Portfolio management
BlackRock Aladdin prioritizing semantic layer for agentic AI
The asset manager’s tech platform is spending “a lot of time thinking about” semantics before it rolls out AI for a variety of tasks, says Aladdin exec.
APAC’s hidden opportunity is in the hands of wealth managers
Asia-Pacific’s financial firms have lofty growth ambitions that will come with high cost and complexity. To succeed, they’ll need a quality portfolio toolkit and a connected technology architecture, writes BlackRock’s James Verner.
Pimco replaces Bloomberg EMS with TS Imagine
Fixed income giant is shrinking its Bloomberg EMS footprint, though not removing it completely, sources say.
Private markets boom exposes data weak points
As allocations to private market assets grow and are increasingly managed together with public market assets, firms need systems that enable different data types to coexist, says GoldenSource’s James Corrigan.
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
Institutional priorities in multi-asset investing
Private markets, broader exposures and the race for integration
SS&C’s Bill Stone: RPA still important for agentic endeavors
The fintech is leaning on almost four decades in financial services and its many acquisitions to power AI deployment and meet the market’s needs.
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.
Expero sharpens focus on financial clients
After 20 years of delivering software, AI tools and digital UXs across industries, Expero is leaving its jack-of-all-trades strategy, aiming to become a master of one.
Breaking down the silos with total portfolio management
How TPM could be the key to achieving investment and operational efficiencies
Talos’s new crypto risk assets drive portfolio management system upgrade
One year after Talos Trading acquired Cloudwall, the vendor has added new capabilities to its portfolio management system.
Break down the silos—The unifying power of total portfolio management
Best practices for investment operations and execution in today’s complex market landscape.
Aussie super fund overhauls investment platform with BlackRock Aladdin
Aware Super’s Project Odin includes implementations of BlackRock Aladdin, eFront and GoldenSource EDM
Navigating the tariffs data minefield
The IMD Wrap: In an era of volatility and uncertainty, what datasets can investors employ to understand how potential tariffs could impact them, their suppliers, and their portfolios?
Project Condor: Inside the data exercise expanding Man Group’s universe
Voice of the CTO: The investment management firm is strategically restructuring its data and trading architecture.
Inside the company that helped build China’s equity options market
Fintech firm Bachelier Technology on the challenges of creating a trading platform for China’s unique OTC derivatives market.
Orchestrade resists SaaS model in favor of customer flexibility
Firms like Orchestrade are minimizing funds and banks’ risks with different approaches to risk management.
FactSet lays out trading roadmap post LiquidityBook deal
The software and data provider announced it was buying LiquidityBook this month, filling a gap in its front-office suite of solutions.
To unlock $40T private markets, Hamilton Lane embraced automation
In search of greater transparency and higher quality data, asset managers are taking a tech-first approach to resource gathering in an area that has major data problems.
FactSet-LiquidityBook: The buy-side OMS space continues to shrink
Waters Wrap: Anthony spoke with buy-side firms and industry experts to get a feel for how the market is reacting to this latest tie-up.
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.