Search Result for : client portfolio
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Client portfolio management support to asset management firms
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How outsourcing the client portfolio manager role has created unexpected value
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Portfolio company support to veterinary client of US-based investment firm
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Data operations and portfolio management support to global fund of funds client
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An investment analysis playbook for building efficient portfolios
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Portfolio remodelling by pharma companies – strategies for sustainable growth
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Personalisation: the key to client retention
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Portfolio diversification through gold- adding more than just glitter
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Rising investor demand for ESG in their portfolios
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ETFs – building blocks for portfolio construction/allocation
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Internal carbon pricing: An emerging approach to building sustainable investment portfolios
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What is replacing the traditional 60/40 portfolio ratio?
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Investment Compliance: Not “just controls” but effective portfolio management
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The investment policy statement – The linchpin of the portfolio management process
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Paradigm Shift in PE Portfolio Monitoring Process
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The Portfolio Manager’s information gathering challenge
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Streamlining investment-monitoring processes: overcoming operational challenges
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Product marketing data specialists in asset management
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SEC Risk Alert – Investment Advisers: what to expect
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Rathnakala Kumaragurunathan (Rathi)
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China – a promising wealth management market
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Wealth management – key trends for 2023
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Are asset and wealth managers well aligned with their sales support?
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Chatbots have arrived – does the financial services sector/private wealth management (PWM) firms need them?
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The promising era of quantum computing in lending
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Sadeera Wijesuriya
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Artificial intelligence in investment banking – opportunities and challenges
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Large GCC banks in an interest-rate downcycle environment
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Venture capital industry: AI’s revolutionary role in start-up evaluation
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Global trends in infrastructure investing by private equity firms
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The importance of investment compliance in asset management
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Navigating Sustainable Finance – The Next Frontier in Banking
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Driving product strategy in a dynamic cost environment
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Uttank Kaushik
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How financial sponsorship enhances brand visibility
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The role of investment writing in times of financial crisis
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Key challenges Indian banks face in mobilising deposits and strategies to overcome them
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Payments evolving to accommodate cross-border and real-time capabilities
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Fintech firms – tough competition to US banks in the cash management account segment
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Dissecting Articles 6, 8 and 9 of the SFDR for fund managers
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2024 Sustainable Finance: Key Regulations and Emerging Trends
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Rajshree Sarkar
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The spike in peer-to-peer lending
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Impact of interest rate cut on the banking sector
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Optimising shadow accounting activities in middle-office operations
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Russia War Sanctions: Economic Impact and Resilience in 2024
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Carry trade – Japan’s interest rate hike that shook the global financial markets
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Boosting technology spends for new-age deal sourcing by investment banks and advisory firms
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Guideline coding: The requirement and best practices to ensure robust monitoring
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Automation in Credit Risk Monitoring
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New Trends and Opportunities in SME Lending
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Charles River Development – a one-stop solution
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From risk to resilience – the role of ESG in modern collateral management
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Nikita Sushil
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The leisure sector’s silver lining amid macroeconomic turbulence in 2024
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Technology as a growth driver
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Interest Rate Divergence in 2024: A Global Context
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Nikita Sushil
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The US PE&VC sector faces a disturbing trend of bankruptcy
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Unlocking the value of collateral: Insights on the art and science of collateral evaluation
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Decoding transactions – a deep dive into enterprise card payment analytics
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Sri Mourya Kothuri
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The SEC’s new private fund advisor rules – a fair ecosystem for investors
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Crossing Lines: The Banking Industry’s Foray into Private Credit
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Affordable Housing in the US has never been affordable
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Investment Compliance Guidelines Review – A Strategic Approach
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The FCA’s combat against greenwashing (Anti-greenwashing guidance)
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Harnessing the power of artificial intelligence (AI) in clinical trials
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The Rise and Fall of Silicon Valley Bank: Implications for Financial Regulation
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Viral Shah
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Unpacking the impact of climate change on banking and credit risk
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Forensic analysis as a source of alpha generation for hedge funds and asset managers.
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Streamlining investment success: the integral role of due diligence and investment evaluation
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Future flow securitisations – novel balance sheet management solutions for corporates and financial institutions
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China – a promising pension market
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Malaka Paranavitane
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China’s real estate market: a soft landing is critical for avoiding a domino effect
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Borrow smarter, grow greener – how ESG lending creates a win-win
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Five important findings on fund commentaries of top asset managers, 1Q 2024
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Changing landscape for technological advancement
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Mastering the market: strategic advisory and growth support in private credit
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Navigating the intricacies of transaction support and deal execution in private credit
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Rewiring Banking Operations for Sustained Growth
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The critical role of market intelligence, deal sourcing and screening in private credit
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The increasing role of the outsourced chief investment officer in the current volatile market
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Rahul Dhoke
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Navigating the spectrum of private credit strategies
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Hedge fund trends in 2024
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Tapping the synergy between the money market and the foreign-exchange market
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Why positive and negative ESG screening are crucial in sustainable business practices
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Understanding economic efficiency – the importance of the ICOR
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Investment compliance – why needed, trends and best practices
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Patent Cliff: Can small healthcare firms dictate terms for bigger Pharma on the M&A deals?
