While there are trillions of dollars in the finance world managed on spreadsheets, there are a select few who choose to take on the task of creating their own custom-built software solution for portfolio management.
The reasons...
2 min read
Fund Allocator's Solution Series: Spreadsheets
Spreadsheet software such as Excel may be the de facto system for financial institution's portfolio management, but should they be? With increasing staff, volumes of data, assets, and client responsibilities, spreadsheets quickly...
2 min read
Allocators Face New Obstacles in Pandemic While Redeeming from Funds
In the current pandemic environment, while some of the funds that asset allocators are invested with are finding ways to profit, many funds are performing poorly. Some will close as a result. Across the board, we see allocators...
2 min read
Buy vs. Build for Institutional Allocators
There are both advantages and disadvantages to custom building systems for cross-portfolio asset management vs. buying an existing off-the-shelf vendor solution. Is there a happy medium?
