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The Foundation of Compelling Performance Stories: A Single Source of Truth, Accurate Data, and Robust Datasets

07. december 2024

Printing a total return number raises questions about what drove performance, opening avenues for thoughtful …

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Comparing Public and Private Market Performance: Does Geography Matter?

21. november 2024

We’ve often analyzed various index returns in the public and private spheres over the years.

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From Reactive to Proactive: The Expansion of Digital Growth Platforms for Wealth Managers

19. november 2024

The days of wealth managers making do with older technology, word-of-mouth referrals, or manual processes are …

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Data Managers: 4 Key Questions for Building a Connected Data Pipeline

09. oktober 2024

To drive business growth, data-management teams at financial institutions are working with substantially more …

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How to Customize Scenario Analysis of Your Investment Portfolio Leading up to the U.S. Presidential Election

25. september 2024

We heard from a number of clients after our previous article about the volatility trends of stocks and bonds …

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More Than 40% of S&P 500 Companies Cited “AI” on Earnings Calls for Q2

16. september 2024

Artificial intelligence has been a focus topic for the market. Given the heightened interest, have more S&P …

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