Portfolio management

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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.

/wealth

Openfunds Association appoints new chairman

Jose Carlos Oviedo, Global Head of TA Network, Market Data & Automation at Allfunds, the world’s largest fund distribution network, has been appointed Chairman of openfunds.

/wealth

Revo Digital welcomes venture capital finance

Revo Digital Family Office (“Revo”, the “firm”), Asia’s first digital family office and a member of Raffles Family Office, is pleased to announce that the firm has welcomed UOB Venture Management (“UOBVM”), Signum Capital (“Signum”), Gate.io Exchange and a Korean single family office as investors (the “investment”).

MSCI expands Google partnership to explore AI services

/wealth

MSCI expands Google partnership to explore AI services

Benchmark provider MSCI has extended its partnership with Google Cloud in order to accelerate its development of generative AI services for the investment industry.

/wealth

Charles River wins Thai pension fund mandate

Charles River® Development, a State Street company, announced that Thailand’s Government Pension Fund (GPF), one of Thailand’s largest pension funds with more than 1.2 million members, has selected the Charles River Investment Management Solution (Charles River IMS) to modernise their front office operations and manage their domestic and international equity, fixed income and multi-asset portfolios.

Grayscale secures SEC legal win over bitcoin ETF

/crypto

Grayscale secures SEC legal win over bitcoin ETF

A US federal appeals court has sided with an asset manager in a lawsuit against the Securities and Exchange Commission (SEC) after the regulator denied an application to convert the Grayscale Bitcoin Trust into an exchange-traded fund (ETF).

/wealth

Altum Group implements RiskScreen's KYC platform

Altum Group, a leading international provider of Fund, Corporate and Family Office Solutions, has successfully completed the implementation of RiskScreen's groundbreaking KYC platform.

/wealth

HSBC launches ETF servicing platform

HSBC announced today the launch of ETF Platform Solutions – its new end-to-end platform for providing asset servicing solutions to ETF issuers globally.

US online trading platforms launch in UK

/wealth

US online trading platforms launch in UK

The UK's retail trading platform market has become more crowded following the launch of two separate US ventures.

/wealth

Worldsource selects Broadridge for digital marketing

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

Schroders explores digital asset fund in Singapore

/crypto

Schroders explores digital asset fund in Singapore

Global asset manager Schroders has teamed up with the Monetary Authority of Singapore (MAS) to develop a tokenised digital asset fund.

US asset managers apply to SEC for bitcoin ETFs

/crypto

US asset managers apply to SEC for bitcoin ETFs

The ongoing effort to persuade the SEC to approve crypto investment products continues, following news that many of the country’s largest asset managers, BlackRock, WisdomTree and Invesco, have applied to the SEC for permission to launch a spot bitcoin ETF.

/wealth

Investment app Plum expands offering

Plum, the smart money app, has launched two new smart features for stock investors in Ireland.

/regulation

FE fundinfo launches rebate and distribution channel management service

An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.

/markets

TS Imagine releases cross-asset tech for hedge funds

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today announces the launch of TS One, a cross-asset class, SaaS-based solution designed for investing teams who are seeking access to global markets, advanced execution management tools, battle-tested risk management models, and comprehensive accounting software through a single intuitive interface.

/markets

Atlas Responsible Investors implements Broadridge portfolio and order management tech

Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by implementing a cloud-based portfolio and order management solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR).

/wealth

Fundpath completes late seed funding round

Fundpath, the data and technology business bridging the information disconnect between asset managers and wealth managers, today confirmed the completion of a £4m late seed funding round with growth capital partner Fuel Ventures.

Study shows rise in online stock trading

/markets

Study shows rise in online stock trading

Online searches for 'stock trading tips' and 'how to start trading' have increased by more than 200% since 2004 according to recently published data.

Update: Silicon Valley Bank taken over by regulator

/startups

Update: Silicon Valley Bank taken over by regulator

The California Department of Financial Protection and Innovation says it has taken possession of Silicon Valley Bank and appointed the FDIC as receiver, citing "inadequate liquidity and insolvency".

/cloud

Northern Trust partners with SimCorp for outsourcing offering

As part of its continuing Whole Office™ strategy to serve client needs across the entire investment lifecycle, Northern Trust (Nasdaq: NTRS) has reached an agreement with SimCorp®, a leading provider of Software as a Service (SaaS) investment management solutions, to enable integration for efficient data exchange for clients using the SimCorp Dimension® platform.

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