384 Results from /wealth
Vijay Rangan Gopal Senior Consultant at TCS
Highlights Sustainability impact has gone mainstream in Financial Investments, with expectations for transparent ESG data requirements growing manifold. Sustainable Investing regulations aimed at improving ESG transparency and comparability are gaining momentum. Sustainability Investment as a service (SIaaS) can leverage Capital Market Advisory an...
27 January 2023 /regulation /wealth Climate Risk
Kristoffer Fürst Founder at Limina Financial Systems
When it comes to selecting a buy-side software provider, asset managers often find themselves weighing the pros and cons of choosing a smaller, emerging vendor over one that is more established and have been around for 30, 40 or even 50 years. This post looks at the key factors related to vendor size that should be considered when making this decis...
27 January 2023 /wealth /startups Fintech
Retired Member
Abstract The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the embed payments, insurance, and credit but are there opportunities to reimage other financial services offerings like investments and advisory services being embedded directly into the customer e...
27 January 2023 /wealth Banking Strategy, Digital and Transformation
Andrei Karpushonak CEO at Aprimerose
Alternative investments, such as PE funds, differ from traditional investments, such as stocks, bonds or mutual funds. This article will focus on another alternative investment structure - hedge funds. Hedge funds in the 1990s By the early 1990s, investing had entered a golden age in the USA. More Americans owned investments than ever, pushing sto...
25 January 2023 /wealth /startups Fintech innovation and startups
Tommaso Migliore CEO & Co-Founder at MDOTM Ltd
According to Deloitte, financial institutions that use AI in the investment process grow AuM by 8% and raise productivity by 14%. Now that financial markets have changed, Wealth and Asset Managers are racing to develop AI solutions that can assist their clients by successfully navigating through new market conditions. — As we are witnessing a ...
25 January 2023 /wealth /markets Fintech
Sridhar Ramamurthi Industry Advisor at TCS
In an earlier blog (titled: Being purpose-led: Considerations for Financial Services firms – What does it mean?), we explored what purpose-led means with a few examples. So far, the articulation of the (positive) impact of the aforementioned (earlier blog) financial service instances has been largely qualitative and subjective, making inferences a...
24 January 2023 /wealth /retail Finextra site news
Jose Pierre CEO at Marketware International, Inc.
The world of wealth management is evolving rapidly in response to the changing landscape of technology and investment strategy. As artificial intelligence (AI) technology becomes more powerful and sophisticated, its use in the wealth management space is steadily increasing. As AI technology continues to expand its capabilities and is integrated in...
19 January 2023 /wealth /retail Artificial Intelligence and Financial Services
Farouk Ferchichi Group President, Envestnet Data and Analytics at Envestnet
The CFPB paved the way for open banking rulemaking. Now is the time to expand on it. This year at Money 20/20, Consumer Financial Protection Bureau (CFPB) Director Rohit Chopra laid out plans to finalize open banking rulemaking, bringing the U.S. closer than ever before to developing an open banking ecosystem. If all goes according to plan, the CF...
19 January 2023 /wealth /retail Open Banking
Dr Boris Rankov Product Head of Digital Advisory & Portfolio at InvestCloud
The past three years have seen pretty much non-stop uncertainty and market turbulence. The pandemic, war, and the battle to keep inflation under control have all been a worry for investors concerned about the impact of volatility, interest rates and inflation on their portfolios. It is no surprise that clients are reaching out to their advisers w...
19 January 2023 /wealth Artificial Intelligence and Financial Services
Being purpose-led and ecosystem-driven is fundamentally transforming the way institutions in the financial sector function. But it is easier said and declared than done. Using six selective examples of recent innovative offerings, we explore what the shift means for financial institutions, the challenges they face and key considerations in becomin...
19 January 2023 /wealth /retail Finextra site news
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