By managing assets holistically, TPA shifts the investment focus from compliance with targets to optimization of outcomes.

One question we’ve been asked many times is whether ValuEngine stock ratings can be used for portfolio management or merely ...

Generative AI and advanced automation have officially crossed the line from support function to core investment capability.

Expert view: Simple questions do not always have simple answers. Consider, for instance, the question: How can one make ₹1 crore in 10 years through investments? For common investors, the idea of ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

As the Fund enters the new year, it will deploy up to eight additional early-stage investments, deepen its presence in key hubs such as Egypt, Kenya and South Africa ...

Goldman Sachs' (GS) asset management arm and T. Rowe Price Group (TROW) introduced co-branded model portfolios to meet the ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

Central to robust MPS due diligence by advisers and wealth managers are good data.  This data section of our MPS Insights ...

AI is moving closer to the investor’s decision loop, promising faster analysis, personalised insights and conversational interfaces. At the same time, it raises unresolved questions around ...