Jay Samuels is the Principal and Chief Strategist for investment technology company, insytz. Read Jay Samuels' full executive profile here.
I recently received a seven-page investment advisory document from one of the most trusted financial institutions on the planet. It offered a curated, three-year view of select data. Its purpose was to inform institutional investors so they could make sound investment decisions for their clients.I've helped investors understand the global markets for the last 30 years. True market insight requires a panoramic view, not a snapshot.
Tech has enhanced every element of our lives. Whether it's healthcare, banking, counting carbs, buying a house—you name it, and tech has transformed it. Investors can leverage technology that provides comprehensive global trend tracking, insights and analysis to account for the myriad factors that significantly impact the market.I've been in this business long enough to know that a complete playbook beats a single play every time. Investment firms need resources that help form a comprehensive strategy, not just one move—and that includes agile personnel who are willing to adapt to change.
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