From Pilot to Production: Scaling AI in Investment Management By Ashmita Gupta Asset Management / 5min
Why the SEC Disclosure Rule Matters: How New US Short-Selling Regulations Will Challenge Investment Compliance Matt Grinnell Asset Management / 5min
How Cyber Resiliency Protects Investment Businesses from Ransomware, AI Threats, Data Breaches and More Brian Long Services / 4min
Wire Fraud in Buy-Side Finance: Q&A with Ryan Castle and Justin Ryan (Part 2) By Ryan Castle and Justin Ryan Services / 5min
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 Joshua Barber 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 Selvan Gnanakumaran and 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.
