Practical analysis for investment professionals

Search results for: fintech

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 

Research and Policy Center Three Most Popular Articles of 2023: Data and Technology

Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in 2023.

A Mixed Outlook? The Banking Sector and Its Three Key Drivers

To understand the mid- to long-term outlook for the banking sector, we need to understand the key drivers at work in the industry today.

“Build, Partner and Buy”: AI and the New M&A Model

Amid the current artificial intelligence (AI) hype cycle, the M&A playbook has changed.

Commercial Real Estate Today: An Overview

How has the post-pandemic world of renewed geopolitical tensions, resurgent inflation, and rising interest rate pressures reshaped how real estate capital markets operate? Where is the commercial real estate (CRE) sector headed and how can investors respond?

The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing

What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?

What Can AI Do for Investment Portfolios? A Case Study

One AI equity trading model hints at the technology's potential to transform investment management.

Frontier and Emerging Markets: Inflection Points

Should we be adjusting our allocations to emerging or frontier markets?

Will They, or Won’t They? The Risk of Betting on the Fed

Recent market volatility has been driven by speculation about what the Fed will do next.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close