19 July 2021
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
Research related to Trendrating
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8 July 2021Driven 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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30 June 2021FX is at the greatest inflection point since Nixon decoupled the dollar from gold in 1971. Foreign exchange (FX), and its technology demands, ar…
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18 May 2021As the world finally turn the page to a new post-pandemic chapter, the Wealth Management industry has reason for cautious optimism. While much u…
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20 April 2021
While the terminology “direct indexing” is newer, the investment approach is by no means new, as separately managed accounts (SMAs) can and have…
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18 April 2021In a previous installment of this research series, "Operational Alpha on the Buyside: Riding New Waves from Front-to-Back Technology, Data, ESG…
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13 April 2021In its inaugural year, Celent Model Risk Manager 2021 program received several high-quality nominations from a diverse mix of financial institut…
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7 April 2021Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program o…
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4 April 2021Despite largely positive AUM growth, sustained growth in active investment remains elusive due to the onslaught of secular headwind factors and…
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23 March 2021Environmental, social, and governance (ESG) investing is becoming increasingly popular among global financial institutions and investors. Two ma…
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8 March 2021Congratulations to Celent's Model Risk Manager 2021 Award winners: Credit Suisse, Fino Payments Bank, Goldman Sachs, HSBC, Standard Bank, State…
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8 March 2021Credit Suisse’s Chief Risk Office in Asia Pacific created a cross-risk platform for risk identification and analysis across financial risk, oper…
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8 March 2021
The use of AI in financial services is becoming a reality. The capital markets are fertile proving grounds for overcoming real challenges in the…
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8 March 2021
The Portfolio Risk Platform leverages state-of-the-art analytics to identify various elements of risk in client portfolios, down to the security…
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6 March 2021State Street Global Advisors wanted the ability to monitor macroeconomic risks on its portfolios because it recognized the importance of underst…