Financial Technology

The words Layered Friction in blue on top of a light blue background with th eicon of a three stacked squares on top of each other, to the right of the text, in blue.

The Alpha Drain: Why Legacy Mutual Fund Plumbing is Sabotaging ETF Tax Efficiency

Financial Technology, Hedge Fund, Operational Resilience / By

The asset management industry is currently experiencing a massive migration. Trillions of dollars are flowing from traditional mutual funds into Exchange-Traded Funds (ETFs). The primary catalyst driving this capital reallocation is not liquidity or transparency—it is tax efficiency. Yet, as traditional asset managers rush to launch ETF wrappers, a critical operational vulnerability is being ignored. […]

The Alpha Drain: Why Legacy Mutual Fund Plumbing is Sabotaging ETF Tax Efficiency Read More »

The text Operational Architecture in white on a navy blue background and a truss structure like a bridge in light blue below the text.

Is your architecture ready for modern fund structures?

Financial Technology, Hedge Fund, Operational Resilience / By

For many emerging hedge fund managers, the biggest hurdle isn’t performance, it’s operational readiness. Strong fund operational architecture is often the deciding factor in whether a manager successfully clears operational due diligence before ever presenting investment results. That can feel daunting, especially for managers launching funds in 2026, but the good news is that this challenge is

Is your architecture ready for modern fund structures? Read More »

ETF Share Class Part 3 with three dots and a line going through the dots. Text and dots in light blue on a navy blue background.

ETF share classes: Assembling the right infrastructure for launch

Asset Management, Blog, Financial Technology, Risk Management / By

When it comes to the roll-out of an ETF share class for an existing mutual fund, outsourcing partners can make the process a lot smoother and cheaper. A tightly orchestrated ecosystem of existing outsourced partners can be the foundation of not just one launch, but multiple launches across a mutual funds range. Right ecosystem, lower

ETF share classes: Assembling the right infrastructure for launch Read More »

ETF Share Class Part 2 with three dots and a line going through the dots. Text and dots in light blue on a navy blue background.

ETF Share Classes: What to think about before launch

Asset Management, Blog, Financial Technology, Risk Management / By

In this, our second bulletin on the operational challenges of ETF share classes, we provide further guidance for fund managers on what is required to make the share class work effectively, and the changes needed within your organisation. Truss Edge has a strong pedigree in supporting the operational needs of fund managers in both the

ETF Share Classes: What to think about before launch Read More »

ETF Share Class Part 1 with three dots and a line going through the dots. Text and dots in light blue on a navy blue background.

ETF share classes: Is the fund management industry ready?

Asset Management, Blog, Financial Technology, Risk Management / By

The growing interest in ETF share classes represents a significant turning point in the way funds are likely to be structured. As billions of dollars continue to flow into ETFs, mutual funds and their service providers are grappling with a fundamental operational dilemma: how to retain investors who increasingly prefer the liquidity, transparency, and tax

ETF share classes: Is the fund management industry ready? Read More »

Data sync wording in navy blue color on a light blue background. Two circle connected icons in navy blue.

Your Portfolio and General Ledger Need to Be Fully in Sync

Asset Management, Blog, Financial Technology, Risk Management / By

For asset managers, the synchronization of portfolio and general ledger (GL) data is fundamental to operational integrity and investor trust. Portfolio and General Ledger Synchronization has become increasingly critical as portfolios diversify across asset classes and regulatory demands intensify. The Critical Role of Portfolio–GL Synchronization A fully synchronized portfolio and GL system ensures that every trade,

Your Portfolio and General Ledger Need to Be Fully in Sync Read More »

Trade Economics and Accounting Work Better on a Single Platform

Asset Management, Blog, Financial Technology, Risk Management / By

Why Trade Economics and Accounting Belong on a Single Platform As asset management evolves, the integration of (trade) economics and accounting on a single platform — often referred to as an Integrated Economics and Accounting Platform — has emerged as a strategic imperative. This approach also supports best practices for maintaining a golden database, ensuring data accuracy and

Trade Economics and Accounting Work Better on a Single Platform Read More »

Scroll to Top