The Illinois State Board of Investment (ISBI) manages approximately $22.2 billion for the Illinois State Employee Defined Benefit Plans as well as a $4.7 billion State Employee Deferred Compensation ...

In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 ...

Discover the ideal number of stocks to hold for risk reduction and long-term gains. Learn strategies for diverse investment portfolios and financial success.

Morningstar Inc. announced on Tuesday a major enhancement to Advisor Workstation Office Edition, their Web-based investment planning platform for independent financial advisors. The Office Edition now ...

Advent Portfolio Exchange (APX) and Geneva are designed to provide buy-side firms with high levels of operational efficiency and access to real-time data. APX allows firms to manage alternatives, ...

BOSTON – Buy-side portfolio accounting system vendors are finding themselves in an increasingly competitive arena as ASP and other technologies well established in the front-end market make their way ...

Schroders Investment Management is searching for a new portfolio accounting system to support its core business in London and New York. The new system will replace multiple legacy systems and provide ...

DLA, LLC, a leading provider of accounting, risk advisory, and financial consulting services, announced today the appointment ...

CHICAGO--(BUSINESS WIRE)--GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced a strategic partnership with 55ip, the technology platform designed to ...

The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...