IPO Decline to Portfolio Repositioning: Investment Data & Market Agility
The investment management industry is undergoing significant transformations. Macroeconomic volatility, evolving market structures, and rapidly changing investo …
The Target Operating Model: The Precursor to Technology Investment
As wealth and asset managers navigate an increasingly dynamic landscape, the ability to adapt and scale operations is critical. A well-designed Target Operating …
Data first investment management: A Library
In this short paper, we go through the thinking behind the Point Investment Data Intelligence (IDI) platform.
The Role of Investment Data Intelligence in Transforming Wealth Management
In the ever-evolving landscape of wealth management, data has become a strategic asset. Yet, many investment managers struggle with fragmented systems, manual p …
Transforming CapGen’s Wealth Management Operations
CapGen is a prominent investment manager dedicated to building and managing portfolios for families, endowments, and individual investors. Their approach combin …