Portfolio management

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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.

/crypto

CoinShares establishes hedge fund division

CoinShares International Limited (“CoinShares'' or “the Company”) (Nasdaq Stockholm: CS; US OTCQX: CNSRF), the leading European alternative asset manager specialising in digital assets, today announced the launch of its hedge fund division, CoinShares Hedge Fund Solutions.

/regulation

Investment Metrics launches liability reporting

Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution.

/wealth

Openfunds Association appoints new chairman

Jose Carlos Oviedo, Global Head of TA Network, Market Data & Automation at Allfunds, the world’s largest fund distribution network, has been appointed Chairman of openfunds.

/wealth

Revo Digital welcomes venture capital finance

Revo Digital Family Office (“Revo”, the “firm”), Asia’s first digital family office and a member of Raffles Family Office, is pleased to announce that the firm has welcomed UOB Venture Management (“UOBVM”), Signum Capital (“Signum”), Gate.io Exchange and a Korean single family office as investors (the “investment”).

/wealth

Charles River wins Thai pension fund mandate

Charles River® Development, a State Street company, announced that Thailand’s Government Pension Fund (GPF), one of Thailand’s largest pension funds with more than 1.2 million members, has selected the Charles River Investment Management Solution (Charles River IMS) to modernise their front office operations and manage their domestic and international equity, fixed income and multi-asset portfolios.

/wealth

Altum Group implements RiskScreen's KYC platform

Altum Group, a leading international provider of Fund, Corporate and Family Office Solutions, has successfully completed the implementation of RiskScreen's groundbreaking KYC platform.

/wealth

HSBC launches ETF servicing platform

HSBC announced today the launch of ETF Platform Solutions – its new end-to-end platform for providing asset servicing solutions to ETF issuers globally.

/wealth

Worldsource selects Broadridge for digital marketing

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

/wealth

Investment app Plum expands offering

Plum, the smart money app, has launched two new smart features for stock investors in Ireland.

/regulation

FE fundinfo launches rebate and distribution channel management service

An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.

/markets

TS Imagine releases cross-asset tech for hedge funds

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today announces the launch of TS One, a cross-asset class, SaaS-based solution designed for investing teams who are seeking access to global markets, advanced execution management tools, battle-tested risk management models, and comprehensive accounting software through a single intuitive interface.

/markets

Atlas Responsible Investors implements Broadridge portfolio and order management tech

Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by implementing a cloud-based portfolio and order management solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR).

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