Task management is a critical yet often underappreciated component of investment management firms’ workflows. From trade and financing agreements to vendor and investor documentation, every document contains key deadlines and deliverable obligations that must be met...

As the new year begins, investment management firms should take an active approach to ensure their operations are streamlined and compliant. Here's a checklist of critical items to review and address:1. Counterparty RelationshipsCounterparty relationships are...

What is AI?Artificial Intelligence (AI) refers to the use of machines and algorithms to simulate human intelligence. In the financial and legal sectors, AI is revolutionizing the way organizations analyze contracts, manage compliance, and make data-driven decisions....

In today’s fast-paced and highly regulated business environment, adopting a well-defined contract management process has never been more critical. Contracts often contain complex terms, strict deadlines, and critical rights and obligations that, if mismanaged, can...

The operational success of today’s investment management firms is increasingly dependent on the relationships they cultivate with their external service providers. From data providers to outsourced CFOs to administrators to compliance consultants, these and other...

Within the high-stakes environment of investment firms, securing key partnerships and services is crucial to driving success. Yet, many firms mistakenly view the signing of contracts with these key providers as the final step. In reality, contract execution is just...