Portfolio management

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/wealth

Data management firm Kneip appoints new CEO

Kneip, the fund data management company, is today announcing that it has appointed Enrique Sacau as CEO, with current CEO, Neil Ward, stepping away to focus on the growth of his own consultancy.

/security

RFA launches managed data services

RFA, the leader in the Cloud and Cyber Security technology and digital transformation, today announced the launch of its Managed Data Services.

eToro makes acquisition ahead of debit card launch

/wealth

eToro makes acquisition ahead of debit card launch

Online investment platform eToro has furthered its preparations for the launch of its first debit card by acquiring UK-based e-money platform Marq Millions.

/wealth

Indian fintech Niyo acquires Goalwise

In a bid to expand its product offering to the millennials, Niyo, India's leading digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform.

ESG standards: No silver platter of harmonised data

/sustainable

ESG standards: No silver platter of harmonised data

A desire for standardisation of ESG data may be folly, according to Bruno Bertocci, head of sustainable equities at UBS Wealth Management.

/markets

Red Swan Risk and Asset Control team to provide integrated security master and model risk service

Red Swan Risk is enhancing its world-class multi-asset class portfolio risk management solution, RiskON, through Asset Control’s managed service offering, PaSSPort, to provide a seamless data experience to its clients.

Deutsche Bank spinoff IMP+ACT Alliance launches digital ESG fund transparency tool

/sustainable

Deutsche Bank spinoff IMP+ACT Alliance launches digital ESG fund transparency tool

IMP+ACT Alliance today launched the IMP+ACT Classification System (ICS), which will allow asset managers to self-report how they classify, measure and manage ESG impact, serving financial risk mitigation strategies and advancing global goals such as the UN’s Sustainable Development Goals (SDGs).

/markets

Credit Suisse Next Investors’ LUX FTS and NorthPoint, merge to form Portfolio BI

Credit Suisse Asset Management’s NEXT Investors, a leading Fintech growth equity group, announced today that LUX Fund Technology and Solutions (LUX FTS), a SaaS-based enterprise data management and reporting platform, and NorthPoint, a leading global provider of front-to-back office investment management solutions, have merged to form Portfolio BI.

/markets

Matrix IDM adds AI from Fintech Studios to news feed

Matrix IDM, a leading solution provider to asset owners and managers, today announces that they have successfully integrated FinTech Studios Apollo.aiTM platform into the Matrix offering.

/wealth

Rise Wealth Technologies rebrands as Quantumrock

RISE Wealth Technologies, the Munich-based AI investment technology firm, has today unveiled a new name, new logo and a new website as part of an extensive rebranding initiative. The business is now known as Quantumrock.

Sustainable Finance Live: How investment opportunities can transform the greenhouse gas landscape

/sustainable

Sustainable Finance Live: How investment opportunities can transform the greenhouse gas landscape

Finextra Research and ResponsibleRisk today hosted Sustainable Finance Live, the first virtual workshop in series of events designed to create actionable ESGtech strategies and build an ecosystem of partnerships that will turn strategy into reality.

/markets

Profile sells Axia suite to Investment Partners

Profile Software, a leading financial solutions provider, announced today that 3K Investment Partners, a Mutual Funds Company based in Athens, selected Axia, Profile’s leading omni-channel and web-based investment management system, to efficiently address its fund and wealth management operations on a single platform supporting all of its investment activities in an fully automated environment.

/markets

SimCorp enters South Africa

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces its entry into the South African market, with new Managing Director, Brian Anderson.

/startups

Boosted.ai raises $8m

Boosted.ai, the leading distributed machine learning platform for global investment professionals, today announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures.

Northern Trust tapping data transparency and ESG to navigate volatility

/wealth

Northern Trust tapping data transparency and ESG to navigate volatility

American financial holding company Northern Trust’s head of front office solutions, Melanie Pickett, tells Finextra Research about some of the complexities in delivering reliable data analytics to institutional clients, which are of even greater importance during periods of volatility such as now.

/wealth

Syfe collaborates with SGX on S-Reit investment portfolio

Syfe, a digital wealth management company licensed by the Monetary Authority of Singapore, in collaboration with Singapore Exchange (SGX), today launched a first-of-its-kind portfolio that allows everyone to easily invest in and track the SGX’s iEdge S-REIT 20 Index, one of the most popular indices of the Singapore stock market.

/retail

Customers Bank enlists OakNorth to boost credit monitoring and portfolio management

OakNorth, the next-generation credit and monitoring platform, today announces the signing of a commercial agreement with Customers Bank (NYSE: CUBI), which is a full-service bank that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals and families.

/cloud

BlackRock to port Aladin to Microsoft Azure

BlackRock and Microsoft Corp. have formed a strategic partnership to host BlackRock’s Aladdin infrastructure on the Microsoft Azure cloud platform, bringing enhanced capabilities to BlackRock and its Aladdin clients, which include many of the world’s most sophisticated institutional investors and wealth managers.

/markets

Enhance Group unveils Mosaic 2.0

Enhance Group is pleased to announce the client launch of its proprietary investment oversight platform, Mosaic 2.0.

/wealth

Skarbiec TFI selects NeoXam portfolio management system

Polish asset manager Skarbiec TFI has chosen leading fintech provider NeoXam, for its Density portfolio management solution. The solution will be rolled out across all 42 of Skarbiec’s funds and sub-funds.

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