Portfolio Systems

Is the 60/40 Portfolio Still a Reliable Investment Strategy?
Lending & Investment Is the 60/40 Portfolio Still a Reliable Investment Strategy?

The 60/40 portfolio, a well-known investment approach comprising a 60% allocation in equities and a 40% allocation in bonds, has long been celebrated for its ability to balance growth and stability. This strategy has historically appealed to investors due to its success in offering a blend of

How is Caliber Enhancing Financial Transparency for Investors?
Lending & Investment How is Caliber Enhancing Financial Transparency for Investors?

Caliber (NASDACWD; “CaliberCos Inc.”), a leading real estate investor, developer, and asset manager, has made a significant move towards enhancing financial transparency. This initiative, designed to provide deeper insights into its asset management platform business, ensures that shareholders and

How Can a TAMP Simplify Operations for Financial Advisors?
Lending & Investment How Can a TAMP Simplify Operations for Financial Advisors?

fiIndependent financial advisors face a myriad of challenges in their daily operations. From managing compliance and client relations to delivering advanced investment solutions, the workload can be overwhelming. Leveraging a Turnkey Asset Management Platform (TAMP) can significantly streamline

How Is Dell Enhancing Cyber Resilience for Backup Systems?
Lending & Investment How Is Dell Enhancing Cyber Resilience for Backup Systems?

With the escalating frequency and sophistication of cyberattacks, organizations are prioritizing the need to safeguard their backup systems, often considered a last line of defense against data breaches. Dell Technologies Inc. has responded robustly to this need by expanding its managed detection

Are You Overlooking Risk Correlations In Your Investment Portfolio?
Lending & Investment Are You Overlooking Risk Correlations In Your Investment Portfolio?

Investors often focus on traditional risk assessments when evaluating their investment portfolios, primarily concentrating on individual stocks, bonds, and options. However, they frequently overlook a significant yet subtle factor: the correlation of risks across different market asset classes.

Bank of Valletta Enhances Investment Services with Axia Suite Integration
Lending & Investment Bank of Valletta Enhances Investment Services with Axia Suite Integration

Bank of Valletta (BOV), Malta’s oldest and largest financial institution, is making significant strides in enhancing its portfolio management and investment services operations. By partnering with Profile Software, a Greece-based vendor, BOV aims to amplify its investment services using the Axia

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