Portfolio Management Archives | INDATA https://www.indataipm.com/category/portfolio-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 Portfolio Management Archives | INDATA https://www.indataipm.com/category/portfolio-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 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.

]]> 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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]]> Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs https://www.indataipm.com/scalable-solutions-for-growing-investment-firms-adapting-to-changing-needs/ Wed, 12 Nov 2025 18:46:53 +0000 https://www.indataipm.com/?p=9369 The ever-changing landscape of investment management has created challenges as firms face barriers to efficiency, evolving client expectations, and sustainable, consistent performance. Organizations have prioritized process optimization and using data […]

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]]> Customizable Dashboards: Enhancing User Experience in Portfolio Management https://www.indataipm.com/customizable-dashboards-enhancing-user-experience-in-portfolio-management/ Wed, 05 Nov 2025 20:05:07 +0000 https://www.indataipm.com/?p=9534 Software powers modern portfolio management. Its many features enable greater insights, faster workflows, and more informed decision-making. These capabilities are essential, but a platform is only as beneficial as it […]

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]]> Wealth Management Reporting: A Comprehensive Guide https://www.indataipm.com/performance-reporting-wealth-management/ Fri, 24 Oct 2025 15:32:07 +0000 https://www.indataipm.com/?p=6978 The post Wealth Management Reporting: A Comprehensive Guide appeared first on INDATA.

]]> Integrating Third-Party Systems: The Power of Open APIs in Investment Management https://www.indataipm.com/integrating-third-party-systems-the-power-of-open-apis-in-investment-management/ Wed, 16 Apr 2025 21:12:19 +0000 https://www.indataipm.com/?p=9698 Technology delivers a modern, optimized landscape for investment management. Creating a connected ecosystem of platforms helps firms achieve efficiency, accuracy, and insights. However, legacy systems don’t always integrate effectively. The […]

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]]> Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers https://www.indataipm.com/ensuring-compliance-in-real-time-best-practices-for-portfolio-managers/ Tue, 18 Mar 2025 23:24:06 +0000 https://www.indataipm.com/?p=9645 Compliance in portfolio management has become more complex. With so many data sources and the adoption of technology, firms must look to tools that enable real-time compliance monitoring. With these […]

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