Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. Madison Park Group’s dedicated industrial technology team has advised on +40 successful industrial technology transactions and maintains strong relationships with all key strategic players. The firm’s supply chain management coverage focuses on applications catered to transportation & logistics, procurement and supply chain planning and analytics. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. The firm’s engineering software practice focuses on applications catered to product development groups across both discrete and process manufacturing enterprises. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Tech M&A Monthly: Quarterly Report - April 2013Corum Group
The Tech M&A market in the first quarter of 2013 has been hotter than any time since 2000--bolstered by booming public markets, record cash and continuing disruptive technological change. How is your market faring? During this quarterly report, get the details on the key deals, trends and valuations in the Horizontal, Vertical, Consumer, Internet, Infrastructure and IT Services markets--plus reports on all 26 subsectors.
MPG Manufacturing Software Market Snapshot - July 2020Madison Park Group
We are pleased to present our inaugural review of the manufacturing software market.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Ralph Verrilli, Michael Magruder and James Tomasullo spearhead the firm's efforts in the manufacturing software market.
Information systems strategy management: positioningDaniel Piret
The positioning adopted by the company, ideally by means of an explicit senior management decision, is probably the most important step to be taken in executing any information systems strategy. For more information: http://www.itmplatform.com/en/blog/2012/10/15/information-systems-strategy-positioning
Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. Madison Park Group’s dedicated industrial technology team has advised on +40 successful industrial technology transactions and maintains strong relationships with all key strategic players. The firm’s supply chain management coverage focuses on applications catered to transportation & logistics, procurement and supply chain planning and analytics. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Madison Park Group is a strategic M&A and capital raising advisor to the global software economy. The firm’s engineering software practice focuses on applications catered to product development groups across both discrete and process manufacturing enterprises. The firm’s principals have sat on both sides of the table, advising disruptors, consolidators, and incumbents as they navigate strategic initiatives. Industry leaders trust Madison Park Group’s experience in the marketplace.
Tech M&A Monthly: Quarterly Report - April 2013Corum Group
The Tech M&A market in the first quarter of 2013 has been hotter than any time since 2000--bolstered by booming public markets, record cash and continuing disruptive technological change. How is your market faring? During this quarterly report, get the details on the key deals, trends and valuations in the Horizontal, Vertical, Consumer, Internet, Infrastructure and IT Services markets--plus reports on all 26 subsectors.
MPG Manufacturing Software Market Snapshot - July 2020Madison Park Group
We are pleased to present our inaugural review of the manufacturing software market.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Ralph Verrilli, Michael Magruder and James Tomasullo spearhead the firm's efforts in the manufacturing software market.
Information systems strategy management: positioningDaniel Piret
The positioning adopted by the company, ideally by means of an explicit senior management decision, is probably the most important step to be taken in executing any information systems strategy. For more information: http://www.itmplatform.com/en/blog/2012/10/15/information-systems-strategy-positioning
Madison Park Group activity monitors public equity market activity across a range of software and technology sectors. In our Q2 2021 Software & Technology Public Market Update Report, readers will find market and financial data that is relevant to a range of critical sectors.
Madison Park Group - Life Sciences Software M&A Market Update - H1 2018Madison Park Group
We are pleased to present our review of the life sciences software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jon Adler spearhead the firm's efforts in the life sciences software market.
We are pleased to present our review of the life sciences software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jonathan Adler spearhead the firm's efforts in the space.
MPG Member Management Software Market Update - H1 2019Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Madison Park Group Life Sciences Software Market Update H2 2018Madison Park Group
We are pleased to present our review of the life sciences software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jon Adler spearhead the firm's efforts in the life sciences software market.
MPG Life Sciences Software Market Snapshot October 2020Madison Park Group
We are pleased to present our life sciences software market snapshot for October 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna, Jonathan Adler and James Tomasullo spearhead the firm's efforts in the space.
An overview of the Human Capital Management Market by Solution report. Human Capital Management Market by Solution (Core HR, Workforce Management, Compensation Management, Performance Management, Recruiting, Learning Management, Employee Collaboration and Engagement), by Industry Verticals , & by Region - Global Forecast to 2019
Madison Park Group Member Management Software Market Update - Nonprofit & Ass...Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the second half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
MPG Transportation & Logistics Technology Market Snapshot - May 2020Madison Park Group
Madison Park Group is an investment banking firm that blends 25+ years of investment banking and operating experience in enterprise software & SaaS, digital media and tech-enabled services. MPG has closed over 130 M&A and fundraising transactions for a range of VC-backed and founder-owned technology companies. MPG believes that the best people to advise technology entrepreneurs are those who have stood in their shoes as entrepreneurs, investors, and advisors.
Accenture 2015 Global Risk Management Study: Capital Markets Key Findings and...accenture
Some 170 capital markets risk leaders contributed to Accenture’s 2015 Global Risk Management Study: Capital Market Report. See the attached presentation for how these leaders are working to bring operational risk back to the top of the business agenda. Visit www.accenture.com/riskstudy2015 to learn more.
Private Equity: Powering Alpha Via AI, Analytics & AutomationCognizant
Embedding a data-driven approach that relies on the latest digital technologies, tools and techniques can help to increase the value of portfolio companies and enable them to transform – which can be critical while formulating exit strategies.
