Octus, the essential credit platform for the world’s leading buy-side firms, investment banks, law firms, and advisory firms, today announces the launch of Sky Road Research Management, an integrated ...

The definition of portfolio management is the act of making investment decisions for an investment portfolio, either for oneself or someone else, in order to meet an investor's goals. Portfolio ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

Cassie is a deputy editor, collaborating with teams around the world while living in the beautiful hills of Kentucky. She is passionate about economic development and is on the board of two non-profit ...

A survey carried out by NET2S, a consultancy specialising in capital markets technology, highlights a significant shortfall in adequate risk management in the portfolio management systems (PMS) vendor ...

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor's comfort with ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

The financial field continues to be male-dominated, and there hasn’t been a substantial shift in the number of female portfolio managers over the past decade. Only about 12.5% of portfolio managers ...

Following Elizabeth Bramwell’s retirement, Senior Vice President Betsy Pecor, as well as vice presidents Carole Hersam and Matthew Spitznagle, will take over management of the Sustainable Growth ...