FundGuard

Most investment accounting systems were historically built for specific operating models, client segments, and asset classes, with public and private investments often managed in separate systems. As private markets grew, firms adopted specialized platforms to support the unique requirements of private assets. While effective within their domain, these systems typically operate separately from public market […] The post Private Assets Portfolio Accounting: Why Legacy Systems Don’t Scale appeared first on FundGuard .

Integrated public and private asset investment accounting means running every asset class through a single accounting engine that computes positions in real time from one ledger instead of maintaining disparate systems and reconciling between them. The need for that model is becoming harder to ignore. Private markets are projected to account for more than half […] The post Why You Need Unified Investment Accounting Across Public and Private Assets appeared first on FundGuard .

Following recent SEC approvals for ETF share class relief, asset managers and service providers are evaluating how mutual fund and ETF share classes can operate within the same fund structure at scale. The discussion is expected to be front and center at next week’s ICI ETF Conference in Nashville. In advance of the event, the […] The post ETF Share Classes and the Infrastructure Required to Support Them appeared first on FundGuard .

Every investment accounting vendor now claims to have an AI story. The problem is that most firms evaluating those claims are still struggling to answer a much simpler question: Where does the AI actually operate? In many cases, AI in investment operations still means machine learning layered onto overnight batch systems and fragmented books of […] The post The Real Work of AI in Investment Accounting appeared first on FundGuard .

The conversations at this year’s ICI Leadership Summit reflected an industry moving through true structural transition. Across discussions on AI, private markets, regulation, retirement modernization and capital formation, a consistent theme emerged: the investment industry is entering a period where operational architecture matters as much as investment strategy. The firms shaping the next decade are […] The post From Product Innovation to Operating Model Transformation: What We Heard at the ICI Leadership Summit appeared first on FundGuard .

The conversations at this year’s ICI Leadership Summit reflected an industry moving through true structural transition. Across discussions on AI, private markets, regulation, retirement modernization and capital formation, a consistent theme emerged: the investment industry is entering a period where operational architecture matters as much as investment strategy. The firms shaping the next decade are […] The post From Product Innovation to Operating Model Transformation: What We Heard at the ICI Leadership Summit appeared first on FundGuard .

Last week, we at FundGuard hosted a roundtable in Edinburgh that brought together asset management leaders to talk about something the industry has been circling for a while now: how do we, in the asset management industry, build operating models that can actually keep up with the pace of change, when the data and provider […] The post From Edinburgh: What Asset Management Leaders Are Saying About Modernization, Data and AI appeared first on FundGuard .

NEW YORK and LONDON, May 18, 2026 — FundGuard, the cloud-native investment accounting platform for asset managers, asset servicers and custodian banks, today announced that it has won the “Innovation in Investment Accounting Infrastructure” award at the 2026 Global Custodian Leaders in Custody Awards. The award was presented at the Global Custodian Leaders in Custody […] The post FundGuard Wins Global Custodian Leaders in Custody Award for Innovation in Investment Accounting Infrastructure appeared first on FundGuard .

May 07, 2026 — NEW YORK and LONDON — Gresham, a leading provider of Enterprise Data Management (EDM) solutions and services to global markets, has announced a strategic partnership with FundGuard, the cloud-native, AI-enabled investment accounting platform. The partnership integrates FundGuard’s multi-book investment accounting capabilities with Gresham’s EDM solutions. It enables institutional investors, asset managers, and fund administrators to operate […] The post Gresham and FundGuard partner to deliver data-first total portfolio insights appeared first on FundGuard .