Engineering a Research Platform into an Alpha Discovery Technology

[Data design and data research platforms are becoming vitally important areas for InvestTech innovation.

The Vital Need for In-depth ETF Data

[The explosion of ETFs and ETF issuers is increasingly creating a marketplace quagmire and a growing quandary for investors.

What Wealth Managers Can Do with Modern InvestTech Solutions

[To understand how modern financial data technology and advanced research are responding to the evolving challenges of portfolio management — and what they mean for the relationship between adviser and client — we spoke with Joseph Wic

A Strategic Look at the Future of Portfolio Management

[It can be argued that professional investors need and deserve better market intelligence.

A Multi-Asset Income Approach That Redefines Balanced Investing

[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs.

Tax-Managed Investing – Pursuing Optimal Outcomes for Taxable Assets

[Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management, once only available to UHNW investors, has become an integrated investment option with growing accessibility to the mass investm

The H-Factor and Unpriced Behavioral Risk

[A novel way to think about portfolio risk is providing a provocative challenge to conventional portfolio management wisdom.

The Dynamics of Merging Two Microcap Funds

[The recent merger and reorganization of two microcap funds provide an interesting window into the mechanics of a unique portfolio management process and a deeper understanding of the microcap market.

Megatrends: Investing in Companies That Can Change the World

[“Investing in the future” is the holy grail of growth investing for some investment managers.

Rethinking Risk in Retirement Portfolios

[An active search for alternatives to traditional fixed-income investments for income and diversification hedging was triggered by the poor performance of 60/40 portfolios in 2022.

active investment mgmt