MPG Member Management Software Market Update – December 2020Madison Park Group
We are pleased to present our review of the member management software market for December 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Human Capital Management Software Market Overview - 2015Jeff Monk
Shea & Company's latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
Putting digital technology and data to work for Tech CMO'sPwC
Tech Company CMOs are uniquely positioned to successfully leverage digital technologies and data to significantly impact business performance. At PwC, we're helping to change the goal of digital marketing from clicks and views to customer experiences designed to generate business performance. Explore how.
Madison Park Group - EHSQ Software Market Update - Initial Report (2019)Madison Park Group
We are pleased to present our initial review of the environmental, health, safety, and quality (EHSQ) compliance & risk management software market.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jon Adler and Sean Stouffer spearhead the firm's efforts in the EHSQ software market.
Emerging Technologies - The Future Of Finance (CIMA Feb 2019)Michael Sadler
A presentation by IBM on the topic of "The Future Of Finance" examining emerging trends, and how accountants can to prepare for the transition from "running the numbers" to being value-adding partners to the business.
IT that matters in the new machine age prioritizes cybersecurity, innovation, time-to-market and customers over cost-cutting, according to our latest study. Here’s what the future looks like for IT infrastructure, including our HEROES framework to guide you along the way.
Madison Park Group activity monitors public equity market activity across a range of software and technology sectors. In our Q2 2021 Software & Technology Public Market Update Report, readers will find market and financial data that is relevant to a range of critical sectors.
Madison Park Group - Life Sciences Software M&A Market Update - H1 2018Madison Park Group
We are pleased to present our review of the life sciences software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jon Adler spearhead the firm's efforts in the life sciences software market.
We are pleased to present our review of the life sciences software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jonathan Adler spearhead the firm's efforts in the space.
MPG Member Management Software Market Update - H1 2019Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the first half of 2019.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Madison Park Group Life Sciences Software Market Update H2 2018Madison Park Group
We are pleased to present our review of the life sciences software market for the first half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna and Jon Adler spearhead the firm's efforts in the life sciences software market.
MPG Life Sciences Software Market Snapshot October 2020Madison Park Group
We are pleased to present our life sciences software market snapshot for October 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Rohan Khanna, Jonathan Adler and James Tomasullo spearhead the firm's efforts in the space.
An overview of the Human Capital Management Market by Solution report. Human Capital Management Market by Solution (Core HR, Workforce Management, Compensation Management, Performance Management, Recruiting, Learning Management, Employee Collaboration and Engagement), by Industry Verticals , & by Region - Global Forecast to 2019
Madison Park Group Member Management Software Market Update - Nonprofit & Ass...Madison Park Group
We are pleased to present our review of the nonprofit & association software market for the second half of 2018.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
MPG Transportation & Logistics Technology Market Snapshot - May 2020Madison Park Group
Madison Park Group is an investment banking firm that blends 25+ years of investment banking and operating experience in enterprise software & SaaS, digital media and tech-enabled services. MPG has closed over 130 M&A and fundraising transactions for a range of VC-backed and founder-owned technology companies. MPG believes that the best people to advise technology entrepreneurs are those who have stood in their shoes as entrepreneurs, investors, and advisors.
Accenture 2015 Global Risk Management Study: Capital Markets Key Findings and...accenture
Some 170 capital markets risk leaders contributed to Accenture’s 2015 Global Risk Management Study: Capital Market Report. See the attached presentation for how these leaders are working to bring operational risk back to the top of the business agenda. Visit www.accenture.com/riskstudy2015 to learn more.
Private Equity: Powering Alpha Via AI, Analytics & AutomationCognizant
Embedding a data-driven approach that relies on the latest digital technologies, tools and techniques can help to increase the value of portfolio companies and enable them to transform – which can be critical while formulating exit strategies.
MPG Member Management Software Market Update – December 2020Madison Park Group
We are pleased to present our review of the member management software market for December 2020.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jonathan Adler and Michael Magruder spearhead the firm's efforts in the broader member management software market.
Human Capital Management Software Market Overview - 2015Jeff Monk
Shea & Company's latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
Putting digital technology and data to work for Tech CMO'sPwC
Tech Company CMOs are uniquely positioned to successfully leverage digital technologies and data to significantly impact business performance. At PwC, we're helping to change the goal of digital marketing from clicks and views to customer experiences designed to generate business performance. Explore how.
Madison Park Group - EHSQ Software Market Update - Initial Report (2019)Madison Park Group
We are pleased to present our initial review of the environmental, health, safety, and quality (EHSQ) compliance & risk management software market.
Madison Park Group is a unique investment banking firm that takes a "strategy first" approach to advising software companies. Our partners have developed and advised numerous successful companies as operators, investors and investment bankers.
Jon Adler and Sean Stouffer spearhead the firm's efforts in the EHSQ software market.
Emerging Technologies - The Future Of Finance (CIMA Feb 2019)Michael Sadler
A presentation by IBM on the topic of "The Future Of Finance" examining emerging trends, and how accountants can to prepare for the transition from "running the numbers" to being value-adding partners to the business.
IT that matters in the new machine age prioritizes cybersecurity, innovation, time-to-market and customers over cost-cutting, according to our latest study. Here’s what the future looks like for IT infrastructure, including our HEROES framework to guide you along the way.
