What's New

Discover our latest events and research developments

Upcoming
innovation breakfast

April 30, 2025

BankTech Day
Recent highlights
AI Usage in Model Portfolio

March 11, 2025

AI Usage in Model Portfolio
Transforming Savings into Investments: Digital Wealth Management Solutions and the Appetite of EU Markets

March 06, 2025

Transforming Savings into Investments: Digital Wealth Management Solutions and the Appetite of EU Markets

Navigating the New Retail Investment Strategy : Challenges and Opportunities for Asset Managers and Distributors

February 10, 2025

Navigating the New Retail Investment Strategy : Challenges and Opportunities for Asset Managers and Distributors

news-artcles Articles & brochures
white-papers White papers
design-sprint Design sprint
press-release Press releases
case-studies Case studies

White papers

May 31, 2024
Banking on sustainability
5 mins
May 31, 2024
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 […]
6 pages
April 26, 2024
The cost of financial illiteracy
9 mins
April 26, 2024
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 […]
7 pages
Portfolio optimization
5 mins
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 […]
3 pages
Individual portfolio therapy

10 mins
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 […]
10 pages
Synthetic risk and reward indicator
8 mins
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 […]
9 pages
Equivalent risky allocation

15 mins
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 […]
12 pages
Strategic asset versus risk-return allocation strategies
10 mins
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 […]
11 pages
October 10, 2023
Towards augmented advice: better quality your client’s saving profile.
3 mins
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 […]
4 pages

News

March 11, 2025
Ai usage in model portfolio
10 min
March 11, 2025
Ai usage in model portfolio
Imagine having a roadmap tailored to guide you through the complexities of investing. That’s what model portfolios offer—an expertly crafted mix of in […]
10 min
March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
Investment Planning
9 min
March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
Investment Planning
A significant portion of household wealth in Europe remains locked in short-term financial products, while long-term investment avenues are often unde […]
9 min
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
Investment Planning
11 min
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
Investment Planning
On May 24, 2023, the European Commission unveiled a comprehensive proposal known as the Retail Investment Strategy (RIS). This effort represents a big […]
11 min