The role of underwriters and portfolio managers in shaping strategic transformation

Ankita Jhawar on empowering investment managers with high-end portfolio research and operations solutions

Net zero for asset managers – the ‘what’ and ‘how’

Dissecting Articles 6, 8 and 9 of the SFDR for fund managers

Forensic analysis as a source of alpha generation for hedge funds and asset managers.

Five important findings on fund commentaries of top asset managers, 1Q 2024

Optimising returns through strategic portfolio management and performance monitoring

An investment analysis playbook for building efficient portfolios

How outsourcing the client portfolio manager role has created unexpected value

The ESG plan: shifting priorities in reporting for asset managers

Five important findings on fund commentaries of top asset managers

Are asset and wealth managers well aligned with their sales support?

Rising investor demand for ESG in their portfolios

ETFs – building blocks for portfolio construction/allocation

Internal carbon pricing: An emerging approach to building sustainable investment portfolios

What is replacing the traditional 60/40 portfolio ratio?

Investment Compliance: Not “just controls” but effective portfolio management

The COVID-19 crisis and asset managers – Survival of the smartest

The next normal: Marketing and reporting strategy for asset and wealth managers in 2020

Business transformation solutions for asset managers

Fund Database Administration: Challenges for Private Equity Managers

Paradigm Shift in PE Portfolio Monitoring Process

Forensic analysis – a sustainable source of Alpha for global asset managers

The Portfolio Manager’s information gathering challenge

Change: The new constant for asset managers

Forensic analysis – a sustainable source of Alpha for global asset managers

Asset Managers

The tide is finally turning for European online food retailers

Srinivas Addanki

Streamlining investment-monitoring processes: overcoming operational challenges

Ageing gracefully – a glimpse into the evolving global senior-housing market

Sri Mourya Kothuri

Product marketing data specialists in asset management

Investment compliance – why needed, trends and best practices

Leveraged lending trends – through the lens of a recession

ESG regulations and compliance monitoring

Tracking error – a measure for index tracking

Why effective covenant monitoring is essential for credit risk governance

Cannabis – the next big financial investment

ESG-based lending – an elevated step for real estate financing

Annual Survey of ESG Investors and Advisors 2021 – Key preferences and market trends

Technology impact on trading and compliance

CLOs scale new heights even as initial cracks emerge

Flexible and low-cost model for expanding research on the China market

Bridging the MSME finance gap through innovative lending

Impact of a volatile market on post-trade monitoring

Leveraging AI for ESG investing

Misconceptions around sustainable investing

Pratik Bhagat

Hypothetical Performance Disclosures: Guidelines and Best Practices

“Alternative Data” in Investment Research – Is it really “Alternative”?

AI: Leading the way in investing

Changing perspective on investment guideline monitoring – A new look at old problems

BEAT Aura – Financial Data Extractor Tool

Key findings from the 2017 global annual survey of asset management investment teams

Global Annual Survey of Asset Management Investment Teams 2017

PE Secondary Investments – Opportunities and Challenges

Forensic Analysis Webinar – “Quality of Earnings Review”

Changing dynamics in global fixed income markets call for rigorous fundamental research

How about changing the ‘process’ itself?

The Rise of the Sell-side COO

Is Broker Research primarily a product or a service?

Glancing at the rear view mirror does help

Inside ETFs Conference 2013: Key Takeaways

The cost of Success: Differentiating in a crowded ETF market

Managing Investment Compliance in a Changing Regulatory Environment

Artificial intelligence in investment banking – opportunities and challenges

Large GCC banks in an interest-rate downcycle environment

The importance of investment compliance in asset management

Uncovering the correlation between Bitcoin and the EUR/USD currency pair

Driving product strategy in a dynamic cost environment

The role of investment writing in times of financial crisis

Emergence of crypto ETFs to drive traction in fintech trading platforms

EU banks’ Additional Tier 1s: big rush, small hush!

Will “angels” fall? Are BBB-rated borrowers facing increased risk of downgrade?

Optimising shadow accounting activities in middle-office operations

Russia War Sanctions: Economic Impact and Resilience in 2024

Carry trade – Japan’s interest rate hike that shook the global financial markets

Automation in Credit Risk Monitoring

The rise of NAV lending – unlocking liquidity for investors

Charles River Development – a one-stop solution

From risk to resilience – the role of ESG in modern collateral management

The leisure sector’s silver lining amid macroeconomic turbulence in 2024

Decoding transactions – a deep dive into enterprise card payment analytics

The SEC’s new private fund advisor rules – a fair ecosystem for investors

Crossing Lines: The Banking Industry’s Foray into Private Credit

Commercial real estate lending set to take centre stage among real estate debt providers’ alternatives

Streamlining investment success: the integral role of due diligence and investment evaluation

China – a promising pension market

China’s real estate market: a soft landing is critical for avoiding a domino effect

The increasing role of the outsourced chief investment officer in the current volatile market

Hedge fund trends in 2024

Why positive and negative ESG screening are crucial in sustainable business practices

Commercial Real Estate Lending Trends: Key Insights

Credit ratings – understanding their importance and meaning

Sustainability over profitability: Are the fundamentals of performance measurement changing?

