How asset owners can adapt to portfolio uncertainty with BNY's insights

For #AssetOwners, the future of portfolio resiliency means embracing technology and harnessing shifting geopolitical and macroeconomic forces. BNY's new article shares key insights from the 2025 Asset Owner Innovation Summit on evolving portfolios, operations and culture in a complex, tech-driven world. Highlights include: 🔹 Prioritizing resilience through evolved risk models 🔹 Modernizing operations with integrated data systems 🔹 Harnessing #AI to reveal new opportunities 🔹 Adopting Total Portfolio Management for dynamic integration Stay connected with #BNY’s Asset Owner Institute for the latest thinking and next steps: http://ms.spr.ly/6044tOryQ

For #AssetOwners, the future of portfolio resiliency means embracing technology and harnessing shifting geopolitical and macroeconomic forces. BNY's new article shares key insights from the 2025 Asset Owner Innovation Summit on evolving portfolios, operations and culture in a complex, tech-driven world. Highlights include: 🔹 Prioritizing resilience through evolved risk models 🔹 Modernizing operations with integrated data systems 🔹 Harnessing #AI to reveal new opportunities 🔹 Adopting Total Portfolio Management for dynamic integration Stay connected with #BNY’s Asset Owner Institute for the latest thinking and next steps: http://ms.spr.ly/6042tP8je

💡 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗔𝗹𝗴𝗼𝗿𝗶𝘁𝗵𝗺: 𝗔𝗜 𝗜𝗻 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 AI isn’t just a “nice to have” in asset management anymore — it’s changing the game. From smarter portfolio insights and risk modeling to more efficient operations and client service, it’s redefining how firms learn, adapt, and grow. But the real question many teams face is: where do we start? The answer lies in the right data, solid architecture, and a roadmap that connects innovation with business value. In our latest insight, we explore how leading asset managers are building trusted, compliant, and scalable AI ecosystems. Read more: //https://lnkd.in/dMjncPj6 #AssetManagement #AI #FinTech #DigitalTrans

Advisors and investors are rethinking how they access global themes, and ETFs have become the preferred way to do it. As covered in The Daily Upside by Emile Hallez Pictet Asset Management’s first US ETFs allow new audiences access to our firm’s proven thematic and AI-driven strategies. USA CEO Elizabeth Dillon put it simply: “Our clients are asking for them. ETFs are the vehicle of choice right now. Everyone wants ETFs.” It’s a moment that highlights how investors are prioritizing precision, liquidity, and transparency — qualities that have always defined Pictet’s approach. AI, automation, and the clean economy are reshaping portfolios, and investors want in. Read the full story on how our 220-year-old firm is entering the US ETF market: http://spkl.io/6043AjzhB For fund details visit http://spkl.io/6044Ajzh8 #PictetActiveETFs #ForUSInvestorsOnly #ETFs #Investing #AI #AssetManagement #FinancialAdvisors

Market rotation, European AI, and duration discussion https://lnkd.in/eHvTDyC4. Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions. Featuring: Morningstar, Robeco, PGIM, BNP Paribas Asset Management, Sparkline Capital, Nuveen, a TIAA company, S&P Dow Jones Indices, MetLife Investment Management, SVB & Goldman Sachs. #AI #MarketRotation #Secondaries #Equities

𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗔𝗹𝗴𝗼𝗿𝗶𝘁𝗵𝗺: 𝗔𝗜 𝗜𝗻 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 AI isn’t just a “nice to have” in asset management anymore — it’s changing the game. From smarter portfolio insights and risk modeling to more efficient operations and client service, it’s redefining how firms learn, adapt, and grow. But the real question many teams face is: where do we start? The answer lies in the right data, solid architecture, and a roadmap that connects innovation with business value. In our latest insight, we explore how leading asset managers are building trusted, compliant, and scalable AI ecosystems. Read more: //https://lnkd.in/dMjncPj6 #AssetManagement #AI #FinTech #DigitalTrans

REFLECTIONS FROM THE GLOBAL WEALTH MANAGEMENT SUMMIT 2025 This year’s summit made one thing clear: the future of wealth management lies in personalization powered by intelligence — not just data. As leaders discussed how to design hyper-personalized portfolios, one theme stood out: AI is no longer an abstract concept. It’s becoming the invisible partner that empowers advisors to focus on what truly matters — the human relationship. At Exnet.ai, we couldn’t agree more. Our agentic architecture is built to do exactly that — 🤖 Onboard clients conversationally 🧭 Build strategy and risk profiles dynamically 📊 Construct real ETF and stock baskets 🔄 Monitor portfolios continuously with explainable signals The result? Advisors reclaim time, enhance personalization, and build stronger trust through insight, not administration. The summit’s conversations confirmed that AI agents aren’t replacing advisors — they’re amplifying them. #WealthManagement #AIinFinance #Personalization #AdvisorTech #FintechInnovation #ExnetAI #PortfolioManagement #DigitalTransformatio

REFLECTIONS FROM THE GLOBAL WEALTH MANAGEMENT SUMMIT 2025 This year’s summit made one thing clear: the future of wealth management lies in personalization powered by intelligence — not just data. As leaders discussed how to design hyper-personalized portfolios, one theme stood out: AI is no longer an abstract concept. It’s becoming the invisible partner that empowers advisors to focus on what truly matters — the human relationship. At Exnet.ai, we couldn’t agree more. Our agentic architecture is built to do exactly that — 🤖 Onboard clients conversationally 🧭 Build strategy and risk profiles dynamically 📊 Construct real ETF and stock baskets 🔄 Monitor portfolios continuously with explainable signals The result? Advisors reclaim time, enhance personalization, and build stronger trust through insight, not administration. The summit’s conversations confirmed that AI agents aren’t replacing advisors — they’re amplifying them. #WealthManagement #AIinFinance #Personalization #AdvisorTech #FintechInnovation #ExnetAI #PortfolioManagement #DigitalTransformation

Private capital is entering a new era. The sources of capital are shifting, from institutional dominance to private wealth, from manual oversight to intelligent automation. Discover how leading European fund managers are transforming operations through AI, RegTech, and ESG intelligence, and why the next competitive edge lies in how intelligently you operate. Read or download the new Finela Insight report: The Shift in Private Capital Sources – Europe Edition See how Finela can help transform your operational workflows into intelligent growth systems. Learn more: www.finela.ai #PrivateCapital #FundManagement #PrivateEquity #VentureCapital #FundOperations #AIinFinance #RegTech #OperationalExcellence #DigitalTransformation #FinelaInsights

The Intersection of AI and Asset Management: Transforming Data into Insights 💡 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗔𝗹𝗴𝗼𝗿𝗶𝘁𝗵𝗺: 𝗔𝗜 𝗜𝗻 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 AI isn’t just a “nice to have” in asset management anymore — it’s changing the game. From smarter portfolio insights and risk modeling to more efficient operations and client service, it’s redefining how firms learn, adapt, and grow. But the real question many teams face is: where do we start? The answer lies in the right data, solid architecture, and a roadmap that connects innovation with business value. In our latest insight, we explore how leading asset managers are building trusted, compliant, and scalable AI ecosystems. Read more: //https://lnkd.in/dMjncPj6 #AssetManagement #AI #FinTech #DigitalTrans