Portfolio management

608 articles tagged with this keyword

All articles with this keyword
Apply Cancel

/Portfolio management

CMB International goes live with Fidessa

Fidessa group plc (LSE: FDSA) has today announced that CMB International Capital Corporation Limited ("CMBI"), a wholly-owned subsidiary of China Merchants Bank ("CMB"), has implemented Fidessa’s centralised order management and execution system as its Asian trading platform to support the expansion of its equities business across Asia.

/Portfolio management

Calypso appoints Philippe Carrel as chief alliances officer

Calypso Technology Inc., a leading provider of capital markets software, announced it has appointed Philippe Carrel as Chief Alliances and Marketing Officer.

/Portfolio management

Liberum goes live on Torstone Inferno

Liberum, a leading pan European investment bank signed a multi-year deal with Torstone Technology to use Inferno in July and went live last week, implementing a complete back office system within 4 months.

/Portfolio management

Fidelity takes wraps off advisor tech platform

Fidelity today released new details on its next-generation “total advisor” technology platform, designed to help registered investment advisors, broker-dealers, banks and family offices digitize their businesses.

/Portfolio management

Asset manager Crow Point rolls out LiquidityBook LBX suite

LiquidityBook today announced that Crow Point Partners, a $2.5B global alternative asset manager, has completed the rollout of the SaaS-based LBX Buyside POEMS (portfolio, order and execution management system) across its front-, middle- and back-office operations.

/Portfolio management

Wells Fargo completes acquisition of Analytic Investors

Wells Fargo Asset Management (WFAM) announces today the completion of its acquisition of Analytic Investors, LLC on October 1, 2016.

/Portfolio management

Darwinex launches investor app

The FCA (UK) regulated broker and asset manager Darwinex has released its proprietary Android App for investors today.

/Portfolio management

Linedata bids to tackle increased demand for real-time, customised risk tech

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, is pleased to bring to market new innovations in risk from Linedata Derivation, which provides real-time risk, analytics, and portfolio management solutions to institutional and hedge fund managers across all asset types and structures.

/Portfolio management

Selwood Asset Management chooses Quantifi

Quantifi, a specialist provider of risk, analytics and trading solutions, today announced that Selwood Asset Management, a newly authorised alternative investment manager, has confirmed the selection of Quantifi as its single Portfolio Management System (PMS).

/Portfolio management

Renaissance Investment Management expands use of Indata

Indata, a leading industry provider of software, technology and services for buy-side firms, today announced that Renaissance Investment Management, an institutional and high net worth investment manager with approximately $4.4 Billion in AUM, based in the Greater Cincinnati Area has expanded their use of Indata’s Intelligent Portfolio Management® software suite.

/Portfolio management

Barclays Wealth extends relationship with Tech Mahindra

Tech Mahindra and Barclays Wealth, a division of Barclays Bank plc., have entered into a strategic relationship for the provision of 'Avaloq Banking System' and 'Charles River' global application delivery.

/Portfolio management

Lemanik Asset Management monitors compliance with Linedata

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Lemanik Asset Management, the leading independent asset manager on the Luxembourg market, with USD 20 billion of assets held in 230 sub-funds, has chosen Linedata’s compliance monitoring software: Linedata Compliance.

/Portfolio management

BAC San Jose Puesto de Bolsa selects IMSplus for portfolio management

Profile Software, an international financial solutions provider, announced today the selection of its IMSplus platform by the Costa Rican based BAC San Jose Puesto de Bolsa SA to manage their investment and client portfolios operations and to automate their processes.

/Portfolio management

SimCorp North America merges product, account management and sales organisation under single leader

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that Marc Mallett will lead the newly merged product, account management and sales organizations for SimCorp North America.

/Portfolio management

Belfius selects SimCorp Dimension for front and middle office

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that it has signed a license agreement with Belfius, a large banking and insurance group fully owned by the Belgian federal state.

/Portfolio management

Markit's WSO suite integrates trade settlement and cross border lending for loan market

IHS Markit Ltd. (Nasdaq: INFO), a global leader in critical information, analytics and solutions that drive economies and markets worldwide, today announced new levels of automation for the syndicated loan market through enhancements to its WSO software and services.

/Portfolio management

SimCorp enters new Dimension

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that it has released version 6.0 of its integrated investment management solution, SimCorp Dimension.

/Portfolio management

Bangkok Capital Asset Management selects Charles River IMS

Bangkok Capital Asset Management has chosen the Charles River Investment Management Solution (IMS) as the consolidated front and middle office platform to support its asset management business.

/Portfolio management

Axioma hires Brian Smith to head new Oz office

Axioma, a leading provider of innovative risk-management and portfolio-construction solutions to financial institutions, today announced the launch of its Australia office and the appointment of Brian Smith as the Head of Australia and New Zealand. Smith will be based in Melbourne.

/Portfolio management

FactSet and Quick partner in Japan and Asia

FactSet, a leading provider of integrated financial information and analytical applications, today announced it is strengthening its alliance with QUICK Corp, the leading vendor of integrated information in Japan.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept