Portfolio management

479 articles tagged with this keyword

All articles with this keyword
Apply Cancel

/Portfolio management

MPI Europe and Castine Consulting collaborate for MiFID II service

Castine Consulting and MPI Europe have formed a strategic partnership to assist institutional brokerage and investment managers in Europe implement and maintain a compliant process for the procurement of investment research under MiFID II.

/Portfolio management

SS&C bridges operational gaps for Citi

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced it has successfully transitioned Citi’s hedge fund customers to the latest version of the Geneva platform – SS&C’s real-time portfolio management, reporting and investor accounting solution.

/Portfolio management

Linedata goes after Chinese hedge funds with Sycamore partnership

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, has partnered with Sycamore Investment Services in Shanghai, to provide a complete front to middle-office service to the hedge fund community in China.

/Portfolio management

Convergex hires new sales leads for Europe

Convergex, an agency-focused global brokerage and trading related services provider, is pleased to announce that it has further expanded its European-based electronic sales team with the recent hiring of Leila Mayet and Jeanine Cerligione.

/Portfolio management

Nicola Wealth Management moves to SS&C

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced that it has been appointed by Nicola Wealth Management (“NWM”) to provide a range of fund administration services for nearly $4 billion in assets under management (AUM).

/Portfolio management

Axioma appoints Sunay Shah head of multi-asset class solutions, Emea

Axioma, a leading provider of innovative risk solutions for buy-side institutions, today announced the appointment of Sunay Shah as Head of Multi-Asset Class Solutions for EMEA, including Axioma Risk, the company’s multi-asset class (MAC) risk solution.

/Portfolio management

Axioma opens Tokyo office

Axioma, a leading provider of innovative risk management and portfolio construction solutions to financial institution, today announced the launch of their Japan office and the appointment of Kiichi Takai as senior consultant for their multi-asset class risk division. Takai will be based in Tokyo.

/Portfolio management

SimCorp appoints Thorvaldur Flemming Jensen head of ASP division

SimCorp, a provider of investment management solutions and services for the global financial services industry, today announced that it has appointed Thorvaldur Flemming Jensen head of its Application Service Provider (ASP) Division and member of the company’s executive management team, reporting directly to the CEO.

/Portfolio management

Options names former Tibco exec as new CFO

Options, the leading managed service and IT infrastructure provider to the global capital markets industry, has today announced Jon Lambert as the firm’s new Chief Financial Officer (CFO).

/Portfolio management

Liontrust implements Eze Software suite

Liontrust Asset Management, a U.K.-based specialist investment management company, has gone live on Eze OMS and Eze Portfolio Accounting, implementing a front-to-back office workflow to replace its in-house systems.

/Portfolio management

Nomura Bank (Luxembourg) extends SimCorp license

SimCorp announces that it has signed a large additional license agreement with Nomura Bank (Luxembourg) S.A.

/Portfolio management

Worldbox introduces portfolio management tool

The Business Intelligence company Worldbox is providing access to a new Portfolio Management service powered by its API via XML.

/Portfolio management

Donner & Reuschel uses Diamos platform

Donner & Reuschel uses the fund administration software Diamos-F and additional modules Diamos InvestmentCompliance and Diamos Reconciliation in conjunction with a model 2 implementation.

/Portfolio management

Principal Global Investors selects Eagle Solution to support Global Ibor

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced they have been selected by Principal Global Investors (PGI), the asset management arm of the Principal Financial Group, to provide a portfolio accounting solution hosted on Eagle ACCESS(SM), and to achieve an investment book of record (IBOR).

/Portfolio management

ITG names Andrew Larkin to lead Posit alert coverage team

ITG (NYSE: ITG), a leading independent broker and financial technology provider, today announced Andrew J. Larkin will be rejoining the firm on April 11, 2016, as Managing Director in charge of POSIT Alert client coverage.

/Portfolio management

AFA Insurance implements VPD Fixed Income Attribution

AFA Insurance has gone into production with VPD Fixed Income Attribution, part of the VPD Risk & Performance suite of solutions.

/Portfolio management

Envestnet | Yodlee partners Vanguard on account aggregation services

Envestnet | Yodlee (ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced a strategic partnership with Vanguard, one of the world’s largest investment management companies.

/Portfolio management

Finomial selivers OECD CRS platform

Finomial Corporation today announced the launch of a comprehensive and automated online investor services and tax reporting platform.

/Portfolio management

OnMarket targets wealthy Chinese investors with BMY Group

OnMarket BookBuilds (OMB), the creator of the world’s first online portal giving investors free and fair access to IPOs, has joined forces with BMY Group to supply content to the news and finance organisation, which is dedicated to assisting Chinese in making local investments.

/Portfolio management

Polen Capital goes live on Charles River IMS

Charles River, a front and middle office investment management solution provider, today announced that Polen Capital Management (Polen Capital), an equity management boutique based in Boca Raton, Florida, is live on the SaaS-based Charles River Investment Management Solution (Charles River IMS) across its mutual funds, institutional accounts and retail separately managed accounts.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept