Portfolio management

608 articles tagged with this keyword

/Portfolio management

StatPro plans move to pure SaaS provider

Following positive feedback on its SaaS Revolution service, StatPro, a supplier of portfolio analytics software for fund manager, has outlined plans to pour money into a move to become a pure cloud player.

/Portfolio management

Misys agrees £375m Sophis acquisition

UK fintech vendor Misys has agreed to buy capital markets software provider Sophis from private equity firm Advent International in a deal worth around £375 million.

/Portfolio management

Fiserv moves into the front office with AdviceAmerica acquisition

Fiserv has moved to expand its investment services unit with the acquisition of AdviceAmerica. Financial terms of the deal were not disclosed.

/Portfolio management

Sophis up for sale - Reuters

Private equity firm Advent International has hired Credit Suisse to help sell Paris-based portfolio and risk management technology vendor Sophis, according to Reuters.

/Portfolio management

State Street to acquire Mourant fund admin business

State Street is expanding its global fund administration and alternative servicing capabilities with an agreement to acquire Jersey-based Mourant International Finance Administration (MIFA) in a cash transaction. Terms of the deal, which is expected to close in Q1 2010, were not disclosed.

/Portfolio management

Interactive Data to buy Online Financial Solutions assets from Dow Jones

Interactive Data has agreed to buy the assets of Online Financial Solutions (OFS) from Dow Jones.

/Portfolio management

SS&C buys financial data hub Evare

Connecticut-based fintech vendor SS&C Technologies has acquired Evare, a managed service provider for financial data acquisition, transformation and delivery. Financial terms of the deal were not disclosed.

/Portfolio management

BNP Paribas sets up Indian BPO joint venture

BNP Paribas Securities Services is to set up a back office processing joint venture in India with Sundaram Business Services, the business process outsourcing arm of financial conglomerate Sundaram Finance.

/Portfolio management

RiskMetrics acquires UK outfit Applied4 Technology

New York financial analytics firm RiskMetrics Group has bought UK-based Applied4 Technology - a specialist provider of performance attribution software and services - for an undisclosed sum.

/Portfolio management

Statpro warns of trouble ahead

Statpro, an AIM-listed supplier of portfolio analytics software for fund managers, has posted a 45% drop in pre-tax profit for the first half of the year and is warning of a "worsening in trading conditions in the second half".

/Portfolio management

Lab49 develops portfolio management application for iPhone

Technology consultancy Lab49 has launched a real-time portfolio management application designed specifically for the Apple iPhone.

/Portfolio management

Markit buys JPMorgan loan software unit

London-based financial information vendor Markit has signed a deal to acquire FCS, a unit of JPMorgan Chase that provides portfolio and risk management software to syndicated loan market participants. Financial terms of the deal were not disclosed.

/Portfolio management

Private equity firm Fusion AI buys Tiger Consultants

Fusion Alternative Investment Partners (Fusion AI), a private investment firm specialising in technology and services, has acquired UK-based Tiger Consultants, a specialist consulting practice dedicated to the investment management industry.

/Portfolio management

Wall Street Systems signs Central Bank of Nigeria

Central Bank of Nigeria (CBN) is implementing technology from trading and treasury systems vendor Wall Street Systems to automate its reserve management processes.

/Portfolio management

SunGard buys Advanced Portfolio Technologies

SunGard has acquired Advanced Portfolio Technologies (APT), a New York-based provider of risk management and portfolio optimisation software to asset managers, hedge funds, pension funds, broker/dealers and proprietary traders.

/Portfolio management

StatPro buys Performa Consultants UK

AIM-listed StatPro has acquired Performa Consultants UK, a provider of compliance software to asset managers, in a cash and stock deal worth around £7 million.

/Portfolio management

Advent Software reports Bear Stearns deal

US investment bank Bear Stearns is rolling out Advent Software's portfolio management and fund accounting platform Geneva across its prime brokerage operations.

/Portfolio management

Fidelity Investments spends $50m on integrated advisor platform

US mutual fund manager Fidelity Investments says it is investing $50 million in the development of a Web-based wealth management platform, called WealthCentral, which will integrate the most critical operational systems for registered investment advisors.

/Portfolio management

StatPro reports H1 profit jump; buys Canada's Initram Data

AIM-listed StatPro Group, a provider of performance measurement software for asset managers, is reporting a doubling of pre-tax profit for the first half of the year. The London-based vendor also says it has acquired Montreal-based Initram Data for a total cash consideration of £1.41 million.

/Portfolio management

Almost a third of private banks lack back-office automation

Sponsored research has identified a lack of automated post-trade management among Europe's private banking community. The survey by Scorpio Partnership has revealed 30% of private banks continue to manually operate trade execution, confirmation and affirmation.