Portfolio
Tech Releases Surge Ahead of Initial Margin Deadlines
The final phases of initial margin rules are expected to capture over the next two years more than 1,000 buy-side and sell-side firms, which technology providers see as potential customers.
Rebel Math: Robert and Richard Michaud, New Frontier Advisors
For over 50 years, modern asset management has been guided by the Capital Asset Pricing Model and the theories of Harry Markowitz. Yet, a father-and-son team in Boston says it’s wrong—and they can prove it.
FWD Group Deploys Bloomberg Buy-Side Solutions
The firm is focused on building up its core infrastructure to be able to support its people and allow them to focus on revenue-generating tasks.
The New Oil Rush: An Examination of the Alternative Data Market
Banks are looking to cash in on the alternative data boom, but an in-depth investigation of the alternative data market shows that they may be in for an uphill battle to claim territory.
YCharts Fashions ‘Model Portfolios’ Analysis Feature
The Model Portfolios feature will help buy-side firms dress up their portfolios individually with bespoke accessories that reflect what clients now expect portfolios to include.
Jamieson Coote Bonds Adopts Bloomberg Buy-Side Solutions
Using Bloomberg AIM and PORT, the firm is streamlining its workflow and is able to be more precise in executing orders.
NeoXam Acquires 100M Digital Reporting Platform
The takeover is aimed at strengthening NeoXam’s data management offerings, reporting capabilities and user experience.
SimCorp to Open Tokyo Office
Vendor sees the Japanese market moving towards more high-yielding strategies.
Axioma Buffs Risk Platform with Data Cache and Dashboards
The separate cache stores risk calculations so reports don't have to be rerun and are generated faster.
Storebrand AM Completes Move to SimCorp Dimension
Norway’s largest private asset manager finalizes the last leg of its technology consolidation project.
Arabesque Adds Eagle to List of ESG Data Users
Clients of Eagle Investment Systems now have access to the S-Ray sustainability analysis tool.
Omniex Bolsters Crypto Trading Platform
San Francisco-based crypto-asset solutions provider adds new features to Omniex Edge for institutional investors.
End of Days Data: Climate Content Heats Up
While ESG data is gaining prominence, institutional investors are increasingly looking to incorporate climate change information into the portfolio construction process.
IBM Rolls Out Upgrades for Watson Financial Services Portfolio
IBM has enhanced its regtech suite of services, including the integration of Armanta’s platform after the May acquisition.
Best Alternative Data Provider: Thasos Group
IMD/IRD Awards 2018
Best Research Provider: Fitch Solutions
IMD/IRD Awards 2018
Best New Data Product: S&P Global Market Intelligence
IMD/IRD Awards 2018
Contract Win of the Year: Bloomberg
IMD/IRD Awards 2018
Arkéa to Integrate NeoXam’s PMS
Paris-based asset manager selects NeoXam technology to bolster front and middle office.
Buy Side Lacks Skills to Handle Alt Data, Says Goldman Sachs Quant
Lack of skills for evaluating alternative datasets remains an industry problem, with firms looking to hire data scientists and technologists to make use of the new data.
QuantConnect Creates Tool to Develop, Share Algorithms
Through the Algorithm Framework, quants can use plug-and-play algorithms from across QuantConnect's user base.
The Hedge Fund Doctor: Charles Walters, Halcyon Capital Management
Charles Walters, chief information officer of Halcyon Capital Management, talks about his 20-plus years spent building and implementing platforms for hedge funds.
Four Twenty Seven Looks to Grow Climate Data for Banks, Asset Managers
Traders and portfolio managers use the data to assess risk and to develop portfolios that are environmentally conscious.
Rival Systems Introduces New VAR Feature
Chicago-based firm adds Value at Risk to its latest risk management offerings.