[Better research can lead to smarter investments by uncovering more opportunities to capture alpha and manage risk. In that ongoing pursuit, the traditional approach to doing “great research” has radically changed from just reading all av
[Stock market volatility and uncertainty represent major risks for advisors and their clients by testing investors’ resolve and their ability to stay the course to capture the effects of long-term compounding.
"It is time to incorporate alternative data, advanced analytics and price trend models in the investment decision process that can change the game." - Rocco Pellegrinelli, CEO, Trendrating
[Everything in financial services is evolving. Innovation in new tools and tech-driven approaches are challenging conventional thinking in asset management and offering new resources to traditional investment methodologies and processes.
[In the Institute for Innovation Development ’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and
"More than education was needed to empower individuals to invest with confidence – also needed was innovation in the form of a fundamentally different approach to investing." - Leland Hevner, President, National Assn of Online Inv