Insights

 Curated Articles & Insights from our Team

Blog Posts

Business Travel Cybersecurity: What Every Finance Professional Should Know in 2025

For many in the financial sector, business travel has become an unavoidable part of the job. Whether it’s roadshows, investor meetings, or attending conferences across multiple time zones. But while...

Beyond scale: Why service sets top MSPs apart

Fund managers and asset management firms need more than generic support in today’s increasingly complex and security-conscious IT landscape. They need a managed service provider (MSP) that understands...

Employee Spotlight: Dana Perretti

At Portfolio BI, building a resilient, inclusive, and people-first culture is fundamental to how we operate and grow. At the center of this vision is Dana Perretti, our Global Head of Human Resources...

Top cybersecurity threats in 2025: What to watch and how to stay safe

In 2025, our increasingly digital world means cyber threats are evolving faster than ever. With artificial intelligence driving more advanced scams and social engineering techniques, individuals and...

PBI Team Spotlight: Chris Seidita – Chief Financial Officer

At Portfolio BI, strong financial stewardship is essential to scaling our business and delivering continuous value to clients. Chris Seidita, our Chief Financial Officer, has been instrumental in...

It’s all about the data: Laying the right foundation for cloud success

By William Ercolano, Chief Technology Officer, Portfolio BI . In today’s digital landscape, data is the cornerstone of every business decision, innovation, and competitive edge. At PBI, we often say:...

Taming the data dragon: How AI and cybersecurity are shaping the future of fund ops

By Chris Cattermole, Commercial Director . Across the alternative investment space, AI is no longer viewed as an emerging trend – it’s becoming a strategic imperative. At recent events and in...

Five strategic IT lessons from conversations with today’s fund managers

Did you know that Porfolio BI is an institutional provider of MSP and MSSP (Security) services?  With its ‘Follow the sun’ (24/7) service model and in-house cybersecurity offerings (EDR/XDR...

From Excel to Edge: Why alternative funds must rethink tech stacks to stay competitive

By Chris Cattermole, Commercial Director . Over the past decade, we’ve seen a steady drive toward institutionalisation within the hedge fund industry. What began as a movement among startup funds...

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