

Uncovering Growth Opportunities in Investment Management
Jan 12, 2024
This episode of Tech It Up explores the future of the investment landscape, covering tax-loss harvesting, portfolio management strategies, fee compression, and more. The conversation also delves into challenges faced by investment firms implementing SMAs, advancements in data quality and data lineage, and the impact of ESG strategies. Finally, the podcast discusses the challenges and importance of outsourcing due diligence proposal in investment firms.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Investment firms' strategies for SMAs and data management challenges
04:18 • 6min
Advancements in Data Quality and Data Lineage in Investment Management
10:10 • 2min
Transition to APX and Custodial Data and Challenges with ESG Implementation
12:31 • 7min
Navigating the Impact of Outsourcing Due Diligence Proposal on Investment Firms
19:17 • 4min