Posts Tagged ‘Investment Analytics’
The Hidden Risk in U.S. Equity Markets: Why Foreign Investors May Pull Back in 2026
While American investors celebrated strong portfolio returns in 2025—16.4% from the S&P 500 plus exceptional international gains—few recognized a troubling undercurrent: foreign investors experienced vastly different results from U.S. equities. The dollar’s 9.4% decline transformed what domestic investors saw as a solid year into a disappointment for international allocators. This reversal from 2024’s dynamics could…
Read MoreModern Investment Operations Demand Modern Data Infrastructure—Moving Beyond Manual Reconciliation
A Top 30 U.S. Asset Owner recently discovered that its most significant operational risk was not in the markets but in its data. With 33 managers, multiple custodians, and both public and private assets, the organization was struggling to trust the numbers it relied on to make billion-dollar decisions. When Data Becomes a Bottleneck The…
Read MoreThis Year, We Decided to be Bolder
This year, we decided to be bolder. Not by shouting louder, but by saying clearly what our clients have been proving for years: the right analytics and calculator engine can turn a complex financial product into a firm’s fastest-growing franchise. When that happens, technology stops being necessary infrastructure and becomes a core driver of sales,…
Read MoreSpeed Matters: How Modern APIs Are Transforming Financial Analytics
The financial services industry needs speed. We can execute trades in microseconds, but it still takes weeks to implement basic portfolio analytics. We can move billions of dollars instantly across continents, yet struggle to generate a simple risk report without waiting for overnight batch processes. This contradiction is a competitive liability. The Legacy Trap Many…
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 MoreHow an Asset Manager Slashed Analytics Workflow Time by 80%
A client story about the hidden costs of manual analytics and the ROI of modern technology. Sarah had been with a global Asset Management firm for eight years, working her way up from junior analyst to head of portfolio operations. She knew every spreadsheet in the department, every data source, and every workaround that kept…
Read MoreThree Digital Best Practices for Financial Services
We’ve been watching and implementing digital transformation efforts across asset management for years, and we are starting to see clear patterns emerge between the firms that succeed and those that struggle. The difference isn’t budget size or technical sophistication and approach. The firms getting digital right are doing three things differently: First, they’re starting with…
Read MoreWhy Asset & Wealth Managers Need to Rethink Their Approach to Innovation
We’re seeing a contradiction in financial services. Asset and wealth management firms are under pressure to innovate rapidly while grappling with the complexities of retiring legacy systems and modernizing their capabilities. The result? A technology paradox that’s creating both extraordinary opportunities and existential challenges. The Reality Check Let’s start with some uncomfortable truths. The average…
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 MoreIntroducing FinCore: From Data Chaos to Investment Excellence
Why institutional investors are abandoning spreadsheets for something transformational. Every morning, a Chief Risk Officer at a major pension fund sits down to what should be strategic risk management. Instead, she opens Excel. For the next three hours, she downloads reports from five different sources (custodians, risk providers, performance records, etc.), reconciles inconsistent data formats,…
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