Calastone Connect Forum: Trends in Funds Ecosystem

We’re excited to announce that the KraneShares Artificial Intelligence & Technology ETF (Ticker: $AGIX) is now available on LPL Financial’s platform. AGIX offers investors exposure to both public and pre-IPO innovators, like Anthropic and xAI, across the AI value chain, including hardware, infrastructure, and applications. Read our press release: https://rebrand.ly/9xn36i2 AGIX: https://rebrand.ly/w9f4u86

🚀 Introducing Eurex Dynamics – A Major Milestone in Market Transparency   We are excited to unveil Eurex Dynamics, our next-generation #analytics suite designed to transform how market participants understand trading behavior across Europe’s leading #derivatives exchange.   📊 What’s New? Eurex Dynamics delivers daily insights into #trading activity across Flows, Cleared Flows, and Open Interest, with powerful breakdowns by: -  Trading model: AGGRESSIVE, PASSIVE, OFF-BOOK - Off-book classifications: TES, EFS, EFP - Participant type: Agent, Market Maker, Proprietary Trader - Direction: BUY and SELL   💡 Why It Matters Whether you're on the buy-side, sell-side, or in quant analytics, Eurex Dynamics empowers you to: ✅ Decode market sentiment and positioning ✅Identify emerging trends with reduced censorship delays ✅Optimize strategies with granular, timely data    📈 Coverage & Access Covering nearly all Eurex-listed derivatives (excluding FX and Single Stock Futures), Eurex Dynamics is available  via Deutsche Börse’s Marketplace, with delivery formats in CSV via or API. Sample files are available on request. This suite replaces the legacy Eurex Insights products and marks a major leap forward in transparency and usability. A huge thank you to everyone involved in bringing this to life! Learn more at https://lnkd.in/eFM2Kc3F

How do you forecast the performance of a complex private markets portfolio over the next 5-10 years? At IQ-EQ, we've just made it easier. Our new cashflow forecasting feature on IQ-EQ Cosmos enables investors to model portfolio growth using the industry-recognised Yale/Takahashi-Alexander Model. This new capability enables capital allocators to: 🔹Model portfolio growth over 5+ year horizons 🔹Input custom assumptions (NAV growth, distributions, contributions, fund life) 🔹Visualise projected J-curves, valuations, multiples and IRR Purpose-built for fund-of-funds managers and LPs navigating private markets, this feature brings sophisticated modelling capabilities directly into your portfolio monitoring workflow. See it in action! #oneiqeq #AlternativeInvestments #DataAnalytics #AssetOwners Hugh S. | Guillaume Danloy | François Girard | Vera Ningye HUANG

Broad Exposure, Lower Risk: Nifty #ITETF Tracks the Tech Turnaround With ~90% of its components reporting results, the index shows a positive bias and signals resilience. Despite deep underperformance versus Nifty 50 over recent quarters, these companies are now strategically positioned to capture growth from AI adoption and digital transformation. For investors seeking broad exposure rather than single-stock risk, the ETF offers a compelling mirror to this evolving tech opportunity. #NiftyITETF #AITechnology #DigitalTransformation #PassiveInvesting #IndianMarkets #TechRecovery #ETFInvesting #FinancialGrowth #EmergingOpportunities #DiversifiedInvesting #AIRevolution #DigitalIndia #Nifty50 #InvestSmart #MarketTrends #TechTurnaround

On the latest episode of eSec Insights, Brooke Hawkins Gillman and Jim Moroney had the pleasure of speaking with Glenn Havlicek and Robert Zekraus of GLMX - Access, Automate, Analyze diving deep into the evolution of securities financing and the technology driving it forward. From the early challenges of launching a fintech, to the strategic innovation that’s reshaping repo and securities lending, Glenn and Bob share candid insights, industry humor, and a forward-looking perspective on the future of digital marketplaces. As we gear up for the ISLA Americas Conference, this conversation reflects on how client-driven development, market convergence, and a relentless focus on technology are transforming the landscape. Tune in here: https://lnkd.in/ezm64h7w Watch here: https://lnkd.in/eca3K2jj #eSecInsights #SecuritiesFinance

