Portfolio management

Building Advent Genesis: Getting the Balance Right

Portfolio rebalancing is a persistently tricky problem for investment managers to address, which is why successful platforms in this space must be designed from the ground-up to handle complex rules and deal with large order loads across strategies,…

S&P Eyes Buy-Side Performance with Portfolio Analytics Tool

S&P Global Market Intelligence’s new Portfolio Analytics platform combines the vendor’s data with clients’ own proprietary content to allow portfolio managers to assess and communicate the drivers of their performance, officials tell Joanne Faulkner.

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