Better business

AI-generated reputation risk – what wealth managers need to know

Better business

AI-generated reputation risk – what wealth managers need to know

Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal

AI of the beholder: Using AI in equity portfolio construction

Better business

AI of the beholder: Using AI in equity portfolio construction

Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi

Planet MPS: Apart from the crowd

Analysis

Planet MPS: Apart from the crowd

Andy Parsons hunts for common factors in this year's Defaqto MPS Comparator Awards shortlists

Gianluca Berghella: Break down the walls of fund management’s siloes

Better business

Gianluca Berghella: Break down the walls of fund management’s siloes

Data integration can address poor traceability, data quality and compliance concerns

Planet MPS: Models of consistency

Analysis

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Richard Warne: Cut through the AI, energy and inflation noise

Analysis

Richard Warne: Cut through the AI, energy and inflation noise

Today’s headlines can be loud and often unsettling but the key for investors is not to overreact

Andy Parsons: What are MPS’s biggest fund exposures? Part 2

Analysis

Andy Parsons: What are MPS’s biggest fund exposures? Part 2

Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups

Alex Funk: Why the MPS market has a structural problem

Better business

Alex Funk: Why the MPS market has a structural problem

Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved

AI of the beholder: From process automation to strategic alpha

Better business

AI of the beholder: From process automation to strategic alpha

A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi

Andy Parsons: What are MPS’s biggest fund exposures? Part 1

Analysis

Andy Parsons: What are MPS’s biggest fund exposures? Part 1

What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?

Will FCA review help wealth-sector M&A mature & advance?

Analysis

Will FCA review help wealth-sector M&A mature & advance?

The consolidation review should not so much slow M&A as create larger, better-quality deals

Model behaviour: Time for a different climate?

Analysis

Model behaviour: Time for a different climate?

If the AI trade wobbles further, investors may start to shift their thinking on model portfolio strategies