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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...

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...

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?

Covid-19 and a crash in the oil markets have triggered a bear market that may lead to a recession. While the complexion of this bear market is different from 2008-9, there are applicable lessons from the last recession that can...