Benefits of a Scalable Architecture
Scalability is an important consideration throughout many different areas of financial services and in recent years technological innovation has pushed
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The Growing Role in Outsourcing for Investment Management Teams
Various references in financial publications recently highlight the challenging world of investment management, where there is an intensely competitive market
Asset Allocation in Perspective
https://youtu.be/2dffktjFPxU Asset allocation is the DNA of an investment strategy and defines the fund. A fund’s specific
Regulatory Focused Requirements Puts Tech in the Spotlight
Across the board financial services firms are all competing for increased return and growth of business opportunities. So it goes
Ratings Challenges from a portfolio manager perspective
For various types of funds, ratings are an indicator of both the risk and return, especially for fixed income funds
Data Privacy for global asset management firms
When looking at the website of different asset management companies, there may be a sense or veneer of a secure
Our Approach for a Unified Data Model
As part of this week’s post we wanted to switch gears. We thought this would be a good opportunity to
Basics about Online Marketing
An oft used adage in marketing is that 50% of advertising actually works, but the trouble is you don’t know
Darwin’s Survival: KIDs for PRIIPs
Much of what has been accomplished in the PRIIP Regulation, such as enhancing investor transparency and comparability through greater disclosure
Social Media and Fund Companies: Help or Hindrance?
The social media wave has swept up businesses large and small in its wake, and fund companies are no exception.