Liz Kiesche, SA News Editor – “Portfolio managers should integrate ESG in portfolio management, including security selection, portfolio construction, risk management, performance attribution, and client reporting.”
Larry Tabb TABB Group – “with a new governance structure, a new and better consolidated tape could tackle some major issues: … Reducing the latency associated with how data is aggregated, normalized, and redistributed. … Increase the depth-of-book levels incorporated in the consolidated tape … Fix or revise the professional versus non-professional definitions that determine how much a firm needs to pay the SIP per user. … Putting odd-lot quotes into the consolidated quote. “
[Editors Note: Read between the lines of investment advice for the trend]
Bridger Research – “MSCI is the sole leader with the most technically advanced products in the ESG related portfolio construction and analytics market”
GovCon Wire – “The problem for Army’s leaders and commanders at every level is you’re trying to make decisions off of accurate data but the data is stored in so many places, it’s often very hard to figure out what’s going on,” said Doug Philippone, lead of global defense at Palantir. “What we did was integrate thousands and thousands of different data tables together so that you can make better decisions.”
Michael Mollemans – TABB Group “The problem with algo wheels, however, is that they tend not to account for the risk factors underlying the fat-tail distribution of algo returns, and algo wheel selection processes often turn into a game of guessing the finer points in the algo wheel’s logic. The better the guess, the better the fit to the algo wheel, the better the ranking.
Jason D. Rowley Crunchbase – “Headquartered around the corner from a diabolically delicious pizza shop in Brooklyn, New York, Grafiti is a startup aiming to solve just that. Its stated goal, to build the leading search engine for charts and data visualizations, belies a broader mission: to help people surface insights from a mass of mostly-structured, increasingly visual information sources.”
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