Investment management
As agentic AI comes into play, buy side weighs outsourced options
Asset managers wanting to use sophisticated forms of AI must square their interest in the tool with mounting cost pressures.
Orchestrade resists SaaS model in favor of customer flexibility
Firms like Orchestrade are minimizing funds and banks’ risks with different approaches to risk management.
FactSet lays out trading roadmap post LiquidityBook deal
The software and data provider announced it was buying LiquidityBook this month, filling a gap in its front-office suite of solutions.
To modernize loan markets, making data more accessible is key
Wilmington Trust is using AccessFintech’s Synergy platform to ditch faxes and emails in the increasingly popular asset class.
What does it really mean to be a mid-tier OMS?
With Clearwater Analytics’ proposed $1.5 billion buy of Enfusion earlier this month, the market for order management systems appears to be evolving.
Asset manager Saratoga uses AI to accelerate Ridgeline rollout
The tech provider’s AI assistant helps clients summarize research, client interactions, report generation, as well as interact with the Ridgeline platform.
From no chance to no brainer: Inside outsourced trading’s buy-side charm offensive
Previously regarded with hesitancy and suspicion by the buy side, four asset managers explain their reasons for embracing outsourced trading.
SimCorp back to its winning ways
SimCorp’s Ibor and its foundational role in the creation of the firm’s investment management platform, SimCorp One.
Industry not sold on FIGI mandate for US reg reporting
Banks’ and asset managers’ tortured relationship with Cusip numbers remains tortured, as they tell regulators to keep the taxonomy in play.
Who’s afraid of the big, bad AI computer?
The last two years of GenAI’s hype cycle have re-energized the conversation around what AI technology can offer. It’s also brought fears, concerns, and post-apocalyptic narratives. Nyela thinks much of it is unwarranted.
SS&C fights ‘Frankenstein’ perception with further Advent, Eze integration
With the Genesis platform as the tech stack’s foundation, the vendor is looking to provide a front-to-back offering that allows end-users a paced introduction to the cloud.
Back to basics: Data management woes continue for the buy side
Data management platform Fencore helps investment managers resolve symptoms of not having a central data layer.
Reading the bones: Citi, BNY, Morgan Stanley invest in AI, alt data, & private markets
Investment arms at large US banks are taken with emerging technologies such as generative AI, alternative and unstructured data, and private markets as they look to partner with, acquire, and invest in leading startups.
Startup helps buy-side firms retain ‘control’ over analytics
ExeQution Analytics provides a structured and flexible analytics framework based on the q programming language that can be integrated with kdb+ platforms.
Leading the charge: Nitin Tandon spearheads Vanguard’s tech ambitions
The asset manager’s CIO is drawing on his past experiences to propel the 49-year-old firm into the future.
DTCC urges affirmation focus ahead of T+1 move
On May 28, large numbers of securities transacted across the North American marketplace will be required to settle one day after they are executed. DTCC is urging all market participants to scrutinize their existing technology and operational procedures,…
Waters Wavelength Podcast: Countdown to T+1
DTCC’s Val Wotton joins the podcast this week to discuss the impending move to T+1 in the US.
Ticking clock: Firms in Asia face unique T+1 challenges
Firms in Asia worry about unintended consequences of massive change to settlement cycle.
BlackRock developing AI copilots for Aladdin
The world's largest asset manager hints at new AI assistants for investment management clients.
AllianceBernstein: fine-tuning shrinks gen AI ‘hallucinations’
Asset manager says its tweaks have improved accuracy of LLM models.
Buy side unconvinced of corporate bond streaming benefits
Managers see limited utility of streamed prices in the once OTC-only asset class.