The Evolution of ESG from Funds to Custom Portfolios

Contact Us about ESG Focused Portfolios This article addresses the limitations and risks of negative screening within separately managed accounts and the opportunities that technology and newer portfolio construction approaches offer to wealth and asset managers...

How Asset Manager M&A Impacts FX Trading Technology Choices, Part 2

In Part 1 of this two-part series, we discussed some of the challenges around order generation in FX management that confront asset managers undergoing a merger or acquisition. Specifically, we looked at issues that arise when firms seek to combine and rationalize...

How Asset Manager M&A Impacts FX Trading Technology Choices, Part 1

Mergers and acquisitions between asset management firms are at a historical high, driven by margin compression, the ascendance of passive management, and growing regulatory compliance costs. A thorny FX management challenge facing asset management firms is the need to...