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FINTECH TRENDS
Top 5 Financial Services Technology Trends vs. True Cloud
 
 
Periodically, we take stock of current trends in financial services technology that we think have a level of significance and currency that make them worth paying attention to.
 
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APPLETS
Data Warehousing 3.0 - Understand the difference!
 
Data Warehousing 3.0 born of issues resurging from the early data warehouse versions, namely data warehousing 1.0 (the data mart) and data warehouse 2.0 (the schema).
 
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WEALTH MANAGERS
Report View Relativity - Part 1: What is “Truth”
 
What is truth? When it comes to financial reporting it depends on who is asking. A wealth ...
 
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CASE STUDY
Pitcairn – Multi-generational Family Office
 
 
Sue Devlin, CTO at Pitcairn, commented that prior to the InvestCloud implementation, “We knew our approach, which is typical of our peers, had issues of being error prone ...
 
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HEDGE/MUTUAL FUNDS
3 Key Drivers in Hedge Fund Administration Outsourcing in 2015
 
Although Hedge Fund performance in 2014 was below the broad market averages, it did not seem to affect investor’s appetite for alternative assets. According to Prequin’s investor, 72% of investors surveyed said that their hedge fund investments met or exceeded their expectations for the year...
 
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AWARDS
InvestCloud wins Family Wealth Report Awards 2015
 
InvestCloud Inc, one of North America’s foremost investment management platform through the cloud was crowned ‘Best Client Communications and Reporting’ at the 2nd Family Wealth Report Awards 2015.
 
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FAMILY OFFICE
InvestCloud White Paper: The Next Generation Family Office
 
Leveraging the cloud to meet new generational expectations. The number of families with $50M+ has ...
 
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INSTITUTIONAL INVESTORS
Should The Yale Model developed by David Swensen and Dean Takahashi be ditched?
 
The Yale Model is core to investment strategies that asset allocators, commonly endowments and foundations, often follow. The model calls on allocators to diversify their portfolio amongst five to seven asset classes, focusing more on equities.It additionally emphasizes the importance of rebalancing regularly, and that the goal of the exercise should be to bring the asset classes back to their target portfolio amongst five to seven asset classes ...
 
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