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May 20, 2022
Vendor View: Tax Optimization Best Practices
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Additional insights on
Portfolio Management & Trading
Feb 02, 2026
2026 Outlook: The Future of Trading
Article
Trading is undergoing a seismic shift. What was once a relationship-driven, manual process is now increasingly automated and data-driven. Faced with fee compression, rising regulatory requirements, and technological advances, firms are rethinking how they trade.
Dec 19, 2025
Asset Allocation and Total Portfolio Solutions
Report
Multi-asset class strategies continue to evolve, making asset allocation and total portfolio analysis increasingly more complex. For many firms that lack the proper analysis, planning, and implementation tools, asset allocation and a total portfolio view (TPV) remain a work in progress. In this research, we investigate how asset managers and asset owners are enhancing risk and liquidity management in strategies that integrate both public and private assets. Our research also examines the implications of a total portfolio approach (TPA) for asset owners.
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