RESEARCH & INTELLIGENCE
Primary sources, clearly stated limitations and practical questions for institutional capital teams.
A source-led look at stress, concentration and liquidity assumptions.
Read the perspective →02 / OPERATIONSExplore a survey of investment operations leaders with its scope and limitations intact.
Read the perspective →03 / GOVERNANCEDocument inputs, responsibilities and the review behind each decision.
Read the perspective →SOURCE LEDGER / REVIEWED 13 NOVEMBER 2026
Editorial interpretation is identified separately from source findings. Nothing here is a live market feed or an individual investment recommendation.
October 2026 · Accessed 13 November 2026
The IMF identifies liquidity mismatch, leverage and concentrated exposures as financial-stability vulnerabilities.
Scope: System-level analysis, not a forecast for any individual portfolio.
May 2025 · Accessed 13 November 2026
Liquidity governance should document decision criteria, data, responsibilities, controls and escalation.
Scope: Recommendations are not a substitute for applicable local rules; original PDF indexed text retrieved, direct fetch restricted.
2025; survey conducted late 2024 · Accessed 13 November 2026
60% of 200 surveyed buy-side operations leaders identified inability to manage multiple assets in one view as a primary front-office challenge.
Scope: Vendor-sponsored survey; 200 respondents across North America, EMEA and APAC; not a census or a 2026 measurement.
3 September 2026 · Accessed 13 November 2026
SimCorp describes continued investment in connected front-office capabilities across SimCorp One.
Scope: Company announcement; product claims not independently benchmarked.
23 September 2026 · Accessed 13 November 2026
SS&C announced AI-enabled enhancements using its governance and orchestration foundation.
Scope: Company announcement; does not establish demand for this domain.
Undated; accessed 13 November 2026 · Accessed 13 November 2026
Broadridge presents investment operations, distribution intelligence and regulatory communications as asset-management capabilities.
Scope: Supplier product descriptions, not evidence of comparative performance.
2026; exact day not displayed · Accessed 13 November 2026
The public summary covers growth, private markets, active ETFs and distribution strategy.
Scope: Landing-page summary only; no gated research findings or forecasts reproduced.
Undated; accessed 13 November 2026 · Accessed 13 November 2026
The published catalogue spans investment accounting, fund services, portfolio tools, analytics and reporting.
Scope: Provider descriptions; not a comprehensive independently assessed directory.