Asset Management
News & Commentary
Data Analysis Startup Thinknum Raises $1M in Seed Round
Ivy Schmerken, Editor at LargeNews
The financial analysis platform is planning to launch a private platform for hedge funds seeking to keep their models private.
By Ivy Schmerken Editor at Large,
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Markets Looking Forward to Earnings
Michael J. Levas, Founder  Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management CompaniesCommentary
Geopolitical risks are increasing as the markets chug through the summer months, and investors are watching their risk profiles very closely.
By Michael J. Levas Founder Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management Companies,
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Why Is the Investor's Personal Rate of Return Missing on Financial Statements?
Ivy Schmerken, Editor at LargeNews
Only 25% of statements across the annuity, mutual fund, and brokerage sectors include a "personal rate of return," Dalbar's annual survey says.
By Ivy Schmerken Editor at Large,
Comment8 comments  |  Read  |  Post a Comment
TradeKing Enters the Online Advisory Market
Ivy Schmerken, Editor at LargeNews
As robo-advisers target independent investors with automated tools, TradeKing teamed with Morningstar's Ibbotson Associates to deliver professionally managed portfolios with low fees.
By Ivy Schmerken Editor at Large,
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Automating the Institutional Investing RFP
Kent Costello, Co-Founder, InHubCommentary
The slow and mostly manual RFP process in the institutional space adds costs and is inefficient. There has to be a better way.
By Kent Costello Co-Founder, InHub,
Comment12 comments  |  Read  |  Post a Comment
The Rise of the Retail Trader – a New Era
Dan Cook, Director of Business Development, NadexCommentary
Retail traders are coming back, but their sights are set on more transparent and low risk instruments, which is adding momentum and service demands to previously quiet markets.
By Dan Cook Director of Business Development, Nadex,
Comment6 comments  |  Read  |  Post a Comment
MicroApps: Unbundle Your Product Platform
Prashant Sarode, Director, Development, STP & Money Movements, Client Systems, TIAA-CREFCommentary
Unbundling traditional financial services functionality into Web-based APIs allows companies to extend brand relationships to other platforms.
By Prashant Sarode Director, Development, STP & Money Movements, Client Systems, TIAA-CREF,
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Cloud Computing Can End CRM Torture for RIAs
Alok Misra, Cofounder & Principal, Navatar GroupCommentary
RIAs have been struggling with CRM systems for decades. Is the best solution a cloud-based one?
By Alok Misra Cofounder & Principal, Navatar Group,
Comment2 comments  |  Read  |  Post a Comment
Unexpected Client Connection Tool: HD Video Conferencing
David DeBellis, Principal, Trust Company of VermontNews
Video conferencing gives Trust Company of Vermont an edge in customer service and employee collaboration.
By David DeBellis Principal, Trust Company of Vermont,
Comment2 comments  |  Read  |  Post a Comment
Getting the Digital Agenda Right for Wealth Management
Sean O'Dowd, Capital Markets Program Director, TeradataCommentary
Advisors should start to embrace a smart mix of digital approaches like Amazon recommendation models and automated workflows of previous core competencies.
By Sean O'Dowd Capital Markets Program Director, Teradata,
Comment2 comments  |  Read  |  Post a Comment
Who Wants to Trade With High-Frequency Traders?
Alexander Fleiss, Chairman and Chief Investment Officer, Rebellion Research Partners LPCommentary
No sane individual wants to take on a professional wrestler like The Rock. Similarly, no sane fund manager wants to trade on an exchange with an HFT fund.
By Alexander Fleiss Chairman and Chief Investment Officer, Rebellion Research Partners LP,
Comment1 Comment  |  Read  |  Post a Comment
TrueEX Processes $750 Billion in Bunched Order Allocations
Ivy Schmerken, Editor at LargeNews
The firm's post-trade platform is helping asset managers and FCMs handle "bunched order" allocations for interest rates swaps, a major pain point for the buy-side.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
Motif Investing Enters Financial Advisor Market
Ivy Schmerken, Editor at LargeNews
After raising $35 million in a second funding round, the online site announced a platform for financial advisors along with plans to expand internationally and roll out asset allocation models to self-directed investors.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
Three Tactics to Support Social Business Innovation
Mick Simonelli, Simonelli Innovation, LLC, News
Banks need to take action to encourage innovation in social media as it becomes a bigger part of consumers’ lives.
By Mick Simonelli, Simonelli Innovation, LLC ,
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Market Direction? Let's Call It: Confused
Michael J. Levas, Founder  Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management CompaniesCommentary
The markets seem to be confused and continued to meander in March and in the beginning of April.
By Michael J. Levas Founder Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management Companies,
Comment4 comments  |  Read  |  Post a Comment
ITG's Mobile App Measures Trading Costs on the Fly
Ivy Schmerken, Editor at LargeNews
ITG's Liquidity Metrics helps portfolio managers and traders to quickly understand trading costs on a daily basis by region and sector.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
The Pursuit of IBOR
Marc J. Firenze, Chief Technology Officer, Eagle Investment SystemsCommentary
Achieving an accurate and consistent IBOR can be elusive for some investment management firms, writes Marc Firenze, CTO at Eagle Investment Systems.
By Marc J. Firenze Chief Technology Officer, Eagle Investment Systems,
Comment0 comments  |  Read  |  Post a Comment
Buy Side Considers IBOR to Consolidate Real-Time Positions
Ivy Schmerken, Editor at LargeNews
Two-thirds of buy-side participants see the need for more timely and accurate data as the main driver for considering an integrated IBOR, according to a Charles River survey
By Ivy Schmerken Editor at Large,
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Estimize Launches Mergerize, Crowdsourcing for M&A
Ivy Schmerken, Editor at LargeNews
Applying the crowdsourcing method to mergers and acquisitions, Mergerize looks to bring value to traders, quants, investment bankers, corporations and the virtual rumor mill.
By Ivy Schmerken Editor at Large,
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33% of Hedge Funds Switched Service Providers in 2013
Ivy Schmerken, Editor at LargeNews
Dissatisfaction with quality of service is the most common reason cited by hedge funds for changing their fund administrators, according to a Preqin study.
By Ivy Schmerken Editor at Large,
Comment0 comments  |  Read  |  Post a Comment
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Wall Street & Technology - July 2014
In addition to regular audits, the SEC will start to scrutinize the cyber-security preparedness of market participants.
Top Quotes of the Week
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It wasn't all bad luck for the capital markets this week: Hedge funds had a decent first quarter despite a slowdown in jobs numbers, BlackRock might be heading into new territory as hedge fund managers take a hard look at their counterparties, and the head of the IMF didn't pull any punches when assessing today's global economy. At least we can admire the nice weather and some of the best quotes of the week.