Manufacturers were hard hit by COVID-19, but our research reveals the next best steps to take, based on the investments digital leaders in the industry have made and plan to make.
Unlock your content, FirstSpirit, CMS, e-Spirit AG, Best-of-Breed, Internet, Intranet, Extranet, Management, CIO, CEO, CMO, Digital Marketing, Integration of third part technology, SEO, Analytics, Strategy, Customer Experience
Digitization affects almost everything in today's organizations, which makes capturing its benefits uniquely complex. However
1. Getting the engine in place to digitize at scale is uniquely complex as digital touches so many parts of an organization requiring unprecedented coordination of
People,
Processes, and
Technologies.
2. A strategy to increase revenue which generates the most value requires
A clear vision and plan for how to capture that value, and
Technologies and tools to digitize interactions with customers.
New capabilities and teams to manage and coordinate the delivery of those journeys across the organization.
3. With the average corporate life span falling for more than half a century(Standard & Poor’s data show it was 61 years in 1958, 25 years in 1980, and just 18 years in 2011) digitization is placing unprecedented pressure on organizations to evolve. That means digitally driven business model is crucial to survival.
Are Manufacturing Companies Ready to Go Digital?Capgemini
Manufacturing companies have traditionally been slow to react to the advent of digital technologies and their related impact across the manufacturing value chain and operating model. While there are a few manufacturing companies that have made rapid advances in deriving significant benefits from digital, their number is still small.
For instance, in a recent industry survey, only 25% of the interviewed executives believed that the manufacturing sector would be highly impacted by digital transformation over the next five years. Our study found that digital innovation is critical when it comes to addressing manufacturers’ key business drivers and creating value.
The spring 2017 Insight newsletter from Quantifi, discussing FRTB and whether it is strengthening market risk practices, and whether banks are prepared for the changes it will bring
The spring 2015 Insight newsletter from Quantifi, discussing microservices and the recently published consultative document ‘Review of the Credit Valuation Adjustment (CVA) risk framework’
by the Basel Committee
The July 2015 Insight newsletter, discussing the changing regulatory landscape and including a conversation with Matthew Lynes, Senior Investment Manager at Aberdeen Asset Management
The spring 2014 Insight newsletter from Quantifi, including a conversation with Hannan Mohammed, deputy head of the funding and markets division of AFD, and a Q&A with Mark Traudt, CTO of Quantifi.
The spring 2013 Insight newsletter from Quantifi, discussing the management of counterparty credit risk.
A conversation with Arne Loftingsmo, Portfolio Manager at KLP Kapitalforvaltning AS.
The autumn 2012 newsletter from Quantifi, discussing alternative methods for calculating CVA charges under Basel III. Robert Goldstein, Director of Client Services at Quantifi talks about Quantifi V10.3 and we chat with Joost Zuidberg, Managing Director of The Currency Exchange Fund
Conversation with Matthew Lynes, Aberdeen Asset Management. Buy-Side System Requirements - Whitepaper by Quantifi and OTC Partners. The Cost of Collateral - Webinar Survey.
In the last few years, the financial markets have undergone dramatic change. While some of this is down to natural evolution, much of the change can be directly attributed to new rules introduced in the wake of the 2007 crisis. Regulators, legislators and central bank governors have been determined to avert another bubble bursting or an unexpected event that could threaten markets. Lawmakers have targeted key financial practices for reform, radically altering the expectations and behavior of industry participants. The combination of the Dodd-Frank Act, European Markets Infrastructure Regulation (EMIR), MiFID ll and Basel lll signify the biggest regulatory change in decades. These reforms have resulted in major change to how financial products are traded, settled, collateralized and reported, resulting in deep and ongoing structural changes to the markets.
There is no doubt that these new rules are directly impacting buy-side firms — be they asset managers, hedge funds, insurance companies or pension funds. But while the changes have certainly brought challenges, they have also brought opportunities. Firms that can proactively evaluate structural and operational dislocations in the marketplace and tailor business models to leverage the opportunities while addressing the challenges will be in the best position to stand apart from their competitors. Revised business models call for revisions to supporting processes and systems. Buy-side firms should look to re-architect their processes and technology infrastructure, with a goal to strengthen risk control and oversight, enhance transparency and improve efficiency of front-to-back office control functions.
The credit crisis, and the regulatory response it spawned have fundamentally reshaped financial markets for buy-side firms. But while the changes have brought about challenges, they have also ushered in opportunities. The key to success will be the speed with which firms are able to understand the changing marketplace and adapt their business models to align with the changes.
IFRS 13 CVA DVA FVA and the Implications for Hedge Accounting - By Quantifi a...Quantifi
International Financial Reporting Standard 13: fair value measurement (IFRS 13) was originally issued in May 2011 and applies to annual periods beginning on or after 1 January 2013. IFRS 13 provides a framework for determining fair value, clarifies the factors to be considered for estimating fair value and identifies key principles for estimating fair value. IFRS 13 facilitates preparers to apply, and users to better understand, the fair value measurements in financial statements, therefore helping improve consistency in the application of fair value measurement.
