Tag: asset management

Linedata and AutoRek take aim at manual reconciliation

Linedata, a worldwide supplier of credit and asset management technology, data and services, has formed a strategic alliance with AutoRek that will see the...

Why 2026’s heatwave is a portfolio risk investors can’t ignore

The summer of 2026 is set to go down as one of the most severe heat events Europe has ever endured. According to new...

End of RIY: why the UK’s new cost rules raise the...

The UK's new Product Summary marks its sharpest break from the PRIIPs Key Information Document (KID) in how it presents costs, according to regulatory...

Menos AI passes $10m as investors bet on AI context layers

Menos AI, an AI-native platform built for institutional investors, has secured $5.1m in Pre-A funding, taking its total capital raised past $10m. Returning backer Copper...

Ortec Finance exposes the hidden drivers of fund returns

Asset owners face a growing challenge in explaining what drives their fund performance, according to a new whitepaper from Ortec Finance. Several shifts are driving...

Why falling portfolio carbon figures may be misleading

Portfolio carbon metrics are now central to investment decisions, climate risk management and regulatory reporting. However, new research from LSEG Data & Analytics suggests...

UK retained its position as the main European WealthTech hub attracting...

Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2 UK retained its position as the main...

Why unclaimed dividend tax is costing US investors dearly

US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...

Portfolio management sees highest AI adoption among asset managers at 64%

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Why the UK’s new CCI regime could reshape fund disclosure

Zeidler Group has turned its attention to one of the most significant shifts in UK retail fund disclosure in years, using the latest episode...

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