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Leveraging AI to Improve Explainability in Portfolio Optimization
Making investment decisions easier to understand Portfolio optimization enables investment teams to better evaluate trade-offs, balance risks, and build portfolios aligned with their objectives. As investment strategies evolve, optimization outputs can increase in...
Transforming investment data quality with AI: From reactive monitoring to strategic intelligence
The growing challenge of data complexity Data has become the foundation of modern investment management. From market prices and portfolio holdings to risk analytics and operational reporting, fund managers and asset allocators rely on increasingly large and complex...
How AI is Reshaping Financial Software Development
Financial technology is evolving at a rapid pace. Investment firms expect their vendors and partners to quickly adapt to changing market conditions, regulations, cybersecurity threats, and other operational necessities. The ability to meet these expectations relies...
Redesigning investment manager operating models for an AI-driven future
For many years, operational transformation has been driven by efficiency programs, platform upgrades, regulatory remediation, and targeted automation.While still important, these no longer reflect the scale of the challenges underway. The industry is being rapidly...
Scaling the Future of ETFs: Infrastructure, Automation, and Operating Models
Growth is no longer the primary challenge for ETFs. Scale is. As the market expands into new strategies, regions, and investor segments, the infrastructure and distribution models supporting ETFs are becoming just as important as the products themselves. It is also...
The Active ETF Opportunity: Rethinking How Strategies Are Built and Delivered
If one trend defines the ETF landscape in 2026, it’s the accelerating rise of active strategies. Once dominated by passive exposures, the ETF market is now seeing a clear shift that is redefining product development, investor demand, and competitive dynamics. Active...
Enabling ETF innovation at scale: The Next Evolution of Investment Strategies
ETFs have entered a new phase. What was once viewed as a flexible wrapper for investment strategies is now evolving into something much larger, a core building block for how portfolios are constructed, managed, and delivered. With global ETF assets nearing $20...
Managing the ETF lifecycle at scale
As ETFs continue to gain momentum across global markets, managing them efficiently has become increasingly complex. In this discussion, Steve Milanowycz and Raghav Malhotra unpack the forces driving ETF growth and the operational, technological, and strategic...
The Art, Science, and Future of Private Asset Valuation
Private assets have typically been valued on a quarterly or even less frequent basis. In this conversation, we unpack the complexities and challenges of valuing private assets and look at the potential impact of AI on accelerating the frequency of valuations.Robust...