Category: Asset portfolio management

Business concept of success and an innovative individual with a different way to succeed using advanced technology as a 3D illustration .
Posted in Asset portfolio management Banking e-Commerce Financial Services Investment Management Transformation Projects

Daily P&L for Finance Risk and London Markets

Some people may be astonished to know that daily profit and loss (P&L) exists let alone the capability to delivery… read more Daily P&L for Finance Risk and London Markets

Karl A L Smith April 17, 2024
Posted in Asset portfolio management Blockchain Business Management Business Transformation Disruptive innovation Investment Management

#Blockchain end to financial services and banking #STP and #BPO Accounting?

In the same way that digital downloads has crippled the mass market of vinyl and CD’s does Blockchain means the… read more #Blockchain end to financial services and banking #STP and #BPO Accounting?

Karl A L Smith December 19, 2016
Posted in Asset portfolio management Banking Business Management Digital Strategy Disruptive innovation Financial Services Future Investment Management

Smart Living or as we might live with artificial intelligence and an open IoT in a new reality

I tend to think of myself as a futurist, I immediately see the possibilities of technologies as part of a… read more Smart Living or as we might live with artificial intelligence and an open IoT in a new reality

Karl A L Smith April 8, 2016
Investor High Level Processes
Posted in Asset portfolio management Banking Change Management Competitive Advantage Customer experience Financial Modelling Investment Banking Investment Management Lean On boarding Policy Private Equity Private investment Transformation Projects

#Strategic and #lean #thinking in private investment and asset portfolio participants part 2

There are several types of on boarding that relate to both business and investors structure and size, their specific purpose… read more #Strategic and #lean #thinking in private investment and asset portfolio participants part 2

Karl A L Smith September 4, 2012
Posted in Asset portfolio management Financial Modelling Investment Management Lean Policy Private investment User Experience (UX)

#Strategic and #lean #thinking in private investment and asset portfolio management, part 1

This article is intended to review the current process problems that many investment and wealth management companies are attempting to… read more #Strategic and #lean #thinking in private investment and asset portfolio management, part 1

Karl A L Smith July 26, 2012