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Banking on sustainability

Banking on sustainability

In today's world, it's crucial for banks to embrace sustainability reporting. There are many reasons for this. From a legal perspective, the European […]

The cost of financial illiteracy

The cost of financial illiteracy

Financial literacy, a crucial skill set, empowers individuals to navigate the complexities of personal finance effectively. By investing in comprehens […]

Portfolio optimization

Portfolio optimization

There are many methodologies for determining an optimal portfolio allocation. In this document we list the most popular methods and compare them with […]

Individual portfolio therapy 

Individual portfolio therapy 

Economic context and regulatory pressures have highlighted the importance of establishing a risk profile for each investor. Instead of viewing it as a […]

Synthetic risk and reward indicator

Synthetic risk and reward indicator

By introducing KID (Key Information Document), UCITS IV is adopting a standardized and simplified approach to explaining mutual fund risk to non-profe […]

Equivalent risky allocation 

Equivalent risky allocation 

Markowitz defines risk as ‘the variance of portfolio return’. Since the publication of Mean-Variance model in 1952, many studies have shown that highe […]

Strategic asset versus risk-return allocation strategies

Strategic asset versus risk-return allocation strategies

The recent global financial crisis has highlighted the impact of market turbulence on the evolution and severity of risk. As investors care about extr […]

October 10, 2023

Towards augmented advice: better quality your client’s saving profile.

October 10, 2023

Towards augmented advice: better quality your client’s saving profile.

The new ERA of risk measurement for heterogeneous investors. Séverine Plunusa, Roland Gilletb, Georges Hübnerc aHead of profiling products at Gambit F […]

News

A guide to modern investment strategies for financial institutions

A guide to modern investment strategies for financial institutions

Decision-making in the financial market without data can look akin to travelling on the ocean without a compass. Data has become the guiding force beh […]

How insurance is preparing for a reimagined distribution model

customer-centric insurers customer-focused insurance digital platforms self-service digital distribution

How insurance is preparing for a reimagined distribution model

customer-centric insurers customer-focused insurance digital platforms self-service digital distribution

The global pandemic, combined with local and national restrictions, has deeply impacted insurance distribution around the world. Looking ahead, you ca […]

How cutting-edge technology is opening up access to new intelligent investment services

digital banking digital banking service investment solutions neobanks intelligent investment services digital investment investment service roboadvisor

How cutting-edge technology is opening up access to new intelligent investment services

digital banking digital banking service investment solutions neobanks intelligent investment services digital investment investment service roboadvisor

Forward-thinking neobanks are turning to the latest technology to offer their users tailored investment solutions and opening new revenue streams in t […]