Tag: Investment strategy
Currency management made easier with PEARL 9.3’s enhanced performance tools
As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.
How currency risk influences portfolio returns and investment strategy
As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.
bfinance and Ortec Finance collaborate to solve complex investment challenges
bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.
Monzo revolutionizes retirement planning with new all-in-one pension product
Monzo, the leading digital bank in the UK, has introduced a groundbreaking pension product aimed at simplifying the retirement savings process.
Eurazeo surpasses target with €2.3bn lending fund
Eurazeo, a Parisian private investment firm, has closed its sixth direct lending fund at €2.3bn, surpassing the initial target of €2bn.
Revolutionising mutual fund categorisation with machine learning
Investment companies employ a variety of techniques to recommend mutual funds to their customers.






