Investment Analytics
Ready for 2026? Plan Your Digital & Analytics Initiatives
As we look ahead to 2026, investing in digital and analytics capabilities strategically, efficiently, and with genuine impact is crucial. Success isn’t solely dependent on a large technology budget; it is more important to think modularly about your analytics infrastructure, focusing resources on what truly differentiates your firm, while partnering strategically for everything else. The…
Read MoreThe Advisory Gap: Why Insurance and Annuity Firms Are Losing the Tech Arms Race
A phone call came at 8:30 on a Monday morning. The head of distribution at a major annuity provider was fielding complaints from their top-producing advisors, again. The issue wasn’t product performance or commission structures. It was far more fundamental: the advisors couldn’t efficiently demonstrate value to their clients. “We’ve got brilliant products,” he told…
Read MoreWhen Data Becomes Your Enemy: A Crisis in Institutional Investment Management
Why the brightest minds in financial services are drowning in data instead of managing risk Across the institutional investment landscape, we’re witnessing a quiet crisis. The Invisible Burden of Data Chaos Every morning, investment professionals at pension funds, endowments, and sovereign wealth funds begin the same frustrating ritual. They log into multiple systems—custodial platforms, risk…
Read MoreThe Quarter-End Scramble: Modern Analytics Have Changed Everything
Another quarter draws to a close, and if you’re like most investment firms, your staff knows exactly what that means. The familiar ritual: late nights, endless spreadsheets, and the nagging worry that somewhere in your calculations, there’s a mistake waiting to derail your board presentation. We are all familiar with this quarterly dance. Frankly, it…
Read MoreBuilding Client Trust Through Better Portfolio Reporting and Analytics
In my conversations with asset managers and wealth management professionals over the years, one thing has become abundantly clear: the financial services industry has a communication problem. We’re brilliant at creating sophisticated investment strategies and developing complex analytics, but we often struggle to translate that brilliance into something clients can easily understand and trust. This disconnect…
Read MoreRevolutionizing Investment Analytics: The True Value of APIs in Asset Management
Financial institutions face increasing pressure to deliver sophisticated investment analytics while maintaining cost efficiency and speed to market. In this environment, Application Programming Interfaces (APIs) are transforming how firms integrate complex analytical capabilities. What APIs Actually Deliver At their core, APIs create seamless connections between different systems, allowing data and functionality to flow without friction.…
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