Portfolio
The Big Bang—a complex 40-year data journey yet to reach its destination
In this guest column, Finbourne’s Gus Sekhon reflects on the deregulation and privatization of the London Stock Exchange and what it meant for data.
Multi-asset investing: Capturing diversification and alpha in a complex market
How multi-asset and cross-asset strategies are redefining performance and scale across institutional portfolios
Buy-Side Technology Awards 2025 winner’s interview: 73 Strings
73 Strings’ win in the BST Awards 2025 Best middle-office platform category
The total portfolio approach gains momentum: Building the right tech foundation for success
The rationale for the TPA, and the crucial role technology plays in enabling such an approach
How an asset manager employs analytics to evaluate performance
Channing Capital, an institutional investment firm managing nearly $5 billion in assets, uses Aapryl to analyze its performance.
Larry Fink: ‘We need to be tokenizing all assets’
The asset manager is currently exploring tokenizing long-term investment products like iShares, with an eye on non-financial assets down the road.
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.
Aussie super fund overhauls investment platform with BlackRock Aladdin
Aware Super’s Project Odin includes implementations of BlackRock Aladdin, eFront and GoldenSource EDM
AI co-pilot offers real-time portfolio rebalancing
WealthRyse’s platform melds graph theory, neural networks and quantum tech to help asset managers construct and rebalance portfolios more efficiently and at scale.
Portfolio trading vs RFQ: Understanding transaction costs in US investment-grade bonds
The MarketAxess research team explores how such factors as order size, liquidity profiles and associated costs determine whether a portfolio trade or an RFQ list trade is the optimal choice.
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.