Portfolio
Asset managers look to raw NGO data for ESG insights
Data from non-profits can be combined with ESG ratings for more bespoke investment insight, investment professionals say.
This Week: JP Morgan, Deutsche Börse, Refinitiv, and more
A summary of some of the past week’s financial technology news.
This Week: Refinitiv; State Street/BlackRock; SteelEye; SimCorp; FEX Global/TT
A summary of some of the past week’s financial technology news.
GameStop post-mortem: Alt data world confronts eroding barrier between online and real life
After Redditors staged an epic short squeeze against a handful of hedge funds, some in the industry are left wondering whether today’s models and data techniques are prepared for world where online often equals real life.
Standard Chartered, Bloomberg develop electronic workflow for Korean Treasury bonds
The workflow shortens the time it takes for investors to trade KTBs, and can be tweaked to suit other emerging bond markets.
CDS trading remains stubbornly human
Buy-sider traders remain skeptical of the benefits of algo execution for credit derivatives.
This Week: Refinitiv, State Street, FlexTrade, FactSet/Microsoft, Cboe, and more
A summary of some of the past week’s financial technology news.
Bloomberg AIMs enhancements on portfolio implementation, trade management
The tech giant has been updating the portfolio implementation and trade management workflows on its buy-side order management system as systematic and factor-based investing needs evolve.
JP Morgan AM develops AI quant tool that uses mind maps to build thematic funds
ThemeBot uses textual relevance and revenue attribution to construct a list of stocks, which is then verified by JPMAM’s active equity analysts.
This Week: Refinitiv ESG; Nikko/GoldenSource; Causality Link/Eagle Alpha; Crux & more
A summary of some of the past week's financial technology news.
BlackRock looks to predictive ESG data, rather than point-in-time
Mary-Catherine Lader says that the asset manager is building out new modeling tools to help users better understand how the decisions a company makes today can affect their performance in the future.
Cohesion on ESG Standards Still Elusive, Despite Biden Win
While many expect the president-elect to take a bullish stance on environmental issues, it's unclear what a new dispensation can do for the dilemmas around ESG standards.
SS&C Advent Looks to the Cloud for Future Tech Deployments
After the rollout of its Genesis platform, SS&C Advent is now thinking about how it can transition platforms like Geneva, Moxy, and APX to the cloud, though it’s a long-term project.
Case Studies: Two Hedge Funds Incorporate Behavioral Analytics to Optimize Performance
Regardless of fund type, portfolio managers can analyze their trade data and behavior to make improvements, according to Essentia Analytics’ CEO.
State Street’s Milek on the Front-Office Data Challenge
Marko Milek says the trend of outsourcing data management is becoming more mainstream.
This Week: Janus/SS&C; Wolters Kluwer; Tora/Neptune; Standard Chartered/Northern Trust; SimCorp; & More
A summary of some of the past week's financial technology news.
Qontigo Releases New 'Linked' Risk Model Covering Global Equities
The new offering blends existing Axioma risk models into a single, nuanced risk assessment.
Nasdaq Looks to Contextualize ESG Ratings
The exchange's ESG Footprint converts ESG data into everyday metrics to show investors the impact of their portfolios.
This Week: RepRisk/JP Morgan; TP Icap; Moody’s/MioTech; FTSE Russell; SimCorp & More
A summary of some of the past week’s financial technology news.
Synechron Develops Differential Privacy Tech to Leverage Internal Data
The solutions are designed to allow firms to query data and build models more effectively without breaching global privacy rules.
Waters Wrap: Exploring New Ideas in the Alt Data Market (And Some Election Notes)
Anthony takes a look at some new alternative data offerings coming to market, and also explains why there’s so little election coverage on this website.
Asset Managers Fear ESG Data Disclosure Gap
Investment firms need data to meet upcoming regulatory requirements. But corporates aren't making this data available in high enough quantity or quality.
MackeyRMS Launches ESG Scorecard
Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.
Manulife Refines ESG Methodology and Plugs Data Gaps with NLP
The asset manager has adopted materiality tools, industry handbooks, and NLP techniques to help navigate ESG data limitations.