Sibos 2018

Sydney
October 22-25, 2018

Sibos brings financial leaders together to network, collaborate and find solutions to industry challenges. The theme for 2018 is “Enabling the digital economy”, which reflects the far-reaching transformation of banks and other financial service providers as they adjust to the realities of a digital world. The theme will be represented by four sub-themes that will run through the week across the whole Sibos 2018 conference:

  • How data, AI and robotics are driving service innovation and business model renewal
  • New paradigms and technologies for information sharing to tackle financial crime
  • Tackling the widening cybersecurity challenge in the digital economy
  • Adapting to evolving geopolitical and regulatory priorities

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WealthTech Cookbook: Portfolio Management Component

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…