Tag: portfolio management

The fixed income markets are undergoing significant change, as highlighted at the 10th annual Fixed Income Leaders’ Summit in Washington DC. Industry experts from...

Ardea Investment Management has chosen SimCorp’s end-to-end investment platform, SimCorp One, in a move to enhance its portfolio management and modernise operational infrastructure.

Moment, a FinTech firm founded by former Citadel Securities and Jane Street quants, is focused on automating trading and portfolio management workflows for fixed income teams across financial institutions.

One senior U.S. government official has described the effort to secure quantum computing as “the Manhattan Project” of our time. According to Moody's, the race...

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

XFOLIO, a French and Lebanese-based FinTech company redefining institutional wealth management, has successfully closed a $2m seed funding round.

Ortec Finance, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.