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Alternative investments, such as PE funds, differ from traditional investments, such as stocks, bonds or mutual funds. This article will focus on another alternative investment structure - hedge funds...
According to Deloitte, financial institutions that use AI in the investment process grow AuM by 8% and raise productivity by 14%. Now that financial markets have changed, Wealth and Asset Managers ar...
In an earlier blog (titled: Being purpose-led: Considerations for Financial Services firms – What does it mean?), we explored what purpose-led means with a few examples. So far, the articulation of t...
The world of wealth management is evolving rapidly in response to the changing landscape of technology and investment strategy. As artificial intelligence (AI) technology becomes more powerful and sop...
The CFPB paved the way for open banking rulemaking. Now is the time to expand on it. This year at Money 20/20, Consumer Financial Protection Bureau (CFPB) Director Rohit Chopra laid out plans to fina...
The past three years have seen pretty much non-stop uncertainty and market turbulence. The pandemic, war, and the battle to keep inflation under control have all been a worry for investors concerned a...
Being purpose-led and ecosystem-driven is fundamentally transforming the way institutions in the financial sector function. But it is easier said and declared than done. Using six selective examples o...
Private equity is an investment asset class that involves the purchase of shares in private companies, typically those not listed on a public stock exchange. Professional investors such as venture cap...
These are difficult times for the global economy. With an economic slowdown in most major economies, along with high inflation and escalating cost of living, reasons to be cheerful about the economic ...
So once we in the early 80s saw how customers - with delight - started to use e-banking for bill payments and balance checking, we started to ponder what other services could be built on the economy o...
Order and portfolio management systems, such as the Limina Investment Management System, Charles River Development and Bloomberg AIM are essential for asset managers and asset owners. However, underst...
If you or an advisor must file a Form 706 with the IRS to report estate or generation-skipping tax, understanding the IRS’ allowance for use of an Alternative Valuation date may be critical during a d...