News archive

News archive

Active Share and Portfolio Concentration – Metrics Not Prescriptions

31 August 2021 High active share and greater portfolio concentration are hot topics within active equity management.
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Banking on Crypto

24 August 2021 Last quarter we looked at the incursion of fintech players into traditional banking as reflected by their …
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Rethinking Financial Advice from a Wholesaler’s and Technological Perspective

13 August 2021 Gone are the good old days where wirehouses, global asset managers, and other traditional players could rely on …
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