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Avaloq Blog

Navigating the transformation

The world of banking and wealth management is undergoing a major transformation - some say incumbents will find the disruption insurmountable.  Our blog pages seek to demystify some of the trends, concepts and topics that are impacting the industry today.  We hope you find it useful, and look forward to your comments and discussion points. 

Investing in non-bankable assets with Avaloq – the whys and hows

This is the first piece in a series of three short articles that will address investing in non-bankable assets and focus on critical considerations when one’s investment portfolio includes such alternative investment vehicles.

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Can automation and robo-advisors help democratize the wealth management industry?

Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.

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Jan 27, 2020 1:15:00 PM | Blog | data science, artificial intelligence, machine learning

Connecting the dots: how relationship networks reshape the way we use data

It may sound like an exaggeration, but there is hardly any person in the world that has never been part of a social network, or that has never used some sort of technical network. In a similar way, it’s almost impossible to come across any recent article about data science applications which does not mention the term “network”. Hence it is only natural to ask what is a network?

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Jan 20, 2020 2:15:00 PM | Blog | data science, artificial intelligence, machine learning

Distributed learning across banks – Avaloq’s differentiating approach

In this blog post, we will specifically delve into the type of challenges that arise in banks due to data quality and quantity-related issues and propose some concrete concepts that could mitigate these.

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Is it time to redefine the risk-based portfolio approach?

The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.

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Dec 19, 2019 8:47:50 AM | Blog | digital wealth management, wealth advisory, MiFID

Change from a single-instrument to a risk-based portfolio approach in wealth industry

With the implementation of MiFID II in Europe and similar standards in other jurisdictions, wealth advice has effectively shifted from a “single-instrument approach” to a “risk-based portfolio approach”. This blogpost is an introduction to what this means.

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Why automation in the wealth advisory process is becoming critical

Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.

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How will blockchain transform the wealth management industry?

Blockchain is a disruptive force but also a transformative one. This is how it is transforming the wealth management industry.

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How the risk-based portfolio approach supports client centricity - or does it?

Increasingly, financial advisors have to determine which category their clients belong to. This blogpost shows how MiFID and FIDLEG guide wealth managers towards a more client-centric approach.

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Nov 20, 2019 3:54:05 PM | Blog | BPaaS, SaaS, cloud banking, wealth management solutions

Cloud Adoption in Financial Services: Western Europe vs Asia, by IDC

Cloud adoption has accelerated worldwide thanks to more familiarity, a better understanding and proven implementations. As with other sectors, in recent years wealth management firms have been facing huge pressure to improve operational efficiency and performance.

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