Portfolio BI Blog

Earlier this year, the SEC (U.S Securities and Exchange Commission) published a press release regarding its intention for better risk management in clearance and settlement for broker accounts.

In today's digital landscape, the ubiquity of data is undeniable. The strategic organization of data is paramount for business success. For years, companies have aspired to be data-driven, and asset management firms are no exception. However, the path to data-driven success in asset management has encountered unique challenges.

Data governance is the responsibility for managing an organization's data's availability, usability, integrity, and security within its enterprise systems.

Portfolio BI, a leading provider of portfolio analytics and reporting solutions, is pleased to announce its strategic partnership with Alkymi.

Back in April, S&P Global stated that ‘the spotlight is now firmly on private markets’. However, the company also referenced the current economic climate, stating that private markets are ‘operating in waters that are still running deep’.

Appetite among investment managers for SaaS (Software as a Service) solutions has exploded exponentially over this decade. However, as cost pressures continue to trend upwards for the industry, some firms are looking to extract efficiencies by re-thinking their approaches to both SaaS and the cloud.