our accumulated knowledge of the industry. Look for special events and thought leadership throughout the year to support this very special milestone.

Spotlight #1: Investment Operations Outsourcing: Trends & Suitability

Citisoft is hosting buy-side industry executives for a research presentation and discussion on "Investment Operations Outsourcing: Trends & Suitability." This breakfast session will be held in Boston on March 1st, 2012 with discussion topics including (1) Industry Trends, (2) Determining Outsourcing Suitability, and (3) Lessons Learned from buy-side participants and Citisoft.  For more information, click here or to register for the event, click here (note: this event is offered for investment management professionals only).  

Please click here for more information on Citisoft's perspective on the market and our investment operations outsourcing-specific thought leadership.

Spotlight #2: Enterprise Data Management

Today's investment management environment is awash in data.  Our own Jonathan Clark (Group CEO) provides his vision for the drivers, influences, and challenges for investment management Reference Data alongside Hugh Stewart of DClear Services in this Finextra video clip. The wide-ranging conversation covers regulatory pressure, industry standard global security identifiers, outsourcing, and the accelerating pace of data and required data governance.

Assess. Design. Deliver.

Citisoft partners with the world's leading investment management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process.

Take Advantage of Citisoft's Corporate Intelligence.

Citisoft is constantly looking for ways to leverage our experience for the benefit of our clients. Our blog aims to do just that. We're filtering relevant buy-side technology and operations industry coverage and bringing you our view on the topics that are sure to affect our industry's future. Please visit our blog and let us know what you think!