Investment Operations Best Practices

When it comes to investment operations, implementing best practices can help improve efficiency, reduce risk, and enhance overall performance. Here are some investment operations best practices: Robust Technology Infrastructure: Invest in a reliable and scalable...

Investment Operations: Front, Middle, Back

Front Office The front office is responsible for the strategic decision-making and revenue generation activities. It includes investment professionals such as portfolio managers, traders, and research analysts. Their primary focus is on investment analysis, portfolio...

Rockefeller Habits for the AI Age

The Rockefeller Habits, which are business concepts developed by Verne Harnish, are a set of guidelines designed to help companies grow and scale effectively. These habits focus on three primary areas: Priorities, Data, and Rhythm. Let’s apply these principles...