• White Paper
January 5, 2026

Optimizing Technology and Data Approaches Within Client-Centric Operating Models

Building a unified data foundation to drive smarter investment decisions and future-ready operations

A Rimes and Clear Path Analysis White Paper

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Transforming Data Management for Multi-Asset, AI-Driven Investment Strategies

Investment operations are under pressure like never before. Rising costs, regulatory demands, and the complexity of managing diverse portfolios across public and private markets are forcing asset owners to rethink traditional models. The question isn’t if change is needed – it’s how to make it happen. 

This white paper, developed by Rimes in collaboration with Clear Path Analysis, brings together insights from leading firms and industry experts to help asset owners modernize their operating models. Building on recent panel discussions, the report explores practical strategies for aligning technology, data, and design with client-centric goals. 

To access this exclusive white paper, please complete the short form.