Portfolio
Bloomberg introduces geopolitical country-of-risk scores to terminal
Through a new partnership with Seerist, terminal users can now access risk data on seven million companies and 245 countries.
The coming AI revolution in QIS
The first machine learning-based equity indexes launched in 2019. They are finally gaining traction with investors.
FactSet looks to build on portfolio commentary with AI
Its new solution will allow users to write attribution summaries more quickly and adds to its goal of further accelerating discoverability, automation, and innovation.
Interop tech buys time for buy-side fixed-income traders
A few buy-side traders and portfolio managers spearheading a drive for greater interoperability are reaping the rewards of increased workplace efficiency. Is interoperability the fixed-income panacea the buy side has been looking for?
This Week: SimCorp/Deutsche Boerse, Moody's, SS&C, and more
A summary of the latest financial technology news.
FactSet lays out AI blueprint for discoverability, workflows, and innovation
The data provider is utilizing generative AI and large language models to provide a conversational interface in FactSet Workstation that will complement AI-powered workflows and products.
BNY Mellon streamlines the hunt for liquidity with LiquidityDirect updates
The bank spent the last three years evolving and expanding LiquidityDirect to include additional asset classes, and will white label the platform to customers.
Bloomberg creates one-stop shop for portfolio managers on Terminal
PM <GO> is a new workstation meant to support buy-side decision-making from analysis to implementation.
LiquidityBook buys Messer in effort to beef up portfolio management capabilities
The OEMS provider has purchased the Hong Kong-based PMS provider—but don’t say it’s solely a play for the buy side.
Behavioral analytics: the data trend that has asset managers looking inward
Vanguard and others are building tools that “nudge” investors to make better investment decisions.
BlackRock looks to expand Aladdin through accounting, data capabilities
Accounting, data, and analytics offerings make up part of Aladdin's strategy to become everything to everyone.
Buy side demands better data aggregation for primary corporate bonds
With electronification and tech development increasing in fixed income, participants are looking for better data access in the primary market for corporate bonds.
Deutsche Börse seeks seat at tech leader table with SimCorp buy
With exchanges such as Cboe, Nasdaq, LSEG, and ICE leading the pack of exchanges that double as technology companies, the German exchange is playing catch up with its proposed offer for buy-side tech vendor SimCorp.
Bank-backed Versana takes aim at syndicated loan tech
Born from a consortium that includes JP Morgan and Bank of America, Versana aims to bring up-to-date and permissioned data to the syndicated loan market—the first step to a more transparent and faster operating market.
BMO CIO: Open source boosts internal risk platform performance
The bank’s proprietary solution uses Apache Spark to calculate forward-looking loss scenarios in its loan portfolios.
Difficult transitions: Asset managers struggle to map future ESG risks
Investment firms have a role to play in incentivizing the green transition, but they must have forward-looking data.
How Liontrust AM reimagined tech vendor partnerships to retain IP post-Majedie acquisition
Buying off the shelf can be cheaper and faster than building in-house, but giving up IP rights to critical platforms is a trade-off some firms aren’t willing to make.
People Moves: Tradeweb, Ion, Burton-Taylor, HKEx, and more
A look at some of the key people moves from this week, including Thomas Pluta (pictured), who joins Tradeweb as president-elect.
Broadridge’s Gokey eyes interop to connect back-office data for front-office needs
The vendor is leveraging its back office capabilities and platforms to integrate Itiviti, and bolster its LTX bond trading platform.
Man Group revamps data science platform to tackle data deluge
The London-based investment manager spent four “long and intense” years rewriting its data science platform, Arctic.
This Week: Goldman Sachs, MSCI/MarketAxess, Cboe/ErisX, & more
A summary of the latest financial technology news.