Rise of the Machines, Part 3: How big data is changing more than just portfolio management

Dec 5, 2019 11:30:00 AM

Introduction  By Bo Howell  As we race towards the end of 2019, I can’t help but think about where we’ve been over the past year and where we are headed. This series of articles was written with both perspectives in mind. As a user and developer of technology, I’m very interested in the interplay between machines and people. We live in a society where computers are part of nearly all aspects of ou...

Rise of the Machines, Part 2: Changing Portfolio Management

Nov 21, 2019 12:30:00 PM

Introduction By John Simmons In Part 1: Rise of the Machines: How increased Automation in financial services impacts society, we discussed some of the benefits and dangers of increased automation with asset managers. In Part 2, we will dive deeper into the key adaptations of an investment advisor. Specifically, we look at how automation is changing portfolio management and what future portfolio ma...

Rise of the machines, Part 1: How increased automation in financial services impacts society

Nov 7, 2019 1:00:00 PM

Introduction By Bo J. Howell Recently, I read some articles in The Economist newspaper that talked about the increasing use of computers in asset management. While the topic is not new to those of us in the industry, I thought of our recent intern, John Simmons, who is graduating from Xavier University next month and is focused on becoming a portfolio manager. I wondered what skills does John need...