Posts Tagged ‘Wealth Management’
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 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 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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