Case study
How an asset manager employs analytics to evaluate performance
Channing Capital, an institutional investment firm managing nearly $5 billion in assets, uses Aapryl to analyze its performance.
Waters Wavelength Ep. 334: BofA’s Krishnan and McInnes
This week, Bank of America’s Ashok Krishnan and Duncan McInnes join Tony to discuss the build, buy, borrow strategy and instilling the right culture within the bank.
Man Group sees alpha-generating strategies from agentic AI
The firm is seeing actionable use cases from AI agents, said CTO Gary Collier, speaking at a conference in London hosted by Bloomberg.
M&G Investments replaces research platform with Bloomberg’s RMS
The chief investment officer of the London-based asset manager explains why the firm opted to use Bloomberg’s RMS platform for its research capabilities.
A Q&A with H2O’s tech chief on reducing GenAI noise
Timothée Consigny says the key to GenAI experimentation rests in leveraging the expertise of portfolio managers “to curate smaller and more relevant datasets.”
Citi gears up for EU T+1 climb
The bank has a dedicated team examining what it needs to do to ensure a successful transition to T+1 in Europe.
SNB researchers test LLM-based FX trading strategy
Meta’s Llama 3.1 comes out on top at predicting G10 currency sentiment based on news articles.
Northern Trust Asset Management enlists network theory to construct alpha signals
The $1.3 trillion asset manager will publish a paper later this year detailing how measuring network effects helps it better understand persistent drivers in trends.
Waters Wavelength Ep. 327: Standard Chartered’s Mo Rahim
He joins the podcast to discuss data and AI governance and guardrails for AI.
Standard Chartered’s AI Factory applies the ‘repeatability’ principle
The AI Factory will be a library of transversal services of AI capabilities for the bank to use, like a tree that continually bears fruit.
BofA ramps up AI deployment, patents
The bank has 1,400 patents in AI and machine learning, either granted or pending, alongside a growing portfolio of 250 models.
BNY CEO updates on ‘platform’ operating model, AI rollout
In its Q2 earnings call, the bank outlined its progress on rolling out its new operating model and ‘Eliza’ internal AI assistant.
M&G Investments braves cost headwinds in pursuit of AI
The UK asset manager’s AI ambitions started with the creation of a data lake to ensure high-quality data is being fed into models.
RBC’s partnership with GenAI vendor Cohere begins to bear fruit
The platform aims to help the Canadian bank achieve its lofty AI goals.
Deutsche Bank casts a cautious eye towards agentic AI
“An AI worker is something that is really buildable,” says innovation and AI head
Deutsche Bank to debut tokenization platform in November
Dama 2 minimizes up-front hardware and infrastructure costs for firms exploring tokenization.
BNY standardizes internal controls around data, AI
The bank has rolled out an internal enterprise AI platform, invested in specialized infrastructure, and strengthened data quality over the last year.
NY Fed Home Loans Bank spurns multi-cloud model
The cost and complexity of diversifying away from the big three providers outweighs concentration risks.
Citi close to launching GenAI investment tools
The new tech will be used to improve investment recommendations and increase cross-selling opportunities.
First Citizens used AI to retain SVB customers
The firm’s retention efforts involved using AI to monitor customer behavior and sentiment—including profanities.
Waters Wavelength Ep. 320: Tradeweb’s Chris Bruner
This week, Tradeweb’s Chris Bruner joins the podcast to discuss digital assets and fixed income.