Insights

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...

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...

Sparked by a combination of growing institutional investor demands, increased regulatory reporting and escalating operational complexity, fund managers are having to make continuous improvements to...

Q1.Shiv introduces himself and provides and an overview of his role at Axxsys Consulting. Q2. James and Shiv discuss digitisation and the challenges facing asset managers today. Q3.Shiv outlines the...

Regulatory compliance tech vendor eflow Global is working with Portfolio BI, a developer of investment management software and services, to help managers meet regulator and investor requirements...

With the UK looking to update its asset management regime post-Brexit, the Financial Conduct Authority (FCA) has published a discussion paper containing a number of proposals...

Jeremy Siegel, Chief Executive Officer at Portfolio BI, introduces himself and provides an overview of Portfolio BI...