Operations & Change

Drawing on 25+ years of global implementation experience, this guide provides the strategic framework for investment management system transformation success. Part 1 focuses on pre-project planning, the critical phase that determines whether your transformation delivers lasting value. Learn how to structure vendor contracts that align incentives, design effective target operating models, implement PMO disciplines, and manage change effectively.

The shift to private markets is accelerating. Existing SimCorp environments, built for liquid assets, face strain when handling complex workflows like capital calls and waterfall calculations, leading to excessive time in Excel. SimCorp's acquisition of Domos acknowledges that private markets require a purpose-built "Ecosystem" approach, integrating specialized tools with the core platform for a unified data backbone. This comprehensive tooling signals that the time to upgrad

Investment managers entering 2026 face a critical inflection point. Operational excellence has evolved from back-office function to competitive advantage. Hybrid work has disrupted knowledge transfer, while AI adoption demands immediate budget allocation. Organizations that delay transformation will struggle to compete. Success requires embedding knowledge capture into operations and partnering with experts who deliver implementation excellence, not just recommendations.

Is your team truly equipped to implement changes to your investment management system? Many firms face a 'knowledge gap' between business users and IT, leading to a heavy reliance on system vendors for enhancements. This post explores a powerful alternative: establishing an in-house business support team to bridge that divide, drive self-reliance, and unlock the true ROI of your system.

The November 2025 ISO 20022 deadline isn't the finish line. It's the starting gate. While most banks focus on bare minimum compliance, the real opportunity lies in harnessing rich, structured data for operational excellence and competitive advantage. Are you ready for what comes next? #ISO20022

Latest SimCorp enhancements in alternatives around private debt, Astra, and automation of document processing and valuation.

Explore how SimCorp is leveraging AI to create more business value in investment operations for their clients.

Explore how DORA will impact your SimCorp installation and IT landscape.

Learn more about SimCorp's Alternative Investments functionality, some of it's challenges and how it scales amongst other.

We take a closer look at SimCorp's Client Reporting solution, what it does, explore benefits and challenges.

Discover how independent consultancies are leading the way in navigating the complexities of digital transformation.

If you are considering a cloud solution for your SimCorp installation, check out some of our considerations.

Transform unstructured data trapped in PDFs, emails, and documents into actionable investment insights with AI-powered intelligent automation. Discover how SimCorp's strategic integration with Alkymi accelerates alternatives workflows—from capital calls and distributions to quarterly reports and K-1s—achieving up to 98% faster processing and 10x more output. Learn how machine learning eliminates manual data entry bottlenecks, enables real-time portfolio reallocation decisions

Discover how SimCorp's Investment Forecasting and Alternative Cash Flow Forecasting modules transform cash flow predictions from annual exercises into daily capabilities across all asset classes. Learn how the solution integrates external cash flows, market scenario modeling, and automated rebalancing to create realistic forecasts—from marketable securities to illiquid alternatives. Explore advanced features including Monte Carlo simulations, balance sheet forecasting, simula

SimCorp's vast asset class support and configurability can pose challenges for organisations seeking seamless operations. Dimensional Community bridges this gap with expert optimisation services—from building robust Business Application Support teams to swift ticket resolution and process automation. Our decade of experience ensures your team becomes self-sufficient and focused on value-generating tasks.

SimCorp doesn't have to be complex. Many operational pain points have proven solutions that organizations simply get used to living with. Discover how to optimize your SimCorp operations through global best practices that increase efficiency, automate repetitive tasks, and reduce operational risk and cost. Learn practical approaches to getting the most out of your SimCorp processes and transforming everyday challenges into streamlined workflows.

Is SimCorp too complex? Many pain points don't have to exist. Discover practical solutions to common challenges: eliminate manual configuration promotion errors, secure batch processes from user changes, automate exception handling, validate your Chart of Accounts, gain visibility into segment conditions, and understand auxiliary jobs. These improvements have saved clients hundreds of thousands in wrong valuations while increasing operational efficiency.

Not all consultancies have your best interests at heart. Ebbe Kjaersbo, with over 20 years of SimCorp experience, reveals common tactics used by rogue consultants: false low-cost advertising, overselling unnecessary products, promising senior staff but delivering juniors, and deliberately delaying solutions to increase billable hours. Learn how to protect your organization with detailed RFPs, contractual protections, and experienced oversight to ensure project success.

When a Scandinavian bank lost $1.5 million in a single bond trade due to flawed security data, they knew they needed to act fast. Discover how StaticData's specialized solution for SimCorp helped prevent future costly errors by automatically validating and converting financial data from multiple sources. Sparebanken Møre's Rune Nordstrand shares why this cost-effective solution is essential for buy-side firms struggling with data quality.

Technology evolves rapidly, but is your SimCorp security keeping pace? With 63% of network intrusions due to compromised credentials and data breach costs projected to reach $150 million by 2020, single-layer password protection is becoming obsolete. While SCD offers Oracle database security and Kerberos, two-factor authentication is now the market standard. As SCD integrates with more systems, shouldn't your data, and money, be better protected?