March 2020

Silver Linings Stress Test...

Markets recover, sometimes quickly and sometimes not, but we can't risk losing flow and existing business due to our inability to properly position stress events. As financial services professionals, we need to be able to share (at the click of a button or the whim of a client) several plausible scenarios for the way the current crisis can play out. Read more on this topic in this blog post.

Recent Insights

separating investment IP from IT
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Beyond the Build vs. Buy Debate

Why Forward-Thinking Investment Firms Are Separating IP from Investment Technology. .....
The AI Race in Investment Management
Technology

The AI Race in Investment Management: The Hidden Problem

Every investment management firm I speak with right now is either actively experimenting with AI or feeling the pressure to do so. While the AI .....