This report, the first in a series examining the evolution of ESG solutions, focuses on ESG data aggregation and scoring methodologies and tools in investment management.
This briefing explores the key trends that we believe will shape the future for buy-side technology, infrastructure and solutions.
An examination of the key dynamics in data aggregation for wealth in the context of open finance.
An independent evaluation and description of the ranking given to Broadridge in Chartis’ RiskTech100® 2021 report, with a focus on its fixed-income solution.
This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.
This report discusses the key trends in the wealth market that are impacting financial planning systems in the standalone solutions market. Contains 1 FinTech Quadrant.
In pursuit of 'holistic financial wellness', this report evaluates the tools and workflow at hand for the advisor, as well as those for the customer journey. Includes 1 RiskTech Quadrant.
This report examines the key trends driving ‘buy-side’ demand for outsourced trading solutions, and how vendors have evolved their solutions over time. Contains one RiskTech Quadrant.
This collaborative report assesses how investment managers can gain an accurate, comprehensive view of their portfolios to enhance their competitiveness.
In this briefing from Chartis Research, we explore the big themes we believe will shape the RiskTech marketplace in 2021 and beyond. This year we view our Big Bets through the lens of COVID-19, in part updating our previous research on the pandemic’s…
An update to the Chartis report 'Fixed-Income Technology Solutions, 2019: Market and Vendor Landscape'.
Current market volatility is ushering in a resurgence in active fund management, while asset owners are demanding more digital-driven access and transparency. To achieve the necessary active/passive balance and meet investors’ demands, new FinTech tools…
While the market dynamics that we identified in our 2018 FORM report persist, over the past year several developments have been shaping the landscape.
After summarizing key market trends, we analyze two areas where there has been considerable activity: margin valuation adjustment (MVA) and initial margin (IM) requirements.