Portfolio management

609 articles tagged with this keyword

/wealth

Investment Metrics launches factor-based change analysis tool

Investment Metrics, a leading provider of investment analytics, reporting and data, today announced the launch of DeltaZoomTM to help institutional investors, advisors and asset managers better understand style factor changes within portfolios.

/wealth

IHS Markit teams up with CloudAttribution

IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, has formed a strategic alliance with CloudAttribution to integrate their best-in-class performance attribution capabilities into the thinkFolio investment management platform.

/wealth

Teslar Software signs The National Bank of Texas

Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced today that The National Bank of Texas selected its platform to enhance operations and increase transparency within their lending portfolio.

/sustainable

Sustainable Finance Live: The state of the market and planet

Today, Finextra Research and Responsible Risk kicked off proceedings for Sustainable Finance Live – a series of virtual events designed to drive the creation of actionable ESGtech strategies within the financial services sector, and foster an ecosystem of partnerships that will turn strategy into action.

/wealth

Ikigai initiates Crowdcube campaign to raise £1.2m

Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.

/regulation

Broadridge integrates FundApps regulatory compliance tech

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps’ regulatory compliance technology with Broadridge’s buy-side portfolio and order management solution.

/devops

Ally partners with Microsoft Azure to prepare quantum computing-ready workforce

US fintech Ally Financial will collaborate with Microsoft on Azure Quantum solutions to develop quantum computing skills and explore how new algorithms and future quantum hardware could improve customer experience.

/crypto

Crypto fund Tyr Capital chooses HedgeGuard to shore up portfolio management

Leading cryptocurrency hedge fund, Tyr Capital Arbitrage SP, has teamed up with HedgeGuard, a provider of portfolio management software and services for traditional and crypto asset managers, to increase greater operational efficiency across its fund activities.

/crypto

Diginex rolls out front-to-back portfolio management system for digital assets

Diginex Limited (Nasdaq: EQOS), the digital assets financial services company, and Itiviti, a leading technology and service provider to financial institutions worldwide, today announced the launch of ‘Access’, a front-to-back trading, portfolio, and risk management solution that enables the trading of cryptocurrencies and crypto derivatives across several platforms.

/crypto

Zumo introduces smart portfolio feature to view and manage overall crypto assets

Zumo, the digital wallet and payments platform, has launched Zumo Smartfolio, the latest of the app’s innovative features enabling users to view and manage their overall crypto assets and track the relative position of each of their exchanges in a simple and intuitive way.

/Portfolio management

Jyske Capital extends SimCorp deployment in the front office

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces a new agreement with Jyske Capital, the asset management arm of Jyske Bank Group, Denmark’s third largest banking group.

/wealth

Trendrating data made available on Bloomberg terminals

Trendrating SA, a provider of advanced analytics and technology solutions to the global capital markets, today announced the launch of its “Portfolio Sentinel“(PLUS) application in the Bloomberg App Portal on the Bloomberg Terminal at {APPS PLUS }.

/wealth

SimCorp and IntelliBonds plan AI-based fixed income project

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new collaboration with AI fintech, IntelliBonds, to deliver clients access to AI innovation, enhanced portfolio construction and optimization for fixed income portfolios.

/crypto

Northern Trust and StanChart partner for crypto custody service

Asset servicer Northern Trust and Standard Chartered have sought to capitalise on the growing demand for cryptocurrency services by jointly developing a digital custody service aimed at institutional investors.

/cloud

Linedata and HCL extend partnership

Linedata (LIN:FP), a global provider of credit finance and asset management technology, data and services, today announced an expansion of its strategic partnership with HCL Technologies, a leading next-generation global technology company that helps large global enterprises reimagine their businesses for the digital age.

/wealth

IHS Markit and MSCI strike risk analytics alliance

IHS Markit has formed a strategic alliance with MSCI Inc. to integrate MSCI's portfolio and risk analytics capabilities with thinkFolio, the leading multi-asset class investment management platform.

/retail

Singapore builds platform that lets people consolidate financial data

Singapore has launched a data exchange platform that lets people on the island consolidate their financial information held across different government agencies and banks.

/Portfolio management

Central Bank of Sri Lanka selects SimCorp for front-to-back reserve management

SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces that the Central Bank of Sri Lanka (CBSL), has signed an agreement with SimCorp Asia Pacific.