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Cardnickysharmasucks
The unveiling of the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card marks a notable milestone in the Indian financial landscape, showcasing a successful partnership between two leading institutions, Poonawalla Fincorp and IndusInd Bank. This co-branded credit card not only offers users a plethora of benefits but also reflects a commitment to innovation and adaptation. With a focus on providing value-driven and customer-centric solutions, this launch represents more than just a new product—it signifies a step towards redefining the banking experience for millions. Promising convenience, rewards, and a touch of luxury in everyday financial transactions, this collaboration aims to cater to the evolving needs of customers and set new standards in the industry.
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
how to sell pi coins in South Korea profitably.DOT TECH
Yes. You can sell your pi network coins in South Korea or any other country, by finding a verified pi merchant
What is a verified pi merchant?
Since pi network is not launched yet on any exchange, the only way you can sell pi coins is by selling to a verified pi merchant, and this is because pi network is not launched yet on any exchange and no pre-sale or ico offerings Is done on pi.
Since there is no pre-sale, the only way exchanges can get pi is by buying from miners. So a pi merchant facilitates these transactions by acting as a bridge for both transactions.
How can i find a pi vendor/merchant?
Well for those who haven't traded with a pi merchant or who don't already have one. I will leave the telegram id of my personal pi merchant who i trade pi with.
Tele gram: @Pi_vendor_247
#pi #sell #nigeria #pinetwork #picoins #sellpi #Nigerian #tradepi #pinetworkcoins #sellmypi
how to sell pi coins in all Africa Countries.DOT TECH
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...beulahfernandes8
The financial landscape in India has witnessed a significant development with the recent collaboration between Poonawalla Fincorp and IndusInd Bank.
The launch of the co-branded credit card, the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card, marks a major milestone for both entities.
This strategic move aims to redefine and elevate the banking experience for customers.
BYD SWOT Analysis and In-Depth Insights 2024.pptxmikemetalprod
Indepth analysis of the BYD 2024
BYD (Build Your Dreams) is a Chinese automaker and battery manufacturer that has snowballed over the past two decades to become a significant player in electric vehicles and global clean energy technology.
This SWOT analysis examines BYD's strengths, weaknesses, opportunities, and threats as it competes in the fast-changing automotive and energy storage industries.
Founded in 1995 and headquartered in Shenzhen, BYD started as a battery company before expanding into automobiles in the early 2000s.
Initially manufacturing gasoline-powered vehicles, BYD focused on plug-in hybrid and fully electric vehicles, leveraging its expertise in battery technology.
Today, BYD is the world’s largest electric vehicle manufacturer, delivering over 1.2 million electric cars globally. The company also produces electric buses, trucks, forklifts, and rail transit.
On the energy side, BYD is a major supplier of rechargeable batteries for cell phones, laptops, electric vehicles, and energy storage systems.
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
1. Newsletter | Spring 2019
INSIGHT
IN THIS ISSUE:
Why Firms are Rethinking their Risk Technology
Quantifi Accelerates Global Growth
Ellington Management Group
Quantifi Commended by Celent for PMS
TECHNOLOGY
TRENDS
WHAT ARE THE LATEST
FINANCIAL MARKETS?
IN
2. 2 | www.quantifisolutions.com
Message from the CEO
Are we nearing a tipping point for FinTech? Looking at some of Quantifi’s recent publications, I am reminded
how many radical, new technologies are reaching prime time in the financial markets. Some, like Machine
Learning, Cloud, Big Data and CryptoCurrencies, will be familiar. Others, like Microservices, Lambda
Architectures, In-memory computing and changes to CPU architectures, may not be. All have the potential
for a huge impact on our industry.
These transformative technologies are coming at a junction where global financial firms are facing new
challenges and opportunities - fuelled by changing investor demands, a low rate environment and new sources
of competition and regulation. This issue’s cover story provides insight into the disruptive technologies
transforming the future of business. We also include findings from a survey that we conducted on what is
driving firms to re-evaluate their risk technology. The survey was part of our recent webinar, featuring Celent
- a leading research and advisory firm, on ‘The Trends Shaping Portfolio and Investment Management Risk’.
In the Autumn issue of InSight, I commented on how 2018 was shaping up to be a record year for Quantifi.
It turned out to be our strongest year to date, with over 60% growth in new business. We also saw a 96%
client retention rate, which is a testament to our commitment to work closely with our clients. On the back of
the success of 2018, we have had a great start to 2019. We are seeing an increasing number of firms replace
their legacy systems with new solutions from Quantifi that leverage transformative technologies to provide
integrated, flexible and tailored solutions adapted to their needs.
Over the last 12 months, we have broadened our client base globally with notable client wins and have a very
strong pipeline. To support this growth and better serve our clients, we are undertaking new initiatives across
the company to improve our client engagement model. We have also continued to re-invest in our solutions
with several existing longer term projects that will keep Quantifi on the forefront of FinTech. In a recent report,
Celent commended Quantifi for demonstrating a systematic and pragmatic approach in pursuing ongoing
performance enhancements and evaluating new techniques to boost throughput across multiple fronts.
At Quantifi, open innovation plays a key role in developing technology that satisfies our clients’ demands for
ultra-fast, flexible technology that can harmonise operations and drive efficiencies. Our 2019 strategy and
priorities position us well to continue collaborating with clients and apply our expertise to develop our solutions.
