Tag: portfolio managers
Portfolio management sees highest AI adoption among asset managers at 64%
Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...
Nearly a fifth of asset managers yet to use AI, with...
Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...
Sustainability disclosure rules for portfolio managers paused by FCA after consultation
The FCA has announced it will not move forward, for now, with plans to extend its Sustainability Disclosure Requirements (SDR) and sustainable investment labelling rules to portfolio managers, citing industry feedback that called for more time and clarity.
Wealth managers prioritise investment in personalised client experiences in 2024
In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...
FCA sets new standards with anti-greenwashing rules
The Financial Conduct Authority (FCA) is enhancing its support for the FinTech industry by confirming new anti-greenwashing guidance ahead of its enforcement starting 31 May.
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