The perfect storm: Managing investment data

By Stephen Hulse

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Effective data management is critical if firms are to improve client satisfaction, reduce operational cost inefficiencies and win new business. Add in newer digital distribution channels, end client expectation and the need to maximise the value of data held and you have a perfect storm that needs careful navigation. Continue reading

Using machine learning for investment management

By Bryan Bashaw

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There are many new strategies and approaches in investment management today. While the industry debates active versus passive investing, machine learning investment algorithms have become a significant player. All these changes affect managers, investors, and vendors. Managers must now consider scalability and evaluate their long-term business strategies. Continue reading

A new dawn for performance measurement: Combining usability and domain expertise to deliver value

By Gert Raeves, Research Director, Adox Research

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The business of managing money is complex. Financial instruments are defined by dozens of attributes, many of which are ‘alive’: values can change, fluctuate, correlate, or expire. Modern investment theory might be lacking in academic consensus, but everyone can agree that delivering alpha is a hard and intractable challenge. Continue reading

The progression of artificial intelligence within finance

By Zarina Morris

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Around the world, banks are investing in robo-advisory services to provide financial guidance. One such example is Schwab Intelligent Portfolios which provides investors with portfolio recommendations based on lines of code versus an in person advisor. Customers are no longer exclusively reliant on a professional, but instead increasingly rely on an algorithm designed to create a portfolio tailored for their risk appetite and investment goals.  Continue reading

Achieving investment operations automation, part two

By KC Hong

Glass box 04

Workarounds may be viable in low-volume operations where risks and overhead costs are more easily managed. That’s increasingly the exception today, however. Market activity is fragmented across geographies, asset classes, and fund types. Clients demand greater transparency. Regulators keep issuing new mandates. Basic jurisdictional rules and fund accounting methods must be accommodated with precision. Firms that want to be competitive and grow in this more complex environment need the scalability and flexibility that automation brings to streamline their operations. Continue reading

Achieving investment operations automation, part one

By KC Hong

Glass Box 01

Investment management operations must constantly adjust to a changing environment – and these days, that’s not easy. It’s a challenge to keep up with escalating transaction and asset volumes, new fund types and instruments, evolving regulation and tax rules, and more exacting servicing agreements. Continue reading

Streamlined operations ensure you stay focused on asset management

By Dianna Tokic Farkas

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Firms often seek different best-of-breed technologies to handle the various aspects of their businesses like portfolio accounting, reconciliation, performance, reporting, etc. As assets increase, data security requirements escalate, client bases expand, and internal staff changes, it’s hard for firms to seamlessly connect all these disparate, older systems. Continue reading