Research & Development
Is it Time to Get Rid of Excel?
Microsoft Excel has dominated the financial services industry for the last 20 years as the go-to tool for calculations, data analysis, and reporting.
Microsoft Excel has dominated the financial services industry for the last 20 years as the go-to tool for calculations, data analysis, and reporting.
Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.
Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?
What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.
The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.
The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?
See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.
What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.
Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.
Developing, validating and monitoring multiple models is hard work. Regulators want high-quality, well-produced reports.
See why young investors looking to invest for a long term should consider dividend stocks.
Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?
MiFID II regulation provides transparency and investor protection, however, the European Union’s new approach creates conflict for US-based firms where bundling research is a common practice. So what is the need for the US to be compliant?
Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.
The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.
While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.
Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.
As the song goes, ‘the times they are a-changing’ for index providers and users. In the past decade, we have seen the rise of various financial regulations, which have created more challenges for the index industry.
The banking sector showed its most vulnerable face during the 2008 recession. Strict regulations and measures enacted soon after the crisis has been keeping banks on their toes.
How do you form a marketing or an asset management strategy?
Risk data management is extremely important for banks, especially in times of financial crisis – and an efficient system for this task certainly has benefits.
Imagine a potential client who wants investment advice but whose earnings, while relatively high, don’t put them in the right bracket for your company’s full services.
Database subscription management is a high-priority activity for financial services firms.