Mutual funds

Morningstar Chronicles AI Quest to Replicate Analyst Ratings

With the fund industry growing at exponential rates, Morningstar turned to disruptive technologies to keep pace and ensure it could deliver sufficient coverage without compromising the processes used by its human analysts. Max Bowie chronicles the five…

Changing the Wheels on a Moving Car

Trying to figure out how to keep an organization moving forward, while looking forward, is one of the hardest challenges in fintech today.

Firms Eye Machine Learning for Liquidity Risk Models

Many US mutual funds are expected to rely on vendor tools to comply with the SEC’s rule that they establish a formal liquidity risk management program that includes classifying the liquidity of their investments. These tools have the potential to improve…

Should Major Buy Sides Slim Down?

In a long-anticipated move, Credit Suisse was the latest investment bank to announce major cutbacks this week. Tim ponders whether certain fund management giants — especially running mutual funds — should be thinking the same way.

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