The Evolution of Indexes and Thematic Investing
We gathered some of the world’s leading index providers and ETF issuers to discuss changes and future innovations of indexing and...
A ‘Sharing’ New Generation of Investors Is Ripe for Closer Wealth Management Relationships
Used strategically, highly personalized content from social media sources can give wealth managers an edge.
Portfolio Manager Workflow: Unified Platforms
The future is about assembling applications into one module-based experience.
How the Most Innovative Industries Outperform
Although there is some academic evidence that innovation (as measured by R&D expenditures) leads to outperformance, that evidence...
I’ve spent over 20 years building AI applications, and I’ve written this piece to help you better understand the twin mysteries...
Portfolio Manager Workflow: Past to Present
Today, portfolio managers see the same data their trader and risk-manager colleagues are seeing, which enables more effective...
Thematic Indexing 2.0: A Systematic Approach to Finding Relatedness in Markets
Almost all digital content is now being classified, based on this concept of relatedness. How can we use that to invest?
Digital Wealth Management [Infographic]
In this infographic, our research establishes the digital preferences of wealthy investors when it comes to growing their assets.
The Impact of Sentiment on the JSE Small Cap
While value exists in the small cap space in South Africa, identifying factors that can lead to superior stock selection has been...
Harnessing Data Visualization to Build Closer Client Relationships in an Age of Disruption
Our research over the last three years indicates that even traditional wealth firms, which rely heavily on personal relationships...
The Future of Quantitative Analysis: Data Quality
With the increase in popularity of data that allows investment professionals to test novel hypotheses and ideas, comes a dilemma...
5 Ways Financial Advisors Should Approach Personalization for End-Investors
By sharing sensitive information about their personal lives, our research shows that investors anticipate enhancements to three...
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