Talent

McKinsey on Asian Asset Management – Five Disruptions Impacting Future Growth

McKinsey in a September 2019 10-page insight addressed the cash flow and asset growth picture for Asian asset management. Read the full research article on their webpage. A couple of highlights: Asia had its slowest AUM growth in seven years in 2018, but margins remain strong Emerging Asia is taking the lead both on cash …

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Asset Management M&A Perspectives from Casey Quirk/Deloitte

Casey Quirk and Deloitte have taken a look at how M&A in asset management plays out and how firms might be able to achieve “more perfect unions” by focusing on post-merger integration. Click here for the full report on their site. The analysis focuses on: Organizational leadership (Less C-level headcount) Distribution strategies (more technology, less …

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BCG Asset Management Outlook – Fees, Tech, EMs, ESG and Fewer Winners

BCG in an Asset Management outlook for the next ten years identified a number of megatrends to be aware of and work with, none of them new but all of them looked at from an interesting angle. Click here for the full report on their site. Megatrends for the next decade: Active vs passive vs …

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Credit Suisse Data Science Team Leaves to Set up AI Shop, sees Google and Alibaba as the New Competition

About a year and a half ago, Jonathan Wilmot, Credit Suisse’s Chief Global Strategist and Head of Macro Research after over 30 years with the firm, took the data science department and started his own AI investment boutique, WilmotML – as in Machine Learning. Aric Whitewood, CS’s Head of Data Science for seven years, left …

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JP Morgan and AI: „This is not Pie-in-the-Sky Stuff“

JP Morgan has been extremely busy in the last few years following the tech giants’ blueprint for AI: hire the best people, make headlines, re-invent the business, and… make money in the process. The firm’s public AI website, a part is shown below, highlights tech efforts around AI, FinTech, Blockchain, Development and Digital Payments. 40% …

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From $2.5B to $58B… Two Sigma’s AI Investment Strategy: Humans and Big Data Crowdsourcing

Two Sigma describes itself as “a systematic investment manager, founded with the goal of applying cutting-edge technology to the data-rich world of finance.” The SoHo, New York, based hedge fund was founded in 2001, by John Overdeck, David Siegel and Mark Pickard. Using AI, ML and distributed computing to invest, the fund has over $58 …

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Baillie Gifford Chair into Data and AI Ethics and AI for long-term stock picking

The media-shy low/high-profile 110-year old investment manager Baillie Gifford last month pledged GBP5 million to the University of Edinburgh to support research into the ethical challenges posed by the growing use of data and AI. Nick Thomas, a partner at the firm, stated: “We hope that our close collaboration with academics at the cutting edge of …

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SEB Head of Emerging Tech becomes Group CIO after receiving Supernova award for Aida AI

Nicholas Moch joined SEB in 2008 as Head of IT Governance and four years later took over Information, Strategy, Architecture, and Emerging Technologies at the Nordic Financial Services Group. About a year ago, he was handed a “Supernova Award” in Silicon Valley for the way SEB uses AI in its digital interactions with customers, and …

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AQR Turning 20 and Showing an Open-Source Team Approach to Use Data Science and AI in Asset Management

About ten years ago I interviewed Cliff Asness at an Institutional Investor event – as with his investment and research philosophy, it was honest and provocative. AQR went from $12 billion to $225 billion in a decade and a half, used data science and open source research from day one and has pioneered a number …

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Brevan Howard Appoints Head of AI Driven Systematic Investments

Brevan Howard, after hiring Karim-Patrick Khiar in the spring of 2017 as Head Data Strategist, two months ago made him the Head of AI Driven Systematic Investments… this marks an increasing push by (Alternative) Asset Managers to implement AI in the investment process, once big data is organized effectively. BH, founded in 2002, is one …

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