Portfolio management

6 articles tagged with this keyword

/ai

How AI Can Reduce Decision Fatigue for Asset Managers

Joining the FinextraTV Virtual Studio, Phil Cox, COO, Russell Investments and Roshan Shetty, BFSI & Public Sector Head - Americas, Tech Mahindra discuss the decision fatigue within asset management currently and how AI helps alleviate that. Splitting the task abilities that can be improved into analysis, portfolio construction, risk management and trading strategies, Shetty and Cox debate the ease if AI adoption into existing processes and how information-based tools have risen to the top.

/wealth

Australian Wealth: How Superannuation Growth is Prompting Technology Conversations

Whilst at the Communify Fincentric Experience 2025, Lachlan Hardy, Head of Sales & Business Development - APAC, Communify Fincentric helped to provide his unique insight into how the Australian wealth market compares to others. Speaking to the growth of self-directed wealth and superannuation funds, Hardy describes how one of the key considerations are around how technology is interacting and enabling this growth.

/wealth

The 3 Key Trends in Wealth Management in 2025

Whilst at the FinextraTV Studio at the Communify Fincentric Experience 2025, RP Sandilya, Broadridge, explained 3 of the key trends he's seen in wealth management recently. From the democratisation of the industry as younger investors come into the market to the changing system requirements and modernisation.

/markets

Communify Fincentric Unifies Financial Data with Acquisition from S&P Global

John Wise, Chairman and CEO of Communify Fincentric, explains the backstory to the company's acquisition of Markit on Demand from S&P Global. Aimed at fixing the financial industry's persistent challenge of fragmented data, this strategic move unifies client and market information in a single platform, integrating over 4,000 global data feeds to enhance AI-driven insights for portfolio managers, advisors and self-directed investors. By merging these data sets, the business intends to set a new standard for the broking, wealth and asset sectors, enabling institutions to navigate complex data landscapes and drive growth in a digital world.

/Portfolio management

The DTCC talks about trends affecting the global fund processing industry.

Paul Lacher, relationship manager at the DTCC, talks with Finextra about the global trends affecting the fund processing industry.

/Portfolio management

The future of fund management

Martin Boyd from SunGard on the future face of the fund management industry.