Portfolio management

483 articles tagged with this keyword

/Portfolio management

Warwyck Private Bank signs for Olympic Banking System

ERI is pleased to announce that Warwyck Private Bank ltd, headquartered in Phoenix, Mauritius, has chosen the Olympic Banking System for the development of its private banking business.

/Portfolio management

BTC Capital Management implements Indata for portfolio management

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that BTC Capital Management has implemented INDATA’s iPM Epic software suite on a front, middle and back office basis via iPM Cloud, INDATA’s private cloud solution.

/Portfolio management

LiquidityBook migrates to AWS

LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced the completion of its migration to Amazon Web Services (AWS) data centers globally.

/Portfolio management

Investoo Group moves into portfolio management world through RoboAdvisors.com acquisition

Leading FX affiliate firm Investoo Group is pleased to announce its latest acquisition in the retail investment space. The acquisition of RoboAdvisors.com marks the company’s expansion into the Portfolio Management industry.

/Portfolio management

RSRCHXchange unveils new functionality ahead of MiFID II deadline

With 60 working days before the MiFID II implementation deadline, RSRCHXchange, the research aggregator and marketplace, has launched its latest version of RSRCHX including mobile and desktop apps and a range of new research management functionality.

/Portfolio management

Numerix integrates analytics into Oneview Asset Management

Numerix, the leader in risk technology, today announces the integration of its industry-leading analytics into Oneview Asset Management, its real-time portfolio and risk management solution for asset managers. Being driven by the search for yield and a desire for increased diversification, in today’s environment buy-side market participants are demanding more complex products.

/Portfolio management

Eagle Investment Systems updates software

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, announced today that it has released its next-generation portfolio management suite of data management, investment accounting and performance measurement software.

/Portfolio management

Axioma upgrades Portfolio Optimizer

Axioma, a global provider of innovative risk and portfolio management solutions, today released the latest version of Axioma Portfolio Optimizer (APO 2017.R4).

/Portfolio management

SimCorp and TradingScreen form front office alliance

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, and TradingScreen Inc. (TS), the leading multi-asset class Execution Management System (EMS) provider, today announce a new strategic alliance.

/Portfolio management

Nordic Capital acquires fund distribution platform MFEX

Nordic Capital Fund VIII “Nordic Capital” and MFEX management has signed an agreement to acquire the majority of the shares in MFEX­­, a leading European B2B open architecture fund distribution platform.

/Portfolio management

Kempen selects SimCorp for client reporting

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that Kempen, a Netherlands based asset manager with EUR 49.5 billion in assets under management, has selected SimCorp Coric to replace an incumbent legacy reporting solution.

/Portfolio management

FIIG Securities Australia contracts for SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that FIIG Securities, a leading fixed income specialist in Australia has signed an agreement to deploy SimCorp Dimension within its business.

/Portfolio management

Novo Holdings selects SimCorp for front-to-back office overhaul

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announced that Novo Holdings A/S, a holding and investment company, owned by the Novo Nordisk Foundation, has selected SimCorp Dimension as its new investment management platform across its investment business.

/Portfolio management

C WorldWide Asset Management selects SimCorp Coric

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that C WorldWide Asset Management Fondsmæglerselskab A/S, has extended its SimCorp Dimension license agreement to include Data Warehouse Manager and SimCorp Coric.

/Portfolio management

Iress H1 profits down ten percent year-on-year

IRESS today announced a statutory net profit for the six months to 30 June 2017 of $29.5 million, up 10% over the prior half (six months to 31 December 2016) and down 10% over the previous corresponding period (six months to 30 June 2016).

/Portfolio management

Pzena lnvestment Management signs for Indata Epic Data API

Indata, a leading industry provider of software, technology and services for buy-side firms, today announced that Pzena lnvestment Management has expanded its usage of Indata’s Intelligent Portfolio Management software suite by upgrading to Epic Data API, a new solution launched in May 2017.

/Portfolio management

Optimas Capital adopts Broadridge investment management platform

Broadridge Financial Solutions, Inc. (NYSE:BR) a global fintech leader providing communications, technology, data and analytics solutions to financial firms in capital markets, wealth management, asset management and corporate issuers across multiple industries, announced that Optimas Capital Limited, a Hong Kong-based asset manager with more than US$250 million in assets under management, has adopted Broadridge’s investment management solution.

/Portfolio management

SimCorp acquires APL Italian for EUR35 million

Today, SimCorp has signed an agreement to acquire all shares in APL Italiana S.p.A. (APL Italiana) for a total enterprise value of EUR 35m.

/Portfolio management

Axioma and Omega Point team on 'quantamental' approach in fundamental investing

Axioma, a global provider of innovative risk and portfolio management solutions, today announced a new partnership with Omega Point, a portfolio intelligence tool for fundamental-style managers.

/Portfolio management

Park Square goes live on thinkFolio from IHS Markit

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced that Park Square Capital (“Park Square”), one of Europe’s leading independent credit providers, has gone live on its order management and portfolio modelling system, thinkFolio.