From AI to SMAs: Trends That Shaped 2025

2025 was a year of transformation for the investment management industry, and we were here for all of it. In this special recap episode, Trent Berry and Jasmin Conner revisit the most impactful conversations from the past year. You’ll hear highlights from the expert voices who joined Tech It Up and shared their insights on the trends and strategies shaping the investment management industry.

Packed with actionable takeaways, this is your quick guide to what mattered in 2025 and what’s next in 2026.

Every clip in this episode comes from a full-length conversation packed with insights from experts. You can listen to the complete episodes here:

• AI Everywhere: What’s Real, What’s Not, and What Works with Alex Schlesinger
• Bells and Whistleblowers: Compliance, AML/KYC, and Insider Trading with Sara Raisner
• The Rise of SMAs: Why Investors Are Making the Shift with Tim Duffy
• Embracing Multi-Asset, Multi-Strategy Portfolios with Javier Flores
• The Art & Science of Measuring Private Equity Performance with Mark Elliot
• Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions with Sam Knox
• From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor with Jonathan Balkin