Portfolio management

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Lloyd’s of London appoints Jennifer Rigby COO

Lloyd’s of London announced today that Jennifer Rigby has been appointed Chief Operations Officer (COO).

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Axioma Risk gets revamp

Axioma, the leading global provider of enterprise risk management, portfolio construction and regulatory reporting solutions, has launched the next generation of its Axioma RiskTM solution which significantly enhances its Fixed Income and Multi-Asset Risk Models.

/Portfolio management

Alipay's AI wealth tech platform adopted by China's asset managers

On June 20, 2019, Ant Fortune, Alipay’s wealth management platform, announced that 80 of all 124 asset management firms in China, or six out of ten, have been using the company’s AI-powered corporate Caifuhao accounts to reach more customers with better customized offers, at a lower cost.

/Portfolio management

SIX and SimCorp team up for sanctions monitoring

Swiss financial data expert SIX has announced a partnership with SimCorp, centered on its Sanctioned Securities Monitoring Service, to give financial institutions greater global sanctions data coverage.

/Portfolio management

Intertrust buys Viteos for $330m

Intertrust N.V. ("Intertrust"), a leading global provider of expert administrative services to corporate, fund, capital markets and private wealth clients, today announces the acquisition of Viteos1, a provider of leading-edge technology solutions for U.S. funds, from PPC Enterprises LLC, FiveW Capital LLC (an affiliate of 22C Capital) and Viteos management.

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Commcise launches cloud-based investment research platform

Commcise, the award-winning provider of integrated commission management, research evaluation and reporting solutions for investment management and brokerage firms, today announced the launch of COMMCISECS to support client strategy teams within the research provider community.

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SimCorp appoints new COO

SimCorp today announces the appointment of Christian Kromann as Chief Operating Officer (COO), a new position within SimCorp.

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Hermes picks FactSet for multi-asset risk management

FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Hermes Investment Management, the £34.1 billion (US$44.4 billion) manager, has selected FactSet as its multi-asset risk provider.

/Portfolio management

Liquidnet makes AI acquisition

Liquidnet, the global institutional investment network, continues its expansion of its artificial intelligence (AI) investment analytics platform with the acquisition of Prattle, a leading provider of automated investment research solutions for portfolio managers, research analysts, and other financial professionals.

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Jarvis Investment Management expands JHC Systems relationship

Wealth management fintech firm, JHC Systems (JHC) has today announced that, long standing JHC Figaro (Figaro) client, Jarvis Investment Management (Jarvis) is expanding its relationship with JHC by offering digital portfolio monitoring tool JHC Neon (Neon) to clients.

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LifeYield launches Income Advantage

LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced today the release of Income Advantage, a first of its kind software tool offering advisors and their clients the ability to leverage sophisticated technology to create intelligent withdrawals from all their accumulated assets.

/Portfolio management

Liquidnet acquires RSRCHXchange

Liquidnet, the global institutional investment network, today announced it has acquired RSRCHXchange, a leading marketplace and aggregator for institutional research.

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Axyon AI appoints new chief commercial officer

Axyon AI, the AI provider for financial services, has announced the appointment of Frank Abbenhuis as its Chief Commercial Officer.

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AllianceBernstein selects OpenFin for digital transformation

OpenFin, the operating system (OS) of finance, today announced that AllianceBernstein, the global asset management firm, has chosen OpenFin to help accelerate their digital transformation strategy.

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Equilend opens Tokyo office

EquiLend, a leading provider of trading, post-trade, market data and clearing services for the securities finance industry, today announces the opening of its office in Tokyo to service its expanding client base in Japan.

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Ensemble Capital chooses Numerix Oneview Asset Management

Ensemble Capital, the absolute return global AI fund based in Singapore, is live with Numerix’s Oneview Asset Management solution for real-time risk and portfolio management.

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Willis Towers Watson picks SimCorp Dimension for investments business

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces that leading global advisory, broking and solutions company, Willis Towers Watson, has chosen SimCorp Dimension to form the front to back system for its global Delegated Investments business.

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Platinum AM goes live with Catena's Trace for EMIR reporting

Catena Technologies today announced that Platinum Asset Management, an equity-focused global investment manager based in Australia, has gone live using Catena’s TRACE Reporting solution to meet its OTC derivatives transaction reporting requirements for European Market Infrastructure Regulation (EMIR).

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Linear Investments and Genesis collaborate on real-time margin management

Genesis, the international capital markets software firm has worked with Linear Investments, a specialist prime broker and an award winning hedge fund incubator, to launch Real-time Portfolio Margin (RPM), a new scalable solution for cash & margin management in real-time.

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Australian Unity goes live on thinkFolio from IHS Markit

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced that the wealth arm of Australian Unity, a national health, wealth and living mutual company, is live on thinkFolio.

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