Patchwork Quilt of Technology

Patchwork Quilt of Technology

Financial services at present stands at the crossroads of innovation. When the industry was flush, into the end of the aughts, there was no need to

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Goals-based Investing OR Modern Portfolio Theory

Goals-based Investing OR Modern Portfolio Theory

Hansi Mehrotra, who leads DiligenceVault in Asia recently posed a question - Has Goals-Based Investing (GBI) Ruined Modern Portfolio Theory (MPT)? Especially for retail investors? Read

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Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

The contemporary work environment offers the technology-enabled promise of connectivity, convenience, and productivity. Email provides information dissemination to individuals in incredible volumes. But email and documents

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Fear of Investing

Fear of Investing

Investors are capable of rational decision making. But we often see investing behavior edge on the side of irrationality. If all investors were rational, we would

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Diligently Finding Alpha to Survive Bunnyland

Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments

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