Category : Investments

QuantumStreet AI Appoints Marc Zieger as Executive Vice President of Investment Solutions
Fintech Investments News

QuantumStreet AI Appoints Marc Zieger as Executive Vice President of Investment Solutions

PR Newswire
by PR Newswire0
Scientific Beta co-founder who helped grow index platform to $60 billion in assets will lead QuantumStreet’s institutional expansion QuantumStreet AI, a leading fintech specialized in building AI-powered indexes and forecasting models for institutional investors with more than $7.5 billion deployed globally, announced the appointment of Marc Zieger as executive vice......
Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development
Artificial Intelligence Investments News

Jacobi Launches Suite of AI-Assisted Coding Resources to Accelerate Custom Investment Technology Development

PR Newswire
by PR Newswire0
Jacobi Strategies (Jacobi), a global leader in investment technology, announced the launch of its AI-Assisted Coding Resources, a powerful new suite of tools designed to help investment teams rapidly build, standardize, and scale bespoke analytics and applications within their secure, private Jacobi environment. Jacobi’s new AI resources enable investment firms......
Truist Securities Appoints Matthew Miller as Head of Mergers & Acquisitions
Finance Investments News

Truist Securities Appoints Matthew Miller as Head of Mergers & Acquisitions

PR Newswire
by PR Newswire0
Industry veteran brings 30 plus years of experience to full-service investment bank Truist Securities announced that Matthew Miller has joined the firm as managing director and head of mergers & acquisitions, strengthening its leadership team and advisory capabilities. In this role, Miller will lead the firm’s M&A platform, drive growth......
Manulife Investment Management Announces Liam Spillane as Head of Emerging Markets Fixed Income
Finance Investments News

Manulife Investment Management Announces Liam Spillane as Head of Emerging Markets Fixed Income

PR Newswire
by PR Newswire0
Manulife Investment Management (“Manulife IM”) has announced the appointment of Liam Spillane as Head of Emerging Markets Fixed Income and Senior Portfolio Manager, Emerging Markets Debt. Based in London, Mr. Spillane joined the firm on January 26, 2026, and oversees its Emerging Markets Fixed Income organisation, managing a global team......
AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights
Finance Investments News

AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights

PR Newswire
by PR Newswire0
AssetView, a privacy-first financial technology company, announced the launch of its personal investment dashboard for individual investors. The platform provides a unified view of investment data across financial relationships and asset classes, applying comprehensive analytics to deliver actionable insights into specific holdings and an investor’s overall portfolio. AssetView tracks net......
Arcline Investment Management to Acquire Hydraulics International, Inc.
Finance Investments News

Arcline Investment Management to Acquire Hydraulics International, Inc.

PR Newswire
by PR Newswire0
Arcline Investment Management (“Arcline”), a growth-oriented private equity firm, announced it has entered into a definitive agreement to acquire Hydraulics International, Inc. (“HII” or “the Company”), a leading provider of ground support equipment, mobile test systems, and specialized pumps for aerospace, defense and industrial applications. Founded in 1976, Hydraulics International......
Lightspeed TDMS Appoints Holly Miller as Head of Advisory Board at Pivotal Moment for Global Trade Settlement
Investments News Trading

Lightspeed TDMS Appoints Holly Miller as Head of Advisory Board at Pivotal Moment for Global Trade Settlement

PR Newswire
by PR Newswire0
Lightspeed Data Solutions, Inc., provider of Trade Date Management Services (TDMS), a post-trade software solution for investment firms, announced that Holly H. Miller has joined the firm as Head of its Advisory Board. Ms. Miller’s appointment comes at a critical inflection point for global financial markets, as accelerated settlement cycles, new central......
Portage Point Partners Announces Art Djavairian as Head of Performance Improvement
Banking Investments News

Portage Point Partners Announces Art Djavairian as Head of Performance Improvement

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), a blue chip advisory, interim management and investment banking firm focused on the middle market, welcomes Art Djavairian as Managing Director and Head of Performance Improvement. Art has more than fifteen years of experience designing and delivering large-scale value creation programs in business lifecycle and transaction-driven......
Morningstar Names Scott Brown as President of Direct Platform Business
Artificial Intelligence Investments News

Morningstar Names Scott Brown as President of Direct Platform Business

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investing insights, has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Brown will lead Morningstar’s largest business segment and a core growth engine, with flagship products such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite (the latest evolution of......
MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data
Finance Investments News

MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data

GlobeNewswire
by GlobeNewswire0
Enterprise Ireland-backed platform connects its 1,000+ analytical Excel functions to Claude, ChatGPT, and leading AI tools As AI transforms how professionals work with data, financial advisors and portfolio managers face a challenge: most tools generate static outputs like reports or dashboards, but few can produce dynamic, functional Excel workbooks. MarketXLS,......
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