𝟮𝟭𝗫 𝗷𝗼𝗶𝗻𝘀 𝘁𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗲𝗱 𝗔𝘀𝘀𝗲𝘁 & 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲 𝗔𝗹𝗹𝗶𝗮𝗻𝗰𝗲 (𝗚𝗥𝗔𝗗𝗘) We’re proud to announce that 21X has joined GRADE – the Global Regulated Asset & Digital Exchange Alliance, alongside Black Manta Capital Partners, Particula, INX, Hydra X and further industry players.   GRADE is a coalition of regulated exchanges committed to connecting markets and enabling seamless cross-border access to tokenized securities.   Today, digital asset markets remain fragmented. Issuers face repetitive and costly listing processes across jurisdictions, while exchanges must navigate inconsistent disclosures and regulatory frameworks. 𝗚𝗥𝗔𝗗𝗘 𝘄𝗮𝘀 𝗳𝗼𝘂𝗻𝗱𝗲𝗱 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲 𝘁𝗵𝗮𝘁. By harmonizing information standards and fostering collaboration between regulated venues, the alliance aims to reduce duplication, enhance transparency, and unlock network-wide liquidity - without compromising venue autonomy. As part of GRADE, 𝟮𝟭𝗫 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝘀 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝘁𝗿𝘂𝘀𝘁𝗲𝗱, 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁, 𝗮𝗻𝗱 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, where issuers gain faster access to liquidity and investors benefit from regulated, high-quality global market access.   Together with our fellow members, we’re shaping the next era of interoperable and scalable digital markets.   🔗 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲: www.gradealliance.xyz 𝗙𝗼𝗹𝗹𝗼𝘄 𝗚𝗥𝗔𝗗𝗘: @grade_alliance on X | LinkedIn   #Tokenization #DigitalAssets #RegulatedMarkets #CrossBorderListings #Liquidity #OnchainFinance #GRADE #Particula

Talia Klein sat down with Ignites to discuss innovations reshaping the fund industry. One major shift? The ability for investors to convert mutual funds into ETF share classes. The lack of an automated solution presents a challenge to adoption for fund managers and distributors alike — but that’s changing. DTCC is enhancing our Fund/SERV platform to support seamless conversions, paving the way for greater efficiency, transparency, and investor access. It’s a bold step toward unlocking new possibilities. Read more here: https://brnw.ch/21wWvXc

Great insights from Talia Klein on the evolving landscape of wealth management and DTCC’s role in driving innovation. 📣 Worth a read for anyone focused on operational efficiency and industry transformation. 🔗 Check out the full interview

Digital assets must be global. But global markets will always include an element of regulatory fragmentation. That doesn’t mean they have to remain disconnected. At tZERO Group, Inc., we’re building an interoperable infrastructure that bridges compliant regional systems into a unified, digital-first ecosystem – connecting issuers, investors, and partners across borders and asset types. As our CEO Alan Konevsky shared during the Onchain Brokerage Summit hosted by zerohash yesterday: “One of the great promises of tokenization is geographic convergence. Markets will remain fragmented across jurisdictions, but best-of-breed infrastructure in each region can interconnect to smooth frictions and increase capital formation and trading overall.” “Our objective is to provide the best platform – regulatory and operational – that enables market participants to raise capital, trade capital, and custody assets seamlessly,” he added. “We’re building infrastructure that automates corporate functions and integrates best-of-breed technology with global partners – so markets don’t stop at borders or asset types as the other great promise of this technology is asset type convergence.” By connecting regulated platforms and best-of-breed partners around the world, tZERO is creating the foundation for more efficient, transparent, and liquid capital markets – where compliance, innovation, and opportunity move together. Reach out to our team to learn more: sales@tzero.com #tZERO #Tokenization #MarketInfrastructure #Interoperability #DigitalMarkets #CapitalMarkets

“We’re building infrastructure that automates corporate functions and integrates best-of-breed technology with global partners – so markets don’t stop at borders or asset types as the other great promise of this technology is asset type convergence.” - Alan Konevsky, CEO, tZERO Group, Inc.