Innovation Blog

Reshaping Risk with Investment Technology to Capture Alpha

[The current market demand for enhanced alpha-generating strategies, investment transparency, and operating efficiency in today’s uncertain and volatile markets presents an opportunity for investment technology leaders to bring more solutions

Capturing the Predictive Value of Fundamental Analysis with a New Lens

[An intriguing article with a very different perspective and an automated AI methodology for fundamental analysis was recently contributed to the Institute.

Executing on Your Immediate Response to FinTech Disruption

"Marketing and sales teams have a vital, superhero role to play to help the firm keep ahead of competitive pressures." - Steven Lewis, MarketBridge

A Different Approach to Equity Risk Management

[In developing new solutions to an old problem, whole new avenues can open up just by challenging traditional thinking and purposefully changing your perspective to ask tough questions.

Socially Responsible Investing - Visceral Impact and Consequences

[Disruption breeds consequences and changes.

A More Profound Advisor-Client Value Proposition

"We learned how we can truly engage with our clients at a deeper level than just their financial matters." - Russ Schultz, Schultz Financial Group

Redefining the Insurance Marketing Organization

[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.

Investing in Innovation

[Investing in innovation – the ongoing execution of new ideas that create client value - is a tricky pursuit and an enormous opportunity.