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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Business Lesson 2

When faced with the question of switching to Cloud technology from traditional technology, the biggest question was around the business model.

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

UBS and the Chip

When we first faced the question of switching to Cloud technology from traditional technology, the biggest question was around the business model. We were keen from the outset to change the model and

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Cloud Business Lesson 1

I have been working in the software and data business for twenty years and in that time there have been some pretty good innovations, but the best so far is definitely the Cloud. This is for the most

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

On a Clear Day

Imagine this. You are an investment professional whose responsibilities include presenting and explaining performance to institutional clients, and you have just wrapped up a 15-minute presentation to

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Foggy Thinking

It is really interesting speaking with different companies in the financial markets. Some people really get the new cloud technology but for most people they are still a bit lost in the fog. It isn’t

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Morningstar 2011: Technology, where were you?

Following the Morningstar Conference, we’ve caught our breath and reflected on what we saw, did and heard on the show floor and in the discussion sessions. We’ve also thought a lot about what we didn’

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Technology and the RIA: Very, Very Cool

It’s been a whirlwind three days in The Windy City. Between demos, breakout sessions and keynotes, we’ve had some great conversations with advisors and fund managers about how technology is helping th

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Time To Get The Cost/Benefit Balance Right For GIPS Compliance

Dispatch from Morningstar

Real interest rates and getting real about portfolio analytics In today’s keynote session by PIMCO leader and living legend Bill Gross, we heard about the looming threat to advisors who overweight in

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