Tag: fund managers

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

The Comply Exchange Withholding Statement Extractor stands out in the FinTech landscape as an innovative AI-powered solution, transforming the way withholding statements are handled by financial institutions.

Leveraging technology to improve distribution capabilities for retail customers is a top priority for asset managers, however, many firms lack confidence in their technology.