BTRAC fund members identified in early 2020 that improved transparency from the bank, trust, custody, and retirement channel is needed to better manage responsibilities for fund investors. Industry operation trends—including 1) centralizing operations through omnibus environments...

February 7, 2025—At ICI’s second annual Innovate conference, artificial intelligence (AI), new technologies, and digital assets dominated the panel sessions, discussions, and fireside chats. ICI’s only conference dedicated exclusively to technology and innovation in the asset...