Portfolio BI Blog

As soon as you enter into a service based business partnership with a provider, their financial viability, operational risk and security posture becomes an extension of your own

Both traditional and alternative asset managers are in the midst of a challenging fundraising period. With institutional allocators becoming increasingly selective, managers need to demonstrate to prospective clients that their internal systems– including technology infrastructure–are of high-calibre.

There are three key ways to handle your cloud strategy or cloud migration: rehosting, refactoring or rebuilding (rearchitecting). To steer you in the right direction, let’s examine them

The Securities and Exchange Commission (SEC) unveiled protective new proposals in October 2022 which would affect all investment firms that outsource certain functions or services to third party contractors.

The Securities and Exchange Commission (SEC) has upgraded forty-year-old rules that affect investment advisors’ (RIAs’) marketing communications to help prevent fraud. The aim of the new rules is to adapt them to modern digital advertising media and clarifying relationships.

The SEC have continued to report that the regulatory landscape for ESG disclosure may face significant changes in order to create consistent and comparable data for investors.