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Future #Trends in #Portfolio #Monitoring #Technology 🎯 #Outsource IT #Today Portfolio monitoring, a crucial aspect of investment management, is evolving rapidly due to advancements in technology. With increasing market complexity and data volume, investors are https://lnkd.in/gnwepqaH #adviceguru

The inevitable shift of Wealth & Asset Management firms towards technology. Firms in the sector no longer view technology as a cost centre, Technology is more and more at the core of the firm's strategy. A technology roadmaps are at the forefront to securing the trust and confidence of clients, facilitating seamless advisor-client (channel agnostic) interactions, and ultimately, driving firm growth. #wealthmanagement #assetmanagers #wealthadvisor #difc #agdm #financialservices Salesforce WealthManagement.com Tullion If you want to know more, contact us at: info@tullion.com Download the white paper here: https://rb.gy/rvt7re

As we’re approaching year end, I continue to have increased conversations with clients who are looking to increase alternatives exposure in their models. 💡Where do alternatives fit into a strategic asset allocation framework? 💡How should their risk and return characteristics be estimated, and how can realistic constraints be modelled. 💡 Which alternatives deliver the biggest incremental benefit, and what is an appropriate strategic allocation? 📚🧮 Link below to AQR Capital Management’s latest Alternative Thinking that finds that alternatives earn themselves a sizable strategic allocation. https://lnkd.in/e2C9dZD8 #Alternatives #HedgeFunds #AssetAllocation #Diversification

Read Part 1 of our three-part guide on simplifying #portfolioanalysis along with all the other articles in our #PortfolioManagement Best Practice Series here. https://lnkd.in/gY9u2S46 Investment teams want to win. How do they master their workflows so that they can spend more time on what matters most: outperforming the market? At Morningstar, we closely engage with asset and wealth managers of all kinds, helping them optimise their workflows. We see patterns across teams and businesses—in their workflows, the impediments to their work and the actions that have the biggest impact on a team’s capacity to master more work and complexity. In this guide, we distil our collective knowledge and understanding of what works and how to build a solution that is right for your team.

Optimize your financial strategy with Investment Portfolio Management Software – streamline tracking, analysis, and decision-making for smarter investments. ➡ Customizable Investment Parameters: Tailor investments to meet unique strategies and objectives. ➡ Comprehensive Risk Analysis: Assess and mitigate risks effectively with in-depth analytics. ➡ Document Management: Centralized storage for easy access and secure management of investment documents. ➡ Key Performance Indicators (KPIs): Track and monitor critical metrics for performance evaluation. ➡ Master Data Management: A unified, reliable data store for accurate portfolio insights. ➡ Dedicated Transaction Management: Seamlessly handle all transactions in a designated area. ➡ Periodic Activity Analysis: Regularly review portfolio activity to ensure alignment with goals. ➡ Market Price Revaluation: Automate periodic market price adjustments for up-to-date portfolio valuation. ➡ Efficient Inquiries Management: Simplify and streamline responses to investor inquiries. ➡ Open Integration Platform: Easily connect with third-party systems for a complete solution. Empower your investment strategy today! #InvestmentSoftware #PortfolioManagement #SmartInvesting #RiskManagement #DataDriven #FinTech

Is the Future of Institutional Investing in Robo-Advisory Services? 🤖 #RoboInvestingSunday 🤖 Good morning, institutional investors and financial innovators! As we start this new day, let’s delve into the evolving landscape of robo-advisory services and their growing significance for institutional investors. How can robo-advisors enhance investment strategies and reshape the future of institutional finance? 🚀 The Evolving Role of Robo-Advisors in Institutional Investing 🚀 Robo-advisory services, known for their ability to automate investment management, are increasingly expanding their scope to serve institutional clients. These platforms harness the power of algorithms and data analytics to offer more efficient, cost-effective investment management solutions. 💡 Benefits of Robo-Advisory for Institutional Investors 💡 Scalability and Efficiency: Explore how robo-advisors enable institutions to scale their investment management capabilities efficiently. How can this technology streamline portfolio management processes? Data-Driven Insights: Discuss how robo-advisory platforms leverage data analytics to provide deeper insights into market trends. How does this enhance decision-making for institutional investors? 🌟 Key Use Cases for Robo-Advisory Services 🌟 Portfolio Rebalancing: Highlight how robo-advisors can automate portfolio rebalancing to maintain asset allocation targets. What are the benefits of this automation for institutions? Customized Strategies: Consider how robo-advisors can offer customized investment strategies based on predefined criteria. How does this align with the needs of institutional investors? 👍 Like 👉 Share 👇 Comment #MDMarketInsights #businessanalysis #capitalmarkets #financeindustry #financialservices #investmentanalysis #TradeFloor #dataanalytics #riskmanagement #tradingstrategies #marketresearch #investmentmanagement #assetmanagement #fintech #regulatorycompliance #portfoliomanagement #derivatives #marketanalysis #financialtechnology #quantitativeanalysis #investmentstrategy #businessintelligence #financialinnovation #economicanalysis #hedgefunds #privateequity #TradingSystems #datascience #riskanalysis #financialdata

