Insights

 Curated Articles & Insights from our Team

Blog Posts

Taming the data dragon: How AI and cybersecurity are shaping the future of fund ops

By Chris Cattermole, Commercial Director . Across the alternative investment space, AI is no longer viewed as an emerging trend – it’s becoming a strategic imperative. At recent events and in...

Five strategic IT lessons from conversations with today’s fund managers

Did you know that Porfolio BI is an institutional provider of MSP and MSSP (Security) services?  With its ‘Follow the sun’ (24/7) service model and in-house cybersecurity offerings (EDR/XDR...

From Excel to Edge: Why alternative funds must rethink tech stacks to stay competitive

By Chris Cattermole, Commercial Director . Over the past decade, we’ve seen a steady drive toward institutionalisation within the hedge fund industry. What began as a movement among startup funds...

Empowering Alternative Investment Managers: A Look at PBI Insights and PBI XtractIQ

Article by Sumit Mahajan, Chief Product Officer . As someone who has spent years navigating the fast-paced world of alternative investments, I’ve seen first-hand how firms struggle with one...

Public Cloud, Cybersecurity and AI: The Foundation of PBI’s Infrastructure and Data Vision

Cybersecurity isn’t just a challenge. It’s an opportunity. At PBI, we see it as a foundational pillar of our broader infrastructure strategy, enabling businesses to operate confidently in an...

PBI Team spotlight: Ewelina Obrzut – Managing Director, Global Head of MSP

At Portfolio BI, strong leadership and innovation drive our success, and Ewelina Obrzut is at the forefront of this vision. As Managing Director and Global Head of MSP, Ewelina plays a...

Enhancing Business Intelligence through Data Architecture

By Jonathan White, CEO of PBI . In today’s data-driven world, few things are more critical to a company’s success than the way we manage and leverage information. At PBI, we recognize that data...

Portfolio BI Announces the Appointment of Michael Dittenhoefer as Commercial Director in New York

January 6th, 2025 – Portfolio BI (PBI), a leading provider of SaaS and management solutions for the alternative investments sector, is pleased to announce the appointment of Michael Dittenhoefer as...

Overcoming operational challenges: Digitization, stakeholder involvement, and market participant consultation

Scaling a portfolio management firm comes with its fair share of challenges. It’s no secret that as businesses grow, the complexity of operations can quickly spiral, creating bottlenecks that...

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