Portfolio management

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Deutsche Börse to pay $850m for analytics firm Axioma

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Deutsche Börse to pay $850m for analytics firm Axioma

German exchange operator Deutsche Börse is buying Axioma for $850 million and combining the analytics specialist with its index businesses in a new company.

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Ensemble Capital chooses Numerix Oneview Asset Management

Ensemble Capital, the absolute return global AI fund based in Singapore, is live with Numerix’s Oneview Asset Management solution for real-time risk and portfolio management.

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Willis Towers Watson picks SimCorp Dimension for investments business

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces that leading global advisory, broking and solutions company, Willis Towers Watson, has chosen SimCorp Dimension to form the front to back system for its global Delegated Investments business.

/Portfolio management

Platinum AM goes live with Catena's Trace for EMIR reporting

Catena Technologies today announced that Platinum Asset Management, an equity-focused global investment manager based in Australia, has gone live using Catena’s TRACE Reporting solution to meet its OTC derivatives transaction reporting requirements for European Market Infrastructure Regulation (EMIR).

/Portfolio management

Linear Investments and Genesis collaborate on real-time margin management

Genesis, the international capital markets software firm has worked with Linear Investments, a specialist prime broker and an award winning hedge fund incubator, to launch Real-time Portfolio Margin (RPM), a new scalable solution for cash & margin management in real-time.

/Portfolio management

Australian Unity goes live on thinkFolio from IHS Markit

IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, today announced that the wealth arm of Australian Unity, a national health, wealth and living mutual company, is live on thinkFolio.

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Gluskin Sheff + Associates picks Broadridge investment management tech

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has announced the successful implementation of Broadridge’s investment management technology for Gluskin Sheff + Associates Inc. Gluskin Sheff is utilizing Broadridge’s comprehensive and fully-hosted platform of portfolio management, order management, compliance and data analytics capabilities as it scales its wealth management business for future growth.

/Portfolio management

Black Mountain acquires Mariana Systems

Black Mountain Systems, a software company that develops innovative data and process management solutions for asset managers and financial institutions, announced today that it has acquired Chicago-based financial software firm, Mariana Systems.

/Portfolio management

Bridge Financial raises series A funding

Bridge, a portfolio management software platform provider for RIAs, fiduciary financial advisors, and wealthtech companies, announced today that it has raised Series A funding led by FINTOP Capital and MissionOG

/Portfolio management

Seed CX targets institutional investors with digital asset wallet launch

The digital asset market, long dominated by individual retail traders, is attracting the interest and participation of institutional investors.

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Objectway scores front-end deal with BNY Mellon’s Pershing

Objectway announces its ongoing collaboration with BNY Mellon’s Pershing, a market leading provider of trading, clearing, settlement and custody services, to deliver Pershing's new integrated front-end solutions: Pershing Nexus Wealth®, with digital client management portfolio management tools, and Pershing Nexus Investor®, an investor portal.

Investment Association opens second fintech cohort

/Portfolio management

Investment Association opens second fintech cohort

The trade body for the UK's fund management industry, the Investment Association (IA), has extended its fintech accelerator initiative with the launch of a second cohort.

/Portfolio management

Citco launches data sharing tool

The Citco Group of Companies (“Citco”), a leading global services provider for the financial services industry, today announced the launch of CitcoConnect, a new digital solution that automates and simplifies the process of managing prospective investors, including an online utility for the placement of initial investments in alternative funds.

/Portfolio management

VC firm Serena to monitor portfolio performance with IHS Markit

IHS Markit, a world leader in critical information, analytics, and solutions, today announced that Serena has chosen the iLEVEL platform to collect, monitor, and report on portfolio data for their €300 million portfolio.

/Portfolio management

FlexTrade integrates Bernstein Cube into EMS

FlexTrade Systems, a global leader in multi-asset execution and order management systems, today announced the integration of the Bernstein Cube into the FlexTRADER EMS, which will provide traders with a comprehensive portfolio construction, risk analysis and pre-trade system right from the blotter.

/Portfolio management

Tremblant Capital selects LiquidityBook

LiquidityBook today announced that Tremblant Capital, a multi-billion global asset management firm, has selected the SaaS-based LBX Buy Side as its full POEMS (portfolio, order and execution management system), with the integrated LBX Connect as its FIX routing network.

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Tora launches rebalancing tool

Tora, provider of the industry’s most-advanced cloud-based order and execution management system (OEMS), today announced the launch of Tora Rebalancing.

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SocGen to use Addventa AI for portfolio commentary

Societe Generale Securities Services (SGSS) and Addventa announces a partnership to launch a service for automated drafting of portfolio management commentaries based on artificial intelligence solutions.

/Portfolio management

Axioma launches new cloud based environment for investment

Axioma today announced the launch of axiomaBlueTM, an innovative cloud-based environment providing best-of-breed solutions and tools that enable investment managers to cost efficiently create, implement and scale unique investment strategies.

/Portfolio management

Axioma introduces interactive dashboards

Axioma today announced the launch of new interactive dashboards that enable portfolio managers and risk managers to obtain valuable insights on risk from Axioma’s enterprise risk-management platform, factor risk models and full suite of market data.

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