portfolios
Top StoriesHeineken to invest $300 million in Brazil to expand premium beer portfolio
InvestingMaximizing returns: Tips for managing Multi-Currency portfolios
BankingExclusive-U.S. regulator seeks sale of silicon valley bank, signature bank portfolios-sources
TechnologyGood data and great algorithms: Using AI to enhance portfolio management
FinFolio is simplifying the back office for professional wealth managers
Date: September 30, 2022
Affordable and efficient, FinFolio utilizes a modern user interface that integrates reporting, portfolio analytics, rebalancing, trading, client billing, and a mobile-ready client portal in one easy to use platform. The revenue of the portfolio management industry is on a continual rise in the U.S. and is projected to reach $282.9 billion U.S. dollars by the...
Exclusive-China regulator launches new probe into banks’ property loan exposure – sources
Date: August 18, 2022
By Engen Tham and Ziyi Tang SHANGHAI/BEIJING (Reuters) -China’s banking regulator is scrutinising property loan portfolios of some local and foreign lenders to assess systemic risks, sources with knowledge of the matter said, as a crisis in the real estate sector worsens and weighs heavily on the economy. As part of their assessment, the China...
A better look: Family offices, technology and beneficial ownership
Date: August 11, 2022
By Nicole Eberhardt, Chief Strategy Officer, Ledgex What type of firm routinely manages sophisticated centimillion dollar portfolios across multiple asset classes with only a skeleton staff? Family offices, of course, and when you layer on their multi-layered ownership structure, running one becomes particularly daunting. You’d think their complex holdings and low employee base would make...
SoftBank steps up asset sales from sinking portfolio
Date: August 9, 2022
By Sam Nussey TOKYO (Reuters) – SoftBank Group Corp is accelerating asset sales after its flagship Vision Fund unit booked nearly $50 billion in losses in just six months, but Chief Executive Masayoshi Son faces narrowing options and slumping valuations, analysts said. Son said on Monday that he is in discussions to sell asset manager...
Positive ESG performance improves returns globally, research shows
Date: July 28, 2022
By Cole Horton and Simon Jessop NEW YORK (Reuters) – Stock funds outperformed across global markets over the last five years if they were weighted toward companies with positive environmental, social and governance (ESG) scores, research from sustainability data firm ESG Book shared exclusively with Reuters this month showed. ESG Book’s analysis of model portfolios...
Investment outlook – looking past the current chaos and onto greener pastures
Date: July 11, 2022
By Dan Boardman-Weston, CEO and Chief Investment Officer at BRI Wealth Management Everything seems pretty bad at the moment. We’ve got a war on the continent, rampant global inflation, a government in turmoil, the second largest economy in the world grappling with COVID, interest rates rising rapidly, significantly slowing growth, etc. This is not an...