2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
Research related to Dimension
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2024/03/21MB has enhanced its market risk and counterparty credit risk (CCR) management to meet global standards, including: A near real-time VaR calcul…
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2024/03/20OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
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2024/02/28Fractional 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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2024/01/22In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
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2023/12/15Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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2023/11/08To help our clients navigate challenges facing the industry, Celent has developed a new, enhanced approach for tracking financial institution IT…
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2023/10/20Over 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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2023/10/19The announcement yesterday (October 19) that DTCC is acquiring the blockchain fintech Securrency is a resounding signal to the global financial…
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2023/08/26Financial market infrastructures (FMIs) are the mainstay of the financial system, providing the essential infrastructure for financial transacti…
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2023/08/26This 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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2023/06/13On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
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2023/06/09On 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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2023/06/07As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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2023/04/05Tokenization is this year’s hot topic in blockchain, and our conversations with clients often move quickly to predicting where the breakout use…
Research related to SimCorp Coric
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2024/03/21Morgan Stanley Wealth Management is bringing access to portfolio risk insights directly to its financial advisors, embedding risk management cap…
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2024/03/20User experience was flagged in our 2022 Previsory and we continued to see momentum build through 2023 and into 2024. User (UX) and customer (CX)…
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2023/09/20This report combines Celent's Banking and Wealth Management research and explains a landscape of technologies that can support better service to…
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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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2023/06/27With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/03/29The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/03/03It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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2022/09/30Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…
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2022/07/24Investment Culture Has Rooted in Japan, However Spread of Open APIs Is Slower than Expected In Japan, a country with a large amount of personal…
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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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2021/08/02"Generation Investor” was a term coined by Charles Schwab to account for the surge in retail investors who opened their brokerage accounts durin…
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2021/03/08
Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a fun…
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2020/11/29リサーチは投資情報戦略の動力源です。投資の意思決定がより高度になるにつれ、複雑なデータフローを管理し、ワークフローをサポートし、同じチームの複数のメンバーが共同で投資調査を行うことができるようにする必要性が高まっています。 リサーチ・マネジメント・システム（RSM）は、バイサイドのフロン…
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2020/10/19The wealth management industry, including the brokerage industry, continues to face strong headwinds. They come from changes in the core client…