2023/03/29
Corporate pension plan sponsors conventionally operate in an “analog mode” where they have limited access to investment advice, with timely or r…
Research related to Eze Portfolio Management & Accounting
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2022/07/07Profound shifts born from the wave of regulatory, capital, passive investing, and fee compression trends are continuing to alter the investment…
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2022/04/18
The demand for applications is growing faster than the supply of developers to deliver them. A new era of low/no-code development is emerging, w…
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2022/03/22
Last month I was honored to participate in the TradeTech FX annual conference in Miami, FL, and to assist by hosting a keynote interview and mod…
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2021/07/08Driven by the imperative for sustainable cost savings and profitability, investment managers are renewing their focus to double down on their co…
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2021/04/04Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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2020/12/08The world had a tough 2020 but, unlike the 2008 financial markets crisis, this time capital markets emerged as the hero as governments worldwide…
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2020/10/29Celent research shows that pandemic effects are acting as a catalyst to change imperatives across the investment operations value chain. Specifi…
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2020/10/26Shifting end-user demands toward fewer strategic vendor relationships are pressuring vendors to connect more broadly with other providers. Throu…
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2020/10/11Advisors are under significant pressure to lower costs in the face of an ever-tightening regulatory framework while delivering investment advice…
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2020/09/09Report Highlights Global AuM of ESG-directed institutional and retail assets (2021) AuM breakdown of US vs Europe versus other regions ESG p…
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2020/05/25The clock is ticking for financial institutions (FIs) to adequately prepare for the seismic shift from the London Interbank Offered Rate (LIBOR)…
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2020/04/16Celent recognizes Credit Suisse as the winner of the Model Wealth Manager 2020 Client Experience for their initiative Portfolio Opportunity Find…
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2020/03/09The (L)IBOR rate which we have all known and loved-then vilified and hated is going away. Regulators and market watchers saw the rate has easily…
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2019/11/28Secular themes are currently playing out throughout the investment sector around alpha generation, cost takeouts and the ongoing digitization of…