Portfolio management

483 articles tagged with this keyword

/Portfolio management

Eagle ships upgrades to portfolio management suite

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

/Portfolio management

Japan's 8 Securities launches robo-advisor service for millennials

8 Securities, a leading mobile trading & investing service in Asia, today announced the launch of Japan's first robo-advisor service.

/Portfolio management

HK fund manager adopts SimCorp Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that LIM Advisors Limited, a Hong Kong based fund manager, has signed a milestone agreement to utilize SimCorp Dimension for a full front, middle and back office platform.

/Portfolio management

FundBPO connects to Calastone

Australia’s largest independent fund administrator, FundBPO, has joined Calastone, the global fund transaction network.

/Portfolio management

SimCorp Dimension hooks up to Thomson Reuters DataScope

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, and Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced the installation of a dedicated adapter enabling portfolio managers to access DataScope Select pricing and reference data through the SimCorp Dimension software platform.

/Portfolio management

Daiwa goes live with Torstone Inferno in Hong Kong

Torstone Technology, a leading provider of securities and derivatives processing software to the global financial markets, and Daiwa Capital Markets Hong Kong (Daiwa HK), the investment banking arm of Daiwa Securities Group, today announced that Daiwa’s multi-asset Hong Kong Agency business has successfully transferred onto Torstone’s post-trade processing platform, Inferno.

/Portfolio management

Moroccan CSD signs with LSE UnaVista

Maroclear, the Moroccan Central Securities Depository (CSD), has selected the London Stock Exchange (LSE) Group’s UnaVista solution to provide it with the trade repository technology it needs to establish Casablanca as a financial hub for Africa.

/Portfolio management

TIG Advisors goes live with Eze Software investment suite

Eze Software Group, a premier provider of global investment technology, has brought TIG Advisors, an investment management firm with approximately $3 billion in assets under management, live on its investment suite.

/Portfolio management

Bank of the West implements OpenLink Findur

OpenLink, the global leader in trading and risk management solutions to the financial services, corporate, energy, and commodities industries, today announced that Bank of the West has implemented OpenLink’s Findur solution for its Capital Markets and Treasury operations.

/Portfolio management

Deutsche AWM goes live with Eagle data management tech

Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that Deutsche Asset & Wealth Management (“Deutsche AWM”) has gone live with Eagle’s data management solution to support its global operations.

/Portfolio management

ITG launches dark list algorithm

ITG (NYSE:ITG), a leading execution broker and research provider, today announced the launch of the ITG Dark List Algorithm, a next-generation algorithm which brings ITG’s unique dark trading capacity to portfolio traders.

/Portfolio management

Interactive Brokers acquires Covestor

Covestor, an online investing marketplace, and Interactive Brokers Group, Inc. (NASDAQ GS: IBKR), the largest US electronic broker by daily average revenue trades, announced that they have entered into a definitive agreement under which Interactive Brokers will acquire Covestor.

/Portfolio management

Calypso launches centre of excellence for integration and consolidation

Calypso Technology, Inc., the leader in financial markets software solutions, is launching a new Center of Excellence for Integration and Consolidation in response to growing demand from potential and existing clients to consolidate their technology footprint.

/Portfolio management

Addepar upgrades wealth management platform

Addepar, the investment management technology company for the modern investor, announced a major update to its platform to power the $120 trillion investment management industry.

/Portfolio management

BOM Capital selects SunGard's Investran private equity package

Brabant Development Agency Capital (BOM Capital), an investment management company focused on strengthening the regional economic structure in the Province of Noord-Brabant, The Netherlands – one of the most innovative regions in the European Union – has chosen Investran, SunGard’s integrated private equity solution, to help enhance data and investment transparency across front- and back-office stakeholders and processes.

/Portfolio management

Global Market Solutions joins Misys InFusion partner programme

Misys, the leading financial software company, has signed an agreement with Global Market Solutions (GMS) to become a member of the Partner Programme.

/Portfolio management

Argent Financial selects FIS for trust operations outsourcing

Combining innovative technology with secure BPO servicing, FIS™ (FIS), a global leader in banking and payments technology as well as consulting and outsourcing solutions, continues to reinvent traditional trust operations.

/Portfolio management

Advent upgrades across product portfolio

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the global release of its first round of 2015 product updates, including enhancements for Geneva®, Advent Portfolio Exchange® (APX), Moxy®, Advent Rules Manager®, Tamale®, and Advent Revenue Center®.

/Portfolio management

BNY Mellon fined £126 million for FCA over Cass compliance failings

BNY Mellon (NYSE: BK) today issued the following statement regarding the findings of a U.K. Financial Conduct Authority ("FCA") investigation into compliance with relevant FCA Principles and U.K. Client Asset Sourcebook ("CASS") rules during the period from November 2007 to August 2013:

/Portfolio management

Trustee Executors Limited selects SS&C Pages reporting technology

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Trustee Executors Limited (TEL), the largest provider of third party administration for financial services in New Zealand and leaders in the provision of Trustee, Custodial, Investment Accounting, Unit Pricing and Registry service, has selected SS&C’s reporting solution, Pages.