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

Portrait of confident architect working at blueprint

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

Integrated advisor desktop helps build long-lasting client relationships

By Ed Wright

Couple talking to financial advisor in living room

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan for an eventual transfer of assets to their heirs. Advisors who involve heirs early on often do better longer-term in maintaining that relationship. Studies find that 66% of advisors are fired by the children of the client during the wealth transfer, and up to 70% of women leave their advisor after becoming widowed. Continue reading

Insights from SS&C 2017 Asia Investment Management Summit: Build vs. buy

By Leo Chan

Asia summit 2

I had the opportunity to host a panel discussion at the SS&C Asia Investment Management Summit on the pros and cons of building or outsourcing technology – “build vs. buy.”  The panel members included Stanley Yu, Executive Director, Group Technology UBS Wealth Management; Terence Tam, Head of Wealth Management Technology Asia ex Japan, Nomura; and Alek Kwok, Director of Professional Services Group for Asia, SS&C Institutional & Investment Management. Continue reading