Posts Tagged ‘investment data’
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 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 MoreThe Success of Your AI Initiative Depends on Clean Data
Financial services have embraced AI. Every week, more news emerges about the implementation of LLMs, machine learning algorithms that select stocks, natural language processing that generates investment commentary, and predictive analytics that forecast market movements. It’s exciting stuff, and the promises are genuinely transformative. We often learn that for many firms, AI implementation is still…
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 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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