Wizard’s Corner

In the fast-moving world of asset management, where every second counts and where accuracy is critical, we really need to…

While we all recognize the need to replace older technology to provide new features and more automation, the decision to…

All industries and most companies experience some degree of “boom and bust” as they weather economic cycles. Good times allow…

In today’s data-driven world, organizations recognize the critical role of analytics in driving informed decision-making and gaining a competitive edge….

In today’s data-driven world, organizations heavily rely on analytics to drive informed decision-making and gain a competitive edge. However, the…

Language models like GPT-3, developed by OpenAI, are powerful tools capable of generating human-like text based on the input they…

Investment risk management is crucial for any investment firm that wants to succeed in today’s competitive and complex market. However,…

My last update on the growing Technology Gap that exists in many firms was the third in a series of…

In my last update on the growing Technology Gap that exists in many firms, I wrote about conducting regular software…

In my last update on the growing Technology Gap that exists in many firms, I wrote about the benefits of…

I have received a fair number of comments on my article about the Technology Gap that exists in most companies,…

Most organizations focus on generating profit, which is appropriate as companies need to make money to stay in business. However,…

In today’s rapidly evolving financial landscape, investment firms face numerous challenges. One critical aspect that often gets overlooked is the…

What if I told you that 50-80% of the people in an organization spend their time on mundane data quality…

For many years I was responsible for what we used to call DRP – Disaster Recovery Planning. Back then, technology…

Most of us are living with legacy technology for many of our middle- and back-office functions that was never designed…

Most of us working in an investment management shop will be familiar with this scenario:  There is a powerful and…

Also known as the “Big Quit” and the “Great Reshuffle”, these terms all refer to the tendency for significant numbers of employees to leave their jobs during and after the COVID-19 pandemic at rates never seen before.

One of the aspects of Portfolio Management that is sometimes misunderstood or over-complicated is Attribution. Specifically, Fixed Income Attribution. One…

Since the onset of 2022, the markets have been suffering losses. While all investors are impacted, many are wondering what…