Portfolio management

615 articles tagged with this keyword

/Portfolio management

LendingRobot taps blockchain for robo-fund

LendingRobot, the first robo-advisor for Alternative Lending built for individual investors, announced today the launch of robo-fund LendingRobot Series.

/Portfolio management

Aperio Group to implement Linedata Longview

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Aperio Group, a $16 billion research-based investment manager specializing in active tax management, factor tilts, and socially responsive strategies for high net worth investors, has chosen its comprehensive range of investment management solutions.

/Portfolio management

MCT upgrades to Indata’s iPM Cloud

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that MCT - MacGuire, Cheswick & Tuttle Investment Counsel, based in Darien, CT has implemented INDATA’s iPM Cloud – Intelligent Portfolio Management® platform.

/Portfolio management

SimCorp shakes up European operations

SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that it is changing its organizational setup in Europe, forming a new Northern European market unit and a new Southern European market unit in addition to the already existing Central European unit.

/Portfolio management

China launches $1.5bn fintech fund

A consortium of Chinese state-owned companies and private enterprises has created a $1.44 billion investment fund dedicated to fintech mergers and acquisitions.

/Portfolio management

Charles River Development extends private cloud footprint with CenturyLink

Charles River Development is expanding its private cloud through an agreement with CenturyLink.

/Portfolio management

China Renaissance goes live with Fidessa

Fidessa group plc (LSE: FDSA) has today announced that China Renaissance, one of the leading investment banking, securities and investment management firms in China, has implemented Fidessa’s Asian trading platform to support the expansion of its equities business across Asia with a centralised order management and execution system.

/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.