Rohan Douglas, CEO, Quantifi
3. www.quantifisolutions.com | 3
CONTENTS
04
Why Firms are Rethinking
their Risk Technology
New and emerging technologies are introducing
innovative risk management techniques.
10
Quantifi Commended
by Celent for PMS
Recent Celent report evaluates
front office portfolio and
risk management solutions.
07
Quantifi Accelerates Global Growth
Growth in 2018 was driven by major client
acquisitions and increase in recurring revenue.
08
Ellington Management Group
“We believe that Quantifi will allow
us to continue rapidly developing
our credit business.“
12
What are the Latest
Technology Trends?
New technology brings significant
benefits in usability, flexibility,
scalability and performance.
4. 4 | www.quantifisolutions.com
FEATURE
As active managers search for returns and value-added alpha within a dynamic market besieged
by low (but rising) interest rates, buy-side firms also face pressures from increased regulatory
compliance and transparency requirements. Structural market changes, the influx of digital
technologies, shifts in investor buying behaviour and performance/costs perceptions have also
contributed to the radical changes taking place across the buy-side. This survey was conducted
during a webinar Quantifi hosted, featuring Celent, on ‘Trends Shaping Portfolio and Investment
Risk Management’. Over 100 individuals from across the buy-side industry registered for the
webinar. The key findings are outlined here:
Why Firms are Rethinking Their
RISK TECHNOLOGY
Which parts of the investment technology value chain
do you see converging? Select 2.
The investment value chain is changing, triggered
by regulation, emerging technologies and the
digital revolution. As a result of these changes, there
are specific areas within the buy-side ecosystem
where convergence is taking place. To drive
better investment decisions, firms are looking for
technology that provides a consistent framework for
multi-asset class analytics across front and middle
office. Firms are demanding portfolio risk models/
analytics (71%) that are interactive, real-time and
consistent enterprise-wide.
A number of firms use different tools for portfolio
construction and optimisation. However, given the
change in investment strategies, the technology
used for portfolio construction is fast converging
(38%). Firms that want to optimise across different
assets, are in need of a solution that can converge
across various asset classes and handle multiple
strategies. New and emerging technologies, such
as artificial intelligence (AI) and big data, lend
themselves well to this requirement.
Portfolio Construction
& Optimisation
Portfolio Management
/Administration
Portfolio Risk
Models/Analytics
38% 14% Portfolio (Market) Risk &
Performance Attribution
19%
71%
Order Management &
Execution Management
24%
5. www.quantifisolutions.com | 5
Which technologies would have the most significant
impact on portfolio & risk functions in the next 5 years?
New and emerging technologies are introducing
innovative risk-management techniques that help
firms make better investment decisions faster, more
efficiently and at a lower cost. AI/machine learning
(72%) and big data (64%) are considered to be the
key disruptors for the industry. The implementation
of AI is well underway for many firms as they
recognise that they need to adapt quickly or lose
market share to more flexible and innovative
competitors. The interplay between AI and big data
is so connected that it can be difficult to separate
the two. The effective use of AI largely depends
on the scope and quality of data used to train
algorithms, whilst without AI, insights locked within
large datasets would remain undiscovered.
High performance (52%) is also high on the agenda.
Technology advancements are causing firms to
evaluate their existing, monolithic-based core
architecture and look for alternative approaches
that can provide high-performance for reporting,
data processing and analytics. This trend towards
optimising solution architecture has encouraged
firms to select technology providers that have
embraced cloud strategies to address performance,
flexibility and agility.
64%
Big Data/
Alternative Data
52%
High-Performance/
Cloud Technologies
12%
Blockchain/
Distributed Ledger
12%
Microservices/
Open APIs
72%Artificial Intelligence/
Machine Learning
FEATURE
New and emerging
technologies are
introducing innovative risk-
management techniques
that help firms make better
investment decisions faster,
more efficiently and at a
lower cost.
6. 6 | www.quantifisolutions.com
What do you anticipate the main challenges for investment
firms to be in 5 years’ time?
What do you see as the most compelling business case for
changing investment and risk management technology/ops?
Whilst the global investment management industry
has grown in recent years, the sector faces a number
of challenges, with regulations (47%) and investment
performance (33%) seen as the primary concerns.
With MiFID II having come into effect in early 2018,
new regulatory requirements are having a huge
impact on the industry. In addition, new regulatory
rulings will likely further complicate regulatory
compliance in 2019.
The ability to generate alpha consistently is a key
competitive benefit. In a market where competition
is rife and alpha is elusive, it is no surprise that
investment performance (33%) is a challenge. Firms
are still likely to experience ebbs and flows due to
low volatility environments caused by various factors
including political risk i.e. the UK’s exit from the EU.
Modern technology is key to developing new
capabilities to drive better investment decisions as
well as regulatory operations.
Investment towards the use of big data, coupled
with other emerging technologies is likely to
have important implications for the investment
management value chain. Technology providers,
like Quantifi, continuously look for ways to deliver
more sophisticated, accurate insights so that firms
can exploit information for strategic advantage and
alpha generation.
As the pressure to reduce operational costs persists,
firms are looking for technology that offers cost-
saving opportunities to mitigate margin pressures
(26%). Firms realise that legacy risk management
systems demand significant resource and capital to
ensure operations run smoothly. As a result, firms
have started to rethink their operating costs by
leveraging next-generation technology that can add
more value at a lower cost.
