Insights

 Curated Articles & Insights from our Team

Blog Posts

Jeremy Siegel explores the public cloud, emerging tech and current regulations

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

Why technology could be a make or break for managers during fundraisings

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...

Should we embrace Big Tech’s presence in retail finance with fingers crossed?

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...

Prevention is Better than Cure

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...

Investment funds are facing some significant challenges as we move into 2023

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

See a Personalized Demo

Get In Touch

Hello@Portfoliobi.com