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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

systematic-investing

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Company
The Goldman Quants Who Turned Tax Losses Into a Selling Point
Fintech · Ai · Saas

The Goldman Quants Who Turned Tax Losses Into a Selling Point

Two ex-Goldman quants built software that automates the boring, expensive part of managing money - and got a $1.3 trillion asset manager to buy the whole thing.

direct-indexing · custom-indexingRead →
Company
The $160 Billion Middleman That Made Outsourcing Its Edge
Fintech · Consumer · Enterprise

The $160 Billion Middleman That Made Outsourcing Its Edge

Hartford Funds built a large investment business by deciding it did not need to do every job itself. Now Wellington Management plans to buy the platform it has helped power for four decades.

asset-management · mutual-fundsRead →