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Commercial Real Estate Lending Trends: Key Insights
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Credit ratings – understanding their importance and meaning
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Sustainability over profitability: Are the fundamentals of performance measurement changing?
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Unveiling the metaverse: the future of real estate
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Higher interest rates and limited credit – the challenges and opportunities facing real estate in 2023
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The ESG plan: shifting priorities in reporting for asset managers
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Following the money trail: understanding the importance of fund flows
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Factsheet analysis: observations of the world’s top ESG funds
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The US Public Finance Department’s national debt-management strategies
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Business development companies – an alternative financing solution
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Ankit Gupta
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Private Credit Market: Emerging Trends and 2024 Outlook
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Trends driving the increase in ESG investing
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ESG regulations and compliance monitoring
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Impact of ESG on the public finance sector
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Exploring advancement in Genomics in Saudi Arabia – a study of the market landscape
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Commercial and corporate lending trends in 2023
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Five important findings on fund commentaries of top asset managers
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Data integration – a critical functionality for index providers
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Financing the net zero transition
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India’s virtuous cycle of evolution
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Trends in the global flexible workspace market
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Transitioning to sustainable fashion mitigates environmental impact of fast fashion
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Climate change and private equity – how environmental concerns will reshape PE strategy
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How director remuneration schemes may have influenced questionable accounting choices at Silicon Valley Bank
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The banking crisis – a root cause analysis
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The immuno-oncology market – segments, challenges and trends
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EU banks: better equipped to ride out the storm
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Rising interest rates – impacting CRE returns?
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Wealth management – overview, advisor’s role, disruptions and industry response – Part II
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DARQ technologies through a financial lens
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Risks to energy project financing from climate change
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Munis expected to shine soon
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The Market Fallout from Silicon Valley Bank
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Insight builds opportunity A guide to positioning your fund vs peers
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Growing prominence of ESG in the asset management sector
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Hedge Fund Industry – Key trends in 2023
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Asset monetisation of India’s road infrastructure attracts institutional investors
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Why effective covenant monitoring is essential for credit risk governance
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The fall of LIBOR and the rise of SOFR
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Abhishek Jha
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Recent trends in the cryptocurrency market
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Trade Finance Trends 2023 – Farewell to a bumpy year and hoping for silver linings in an uncertain phase
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Finding opportunities in the SaaS industry
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COP27 – landmark collaboration for climate financing
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Cannabis – the next big financial investment
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ESG-based lending – an elevated step for real estate financing
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Part 2 – Transition from Fee-for Service based model (FFS) to Value-Based healthcare
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Gunjan Lahoty
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Integrating ESG criteria into commercial lending
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Part 1 – Transition from Fee-for Service based model (FFS) to Value-Based healthcare
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Blockchain securitisation – a revolution in global structured finance
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Wealth management – Overview, the adviser’s role, disruptions and industry response – Part I
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Private debt: a risk to financial stability?
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Digital ESG communications from a compliance perspective
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A deep dive into the SEC’s new Marketing Rule
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Worsening sovereign debt crises – a cause for worry
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Gowtham V Reddy
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Community banking’s role in serving small businesses
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Opportunities in fixed income and credit as recessionary risk increases
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Role of risk management in commercial real estate (CRE) wealth creation
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Green financing in commercial real estate
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Comprehensive Oncology Market Research and Global Insights
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Significance of consistent and uniform financial spreading
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Neha Poddar
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Overcoming inherent challenges in co-investment deals
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The growing letter-of-credit business
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Telemedicine trends
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Challenges of integrating an ESG approach into lending
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Stablecoins: a new era of money and payment systems
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How venture capitalists spend their time – the change from the 1990s to 2022
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The World of Metaverse
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Commercial real estate trends 2022
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Private debt gaining traction as an asset class
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Anish Aggarwal
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Free float: A key Factor in Stock Indices
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Private equity activity recovers post-pandemic
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Digital transformation of the airline industry: the pathway to a faster recovery and improved profitability
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Hedge fund market trends in 2022
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The Road Ahead for Fund Houses
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SEC Division of Examinations – 2022 examination priorities
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Private Wealth Management Services
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Technology impact on trading and compliance
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