Search Result for : lead management
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Support to a leading PE firm in analysing opportunity to provide business intelligence and performance management solutions to medium-size and large businesses
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Pricing and loan valuation support to a leading US-based investment management firm
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How investment management companies are using Adobe Experience Platform for effective web analytics and insights
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Navigating global regulatory challenges in asset management – a CXO’s playbook
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From risk to resilience – the role of ESG in modern collateral management
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Insider-trading regulation and compliance in investment management
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Product marketing data specialists in asset management
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Why customer experience management has become a top priority for businesses
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Mastering panel management: Strategies for building and maintaining quality research panels
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Operational risk management with a focus on compliance
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Key trends in asset management
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Leadership toolkit: Inspiring and empowering next-generation female leaders in finance
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China – a promising wealth management market
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Wealth management – overview, advisor’s role, disruptions and industry response – Part II
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Growing prominence of ESG in the asset management sector
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The FCA’s crackdown on misleading promotions
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Wealth management – Overview, the adviser’s role, disruptions and industry response – Part I
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Web content management for asset managers – the dilemma
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Leveraging search engine optimisation/paid ads to boost return on investment in asset management
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Wealth management industry – trends to explore in 2022
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Pandemic-induced micro transformations in credit analysis and credit risk management
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Growth of digital and robo-advisory platforms and their impact on the asset management industry
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Proposal management in a fast-evolving transaction banking landscape
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Unlocking Wealth management practices – Reshaping Client Experience with CRM
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Effective customer lifecycle management (CLM) using business intelligence (BI) solutions
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ESG and impact investing: An asset management marketing operations perspective
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Investment Compliance: Not “just controls” but effective portfolio management
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Asset Management Industry – Trends to Watch in 2021
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Impact of the global lockdown – A perspective on investment management and compliance
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Technology, talent and risk management – Striking a balance amid a recession
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COVID-19 – From the asset management industry’s perspective
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The investment policy statement – The linchpin of the portfolio management process
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Reimagining RFP content management to drive efficiencies
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Advantages of having a Distribution Compliance team in an asset management firm
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AI: Leading the way in investing
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Insights from The Summit for Asset Management (TSAM)
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Moody’s Analytics Knowledge Services Hosts Session on “Emerging Trends in Model Risk Management” in San Francisco
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Merrill Lynch Closes Investment in Leading Offshore Research Provider, Copal Partners
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Emerging Trends in Model Risk Management
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Model-driven Data Management
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Artificial intelligence in investment banking – opportunities and challenges
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Latest Trends in Fintech
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Large GCC banks in an interest-rate downcycle environment
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Venture capital industry: AI’s revolutionary role in start-up evaluation
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COP29 – insights and key takeaways
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Data Centres in India: Growth, Innovation, and Future Trends
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Direct-to-consumer (DTC) continues to shift the e-commerce landscape
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Deepali Awasthi
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Decoding SWIFT’s MT-to-MX migration – challenges and opportunities
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Global markets insights – November 2024: Trump 2.0 boosts market sentiment
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The importance of contract redlining
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Net zero for asset managers – the ‘what’ and ‘how’
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Customising DealCloud to your business needs: a platform manager’s guide
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Uncovering the correlation between Bitcoin and the EUR/USD currency pair
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Global markets insights – October 2024: Fed’s jumbo rate cut amid turmoil in the Middle East
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Understanding catastrophe bonds: their growth and a comprehensive overview
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Unlocking Opportunities in the Commercial Mortgage Market
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Driving product strategy in a dynamic cost environment
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How financial sponsorship enhances brand visibility
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Arijit Mitra
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Nitish Marwah
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Key challenges Indian banks face in mobilising deposits and strategies to overcome them
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Asset Backed Finance – An emerging frontier in Private Credit
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Gopakumar Gopalakrishnan
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EU banks’ Additional Tier 1s: big rush, small hush!
