Tag: portfolio analytics

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...

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

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

Feathery, an AI operating system built for insurance and wealth management enterprises, has launched AI Portfolio Submission Analytics, a tool designed to convert historical...

Institutional investors are under growing pressure to manage complex, whole-fund trade-offs with precision and speed, and Ortec Finance has developed a framework designed to...

A growing shift in global market dynamics is transforming the fundamentals of asset allocation, pushing investors to reconsider long-held assumptions about diversification, risk, and...

RBC Wealth Management has teamed up with Canadian enterprise WealthTech provider d1g1t to advance its technology infrastructure and improve the digital experience for both...

WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.