Investment managers have witnessed some significant changes across the OMS vendor landscape. Vendors are offering expanded functionality and services, and vendors of OMS designed for hedge funds or small asset managers are vying for market share.
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Additional insights on
Portfolio Management & Trading
Dec 19, 2025
Asset Allocation and Total Portfolio Solutions
Report
Multi-asset class strategies continue to evolve, making asset allocation and total portfolio analysis increasingly more complex. For many firms that lack the proper analysis, planning, and implementation tools, asset allocation and a total portfolio view (TPV) remain a work in progress. In this research, we investigate how asset managers and asset owners are enhancing risk and liquidity management in strategies that integrate both public and private assets. Our research also examines the implications of a total portfolio approach (TPA) for asset owners.
Mar 04, 2026
From Strategic Asset Allocation to Whole Portfolio Management
Report
This paper outlines how TPA shifts focus from asset classes and volatility metrics toward system level factors, scenariodriven analytics, and balance sheet resilience, while providing a more durable foundation for long-term fiduciary stewardship.
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