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Driving Investment Edge with AI in Portfolio Management

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Driving Investment Edge with AI in Portfolio Management By: Nitin Kumar  March 30, 2026 Share:        AI in portfolio management is no longer a “nice to have” but a necessity as investment complexity rises and traditional alpha declines. With global AUM expected to reach $200 trillion by 2030 and nearly 85% of active managers underperforming benchmarks, firms are rethinking how they make investment decisions. The use of AI in portfolio management is a solution to this problem, where the firm can enhance its ability to improve the precision of its investment decision-making process. At the same time, the firm can manage exponentially increasing data sets consistently. As background, in the context of the more data-intensive and interconnected investment marketplace, firms that are using AI in their decision-making and investment process are more likely to be able to transform information into investment alpha, as opposed to simply gathering more information. AI i...

Venture Capital Fundraising Support to Improve Fundraising Outcomes

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Venture Capital Fundraising Support to Improve Fundraising Outcomes By: Tanya Jain  March 27, 2026 Share:        Venture capital fundraising support is becoming essential as fundraising efficiency declines across global markets. Bain & Company reports that global venture funding dropped by over 35% from peak 2021 levels, while Preqin data shows that the average time to close a fund has extended beyond 18–20 months. In addition, fewer funds are successfully reaching final close, indicating increasing competition for limited capital. At the same time, LPs are becoming more selective, with top-performing funds capturing a larger share of commitments. This creates a dual challenge: lower capital availability and higher execution expectations. Venture capital fundraising support addresses this gap by improving response times, structuring investor outreach, and ensuring consistency across materials. As fundraising becomes more process-driven, firms that operate wi...

Outsourced Family Office Services for Wealth Management

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Outsourced Family Office Services for Wealth Management By: Dhanita Arora  March 25, 2026 Share:        Outsourced family office services are gaining traction as wealth complexity increases and operational demands expand. According to Knight Frank’s Wealth Report 2024, the global ultra-high-net-worth (UHNW) population is expected to grow steadily through 2028, driving demand for structured wealth management solutions. In parallel, PwC highlights that global assets under management are expected to approach $200 trillion by 2030, with a growing share allocated to private markets and alternative investments. Family offices are increasingly managing diversified portfolios across private  equity , venture capital, real estate, and hedge funds, requiring deeper analytical and operational capabilities. However, building full-scale in-house teams remains cost-intensive, often requiring multi-disciplinary expertise across investment, reporting, and compliance functi...

Thematic Equity Research Support for Strategic Investment Insights

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Thematic Equity Research Support for Strategic Investment Insights By: Tanya Jain  March 23, 2026 Share:        The global financial markets are undergoing major shifts driven by three structural trends: the rise of artificial intelligence, the push for sustainability, and rapid digital transformation. As a result, investors are moving beyond traditional sector‑based analysis and focusing instead on long‑horizon themes that shape industrial evolution and economic growth. This shift has increased the need for thematic equity research support, which helps asset managers interpret macroeconomic forces and convert them into actionable investment insights. According to PwC’s asset management outlook, global assets under management are expected to exceed $145 trillion by 2025, intensifying the demand for advanced research capabilities. Thematic research typically integrates three core approaches – industry analysis, financial modeling, and data‑driven analytics, to he...