47%
33%Investment
Performance
Regulations
13%
Operating Model
Optimisation
Enhance Insights &
Functional Capability
to Generate Alpha
47%
Address Margin
Pressures & Reduce
Operational Costs
26%
Achieve Faster
Go-to-Market
& Growth
7%
Remove Operational
Inefficiencies
& Complexity
20%
FEATURE
7. www.quantifisolutions.com | 7
In 2018, Quantifi had one
of its strongest years to
date, with growth of 62%
in new business. Growth
was further boosted by
a significant increase in
recurring revenue.
This growth was driven by major
client acquisitions, such as a
prominent global investment
manager, one of the world’s
leading agribusinesses as well as
expanded usage from its existing
client base, including leading
European banks. Quantifi also
received recognition in a number
of significant industry awards. In
January, Quantifi was named Best
Pricing & Analytics Product at
the Risk.net Market Technology
Awards and, in June, received the
prestigious Red Herring Top 100
North America award.
To support its growth strategy,
Quantifi has invested in
expanding and strengthening its
client service and development
teams. In 2018, Quantifi made
significant investment in
product innovation, releasing
a number of new features and
enhancements to asset coverage,
functionality and usability.
Quantifi also maintained its
strategic focus on technology
investment and is in the process
of transforming its technology
stack to true cloud, extending the
use of open source components,
and leveraging Big Data and
AI technologies.
“2018 was a landmark year for
Quantifi, with strong revenue
growth, high retention rate,
numerous industry awards, and
notable global client wins,”
comments Rohan Douglas, CEO,
Quantifi. “In an increasingly
competitive and complex
global environment, our clients
are looking to become more
agile and efficient. To maintain
future growth, it is important
that we continue investing in
new technology to help deliver
higher performance, reduce the
time and cost of deployment
and provide clients with a critical
competitive advantage.”
“To maintain future growth, it is important that we
continue investing in new technology to help deliver higher
performance, reduce the time and cost of deployment
and provide clients with a critical competitive advantage.”
QUANTIFI ACCELERATES
GLOBAL GROWTH IN 2018
WITH NEW CLIENT WINS
62%
Growth in
New Business
DOUBLE
DIGIT
Increase
in Recurring
Revenue
& Global
Headcount
96%
Client
Retention Rate
NEW
OFFICES
In the UK
& Australia
to Support
Growth
www.quantifisolutions.com | 7
NEWS
8. 8 | www.quantifisolutions.com
ELLINGTON MANAGEMENT GROUP
SELECTS QUANTIFI TO HELP
GROW THEIR CREDIT BUSINESS
Ellington Management Group, an investment and advisory firm,
has selected Quantifi to enhance the risk management and
reporting functions for its growing credit business.
NEWS
9. www.quantifisolutions.com | 9
The global economy is
experiencing one of the
longest periods of expansion
on record, and credit remains
one of the more appealing
sources of income in financial
markets. With Ellington’s
focus on credit, the firm was
looking for widely recognised
risk analysis solutions to use
alongside its proprietary
models to support its existing
portfolio and take advantage
of new opportunities. Ellington
required a technologically
advanced solution with the
capacity to handle a broad
range of instruments and
provide detailed reporting, all
while interfacing with Ellington’s
existing portfolio analytics.
“Since Quantifi is used by
such a wide range of market
participants, we saw significant
value in seeing the same
standardised model results as
the firms we trade with. On top
of that, Quantifi comes with
great Excel add-ins and APIs that
allow us to quickly prototype
new analytics and integrate with
our proprietary models. We
can also leverage on Quantifi’s
existing reporting capabilities
and user interfaces, which
saves us time and money and
allows us to focus our software
development efforts on what
makes our strategies unique,”
comments Laurence Penn, Vice
Chairman and COO, Ellington
Management Group. “We
believe that Quantifi will allow us
to continue rapidly developing
our credit business as we seek
new opportunities in this space”.
For investment managers,
Quantifi delivers cross-
asset trading, front-to-
back operations, position
management, market,
credit, liquidity risk
management and regulatory
reporting all on an integrated
platform. As well as supporting
the key regulatory requirements,
Quantifi applies the latest
technology innovations to
provide new levels of
usability, flexibility and
ease of integration. This
translates into dramatically
lower time to market, lower
total cost of ownership, and
significant improvements in
operational efficiency.
“We are pleased to be working
with Ellington Management
Group to help them address
their risk management
requirements. With a proven
track record of delivering the
most sophisticated models with
advanced functionality, Ellington
Management Group is just
one of several new funds using
Quantifi,” comments Robert
Goldstein, Director, Client
Services, North America. “With
financial markets becoming
more complex, investment
managers are demanding a
more robust and flexible
infrastructure for investment
operations. Our integrated
cross-asset platform helps
clients enhance performance,
strengthen risk and improve
operational control”.
“SINCE QUANTIFI
IS USED BY SUCH
A WIDE RANGE
OF MARKET
PARTICIPANTS,
WE SAW SIGNIFICANT
VALUE IN SEEING THE
SAME STANDARDIZED
MODEL RESULTS AS
THE FIRMS WE
TRADE WITH.”
