Portfolio BI Blog

Regulatory compliance tech vendor eflow Global is working with Portfolio BI, a developer of investment management software and services, to help managers meet regulator and investor requirements.

With the UK looking to update its asset management regime post-Brexit, the Financial Conduct Authority (FCA) has published a discussion paper containing a number of proposals.

Jeremy Siegel, Chief Executive Officer at Portfolio BI, introduces himself and provides an overview of Portfolio BI.

Roshni introduces herself and provides an overview of her role at PEN Partnership

The Financial Conduct Authority (FCA) is asking its members to reflect and feed back on the likely benefits and negatives of Big Tech businesses such as Apple, Microsoft, Amazon and Google, expanding their operations in the finance sector.

Tough macro headwinds - namely depressed equity markets and volatility in fixed income – are making it increasingly complex for fund managers.