Investment offices are learning that Lamborghinis don’t help in a traffic jam

Update: Marketwatch published an expanded version of this article that I would recommend you read here. Most recent headlines related to Harvard Management Company focused on the 8% returns number. However, a subtle but important point that commentators missed was Read More …

Investment Committee / Board Package Survey

As a follow-up to the paper on the need for technology to help investment offices with collaboration, we are now looking to further understand investor pain points around creating monthly/quarterly board packages. Please help us better understand your board package Read More …

Can machine learning predict asset price movements?

Machine learning and artificial intelligence are used interchangeably but they are essentially two different but inter-related approaches. The distinction I make when viewing the two is that artificial intelligence refers to the use of existing rules/formulae and memory in order Read More …

Washington State Actuary discloses liabilities using a market discount rate

Quite by accident, a recent google search took me to the Washington State Actuary’s website where they have a wealth of information, including interactive reports that allow you to view pension funded status under various metrics. Under statutory assumptions, the Read More …