Portfolio Systems

How Does CDB Sustain Its Aa1 Credit Rating with Moody’s?
Lending & Investment How Does CDB Sustain Its Aa1 Credit Rating with Moody’s?

Moody's latest affirmation of the Caribbean Development Bank's (CDB) Aa1 long-term issuer and foreign-currency senior unsecured bond ratings with a stable outlook underscores the bank’s ongoing commitment to financial solidity and strategic risk management. This high rating reflects CDB's ability

GPIF Shifts to ESG Investment for Long-Term Financial Stability
Lending & Investment GPIF Shifts to ESG Investment for Long-Term Financial Stability

The Japan Government Pension Investment Fund (GPIF), the world's largest pension fund, has made a significant shift in its investment approach to prioritize environmental, social, and governance (ESG) criteria. This strategic move aims to enhance long-term portfolio performance while ensuring

Keye's AI Transforms Private Equity Due Diligence Process
Lending & Investment Keye's AI Transforms Private Equity Due Diligence Process

In the rapidly changing landscape of financial technology, few innovations have the potential to transform the industry quite like the AI-driven platform Keye. Kofi Ndaikate, a leading expert in the field, sheds light on this groundbreaking tool that promises to redefine due diligence in private

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

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