Insights

As part of our ongoing ‘It’s all about data’ series, I am exploring the many challenges that the Private Credit space faces. When it comes to the management of data itself, I find this one of the most...

We know that the private credit market is receiving a lot of attention right now. Potential benefits of a growing market include higher yields and diversification. However, the industry also comes...

James Greenway, Business Development Director at Portfolio BI explores DORA in further detail and outlines what the new legislation will mean for firms operating in the alternative investment space. ...

Portfolio BI, a leading provider of SaaS and management support solutions to the alternative assets community, this week announced the appointment of William Ercolano to the role of CTO...

Ewelina Obrzut, Global Head of MSP at Portfolio BI, emphasises the criticality of adept security management in Microsoft 365 by highlighting two predominant areas of concern frequently encountered...

New York – 20 March 2024 Portfolio BI, a world leader in investment management solutions to the alternative asset community, today announced that Jonathan White has been appointed as the new Chief...

As with all periods of growth and innovation that arise from digital transformation, comes great challenges therefore we are offering a free-of-charge security review of company’s Microsoft 365...

PBI announces integration with 7 Chord’s near real-time, delayed, and end-of-day bond prices for Corporate, Sovereign and Government bonds within PBI’s Investment Management System...

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...