Crisil Integral IQ participated as a sponsor at the TSAM New York

TSAM New York 2025, which took place on October 9^th, was a resounding success, featuring engaging discussions and facilitating meaningful connections.

The event delved into strategies for front-, middle- and back-office operations, with a sharp focus on optimising middle- and back-office workflows. Artificial intelligence (AI) and technology emerged as dominant themes, with discussions centred on change management, regulatory compliance and performance enhancement.

Our team, comprising George Goldman, Tom Butler, Sam Elbarouki and Akshat Ruia, engaged with industry leaders and peers at the event. Abhik Pal, our Global Head of Practice, shared valuable insights during a panel discussion on ‘Balancing change and transformation: Designing performance roadmaps with human and tech synergy’ alongside senior executives from Invesco and BlackRock.

Takeaways from the event

• Outsourcing can be a viable strategy, with focus on capabilities rather than just cost savings. Key areas of interest for outsourcing include middle office operations, fund accounting, data management, and portfolio modelling and risk management
• Offshore teams can bring best practices and expertise to complement onshore teams and enhance processes
• Technology/AI can provide scale/augment workflows, but human oversight is essential to ensure confidence in process accuracy
• Large language models (LLMs) can facilitate automation but require robust data quality management
• Successful digital transformation requires a clear understanding of the target state from the outset

The takeaways underscore the importance of striking a balance between human and technological capabilities to achieve success in the asset management industry.