Institutional investors are under increasing pressure to make faster, smarter and more transparent decisions while managing complex portfolios and meeting fiduciary responsibilities. In the first article of this series, we explored why reviewing in-house technology is essential. This follow-up focuses on where to apply that technology — specifically, which workflows offer the greatest opportunity to drive better outcomes with modern tools by their investment managers.
For years, all stakeholders recognized technology’s potential but were held back by cost, integration complexity or organizational inertia. Those barriers have largely disappe
