Asset Management
News & Commentary
Using Artificial Intelligence to Uncover Non-Public Company Data
Greg MacSweeney, Editorial DirectorNews
Startup DataFox aims to use artificial intelligence, natural language processing, and big data to provide data on 100,000 private technology companies to financial analysts.
By Greg MacSweeney Editorial Director,
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Three Engagement Strategies That Pay It Forward in Finance
Rajat Paharia, Founder & Chief Product Officer, BunchballCommentary
When you can leverage status, education, and big data to engage your customers, interactions not only become more frequent, but also more productive.
By Rajat Paharia Founder & Chief Product Officer, Bunchball,
Comment3 comments  |  Read  |  Post a Comment
Eyeing the Full Wallet, Markit Integrates Commission Manager With Broker Vote
Ivy Schmerken, Editor at LargeNews
Buy-side firms want access to their full commission wallet so they can leverage the data in their broker vote software and factor in research related events, according to Markit.
By Ivy Schmerken Editor at Large,
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In Like a Bull, Out Like a Bear
Michael J. Levas, Founder  Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management CompaniesCommentary
August is shaping up to be a difficult month in the markets, with bulls and bears each looking for a market direction.
By Michael J. Levas Founder Senior Managing Principal & Chief Investment Officer, Olympian Group of Investment Management Companies,
Comment2 comments  |  Read  |  Post a Comment
Research & the Role of Big Data
Becca Lipman, Senior EditorCommentary
How have technology and big data shaped the future of the independent research and agency broker partnerships?
By Becca Lipman Senior Editor,
Comment7 comments  |  Read  |  Post a Comment
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,
Comment8 comments  |  Read  |  Post a Comment
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,
Comment1 Comment  |  Read  |  Post a Comment
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,
Comment0 comments  |  Read  |  Post a Comment
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,
Comment1 Comment  |  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 ,
Comment0 comments  |  Read  |  Post a Comment
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
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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.