Beyond the Dashboard: The Evolution of Treasury
Summary
Volatility, shrinking teams, and rising portfolio complexity are pushing treasury well beyond dashboards. Modern platforms integrate financing, margin, and collateral into a single decision system that highlights the actions with the greatest impact, builds daily optimization loops, and strengthens balance-sheet efficiency across vehicles, strategies, and prime brokers.
Himanshu Bagri
Himanshu is the product lead for the Treasury suite at Arcesium. He oversees solutions including margin replication, collateral management, securities lending, cash management, and counterparty risk. He defines product strategy, drives development from concept to launch, and ensures timely delivery of the solution.
Sources:
[i] FRED data (Arcesium analysis), last accessed November 18, 2025. https://fred.stlouisfed.org/series/VIXCLS
[ii] Cerulli, October 2025. https://www.cerulli.com/press-releases/asset-managers-face-higher-than-expected-sma-redemption-rates
[iii] CFA Institute, 2024. https://blogs.cfainstitute.org/investor/2024/11/18/from-equities-to-real-assets-key-trends-shaping-multi-asset-investment/
[iv] PwC, March 2025. https://www.pwc.lu/en/press/press-releases-2025/gfd-poster-2025.html
[v] Swedish House of Finance Research, 2024. https://mays.tamu.edu/wp-content/uploads/2024/03/14_Valeri%20Sokolovski.pdf
[vi] OFR, June 2025. https://www.financialresearch.gov/hedge-fund-monitor/categories/leverage/chart-23/
[vii] EY, 2020. https://www.ey.com/content/dam/ey-unified-site/ey-com/en-us/insights/banking-capital-markets/documents/ey-collateral-optimization.pdf
[viii] McKinsey, September 2025. https://www.mckinsey.com/industries/financial-services/our-insights/asset-management-2025-the-great-convergence
