FundGuard

Public and private market convergence is becoming a familiar theme across investment management. But after moderating a discussion on the subject at InvestOps Europe in London, I came away thinking that convergence may be too simple a word for what firms are actually trying to accomplish. I was joined by Andrew Austen, Director Investment Operations, […] The post One Portfolio View Doesn’t Require One Operating Model appeared first on FundGuard .

When a correction arrives, can your accounting platform show both what is now understood to be correct and what the firm knew and acted upon at the time — without rebuilding the past? The answer affects how teams investigate breaks, explain NAV decisions, support restatements and audits, and give AI agents the correct historical context. […] The post Bitemporal Accounting: Why the Ledger Needs Two Clocks appeared first on FundGuard .

When Carin Bryans joined Chase Manhattan in Dublin around 1990, she was one of five people helping establish its Irish funds operation. She didn’t know much about funds. Neither, by her account, did most of the people around her. The team answered phones, fixed printers, joined sales meetings, calculated NAVs and handled fund accounting and […] The post Irish Funds: The Industry We Built and the One We’re Building Now appeared first on FundGuard .

The best tools in investment management today will not be the best tools in three years. Portfolio managers see that evolution firsthand. They craft the strategies, move the needle, generate alpha and they do it with a toolkit they would happily swap for something better when something better appears. The problem is what happens once […] The post Interoperability Is the New Enterprise Architecture: Why Investment Platforms Must Work as One appeared first on FundGuard .

Investment accounting has spent decades organized around batch processing. Transactions accumulate, processes run at defined points and downstream activity waits for the resulting accounting state. This model made sense when computing power and storage were expensive. It also shaped the operating processes firms still use today. Modern technology removes much of the constraint. A trade, […] The post Beyond Batch Processing: Building Investment Operations for Real-Time and AI appeared first on FundGuard .

The post Waters Rankings 2026 winner’s interview—FundGuard appeared first on FundGuard .

Ask for total exposure to a single issuer across an entire institutional book, public and private holdings together, and the answer usually takes days. Despite the fact that you know the data exists, it, unfortunately, sits in several different systems, in several shapes, captured at several different moments, and someone has to make all those […] The post One Platform for Every Asset Class: Managing Diverse Investment Products appeared first on FundGuard .

Proxy Statement filed 2026-08-14

Modernizing fund accounting to elevate client service Introduction Trailmark (formerly Gryphon Fund Group) is a full-service fund administrator and transfer agent providing fund accounting, administration, transfer agency, tax, compliance and regulatory reporting services to investment managers and fund boards. Trailmark produced and reported its first NAVs in FundGuard to NASDAQ on March 11, 2024. The […] The post Case Study: FundGuard x Trailmark appeared first on FundGuard .

Intelligence at the Core explores how asset managers, asset servicers and asset owners can implement AI on a trusted accounting foundation NEW YORK and LONDON – August 11, 2026 – FundGuard, the cloud and AI-native investment operations and accounting platform, today announced the publication of Intelligence at the Core: The AI Divide in Investment Accounting, […] The post FundGuard Publishes New White Paper on AI Readiness in Investment Accounting appeared first on FundGuard .

As AI becomes ubiquitous across the asset management space, firms are increasingly faced with choosing technology and tools that will maximize their AI capabilities. The right choice can improve efficiency, accuracy, and decision-making, while a misstep could mean major operational and reputational risk. So, how can technology and operations teams assess their readiness for AI […] The post Assessing AI Technologies and Tools for Asset Management – 2026 Update appeared first on FundGuard .