Investment in “wealthtech,” or digital solutions that facilitate wealth management processes, hit record levels in 2021. Demand has been driven by a number of major acquisitions emblematic of what could be described as an industry renaissance.

The crypto market’s new level of maturity is driving demand from traditional finance, much of which now accepts it as a new asset class that must be examined closely. This next phase in the evolution of crypto market structure will be highly...

While inflation, supply chain issues, regulation, the pandemic, and central banks’ rate-raising plans will certainly be big drivers of global markets for the foreseeable future, the following set of 10 diverse market structure and technology trends...

Today, traditional financial information vendors and aggregators have expanded into this market and are developing offerings and marketplaces intended to make discovery, acquisition and ingestion easier than ever. 

As cryptocurrency moves from a largely retail product at the edges of the market place to a product that engages a broad set of institutional investors across the financial markets, impediments to wider use will have to be solved.

The pandemic-led market events created tremendous opportunity for financial advisors by accelerating the pace of change.

The urgency of managing alternative datasets is forcing asset managers and asset owners to consider a more modernized architecture and approach to systems.

Asset managers are working to create “client-centric” business models that allow them to deliver superior service to all clients and to partner with their best clients as strategic advisors. 

In this report, we address why many investors fail to take advantage of the performance associated with innovation, and we suggest how to target and take on exposure to innovation in portfolios.

As institutional investors incorporate sustainability measures into their investment processes and portfolios, growing numbers are allocating assets to thematic investment strategies.