Tag: portfolio management

In the realm of InsurTech, the ability to accurately assess risk, calculate premiums, and determine policy renewals hinges significantly on understanding historical losses. IntellectAI, which...

P&C and health pricing teams operate in a dynamic environment. They need to ensure that their current pricing strategy is not only appropriate for their policyholders but also accurately aligned with the evolving competitive and regulatory landscape. In reality, pricing executives act as insurance portfolio managers, constantly monitoring margins, loss ratios, and GWP to align with both the insurer's overall strategy and market competition. Recent regulations such as the UK's Customer Duty, also highlight the necessity for real-time identification of risk outliers within portfolios and the ability to explain these outliers to regulators, making this capability a regulatory requirement.

In the rapidly evolving digital landscape, traditional methods of portfolio oversight are increasingly inadequate against the mounting cyber threats. Recognising this shift, a strategic, programmatic approach to cybersecurity has become crucial for safeguarding investments and enhancing company valuations.

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Danelfin, a firm that leverages AI to enhance stock selection and portfolio management for retail investors, has secured €2m.

The UK Financial Conduct Authority (FCA) has published a policy statement confirming the final rules under the Sustainability Disclosure Requirements (SDR) and investment labels regime.

The PNC Financial Services Group, one of the largest diversified financial institutions in the US, and the TCW Group, a leading global asset manager, have announced a strategic partnership aimed at delivering private credit solutions to middle market companies.

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...