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2024 Sustainable Finance: Key Regulations and Emerging Trends
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Impact of interest rate cut on the banking sector
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Optimising shadow accounting activities in middle-office operations
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Carry trade – Japan’s interest rate hike that shook the global financial markets
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Global Markets Insights – September 2024: Fed all set to fight recessionary fears
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Boosting technology spends for new-age deal sourcing by investment banks and advisory firms
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Guideline coding: The requirement and best practices to ensure robust monitoring
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The tide is finally turning for European online food retailers
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Behind the technology screen: Japan’s silent progress in AI
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Automation in Credit Risk Monitoring
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The rise of NAV lending – unlocking liquidity for investors
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New Trends and Opportunities in SME Lending
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IFRS S1 and S2 mark a new era in sustainability
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Julie Koshy Sam
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Enhanced loan operations in banking
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Global markets insights – August 2024: Rate hike in Japan rattles the market
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Managing client expectations: balancing flexibility and compliance in investment guidelines
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Evolution of ESG fund labels – what investors need to know
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Industry background and value chain for China EV Industry
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Streamlining investment-monitoring processes: overcoming operational challenges
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A Note On Our Budgetary Expectations for Environmental Reforms in India
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Strategic options for large pharma companies to navigate patent cliffs
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Ankur Gupta
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Navneet Sharma
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Global markets insights – July 2024: Election-related uncertainty in Europe keeps sentiment subdued
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The US PE&VC sector faces a disturbing trend of bankruptcy
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Infrastructure investment opportunities arise for private capital
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IFRS 18 – a step in the right direction; what analysts need to know
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Ageing gracefully – a glimpse into the evolving global senior-housing market
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Beyond web content: enhance your content’s SEO compatibility with Siteimprove
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Sales enablement and beyond with Seismic – Unlocking synergies with marketing technology
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Unlocking the value of collateral: Insights on the art and science of collateral evaluation
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Building the future – increasing infrastructure investment
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Grid Resilience – The Need, the Challenges and the Actions
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Revolution in real assets: navigating the surge in infrastructure fundraising by private equity firms
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Rise of eSports: beyond traditional gaming
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Navigating through Indian Markets under the Coalition Government
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The mystery of black swans and how to prepare for the unthinkable
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1Q24 earnings wrap: S&P 500 scales record high as earnings season set to be best in two years
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Unlocking the Potential of Documentation for Enhanced Client Onboarding
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Crossing Lines: The Banking Industry’s Foray into Private Credit
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US’s Shorter Trade-Settlement Cycle: Impacts and Strategies
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Investment Compliance Guidelines Review – A Strategic Approach
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The FCA’s combat against greenwashing (Anti-greenwashing guidance)
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Commercial real estate lending set to take centre stage among real estate debt providers’ alternatives
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Sustainable real estate – challenges and best practices in integrating ESG principles in US CRE
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Sustainable Real Estate: Exploring ESG Principles in US Commercial Real Estate
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The energy transition and how to finance it
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Jyotsana Khatter
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Unpacking the impact of climate change on banking and credit risk
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Samrat Prabhu Dessai
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Impact of Israel-Iran war on oil supply and prices
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The Role of Compliance in Political Contribution Monitoring
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Federal Fund Rates – Higher for Longer
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Forensic analysis as a source of alpha generation for hedge funds and asset managers.
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Streamlining investment success: the integral role of due diligence and investment evaluation
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E-discovery and social networking
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China – a promising pension market
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Sathiaseelan Sathiamoorthy
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Demand for safe-haven assets remains strong
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Precision oncology and its impact on cancer treatment
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Ruvini Wijemanna
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Nuwan Jayawardana
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Malaka Paranavitane
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Dilinie Gunathilaka
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Borrow smarter, grow greener – how ESG lending creates a win-win
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The FCA’s 2024/25 Business Plan
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Five important findings on fund commentaries of top asset managers, 1Q 2024
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Demystifying extended account analysis (XAA) – a unique banking service for maximising profitability
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Debt capital markets outlook 2024
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Mastering the market: strategic advisory and growth support in private credit
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Fed not in a rush to cut; markets rally
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Rewiring Banking Operations for Sustained Growth
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The critical role of market intelligence, deal sourcing and screening in private credit
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The increasing role of the outsourced chief investment officer in the current volatile market
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Transforming Digital Marketing Operations in Financial Services
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Chandru Nivas M
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Ensuring data security and compliance with Confirmit: what you need to know
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Embracing efficiency: The shift to T+1 settlements in US financial markets
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Navigating the spectrum of private credit strategies
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Kishan K
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Susan Mathew
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Tapping the synergy between the money market and the foreign-exchange market
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An investment analysis playbook for building efficient portfolios
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Breaking down European Sustainability Reporting Standards (ESRS) for CSRD reporting
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Transforming through Business Responsibility and Sustainability Reporting
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Understanding economic efficiency – the importance of the ICOR
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IFRS S1 and S2 – the dawn of sustainability reporting
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Investment compliance – why needed, trends and best practices
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Patent Cliff: Can small healthcare firms dictate terms for bigger Pharma on the M&A deals?
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Krati Chandak
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Why the world continues to ignore climate change
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Investment compliance automation – the art of doing more with less
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Insurance technology (insurtech) – reshaping the insurance sector landscape
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India’s race to net zero – a roadmap for energy transition
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Decoding the use of ESG data for reporting – to proxy or not?
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Commercial Real Estate Lending Trends: Key Insights
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Cardiac devices – market overview and outlook
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Navigating global compliance challenges with Acuity Knowledge Partners
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Credit ratings – understanding their importance and meaning
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Sustainability over profitability: Are the fundamentals of performance measurement changing?
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Sandip Chakraborty
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A dovish Federal Reserve: a ray of hope for capital markets
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The rising significance of ESG adoption
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Higher interest rates and limited credit – the challenges and opportunities facing real estate in 2023
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The ESG plan: shifting priorities in reporting for asset managers
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Aditi Sharma
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Evaluating and integrating alternative data into the investment process
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Challenges in the CMBS sector, with a focus on the office segment
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Following the money trail: understanding the importance of fund flows
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Factsheet analysis: observations of the world’s top ESG funds
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