PortfolioMetrix

Alex Funk

Wealth Management

Alex Funk

CEO

clock 25 March 2026 • 2 min read
Deep Dive: Increased demand for personalisation masks value concerns

Industry

Deep Dive: Increased demand for personalisation masks value concerns

Fee pressure remains ‘intense’

clock 13 March 2026 • 3 min read
Deep Dive: Investors urged to avoid 'short-termism' in event of 24-hour trading

Markets

Deep Dive: Investors urged to avoid 'short-termism' in event of 24-hour trading

Regulation will be vital

clock 28 November 2025 • 4 min read
PortfolioMetrix names Alex Funk as CEO

People moves

PortfolioMetrix names Alex Funk as CEO

Founder Brandon Zietsman now executive chair

clock 13 November 2025 • 2 min read
Deep Dive: Copy trading 'narrowing the gap' between tip sheets and asset management

Platforms

Deep Dive: Copy trading 'narrowing the gap' between tip sheets and asset management

Innovation vs costs

clock 18 July 2025 • 4 min read
IW 30: Meet the asset management gamechangers of the next 30 years

Fund managers

IW 30: Meet the asset management gamechangers of the next 30 years

Fifteen industry talents

clock 10 July 2025 • 16 min read
Deep Dive: Investors cautiously confident on China outlook amid trade war 2.0

Markets

Deep Dive: Investors cautiously confident on China outlook amid trade war 2.0

'Tariffs alone will not derail it'

clock 07 March 2025 • 5 min read
Deep Dive: A 'bleak' future but not a 'forgone conclusion' for open-ended property funds

Property

Deep Dive: A 'bleak' future but not a 'forgone conclusion' for open-ended property funds

‘Asset/liability mismatch’

clock 24 November 2023 • 4 min read
Meet the ESG Investment Influencers: Phil Wellington of PortfolioMetrix

ESG

Meet the ESG Investment Influencers: Phil Wellington of PortfolioMetrix

Latest in the series

clock 11 August 2022 • 1 min read

Regulation

MiFID II could end 'risky' adviser/discretionary operating model

Advisers must push for change - PortfolioMetrix

clock 17 December 2017 • 2 min read
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