Jeremy Siegel

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

Over the last decade, asset managers have increasingly abstained from implementing manual based reporting techniques – preferring to leverage digital solutions instead. But what is prompting investment firms to do this?

Ransomware is a significant concern for any firm that holds sensitive data and there has been a 1400% increase in cyber-attacks reported to the FCA since 2014.

In just 10 short years, the global market capitalisation of crypto-assets (i.e. Bitcoin, Ethereum, etc.) has skyrocketed past the $3 trillion barrier.

The scale of the damage being inflicted on the world economy by cyber-criminals should not be underestimated. The losses incurred by cyber-crime globally are forecast to reach $10.5 trillion by 2025.

One of the biggest paradoxes right now facing some financial services firms is their willingness to embrace ESG causes while at the same time waxing lyrical about the benefits of crypto-currencies.

Portfolio BI takes a look at some of the main risks which asset management is currently tackling and what lies ahead in 2022.

Now is the time for asset managers to implement IBOR. By having a singular data source, asset managers will have better oversight of their performance and risk.

So, what exactly has happened to spook investors so badly in China? China’s government and regulatory bodies are starting to take a more interventionist role in various sectors across the market, leading to dramatic share price fall for many of the companies being targeted.

While asset managers should certainly be taking note of the developments in the digital asset marketplace, they must exert a degree of caution as well.

A growing number of asset managers are launching cannabis-focused funds. But what are the challenges with this industry?

Many fund managers are increasingly embracing IBOR solutions for their daily challenges. IBOR can help improve investment decision-making and increase growth.

What is the current lay of the land in the private debt market? What can firms do to achieve growth in this competitive market? The answer lies within having efficient operations and the right technology in place.

As the vaccine rollout gains momentum, what will this new hybridization work model look like for investment managers?

Our CEO Jeremy Siegel explores how hedge funds are implementing ESG across their businesses and allocation processes. AIMA Journal Edition 125.

LIBOR reform will have a dramatic impact on asset managers’ investments and hedging activities.

In the new year, how should firms focus on bolstering continuity and operational resilience?

How can a diverse strategy help your firm? Our CEO Jeremy Siegel explores the risks and rewards when it comes to a hybridization model.

Convergence between hedge and private capital strategies shows no sign of losing momentum.

The next 12-18 months will be vital for the industry, as capital raising is likely to become much tougher once the recessionary impact of COVID-19 is truly felt. In order to thrive, Hedge Funds have to be agile and resilient as they embrace technology and change.

The upcoming presidential election may have an impact on buy-side market dynamics. How can your firm prepare for the outcome?

Our head of product Johan Glozman explains the importance of data in fixed income markets.

The pandemic is making it more challenging for hedge funds to raise meaningful capital. How should your firm be going about it?

Firms that strengthen and rationalize their operational activities will surmount the many cost pressures facing the fund industry.