NEWS
10. 10 | www.quantifisolutions.com
In a recent report ‘Next Generation Portfolio and Investment Risk Capabilities,’
Celent, a leading research, advisory and consulting firm, evaluated front office
portfolio and risk management solutions.
The report examined strengths related to portfolio design, construction and optimisation functions,
investment decision support analytics, investment forecasting and simulations and support for risk
budgeting activities. It was noted that Quantifi’s architecture and functionality are built cohesively “from the
ground up” as a front-to-risk-to-back application optimised on open, industry-standard hardware/software
stacks and underpinned by its loosely coupled microservices foundations to improve flexibility, increase
performance, and lower costs of technology deployments.
QUANTIFI COMMENDED
BY CELENT FOR ITS ADVANCED
TECHNOLOGY AND PORTFOLIO
MANAGEMENT FUNCTIONALITY
NEWS
11. www.quantifisolutions.com | 11
“For our notable commendations,
we praise Quantifi for its ability
to stay ahead of analytical
developments and support
complex cross-asset portfolios
with diverse investment
strategies, total and absolute
return mandates and structured
fixed income investment
portfolios including MBS, ABS,
loans and hybrids. Quantifi has
demonstrated a systematic
and pragmatic approach in
pursuing ongoing performance
enhancements and evaluating
new techniques to boost
throughput across multiple fronts
— algorithms, software, and
hardware,” comments Cubillas
Ding, Research Director, Celent.
Quantifi’s front-to-back
portfolio management system
(PMS) for the buy-side delivers
cross-asset trading, front-
to-back operations, position
management, market, credit and
liquidity risk management as well
as regulatory reporting. As well
as supporting the key regulatory
requirements, Quantifi applies
the latest technology innovations
to provide new levels of usability,
flexibility and ease of integration.
This translates into dramatically
lower time to market, lower
total cost of ownership and
significant improvements in
operational efficiency.
“We are delighted to be
recognised by Celent for our
advanced technology and
analytics,” comments Rohan
Douglas, CEO, Quantifi. “The
buy-side industry is changing on
many fronts. Investor behaviour,
new regulation and expanding
competition are just a few of the
drivers. “We are seeing a growing
trend in firms looking for client-
centric solutions that can adapt
to their particular investment
strategies and processes, rather
than forcing a one-size fits all
approach. Firms that adopt
solutions-centric software, like
Quantifi, are able to implement
faster, reduce risk, reduce costs
and more rapidly take advantage
of market opportunities”.
NEWS
“FOR OUR NOTABLE COMMENDATIONS,
WE PRAISE QUANTIFI FOR ITS ABILITY
TO STAY AHEAD OF ANALYTICAL
DEVELOPMENTS AND SUPPORT COMPLEX
CROSS-ASSET PORTFOLIOS
WITH DIVERSE INVESTMENT STRATEGIES.”
13. www.quantifisolutions.com | 13
Technology is transforming the future of business. New, disruptive technologies including AI, Big
Data, Cloud, Microservices, Modern CPUs, In-Memory Computing, Lambda Architecture and
Blockchain have the potential to radically re-shape how firms operate. Quantifi is on the forefront
of these changes and our advanced architecture and significant investment in R&D provides our
clients with the latest innovations and a significant competitive advantage.
COVER STORY
ARTIFICIAL INTELLIGENCE (AI)
Innovation in AI and Machine Learning has the
potential to disrupt financial services. AI is
already being applied across a wide range of
applications including asset management,
insurance and trading.
MODERN CPUs
Modern CPUs are increasing the number of
cores and adding support for SIMD. Software
needs to be designed from the ground up to
support multi-threading and vectorisation to
deliver higher performance.
BIG DATA
Big Data is larger, less structured and more complex
data that cannot be managed with traditional
methods. There is a rapidly evolving landscape of
new tools and approaches designed to process
and analyse complex data to gain new investment
insights and improve efficiencies.
IN-MEMORY COMPUTING
In-Memory Computing enables large sets of data
to be analysed thousands of times faster than
traditional approaches. Analysis of this complex data
at an unparalleled speed allows users to respond to
market events with speed and efficiency.
CLOUD COMPUTING
Cloud Computing is the delivery of on-demand
computing services over the Internet on a pay-for-
use basis. This reduces operating costs, increases
efficiency and improves scalability as your business
needs change.
LAMBDA ARCHITECTURE
Lambda Architecture is a unified, scalable and
fault-tolerant data-processing architecture
designed to handle huge quantities of data in an
efficient manner by splitting it into both batch
and real-time processing.
MICROSERVICES
Microservices are small, API-accessible, single-
purpose components that allow functionality
to be consumed in ways most applicable to
client requirements. Flexibility, reliability and
scalability are just some of the benefits associated
with microservices.
BLOCKCHAIN
Blockchain or distributed ledger technology
will create a more efficient, more transparent
and more secure marketplace whilst reducing
transaction processing costs and improving
operational efficiency.
TECHNOLOGY TRENDS
14. 14 | www.quantifisolutions.com
COVER STORY
Firms can struggle with inflexibility and the
high maintenance cost of legacy systems built
on technology that is no longer fit for purpose.
