The Financial AI Iceberg Revisited: When AI Reaches Operations By Raphael Tremblay Asset Management Fund Services Lending & Leasing / 4min
It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers Greg Grimmett Asset Management / 4min
Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability Manish Sahni Asset Management Fund Services / 4min
Wire Fraud in Buy-Side Finance: Q&A with Ryan Castle and Justin Ryan (Part 1) By Ryan Castle and Justin Ryan Services / 5min Buy-side firms present enticing targets for wire fraudsters, particularly in a WFH world. An ex-FBI agent and a buy-side finance veteran explore the risks.
Unique scenario? Why using Linedata’s APIs makes sense By Jason Penniman Asset Management / 2min Modern APIs connecting your Order Management System (OMS) to your technology ecosystem enable effective portfolio management.
Work-From-Home Cybersecurity: A Toolkit for Buy-side Firms By Brian Long Services Asset Management / 4min The combination of the global pandemic and the Great Resignation have reshaped traditional workplace confines. In this work-from-home (WFH) context, investment management businesses—asset managers, hedge funds, private equity firms, and family offices—face an onslaught of cybersecurity threats.
How to avoid the pitfalls of implementing Generative AI in financial services By Aditya Khaire / 6min Learn about the top 3 ways managers are using GenAI today along with tips for successful implementation.
How Multi-Family Offices create more efficient operating models By Bob Moitoso Asset Management / 3min Multi-Family Offices can thrive by developing an operating model centered on streamlined technology and processes.
Generative AI’s coming impact on the asset management and alternative funds industries By Linedata experts / 5min Explore 7 key takeaways from industry experts on embracing AI, addressing challenges, and preparing for AI regulation.
