
The investment sector is experiencing a profound transformation, driven by advancements in data capabilities and nascent AI integrations. The ac…
The investment sector is experiencing a profound transformation, driven by advancements in data capabilities and nascent AI integrations. The ac…
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
OakNorth is integrating climate transition risk into portfolio risk management. ON Climate provides lenders the ability to assess climate transi…
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
In May 2024, barring any further delays, the United States and Canada will be shortening their trade settlement cycles from a two-day settlement…
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
On 12th June 2023 (just yesterday), Nasdaq announced their intentions to acquire Adenza (which itself was created from the coming together of Ca…
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
Socially responsible investing (SRI) has attracted an estimated 13% of the assets under professional management in the United States, amounting…
As the communications channels used in capital markets trading proliferated and became more digital, Societe Generale identified a need to moder…
Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
The mechanisms for trading fixed income products continue to evolve amid a backdrop of market infrastructure challenges, regulatory responses, i…