Tag: asset management
Ortec Finance’s GLASS PRISM redefines insurer portfolio strategy
Ortec Finance has launched GLASS PRISM, an artificial intelligence-powered Strategic Asset Allocation (SAA) tool built to help insurers optimise their investment portfolios in ways...
Prometeia launches integrated private markets offering
Prometeia, an advisory and digital solutions provider serving asset managers, banks, insurance companies and financial advisers, has launched an integrated offering focused on private...
How currency overlay is reshaping portfolio management in 2025
A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
WealthAi and Stratiphy partner on AI portfolio solutions
WealthAi, an AI-driven operating system (OS) for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy's...
How asset managers can scale SMAs without drowning
Separately managed accounts (SMAs) have moved well beyond their origins as a niche structure for private wealth. Today, the full spectrum of investors —...
Integrity Viking Funds selects FIS to modernise investment accounting
Integrity Viking Funds, a fixed income-focused asset manager, has selected FIS Investment Accounting Manager, a cloud-based investment accounting solution from global FinTech firm FIS,...
Emerging markets: Why 2026 could be a breakout year
Emerging markets are heading into 2026 from a position of strength, underpinned by solid economic growth, strong capital inflows, and a shifting global monetary...
How IntellectAI helped a Middle East firm build a WealthTech platform
IntellectAI has helped a leading Middle East financial services group launch what is described as the region's first robo-advisory platform.
The institution, which operates across...
How decision-based attribution improves fund performance
Asset owners such as pension funds, insurance companies and sovereign wealth funds are navigating an increasingly complicated investment landscape, according to Ortec Finance.
The WealthTech...
Inside the model transforming asset owner decisions
Nearly 30 years since its creation, the Investment Decision Process (IDP) model remains a cornerstone tool for asset owners seeking to understand how individual...










