Portfolio management

601 articles tagged with this keyword

/regulation

Indigita and Prometeia launch ESG e-learning course

Swiss regtech company Indigita SA, in collaboration with the global advisory firm Prometeia, announces the launch of a new e-Learning course focusing on Environmental, Social, and Governance (ESG) scoring.

/wealth

NewRetirement completes $20m funding round

NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round with $20 million in funding.

/wealth

Asset managers embracing AI but need to go further - survey

While almost all asset managers are already using artificial intelligence (AI) in their investment process, only a handful are using the tech for more advanced tasks, according to a recently published study.

/wealth

Fintel acquires ifaDASH

Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH, a uniquely positioned practice digitisation solution supplier.

/wholesale

Euroclear invests in blockchain company

Post-trade group Euroclear has acquired a stake in Iznes, a pan-European, blockchain-based network within the asset management market.

/wealth

Confluence adds ESG data to analytics platform

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics

/crypto

BlackRock claims tokenisation first

BlackRock, the world's largest asset manager, has taken its first step into the world of tokenisation.

/markets

Longchamp selects Premialab for portfolio management

Premialab, a leading provider of data, analytics, and risk solutions, today announced that Longchamp Asset Management had selected its technology to deliver portfolio management and risk solutions.

/markets

Fintech valuations stabilising says VC fund chief

The fintech market is returning to some sense of normality in terms of valuations after a period in which it "largely lost its head", according to a leading investor.

/wealth

UK funds given green light for tokenisation

Investment funds authorised in the UK may now be able to progress their tokenisation strategies following the publication of the first report from a government-backed industry working group.

/wealth

ZA Bank secures approval for US stock trading launch

ZA Bank, Asia’s Top Mobile Banking App1 and Hong Kong’s Virtual Bank of the Year – Consumer2, today announced that the Hong Kong Securities and Futures Commission (“SFC”) has lifted the previous conditions on the Bank’s license registration of Type 1 (dealing in securities) regulated activity under which the Bank shall only carry on business of dealing in collective investment schemes.

/wealth

eToro launches extreme weather investment portfolio

eToro, the trading and investment platform, has launched XtremeWeather, a new portfolio providing retail investors with exposure to companies that are well placed to meet the challenges posed by soaring incidences of extreme weather events.

/wealth

SimCorp launches investment analytics platform

Provider of investment management solutions SimCorp announces the introduction of its new cloud-native performance attribution solution, developed to meet the growing demand for accurate and real-time performance analytics.

/crypto

Coincover and Utila collaborate on crypto asset management

Coincover, the blockchain protection company, has joined forces with Utila, a cutting-edge enterprise-grade crypto operations platform.

/wealth

Report predicts boom in Apac's wealthtech market

The wealthtech sector in Asia-Pacific could be worth more than $2trn by 2027 thanks to technological advancements, according to a report published by McKinsey.

/markets

Triodos Investment Management picks Bloomberg’s AIM and PORT Enterprise

Bloomberg today announced that Triodos Investment Management, a prominent impact asset manager based in the Netherlands, with €5.7 billion AUM, has chosen Bloomberg’s AIM and PORT Enterprise solutions to support front-office workflow for its investment funds and discretionary clients business.

/markets

Bloomberg launches portfolio manager workspace

Bloomberg today announced the introduction of the Bloomberg Portfolio Manager Workspace (PM <GO>), an interactive solution which combines real-time portfolio exposures with industry-leading data, portfolio construction, sophisticated risk analytics, and real-time liquidity insights to support the decision-making process and better bridge analysis into portfolio implementation.

/crypto

CoinShares establishes hedge fund division

CoinShares International Limited (“CoinShares'' or “the Company”) (Nasdaq Stockholm: CS; US OTCQX: CNSRF), the leading European alternative asset manager specialising in digital assets, today announced the launch of its hedge fund division, CoinShares Hedge Fund Solutions.

/regulation

Investment Metrics launches liability reporting

Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution.