Bill Hortz's blog

Ensemble Active Management – Capturing Active Manager Alpha

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA,

The Need for Better Market Intelligence for Active Equity Managers

[Our guest article explores the perennial challenge of active managers in capturing alpha and beating their benchmarks and passive performance.

AI Agents as Hyper-Efficient Advisor Meeting Assistants

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.

A Transformative Investment Management Operating Experience

[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te

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