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portfolio manager

Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers

1000 560 INDATA

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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buy-side data management

Modernizing Buy-Side Data Management

1024 559 INDATA

Many buy-side firms face the perennial dilemma of doing more with less. As investors seek more low-fee ways to trade, investment managers need a modern way to remain competitive and…

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saas

The Future of Investment Management: SaaS Solutions for Portfolio Optimization

1000 673 INDATA

Investment firms have begun to embrace technology as a critical component in operations. By adopting investment management SaaS, they achieve a new scale of efficiency, accuracy, and performance. Organizations must…

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laptop with graphs

Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management

1000 668 INDATA

Modernizing portfolio management aligns directly with automation. Applying new technology to old processes has the potential to improve efficiency and eliminate manual tasks. As organizations look for ways to be…

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man looking at metrics

Measuring Success: Key Metrics for Portfolio Management Software

1000 667 INDATA

Metrics tell the complete story of how successful a portfolio manager is. While performance often takes center stage (i.e. rates-of-return), other metrics are equally vital. As portfolios expand and client…

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accounting coins

The Evolution of Portfolio Accounting in the Age of AI and Machine Learning

1000 667 INDATA

As portfolio accounting continues to evolve, several drivers are shaping its transformation. Among the factors leading this evolution include artificial intelligence (AI) and machine learning, which stand to quickly become…

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fintech

How AI Is Revolutionizing Fintech

1000 563 INDATA

Artificial intelligence (AI) promises to be a transformative technology in many industries, and it’s also disrupting fintech. In fact, 90% of global fintech companies are already relying on the power…

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investment manager working with wide data

Wide Data & How It Applies to Investment Managers

500 227 INDATA

Wide Data: A Powerful Tool for Investment Managers There’s no doubt that the rise of big data has transformed how companies around the world make decisions. However, as our ability…

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Disruptive tech cloud

Future-Proofing the Front Office: The Cloud

500 257 INDATA

Future-Proofing the Front Office: Cloud-Based Asset Management Part 1 of a 3 part series on Future-Proofing the Front Office.  There are several key considerations in the pursuit of future-proofing the…

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creative statisitics

The Past, Present and Future of Investment Management

1024 683 INDATA

David Csiki, INDATA What’s Old is What’s New A recent survey sponsored by Northern Trust indicated that 98% of managers are seeking to incorporate data science to optimize their investment…

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