For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
Research related to FundCount
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2024/03/21
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2024/02/28
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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2023/11/08
To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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2023/10/20
Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
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2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2023/06/09
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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2023/06/07
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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2023/02/28
Figure 1: Reconciliations past, present and future. This report is a high level overview of the reconciliation technology that is evolving and o…
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2022/07/07
Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
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2022/03/22
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
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2021/07/08
Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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2021/04/11
Snap polls reflect questions posed by members of the Celent Executive Research Panel, a group of C level executives in the insuranace industry.…
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2021/04/04
Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…