The Nuances of Managing Risk in Alternative Assets April 12, 2022 | SS&C Technologies Each alternative asset class introduces valuation challenges such as lower liquidity and higher complexity. Buy-side firms are moving away from simple factor models and towards a mixture of models, such as bottom-up approaches. SS&C Algorithmics adapts to combine analytics within enterprise…

Comparing fund administrators? Ask three tough questions April 11, 2022 | Greg Drose | UMB As the asset management industry has changed, so has the fund services industry that serves it. Those changes include offshoring, ownership changes, mergers and divestitures. For asset managers, this may mean changes to service models—which may in turn prompt managers…

Infinity Financial Joins Alternative Investment Exchange Platform April 7, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services ("Infinity") to the AIX platform. Through this partnership, Infinity's alternative investing experience is transformed into one that is fast, simple,…

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education March 31, 2022 | iCapital UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available…

Actionable Insights: It’s back to the future on a return to the tech trade March 29, 2022 | Anastasia Amoroso | iCapital A valuation reset has underpinned a tech stock rebound in recent weeks. We would advise staying with the momentum for now, as historical precedent and seasonality suggest it may have some room to…

Seeking to Diversify Systematic Risk with Global Macro March 21, 2022 | Nic Millikan & Nicholas Reade | CAIS Last week, the U.S. Federal Reserve (Fed) took the broadly expected step of raising interest rates for the first time since 2018 to attempt to rein in rampant inflation. The 25-basis point (bps) hike, while small,…

BNY Mellon Investment Management: It's time to create a more inclusive investment world February 2, 2022 | BNY Mellon New global research reveals women could add more than US$3 trillion to global investments and want to invest where their money has a positive impact. BNY Mellon Investment Management, a leading global asset manager with US$2.4 trillion1 in…

FORTUNE Names BNY Mellon One of the World’s Most Admired Companies February 2, 2022 | BNY Mellon BNY Mellon has been named one of the most admired companies in the world, according to a study published in FORTUNE magazine. This is the 25th time BNY Mellon has been included on the list since it originated in…

Actionable Insights: Three things to watch to find the market bottom March 9, 2022 | Anastasia Amoroso | iCapital It is too soon in our view to call a market bottom given heightened geopolitical and economic uncertainty. A turnaround will require the emergence of positive growth catalysts and for certain measures of market sentiment to…