Research unbundling – Technology to the portfolio manager’s rescue

Research unbundling – Technology to the portfolio manager’s rescue

A recent study by Deloitte Center for Financial Services finds that investment management firms which adopt emerging technologies may separate themselves from the competitive pack as soon as next year. Alternative data seems to come first, then AI, NLP and ML, indeed, there are a whole host of acronyms promising investment firms an exciting future ahead.

Are mid-caps the future of discretionary investing?

Are mid-caps the future of discretionary investing?

According to chief economist Erik Weisman, PhD, and research analyst Sean Cameron, CFA, of MFS Investment Management, 175 securities contributed to half of the net results in 1975. In 2015, this figure had fallen to just 30 companies. They explain that economic activity has become more concentrated among fewer companies. The winners in today’s markets are larger, older, and less dynamic than their competitors.

A new evaluation service for investment research

A new evaluation service for investment research

We are proud to announce that VTFinTech, the technology provider of portfolio management and research evaluation services, has integrated its research evaluation technology with our research portal Alphametry. Available now, this new partnership offers a robust and independent research evaluation service for both providers and consumers, making the process of research subscription more informed and meaningful:

5 trends already shaping the future of investment research

5 trends already shaping the future of investment research

We’re already halfway through 2018, plus six months into MiFID II, and research unbundling has been the catalyst for significant transformation across the industry.

New rules, economics, players and the growing role of technology are already paving the way to a new investment research industry. In this brave new world, who will emerge victorious – it’s becoming patently clear that not everyone will be crossing the finish line in the race for innovation.