Following the money trail: understanding the importance of fund flows

Factsheet analysis: observations of the world’s top ESG funds

Business development companies – an alternative financing solution

Ankit Gupta

SEC Risk Alert – Investment Advisers: what to expect

Private Credit Market: Emerging Trends and 2024 Outlook

Trends driving the increase in ESG investing

PE&VC sector continues to face headwinds

Impact of credit ratings on CLO

Predicting institutional ownership using order flow

Impediments to ESG investing in emerging markets

Commercial and corporate lending trends in 2023

Oil and gas market pulse: July 2023

Data integration – a critical functionality for index providers

Manoeuvring risk with synthetic risk transfer in volatile markets

Climate change and private equity – how environmental concerns will reshape PE strategy

The banking crisis – a root cause analysis

Ankit Kumar

EU banks: better equipped to ride out the storm

China – a promising wealth management market

Wealth management – overview, advisor’s role, disruptions and industry response – Part II

DARQ technologies through a financial lens

The Market Fallout from Silicon Valley Bank

Growing prominence of ESG in the asset management sector

Hedge Fund Industry – Key trends in 2023

Wealth management – key trends for 2023

Integrating ESG criteria into commercial lending

Wealth management – Overview, the adviser’s role, disruptions and industry response – Part I

Private equity – strong amid a recession

Digital ESG communications from a compliance perspective

Will the strong momentum in US CLOs continue?

Private Equity San Francisco Forum

The Middle East – at the core of global ESG development?

Opportunities in fixed income and credit as recessionary risk increases

Role of risk management in commercial real estate (CRE) wealth creation

TMT and Healthcare vying for Private Equity’s attention

Stablecoins: a new era of money and payment systems

How venture capitalists spend their time – the change from the 1990s to 2022

Commercial real estate trends 2022

Private debt gaining traction as an asset class

Personalisation: the key to client retention

The increasing role of treasury in supply-chain management

Free float: A key Factor in Stock Indices

Will 2022 test the resilience of UK banks?

Private equity activity recovers post-pandemic

Hedge fund market trends in 2022

The Road Ahead for Fund Houses

Private Wealth Management Services

Top 10 mistakes in commercial real estate (CRE) transactions

Why lending transformation requires a new business paradigm?

Chatbots have arrived – does the financial services sector/private wealth management (PWM) firms need them?

Pandemic’s impact on fund administration

The role of banking in transitioning to a sustainable economy

Wealth management industry – trends to explore in 2022

2022 U.S. Market Outlook: Compelling need for bottom-up approach to generate alpha in choppy markets

Trends in private equity in 2022

Steep fall in US Treasury rates – a chronic risk

Pandemic impact on Europe’s private debt market and the road ahead

Pandemic-induced micro transformations in credit analysis and credit risk management

Growth of digital and robo-advisory platforms and their impact on the asset management industry

Contrarian bet on China stocks – smart move or blunder?

Seeking wealth management growth opportunities through niche marketing

SFC’s conclusions on the consultation on climate-related risks in funds

Sovereign Wealth Funds – The Other Eye on the Present

Bitcoins – present and future

German banks – Are they prepared to face major challenges due to the COVID-19 pandemic?

Democratisation of Alternative Assets Using Tokenisation

The growing popularity of NAV-based lending in these challenging times

The evolution of due diligence in the asset management industry

Abhishek Gupta

Higher US Treasury yields (UST) – Repricing term premium is not an allegory to the taper tantrum

ESG and impact investing: An asset management marketing operations perspective

Testing times for US banks: Addressing the impact of rising corporate debt

Implementing a Successful Outsourcing Program for Private Equity and Venture Capital Firms

Braving the Storm: Resilience amid Global Headwinds

Private Equity Industry Trends 2021

Compliance rule deficiencies and weaknesses identified by the OCIE

The case for covenant monitoring in the realm of machine learning

The path of uncertainty: the pandemic’s impact on SMEs

The pandemic-induced shift towards outsourced trading and its implications for capital market solution providers