Robert Adler

Regional Business Development Director

Robert Adler joins Portfolio BI as Regional Business Development Director with over 20 years of experience and a diverse background in banking, institutional asset management, hedge fund and financial cloud platform & software technology solutions, specifically cloud enterprise data management and automation, IT deployment & cost management reviews cloud & telephony migration, compliance, regulatory, portfolio & trading systems solutions, assessment of IT & technology strategies, regulatory due diligence and front to back investment & portfolio management solutions roll out that supports Portfolio BI's global growth.

Blog Posts

ESG data reporting: SEC continue to provide guidance to firms

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.

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Greenwashing – data is key to prevention

According to recent estimates, ESG funds are believed to manage around $330 billion, and this looks set to keep growing. While positive, the sudden growth of ESG has led to concerns around greenwashing; a practice whereby companies misrepresent their green credentials. So how can it best be avoided by funds when they are working with investors?

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Maximising compliance and reporting potential with cutting edge OMS

A quality OMS can help managers execute their trades more efficiently, which is critical given how markets continue to become more complex.

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Data lakes vs data warehouses: considerations for storing data

I hosted a data management roundtable where one participant started off by saying she was told that she should invest in a data lake solution for her Firm because it was the latest technology for data management.

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Crises force firms to prioritise resilience

Two black swan events have unfolded in the space of just two years - sparking not just unprecedented market volatility but upsetting global supply chains in their wake. Consequentially, asset managers now need to re-think their technology outsourcing models if they are to insulate their businesses from extreme risks.

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Rolling back to normality…or not

Our entire way of working and running a business has irrevocably changed - both for better and for worse.

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Is Excel digital transformation's most significant competitor?

While Excel continues to be the mainstay of the industry, is it holding back firms from technology solutions designed for growth?

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The 10 Biggest Benefits of the Public Cloud

Setting up your own cloud-powered business in 2021 has never been easier. These are the key benefits of how the public cloud can transform your business.

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Public Cloud: ROI and Cost Benefits for Financial Services

The public cloud offers numerous advantages for financial services firms and is a catalyst towards digital transformation.

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Architecting Your Cloud Strategy Roadmap

Portfolio BI can help take you through the process of cloud architecture, with methodical assessment & careful implementation of solutions for your firm.

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Seven Steps to Creating an Effective Data Governance Framework

Take these steps to help your team mitigate data-related risks at your firm.

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Automation is the Key to Differentiation

At a time when buy-side firms are under enormous pressure, it will be up to managers to transition from antiquated systems to automation technology.

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