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

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. .....
forward deployed engineering - Jacobi
Investment Technology

In the Room When it Matters: What Forward Deployed Engineering Means for Investment Technology

"Forward deployed engineering" has become one of those phrases that technology companies reach for when they want to sound closer to clients than they actually .....