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.

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