The Custody Edge: connecting markets, assets & intelligence

Explore how custody is evolving to support more complex portfolios, connected data and operational intelligence.

In Partnership with

Custody is becoming a more connected service across the investment lifecycle as investors expand into new markets, asset classes and operating models.

Produced with BNY, this report examines how custodians can help investors manage complexity, improve capital efficiency and make better-informed decisions across traditional, emerging, private and digital assets.

Emerging markets

Investments

Emerging markets outpacing the US for the first time since 2017.

As allocations to some of the world’s fastest-developing regions grow, these individual challenges can multiply across the portfolio.

Private markets

AUM

The number has doubled in size over the last five years.

Interoperability is the key to scaling innovation and allowing traditional, private, tokenised and digitally-native assets to coexist.

Operational intelligence

Number 300 with an arrow, signifying approximately 300 BNY AI-enabled solutions in production.

AI-driven agents are already helping our teams automate exception handling and enhance client service.

Connected data and AI are increasingly being used to identify issues earlier, resolve exceptions faster and support client service at scale.

The research looks at:

Operational excellence across an expanding investment universe
Portfolio visibility across assets, cash, collateral and obligations
Capital efficiency through better use of liquidity, funding and collateral
Operational intelligence using connected data, specialist insight and AI
Interoperable infrastructure and controls across traditional and digital assets
Resilience and service continuity across increasingly complex markets