asset management

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 …

Asset Management M&A Perspectives from Casey Quirk/Deloitte Read More »

Asset & Wealth Management Revolution: pwc identifies six game changers & four key trends for the decade ahead

pwc’s Asset Management research division in its latest snappy 32-page report identifies a number of key trends and game changers that might lead to an asset management and wealth management revolution. Click here for the full report on their site. Some stats from the study: The four key trends highlighted by pwc are: Further industry …

Asset & Wealth Management Revolution: pwc identifies six game changers & four key trends for the decade ahead Read More »

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 …

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

AI Asset Management Studies – An Overview of Recent Research and Surveys from McKinsey, Accenture, Brookings, Deloitte, PwC, KPMG, Oliver Wyman, Casey Quirk, Roubini, and others

Most of the bigger accounting, consulting, advisory and research houses have started to focus their attention on how AI, ML, big data and predictive analytics are changing investment management, for productivity, automation, distribution, and investing. Here are few of the good recent ones for you to review: McKinsey: Advanced analytics in asset management: Beyond the …

AI Asset Management Studies – An Overview of Recent Research and Surveys from McKinsey, Accenture, Brookings, Deloitte, PwC, KPMG, Oliver Wyman, Casey Quirk, Roubini, and others Read More »

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% …

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

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 …

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

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 …

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

How To Become (Remain) Asset Management CEO? Artificial Intelligence

A focus on technology and research with an eye on AI is a good way to become CEO of a large European asset manager.  Santander Asset Management in February 2018 appointed Mariano Belinky as new CEO. Belinky until February was the Managing Partner of Santander InnoVentures, which the bank set up in London as a $100 …

How To Become (Remain) Asset Management CEO? Artificial Intelligence Read More »

AQR hires star Head of ML from Guggenheim after lawsuit and team spin-out, then replaces him

Who says Machine Learning and computer/algorithmic investing can‘t be exciting? Prof Marcos Lopez de Prado in September 2018 joined AQR as their Head of Machine Learning/Principal with his team. „Our foundation in applied academia and our culture of intellectual curiosity mean we are always relentlessly looking for new data, signals and techniques to strengthen our …

AQR hires star Head of ML from Guggenheim after lawsuit and team spin-out, then replaces him Read More »

Warren Enskat Weekly AI Summary Jan 21, 2019 (WE-WAIS)

Warren Enskat / Weekly AI Summary (WE-WAIS) / 1-21-2019 Some of the AI developments and thoughts from this past week: – Israel’s Innovation Authority … from startup nation to smart-up nation via AI: The State of Israel is facing significant challenges in the field of innovation during a period in which artificial intelligence is establishing itself …

Warren Enskat Weekly AI Summary Jan 21, 2019 (WE-WAIS) Read More »

Scroll to Top