AI Investment Management Archives | INDATA https://www.indataipm.com/category/ai-investment-management/ iPM Intelligent Portfolio Management Thu, 05 Feb 2026 23:24:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.indataipm.com/wp-content/uploads/2025/11/cropped-IND-Ai_Logo_2019_Color-NewTag-01-e15785953126221-32x32.jpg AI Investment Management Archives | INDATA https://www.indataipm.com/category/ai-investment-management/ 32 32 The Role of a Master Data Model in Modern Investment Management https://www.indataipm.com/the-role-of-a-master-data-model-in-modern-investment-management/ Thu, 05 Feb 2026 23:22:38 +0000 https://www.indataipm.com/?p=10006 Across the buy side, many firms are planning to invest in AI-based approaches, providing further automation and greater insights. But many are discovering the same issue: advanced AI technology can […]

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]]> How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches https://www.indataipm.com/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches/ Fri, 16 Jan 2026 00:04:26 +0000 https://www.indataipm.com/?p=9985 Launching a new investment strategy has always been complex. Today, it’s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and […]

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]]> Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients https://www.indataipm.com/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients/ Thu, 18 Dec 2025 21:28:13 +0000 https://www.indataipm.com/?p=9807 The post Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients appeared first on INDATA.

]]> Top 3 Use Cases for Generative AI in Portfolio Management & Trading https://www.indataipm.com/top-3-use-cases-for-generative-ai-in-portfolio-management-trading/ Tue, 16 Dec 2025 22:33:54 +0000 https://www.indataipm.com/?p=9796 The post Top 3 Use Cases for Generative AI in Portfolio Management & Trading appeared first on INDATA.

]]> How To Maximize Efficiency With SaaS and AI https://www.indataipm.com/how-to-maximize-efficiency-with-saas-and-ai/ Sun, 14 Dec 2025 21:06:15 +0000 https://www.indataipm.com/?p=9722 Investment firms rely on technology to operate optimally and efficiently. To do this at scale, improve automation, and be able to gather insights from data, more organizations are turning to […]

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]]> What Buy-Side Firms Really Want in 2026 https://www.indataipm.com/what-buyside-firms-want-2026/ Wed, 10 Dec 2025 22:20:28 +0000 https://www.indataipm.com/?p=9965 The buy-side heads into 2026 facing a transformative period. Markets are volatile, operational costs continue to rise, regulatory expectations are tightening, and AI adoption has shifted from an experimental phase […]

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]]> What Traders Really Want from an OMS in 2026 https://www.indataipm.com/what-traders-really-want-from-an-oms-in-2026/ Wed, 03 Dec 2025 20:51:47 +0000 https://www.indataipm.com/?p=9958 Trading desks are under more pressure than ever. Markets are moving faster, data volumes keep growing, and clients expect seamless execution with zero friction. As investment firms modernize their technology […]

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]]> The Importance of BI Reporting Tools https://www.indataipm.com/the-importance-of-bi-reporting-tools/ Tue, 11 Nov 2025 22:15:41 +0000 https://www.indataipm.com/?p=9738 Data has become an organization’s most valuable resource. The volume continues to increase, especially in the world of portfolio management. With its steady stream, many firms are missing out on […]

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]]> Overcoming Legacy Systems: Modernizing Trade Order Management https://www.indataipm.com/overcoming-legacy-systems-modernizing-trade-order-management/ Mon, 10 Nov 2025 17:38:31 +0000 https://www.indataipm.com/?p=9604 Technology has been an enabler in investment firm operations, supporting all aspects of the trade lifecycle. Legacy systems, however, have incompatible architecture and a lack of open APIs (application programming […]

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]]> Benefits of Using Business Intelligence for Finance https://www.indataipm.com/benefits-of-using-business-intelligence-for-finance/ Fri, 07 Nov 2025 22:01:29 +0000 https://www.indataipm.com/?p=9728 How can investment firms leverage data to achieve a competitive advantage? The answer is to use finance business intelligence. With so much valuable information, centralizing and analyzing it for decision-making […]

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