Caidong Lai’s journey from quant specialist to Financial Engineer at IMTC shows how advanced analytics and automation are reshaping fixed income. His story highlights a future where managers can…
This year’s MMI Annual Conference underscored a central theme: the wealth management industry is undergoing a fundamental transformation. Advisory practices, client expectations, and technology…
"Portfolio Managers can truly focus on portfolio management. This is how you deliver customized portfolios at scale because your sole attention will be focused on delivering on your strategies." -…
In part one of this two-part series, we explain why asset management and wealth management firms involved in the fixed income arena must embrace innovative technology to stay competitive.
Kevin Bliss’s experience as a portfolio manager gives him a unique lens into client needs. His focus on data integrity, workflow design, and automation reflects IMTC’s mission: to help firms…