Practical analysis for investment professionals

technology


Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals

Large language models like ChatGPT are changing the way we think about investing and reshaping roles in the investment profession.

Book Review: A History of Financial Technology and Regulation

Seth C. Oranburg highlights recent changes to the world of finance by exploring the role of technology within it.

COVID-19 Correlations: Local Cases, Local Returns?

Do local COVID-19 case counts have any correlation with local stock returns?

Women’s Wealth and Technology: Three Themes for the Future

How will technology influence women's wealth in the years ahead?

How Technology Enhances Investor Trust

Trust, in some form, is at the center of all financial transactions, and technology can enable and enhance that trust.

Book Review: Nothing but Net

This book provides 10 invaluable lessons that investors can use to pick tech stocks in years to come.

Three Ways to Drive Compliance Software Adoption at Finance Firms

How can compliance teams earn employee buy-in, encourage software adoption, and lower their firm’s risk?

Viewing Technology Stocks through a Gender Lens

How are the FANGMAN and other tech stocks performing from a gender lens perspective?

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.



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