Portfolio management

469 articles tagged with this keyword

/wealth

Acuity Trading and Interactive Brokers collaborate on investment research platform

Acuity Trading, a leading provider of alternative data and analysis tools, is excited to announce its strategic collaboration with Interactive Brokers (IBKR), one of the world’s most prominent online brokerage firms.

/wealth

Gulf Capital and Avaloq partner for digital wealth management

Gulf Capital Investment Company “InvestGB,” the wholly owned investment arm of Gulf Bank, is pleased to announce a strategic partnership with Avaloq, a global leader in private banking, wealth, and investment management technology services.

/wealth

21X and Apex Group partner for tokenisation

21X – which will be the first Distribution Ledger Technology (DLT) exchange for European Securities Market Authority (ESMA)-regulated trading and settlement of tokenized securities - and Apex Group - the global provider of financial services – today announced a ground-breaking strategic partnership that will allow Apex Group’s customers to list tokenized securities on the first-of-its-kind exchange, 21X.

/people

ABN Amro Investment Solutions names COO

ABN AMRO Investment Solutions (AAIS) is pleased to announce the appointment of Laurianne Melec as its new Chief Operating Officer (COO).

/ai

Axyon AI announces UK expansion plan

Axyon AI, which improves asset manager performance by delivering alpha opportunities via AI-powered asset rankings and AI strategies, has appointed Nicholas “Nick” Greenland as Senior Vice President, Business Development.

/people

FE fundinfo appoints cheif product officer

FE fundinfo, the international leader in investment product information and technology for the investment management community, announced the appointment of Joerg Grossmann as its new Chief Product Officer.

/people

AMF revamps Financial Skills Certification Board

The system for verifying the skills and knowledge of the employees of investment services providers and of financial investment advisors relies on the services of the AMF and the Financial Skills Certification Board (HCCP).

/wholesale

Linedata acquires French AI startup

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology, data, and services, today announces the acquisition of DreamQuark, a renowned French startup specializing in the development of artificial intelligence (AI) platforms and services for the financial services sector.

/people

Liquidnet recruits Morgan Stanley trading exec

Alex Grinfeld, an 11-year veteran and Executive Director at Morgan Stanley, has joined a noteworthy roster of senior futures sales-traders and analysts to have arrived at Liquidnet since 2022 as the technology-focused agency execution specialist, known for its dark pools, builds out its global listed derivatives offering.

/regulation

Indigita and Prometeia launch ESG e-learning course

Swiss regtech company Indigita SA, in collaboration with the global advisory firm Prometeia, announces the launch of a new e-Learning course focusing on Environmental, Social, and Governance (ESG) scoring.

/wealth

NewRetirement completes $20m funding round

NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round with $20 million in funding.

/wealth

Fintel acquires ifaDASH

Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH, a uniquely positioned practice digitisation solution supplier.

/wealth

Confluence adds ESG data to analytics platform

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics

/markets

Longchamp selects Premialab for portfolio management

Premialab, a leading provider of data, analytics, and risk solutions, today announced that Longchamp Asset Management had selected its technology to deliver portfolio management and risk solutions.

/wealth

ZA Bank secures approval for US stock trading launch

ZA Bank, Asia’s Top Mobile Banking App1 and Hong Kong’s Virtual Bank of the Year – Consumer2, today announced that the Hong Kong Securities and Futures Commission (“SFC”) has lifted the previous conditions on the Bank’s license registration of Type 1 (dealing in securities) regulated activity under which the Bank shall only carry on business of dealing in collective investment schemes.

/wealth

eToro launches extreme weather investment portfolio

eToro, the trading and investment platform, has launched XtremeWeather, a new portfolio providing retail investors with exposure to companies that are well placed to meet the challenges posed by soaring incidences of extreme weather events.

/wealth

SimCorp launches investment analytics platform

Provider of investment management solutions SimCorp announces the introduction of its new cloud-native performance attribution solution, developed to meet the growing demand for accurate and real-time performance analytics.

/crypto

Coincover and Utila collaborate on crypto asset management

Coincover, the blockchain protection company, has joined forces with Utila, a cutting-edge enterprise-grade crypto operations platform.

/markets

Triodos Investment Management picks Bloomberg’s AIM and PORT Enterprise

Bloomberg today announced that Triodos Investment Management, a prominent impact asset manager based in the Netherlands, with €5.7 billion AUM, has chosen Bloomberg’s AIM and PORT Enterprise solutions to support front-office workflow for its investment funds and discretionary clients business.

/markets

Bloomberg launches portfolio manager workspace

Bloomberg today announced the introduction of the Bloomberg Portfolio Manager Workspace (PM <GO>), an interactive solution which combines real-time portfolio exposures with industry-leading data, portfolio construction, sophisticated risk analytics, and real-time liquidity insights to support the decision-making process and better bridge analysis into portfolio implementation.