Shaping the Future of Funds: Taskize at FundsCo 2025

Over 300 leading professionals from across the financial services industry gathered in London for Euroclear’s FundsCo, a premier event where the future of the fund industry was up for debate, discussion, and discovery. 

Our team – Jamie Sukumaran, Sam Gardiner, Simon Gibbs, and Tara Costello – exhibited and connected with clients and peers to better understand their challenges and explore how the Taskize platform can help bring clarity to increasingly complex operational environments. 

Key themes and takeaways 

From digital innovation to the emergence of private markets, this year’s conference focused on the forces reshaping the investment landscape. 

Among the standout sessions was a compelling keynote by Julia Streets, who offered sharp, forward-looking insights into the role of fintech in revolutionising fund operations. Her message was clear: innovation is no longer a nice-to-have – it’s essential for staying relevant and competitive. 

Another highlight came from Vincent Clause and Nicolas Hausseguy, both leading Euroclear’s FundsPlace strategy. They shared a future-forward vision of the Euroclear FundsPlace ecosystem, laying out how it’s positioned to redefine industry efficiency and connectivity. 

Overall, technology is enabling better efficiency and broader access – but fund managers will remain essential, with their role becoming even more pivotal in navigating increasingly complex market dynamics. 

Key panel discussions: Insights driving change 

1. What trends are driving the funds industry in 2025 and beyond? 

Moderator: Dean Frankle, Boston Consulting Group 

This panel explored the biggest forces driving the evolution of the funds business – and where the opportunities lie. Among the highlights: 

• A continued push toward democratisation of investing, especially for retail investors, via new distribution models 

• Rising operational costs are outpacing revenue growth – making efficiency a key priority 

• A significant increase in transfer agency (TA)-related costs is accelerating the shift from manual to digital and self-service processes – benefiting the end investors 

2. Will tokenisation reshape the future of the funds industry? 

Moderator: Anutosh Banerjee, McKinsey & Company 

This forward-looking session dove into the role of distributed ledger technology and tokenisation in transforming the industry. Key takeaways included: 

• A growing pipeline of tokenised products is emerging, yet market infrastructure has not fully kept pace 

• Corporate action failures still account for nearly 10% of operating costs 

• The ability to monitor net asset value (NAV) and assets under management (AUM) in real time is becoming increasingly important, particularly for Gen Z and millennial investors  

3. What will private market access look like in 5 years? 

Moderator: Justina Deveikyte, Novantigo 

Private markets continue to experience explosive growth, tripling in value every decade. This session unpacked what’s ahead: 

• The industry is seeing increased interest from the wealth management sector, signaling a shift beyond traditional institutional players 

• With one-third fewer public companies than 20 years ago, investors are moving towards private alternatives 

• A streamlined point of entry is needed to make these alternative assets more accessible to a broader investor base