[Data design and data research platforms are becoming vitally important areas for InvestTech innovation. This is especially true in the hunt for measurable alpha where traditional investment data, tools, and systems – and how they are being used – are being questioned as to their true alpha-generating contributions. Advanced technology and data platform architecture are […]
[The explosion of ETFs and ETF issuers is increasingly creating a marketplace quagmire and a growing quandary for investors. ETFs with similar names or objectives can look alike, but may differ significantly in holdings, sector exposure, geographic exposure, weighting methodology, concentration, income characteristics, and risk. Standardized and extremely granular ETF reference data, along with detailed […]
[To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and what they mean for the relationship between adviser and client — we spoke with Joseph Wickremasinghe, Executive Director of MSCI Research. Our conversation on InvestTech solution development explores how research and technology come together to support […]
[“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management process — research, portfolio construction, trading, risk, and analytics. Unlike its better-defined siblings — RegTech, WealthTech, and InsurTech — the term still isn’t an industry standard. That is beginning to change as the investment-technology arena draws more […]
[It is important to recognize that there is a triumvirate of emerging technologies at play in financial services – AI, data management, and the cloud. Developing strategic firm applications with these forces requires purposeful design and careful integration to reach desired goals. Cloud services platforms, for instance, can do far more than just support infrastructure. […]
[The birth of a new ETF is an incredibly exciting time for asset managers but also a treacherous endeavor if strategic planning around the launch is not fully thought-out, developed, and implemented. For many managers, enthusiasm can lead to an optimistic “if we build it, they will come” mindset; a focus on the actual launch […]
[To continue our coverage on the Organic Growth Crisis in Wealth Management, we spoke with Jeremi Karnell, Chief Product Officer of VastAdvisor – an AI-powered organic growth platform designed specifically for RIAs and wealth enterprises. We are happy to publish his guest article, which explores and uncovers the underlying reasons and structural problems with traditional industry growth models and the […]
[The global energy markets are under increasing strain due to the heightened risks from geopolitical actions, supply disruptions, and price volatility. Beyond this current reality, investing in the global energy markets offers great long-term growth potential for an investment portfolio. Capturing this opportunity, though, requires a deeper knowledge of the particular dynamics and complex drivers […]
[In the wake of the explosive rise of prediction markets and the nearly $2 billion spent annually on U.S. sports betting advertising, the debate over the difference between gambling and investing has returned with force. At the center of that debate is a provocative argument: much of modern investing, especially in individual stocks, has always […]