Risk and compliance resources

    Viewing 1-10 of 31

    Adding sentiment to multi-factor equity strategies

    We investigate relationships between sentiment-based and traditional factor strategies and show that sentiment offers a signal not provided by traditional factors.

    The First Step in Third-Party Risk Management

    Our Third-Party Onboarding and Risk Management Survey asked respondents how essential a third-party compliance onboarding process is to their companies.

    The gold standard of wealth management

    Redefining investor data needs With the COVID-19 pandemic having a profound impact on the wealth management industry.

    Oil and Gas supply chain risks revealed

    Read this Expert Talk on oil and gas supply chain risk and why due diligence and compliance management are essential tools for the industry.

    Gender Pay Gap and Investing - 2021 Report

    Does including gender pay gap metrics into your investment strategy help find outperformance? Download our report to find out the impact.

    2021 ESG Playbook

    Explore 24 ESG investing trends that will gain momentum in 2021 according to 25 industry influencers and experts.

    Refinitiv analysis of boutique M&A fees

    Read the latest analysis on boutique M&A fees by Refinitiv

    Future-proofing against supply chain disruption

    The playbook provides a range of detailed steps and checklists to help organizations prepare for and manage crisis-related supply chain disruption as effectively and efficiently as possible.

    Ultimate Guide to Portfolio Risk Analysis

    Learn how to protect your portfolio during market volatility with our ultimate guide to portfolio risk analysis from stress-testing to optimization strategies

    Identifying Resilient Companies in a Financial Crisis

    This research describes a study on predicting the profitability of companies during a financial crisis and recovery.