Continue active refreshing of this index's data?
Continue active refreshing of this index's data?
News & Research
Most Recent News & Research
Analytics | Corporate | Index | ESG & Sustainability
Qontigo Summit Addresses Ascent of Sustainability in Investments, Need to Optimize Impact
Sustainability has moved from a tangential consideration to a crucial criterion in portfolio construction. A line-up of experts told this year’s Qontigo Investment Intelligence Summit how this evolution is re-shaping the entire investment landscape.
Analytics | Portfolio Risk Management
Diversification Enhancer or Performance Detractor? The Concentration Rule’s Impact on Growth Performance
Yet another issue has recently cropped up, leading to unique challenges for investors in the current market environment — the impact of SEC diversification rules, which until now have not had a substantial portfolio impact.
Analytics | Portfolio Risk Management
Qontigo Names Ping Jiang as Head of Multi-Asset Solutions, Americas
Qontigo announced today the appointment of Ping Jiang as Head of Multi-Asset Solutions for the Americas within the Customer Experience Group, leading the pre-sales and product specialist team dedicated to Qontigo’s risk solutions.
When clients invest in tax-managed investment strategies, their goal is to track the model portfolio, while harvesting as many losses as possible.
Analytics | Regulation
Are You Ahead of the Curve? Staying Compliant with the MMF Regulation Amid Geopolitical Risks and the Search for Yield
The Money Market Fund (MMF) Regulation poses some of the latest operational hurdles faced by the asset-management industry in Europe in 2020.
Back in June of 2018, the Securities and Exchange Commission (SEC) started to require large registered investment companies to report their monthly position holdings under Form N-PORT, but now it’s time for smaller companies to follow suit.
December 2018, the SEC released its examination priorities for 2019, which are issued annually and intended to “promote transparency of its examination program and provide insights into the areas it believes present potentially heightened risk to investors or the integrity of the U.S. capital markets.”
Analytics | Regulation
Axioma and S&P Dow Jones Indices to create an innovative new set of factor-based indices
Innovation, collaboration and factor indices. This week’s news optimizes all three, with S&P Dow Jones Indices announcing plans to develop new strategies across the smart beta and ESG space, powered by Axioma.
US and European stocks posted modest gains in September, helping the STOXX® Global 1800 Index wrap up its best calendar quarter this year. Japanese shares recorded their strongest month in 11, reportedly amid foreign investors’ inflows.
What caused the financial crisis? Does anyone actually know? Was it lack of regulation or de-regulation? Or, was it lack of understanding of the significance and the complexity of the securitisation markets?
Analytics | Regulation
Liquidity Risk Management and N-Port: What to Expect Ahead of the April 2019 Deadline
The SEC is at long last signaling the final landing approach for Form N-Port. After pushback from the Mutual Fund industry, the SEC opened a Commentary period that ended in May 2018.