March 2020

Dark clouds closing in for MPS incumbents

The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in this space. Read our thoughts on what the future may hold. Read our thoughts on what the future may hold.

Recent Insights

AI Adoption
Investment Technology

10 Challenges Defining AI Adoption in Investment Management

The investment management industry finds itself at a familiar inflection point: the technology is moving fast, but many of the organizations trying to adopt it .....
sandpit to production floor
Investment Technology

From Sandpit to Production Floor: The AI Development Challenge for Institutional Investment Teams

The barrier between investment hypothesis and working prototype has collapsed. The governance requirement has not. Here's how institutional firms bridge the gap. .....