Quantifi’s new technologies bring significant
benefits in usability, flexibility, scalability
and performance whilst providing the tools
needed to support new regulatory and business
requirements at a lower cost.
As a leader in financial technology, our forward-
thinking approach and pace of innovation allows
us to align our technology strategy with emerging
technologies. This approach has a significant
impact on our ability to rapidly turn around
enhancements and new features. Unlike systems
saddled with years of legacy code, our solutions
are designed from the ground up using the
latest andmost advanced technology and design
patterns. This approach has given our clients
considerable performance advantages.
A new generation of technology holds the promise of disruptive changes, which will redefine what is
possible and deliver significantly better functionality at a much lower cost. Firms who ignore this risk being
obsoleted by those who gain a significant competitive advantage from these technologies.
Quantifi understands the challenges our clients face and through a sustained investment in R&D, we are
able to adopt new technologies that provide higher performance, more functionality, lower total cost of
ownership, lower operational risk and more accurate results. Quantifi continues to make smart investments
in new technology that translates into long-term value for our clients.
Adapting to Emerging Technologies
Real Time
Data
ETL APIs Service
Monitor
Common
Services
Reporting
Service
Datamart Workflow
Services
Pricing
Service
Business
Services
Risk
Service
Compute
Grid
Service Bus
C#, C++
, Java,
Python, F#, R
New technology, like Quantifi,
brings significant benefits in
usability, flexibility, scalability
and performance whilst
providing the tools needed to
support new regulatory and
business requirements at a
lower cost.
15. MICROSERVICES ARCHITECTURE
We allow functionality to be consumed in ways suited
to a client’s unique requirements. Components
within a microservices architecture are loosely
coupled, making them more flexible, reliable and
responsive to change. A microservices architecture
has the ability to scale vertically and horizontally
from small, single desktop deployments to fully
integrated enterprise deployments.
HIGH PERFORMANCE PRICING
AND REAL-TIME RISK
In rapidly changing markets, you need fast, accurate
answers to make the right decisions. Quantifi is built
using advanced technology and Lambda Architecture
design patterns that leverage modern CPUs and
Cloud Computing to deliver scalable, ultra-high
performance for real-time monitoring of risk.
BUSINESS INTELLIGENCE
AND REPORTING
There is high demand for self-serve business
intelligence tools that support risk management and
data visualisation. Quantifi’s real-time dashboard
and reporting engine is based on an in-memory
datamart which leverages technology from the
open-source Big Data community.
RICH APIs
Language agnostic APIs provide an open platform
that sets a new standard in extendibility, flexibility
and customisation. Clients have access to the
tools and APIs used by Quantifi to allow them to
customise and extend our solution in ways that are
supportable and scalable.
FLEXIBLE ETL
Our next-generation ETL layer provides rapid and
robust bi-directional interfacing, with external
data sources, using a wide variety of formats.
Its flexibility translates into significantly faster
and more robust integration.
WORKFLOW AUTOMATION
Quantifi comes with a powerful framework for
implementing durable, customisable workflow
services that automate business processes and
simplify operations. The workflow engine has an
intuitive GUI and provides simple interfacing with
external systems along with full control over security
and permissions.
CROSS-PLATFORM
Support for Microsoft Windows, Linux and
MacOS provides greater flexibility and scalability
for deployment and is an integral part of our
cloud strategy.
Quantifi continues to make
smart investments in new
technology that translates into
long-term value for our clients.
COVER STORY
www.quantifisolutions.com | 15
16. 016 | www.quantifisolutions.com
About Quantifi
Quantifi is a provider of risk, analytics and trading solutions. Our award-winning suite of integrated pre and post-
trade solutions allows market participants to better value, trade and risk manage their exposures and responds
more effectively to changing market conditions.
Quantifi is trusted by the world’s most sophisticated financial institutions including five of the six largest global
banks, two of the three largest asset managers, leading hedge funds, insurance companies, pension funds and
other financial institutions across 40 countries.
Renowned for our client focus, depth of experience and commitment to innovation, Quantifi is consistently
first-to-market with intuitive, award-winning solutions.
enquire@quantifisolutions.com | www.quantifisolutions.com
EMEA +44 (0) 20 7248 3593 NA +1 (212) 784 6815 APAC +61 (02) 9221 0133
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Quantifi Webinar Featuring Celent
New challenges in the financial markets, driven by changes in market structure, regulations and accounting
rules, have increased the demand for higher performance risk and analytics. This demand has put a focus on how
to get the most out of the latest generation of hardware. This webinar explores the trends and market dynamics
impacting front office portfolio & investment risk technologies.
www.quantifisolutions.com/whitepapers
Whitepapers
• Understanding the Cryptoasset Market
• Blockchain Technologies in Financial Markets
• FRTB: Moving Towards a Practical Implementation
• Vectorisation: The Rise of Parallelism
• Microservices: The New Building Blocks
of Financial Technology
• Identifying Liquidity Risk for Financial Stability
• Cost of Trading and Clearing in the Wake of Margining
Topics Covered:
• The investment trends driving change in
portfolio and investment risk management
• The impact of technology evolution -
near term vs long term
• Key considerations when enhancing
risk management capabilities
• Important takeaways for investment management firms
www.quantifisolutions.com/trends-shaping-portfolio-and-investment-risk-management-video