Asset Management
The Evolution of Compliance for Alternative Assets
A collaborative paper by Chartis Research and FIS.
Integrated Governance, Resilience and Compliance Solutions – Financial Services, 2026: Quadrant Update
This report updates our previous research on integrated governance, resilience and compliance (GRC) solutions, and contains seven RiskTech Quadrants.
Digital Asset Risk: ICR for Tokenized Fund Infrastructure
This collaborative report by Chartis and Metrika examines the market context for TMFs, the drivers of their adoption, and the three layers of the ICR architecture they introduce.
The Challenges of Onboarding for Alternative Assets
This collaborative paper by Chartis Research and FIS provides a comprehensive overview of the current landscape for investor onboarding for alternative assets.
Digital Asset Risk Management: Managing Digital Asset Risk Using an Integrated, Composable Framework
This collaborative report by Chartis and Metrika presents a way for risk professionals to manage digital asset risk in the context of the traditional risk universe they understand today.
The Challenges of Onboarding for Alternative Assets
A collaborative paper by Chartis Research and FIS.
Governance, Resilience and Compliance, 2025: Market Update
This report examines several developments in GRC capabilities and supporting technologies that have had the most impact on GRC strategies, investments and operations.
CLM Solutions, 2025: Market Update
This report provides an updated analysis of the landscape of client lifecycle management (CLM) solutions in wealth management institutions and corporate and investment banking (CIB), building on Chartis’ previous research in these areas.
CLM Solutions, 2025: Quadrant Update
This report evaluates the key vendors that offer client lifecycle management (CLM) solutions tailored to the unique needs of the wealth management and corporate and investment banking (CIB) markets.
Trade Surveillance Solutions, 2024: Quadrant Update
This report provides a detailed evaluation of key vendors offering advanced surveillance solutions tailored to the unique needs of the energy and equity markets.
Trade Surveillance Solutions, 2024: Market Update
This report offers a comprehensive view of the latest trends, challenges and innovations shaping the industry, as heightened regulatory expectations, technological advances and the increasing complexity of global trading environments intersect.
Buyside Platforms 2024
Buyside Platforms 2024 ranks and awards the top providers of buy-side platforms and technology and provides a summary of the key trends Chartis has observed in the buy-side in recent years.
Order Execution Management Systems, 2023: Market and Vendor Landscape
This report examines the key trends driving demand for order execution management systems (OEMSs). Contains six RiskTech Quadrants.
Investment Management ‘One Analytics View’ for Credit Bonds and ESG Risk Factors
This is the second of three reports exploring the ‘one analytics view’ that all CIOs and investment managers in today’s market require of their risk and performance across all regions and asset classes.
Finding the Investment Management ‘One Analytics View’
In this short report, the first of three, we consider the ‘one analytics view’ that all CIOs and investment managers in today’s market require of their risk and performance across all regions and asset classes.
ESG Investment and Portfolio Analytics Solutions, 2022: Market and Vendor Landscape
A look at several developments in how investors integrate ESG analysis, and the technology they use. Includes one RiskTech Quadrant.