Search Results for: investment strategies

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
Finance Fintech Investments News

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

Business Wire
CAIS platform powers the largest network of independent advisors for alternative investing CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world’s largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Alerian and S-Network Global Indexes Partner with C8 Technologies to Offer Unique Investment Strategies via Direct Indexing
Investment Services Investments News

Alerian and S-Network Global Indexes Partner with C8 Technologies to Offer Unique Investment Strategies via Direct Indexing

Fintech News Desk
Alerian and S-Network Global Indexes announced its partnership with C8 Technologies, the first global marketplace for asset owners, funds, banks and index providers, to offer several unique and compelling strategies on its direct indexing platform. This new collaboration enables advisors to use the C8 platform to directly trade the underlying assets......
Jyske Capital Extends SimCorp Partnership in the Front Office to Boost Investment Strategies
Business Fintech Investment Services News

Jyske Capital Extends SimCorp Partnership in the Front Office to Boost Investment Strategies

Fintech News Desk
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, announces a new agreement with Jyske Capital, the asset management arm of Jyske Bank Group, Denmark’s third largest banking group. With approximately €23 billion EUR* in assets under management, the asset management arm is extending......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Credit-Fund-Managers-Pause-Implementation-of-New-Investment-Strategies-Due-to-COVID-19_-According-to-Ropes-_-Gray-Research
Business Fintech News

Credit Fund Managers Pause Implementation Of New Investment Strategies Due To COVID-19, According to Ropes & Gray Research

Fintech News Desk
COVID-19 has stalled the emergence of new credit fund investment strategies and has pushed managers to focus on their existing credit platform products, according to a new report from global law firm Ropes & Gray. The report, “Challenges and Opportunities in Post-COVID-19 Credit Fund Platforms 2020” analyzes the responses of......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced the launch of a “Trading for Trees”......
Skysail Strategies Is a Leading Edge Investment Strategy and Automated Investment Technology Company
Investment Services News

Skysail Strategies Is a Leading Edge Investment Strategy and Automated Investment Technology Company

GlobeNewswire
SkySail Strategies distinguishes itself through a unique approach that pioneers innovation in investment strategies, focusing on quantitative Artificial Intelligence, machine learning, and genetic optimization. In their latest development with a bold stride towards redefining the landscape of wealth creation, SkySail Strategies has announced an innovative development that transcends conventional investment......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
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