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Technology and Generational Change for Investors

Major societal shifts, led by technology, have changed the way we live our lives and have had a massive impact on the investment industry. Generational change driven by technological advancements has become central to the success of investment firms, affecting everything from the way investors manage assets and conduct research to how they communicate with clients. These advancements in technology, algorithms and data have led to more time and more added value by investment professionals making use of the analysis and insights to build and maintain portfolios.

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Research Authors

  • Peter Zangari - Global Head of Research and Product Development