We have been working with many of our clients on the implementation of more integrated data science and analytics into the investment process over the last several years, and for the most part they have regarded this information as highly proprietary, so our commentary has been muted. This article outlines most of the best practices we have observed across the industry. This is not surprising as George Gatch and Mary Erdoes are some of the more innovative leaders in the asset & wealth management industry today. Once again, Julie Segal is at the forefront of bringing outstanding insights to the table ahead of the pack.

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