Buy-side: Is Now the Right Time to Invest in Corporate Actions Processing? The recent report on asset servicing automation by 'the ValueExchange' highlighted a key finding that I found interesting - “Automation would drive an 87% reduction in the number of errors.” Having built an end-to-end corporate actions system early in my career, I know this is an area that needs investment, just like any other post-trade sector. It's often overlooked, but critical. Corporate actions are a hidden pain point. The report mentions that investors don't leave due to delayed corporate action event data. I think this area is seen as a 'vitamin' rather than a 'painkiller.' However, for those handling corporate actions, this is a pain in need of urgent relief. Automation can be that painkiller. Replacing legacy systems, standardizing data, and collaborating with industry partners to enforce data standards from issuers are crucial steps. The latter two are the biggest challenges as it needs external collaboration. Automation can increase operational efficiency and reduce risks, especially for custodians who handle high volumes of corporate actions. This is a critical risk area. Investing in this post-trade area can help buy-side firms increase alpha. With 'data' becoming central to every firm's strategy, it's time for asset servicing firms to pay attention and position themselves for the future. As the report suggests, this area is ripe for investment. #coporateactionsprocessing #buyside #posttrade

💡 By breaking down data silos and ensuring seamless data flow, asset managers can unlock new levels of insight and value, paving the way for more informed investment decisions. 🔎 Read more about how to bridge gaps & streamline Stewardship processes here: https://lnkd.in/exFkEjRZ

How can fund operators use data to scale and manage business? Gayathri Pandurangan Senior Director, Head of Innovation Engineering, KPMG US, and Sahem Gulati Head of Strategy & Consulting, M&G plc, discuss data journeys and security around scaling and managing product evolution. The conversation features in a new report published by Clear Path Analysis: “Utilising data volumes: driving profitability, efficiency and risk management”, which is also sponsored by Rimes. They looked at what the challenges of scaling, managing the evolution for the product mix managers are, as well as the asset allocation profile for the asset owners including private markets - and ESG - from a data architecture standpoint. "Building quality across the different sources and then scaling it to provide to portfolio managers is difficult,” said Pandurangan. “This is because portfolio managers want it to be integrated with their portfolio management decision-making process.” #datajourney #data #fundmanagement #investmentoperations #dataoperations #datacentric #portfoliomanagement #datachallenges #dataarchitecture You can read their full conversation here 👇

Despite surging client interest, many alternative asset classes and vehicles remain hard to access for advisors. Next-gen distribution platforms can help. Also important are the middle-office vendors and portfolio management systems that make the workflow sing. Check out our new Datos Insights report on advisor adoption of alternatives in the US and Canada, and what demand will look like three years out. https://lnkd.in/gdB3H3GK #innovation #investing #customization #canada #privatefunds #sma #uma #managedaccounts #alternativeinvestments #privatecapital #privatequity #reporting #intervalfunds #privatecredit #workflow #automation #digital #strategy #ESG #distribution #alts #analytics #compliance #onboarding #intervalfunds #advisortech #tech #innovation #GP #familyoffice #LP #RIA #wealthmanagement #liquidity #duediligence #outsourcing #technology #capitalcalls #direct #SMA #software iCapital, CAIS, Proteus, LLC, Envestnet, Inc, AssetMark, Canoe Intelligence, Arch, Accelex, SUBSCRIBE, Moonfare, Halo Investing, AllianceBernstein, Addepar, Accelex, Crystal Capital Partners, LLC, Gridline, Allvue Systems Jacobi FIS Moody's Analytics, eFront Palmer Myers Jessica Stegmaier Luke Albertalli John Nionakis Lindsay Aenchbacher Wally Okby Bill Whitt James Wolstenholme Michael Ormsby Sang Lee Vinod Jain Jamie McLaughlin Brenda Mickiewicz Jacob Greene Jamie McLaughlin Michael Lynds Danny Martin James Burron, CAIA