Search Results for: asset managers

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
by Fintech News Desk0
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
42% of AUM across private capital is managed by funds that have an active ESG policy Demand For ESG Investment is Rising
Investments News

42% of AUM across Private Capital is managed by Funds that have an active ESG policy Demand For ESG Investment is Rising

Fintech News Desk
by Fintech News Desk0
Preqin, the global leader in alternative assets data, tools, and insights, has published its annual Environmental, Social, and Governance (ESG) report: ESG in Alternatives 2022: The Transparency Tipping Point. The report provides the latest insights on developments in what is becoming a necessary competency for private markets managers that want......
Banking News

iCapital Announces Strategic Investment from Bank of America

Fintech News Desk
by Fintech News Desk0
Investment builds upon partnership supporting Merrill and Private Bank advisors Strengthens iCapital’s position as the industry-wide solution of choice for banks and wealth managers iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that Bank of America......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
Mirova Announces the Acquisition of SunFunder, a Specialist in Emerging Market Clean Energy and Climate Investment
Investment Services News

Mirova Announces the Acquisition of SunFunder, a Specialist in Emerging Market Clean Energy and Climate Investment

Fintech News Desk
by Fintech News Desk0
Financing the environmental and energy transition is a key objective for Mirova, an affiliate of Natixis Investment Managers dedicated to impact investing. With the acquisition of SunFunder, a private debt management company that finances renewable energy projects in Africa and Asia, Mirova is expanding its investment platform in emerging markets.......
New Report: Robo Advisers are on the March in the MENA Region
Featured Finance Risk Management

New Report: Robo Advisers are on the March in the MENA Region

Fintech Staff Writer
by Fintech Staff Writer0
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows Wealth managers in the MENA region are expecting strong growth in the number of robo advisers and digital only wealth managers, new research for behavioral finance experts, Oxford Risk shows. Its study with......
Voya Financial Announces Definitive Agreement with Allianz Global Investors
Finance News Uncategorized

Voya Financial Announces Definitive Agreement with Allianz Global Investors

Fintech News Desk
by Fintech News Desk0
As previously announced, Voya to integrate specified Allianz Global Investors’ U.S. teams and associated assets under management into Voya Investment Management; companies establish long-term strategic distribution partnership that will increase scale and reach of Voya Investment Management outside of the U.S. Combination expected to provide immediate, 6% – 8% cash......
Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom
Investments News

Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom

Fintech News Desk
by Fintech News Desk0
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios Citi Global Wealth Investments today released its Mid-Year Outlook 2022 report: Investing in the afterglow of a boom. This biannual report sets out Citi’s outlook on rapid developments in the global......
Fintech Investments News

CEPRES Appoints Alka Banerjee as Global Head of Product, Market Data

Fintech News Desk
by Fintech News Desk0
Banerjee joins CEPRES from S&P, where she led S&P DJI’s Product Management Group, including US equity, global equity, fixed income, commodities, real assets, strategy, custom indices and data. She has also served as chief executive officer of Asia Index Private Limited, a joint venture between S&P DJI and the BSE......
MoneyLion Set to Join Russell 3000 Index
Finance News

MoneyLion Set to Join Russell 3000 Index

Fintech News Desk
by Fintech News Desk0
Inclusion of MoneyLion Class A common stock in the appropriate Russell indexes will take effect automatically after the market opens on Monday, June 27, 2022 MoneyLion Inc, a leading digital financial services and lifestyle content platform, announced it is set to join the broad-market Russell 3000 Index at the conclusion......
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