Institutional insights on fund technology.
Articles from the HedgeGuard team on multi-asset operations, the shift away from legacy PMS, and how funds are bridging traditional and digital markets.
Why Funds Are Leaving Legacy PMS Platforms
Legacy portfolio systems were never built for speed, transparency, or hybrid strategies. This article explores the hidden costs of staying stuck with outdated tools — from shadow Excel workarounds to high operational drag — and walks through how HedgeGuard’s fast-deploy, modular platform helps modern funds break free.
A PMS evaluation checklist for hybrid TradFi and crypto funds
Most portfolio management systems were built for one asset universe and extended to the other. If your fund holds both, the questions below help you tell a platform that genuinely runs one book from one that runs two and reconciles them for you.
GuideHow crypto funds strike NAV
Traditional NAV processes lean on three things crypto doesn’t have: a market close, a single price and a custodian statement. This guide walks through how a crypto or hybrid fund strikes a NAV it can defend to investors, administrators and auditors.
GuidePMS vs OMS vs IBOR: how a fund’s core systems fit together
Fund technology comes with an alphabet of acronyms that overlap in practice. This guide explains what a portfolio management system, an order management system and an investment book of record each do, where the EMS and ABOR fit, and how to decide which ones your fund actually needs.
GuideShadow NAV explained
A shadow NAV is a fund’s own independent calculation of its net asset value, run in parallel to the administrator’s. This guide explains how it works in practice, with a worked example of a variance and how it gets explained.
GuideCrypto Portfolio Management: Institutional Guide
A comprehensive guide for institutional investors entering crypto markets, covering custody, compliance, reporting, and risk management considerations.
Trends2025 Fund Ops Trends: What’s Changing — and What’s Not
T+1 is here, tokenized assets are real, and operations leaders are under pressure. This article unpacks key trends shaping the next 18 months and how HedgeGuard helps you get ahead.
Explore the resource library.
Get the platform that the articles are about.
Book a demo and see how HedgeGuard helps modern funds break free of legacy operational drag.