Using machine learning for investment management

By Bryan Bashaw

Concept of Global Strategy Virtual Screen. Diagram, Investments Interface Panel

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

Businessman is holding to analyze marketing share information on hologram and connect to data with artificial intelligent system, Abstract of technology background and concept about internet of thing.

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

Businesswoman writing on glass in conference room meeting

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

Optimized learner engagement through neuroscience

Digital Composite Image Of Young Woman Drawing Human Brain Standing Against Gray Background

A good teacher or instructional designer constantly asks, “What is the best way to present the material so that the student will learn?” and “How can I improve the learning experience?” Providers of asynchronous self-study training know they must be extra-rigorous regarding both questions or their training will fail. When the instructor is not in the same room as the learner, the learning content must be of top quality. Continue reading

The cost of losing a customer

By Ron Durrant

Business colleagues in discussion on office stairs

Most organizations do not fully realize the cost of losing a customer. Sometimes these losses are shrugged off and it’s assume that a lost customer can be easily replaced with a new one. However, research by TARP Worldwide estimated that it costs five times more to get a new customer than to retain an existing one. In light of this, focusing on customer retention should be an essential part of any long term business plan. Continue reading