Search Results for: investment strategies

Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners
Investment Services News

Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners

Fintech News Desk
by Fintech News Desk0
 Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading alternative investment management firms, announced that it has entered into an agreement with LGT Capital Partners to distribute the LGT Multi-Alternatives Sub-Fund (“the Fund”) on an exclusive basis in Canada. Available to Ninepoint’s Institutional clients and eligible investors, the Fund will have exposure to......
New ABBYY Survey Reveals Financial Institutions are Letting Customers Down, Despite Internal Satisfaction and Investments
Fintech News

New ABBYY Survey Reveals Financial Institutions are Letting Customers Down, Despite Internal Satisfaction and Investments

Fintech News Desk
by Fintech News Desk0
ABBYY, a global Digital Intelligence company, recently conducted a Digital Strategies in Financial Services survey of over U.S. 100 executives representing senior decision makers, including chief experience officers, vice presidents, and directors, that revealed a concerning disconnect when it comes to banks’ onboarding processes, technology investments, and customer satisfaction. “Financial institutions’ processes......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
by Fintech News Desk0
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Lender Price Receives Strategic Investment Led by Argentum to Support Rapid Growth
Investments Mortgage News

Lender Price Receives Strategic Investment Led by Argentum to Support Rapid Growth

Fintech News Desk
by Fintech News Desk0
Platform processes over $20 billion in monthly locked loan volumes, helping mortgage lenders close more loans and optimize pricing Lender Price, a leading provider of cloud-based mortgage pricing and digital lending solutions, announced that it has received a strategic investment led by Argentum with participation from First Analysis and existing......
RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
Fintech News

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider

Fintech News Desk
by Fintech News Desk0
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution. “As an asset manager focused on next......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
MJC Partners Expands Texas Financial Institutions Investment Banking Presence with the Hiring of Walt Boyer
Banking Investments News

MJC Partners Expands Texas Financial Institutions Investment Banking Presence with the Hiring of Walt Boyer

Fintech News Desk
by Fintech News Desk0
MJC Partners, LLC (“MJCP”), a relationship-driven boutique investment banking firm headquartered in Los Angeles, California, is pleased to announce the addition of Walt Boyer as its new Managing Director in Texas. He will be responsible for supporting the firm’s bank M&A and strategic advisory practice in the Southwest U.S, where......
Compliance Solutions Strategies Launches Document Production Centre
Fintech News

Compliance Solutions Strategies Launches Document Production Centre

Fintech News Desk
by Fintech News Desk0
An advanced automation and workflow platform for the production and distribution of investor documents such as PRIIPs KID and SFDR reporting Compliance Solutions Strategies (“CSS”), a leading RegTech platform providing technology-driven solutions which enable financial services firms to meet mandatory regulatory compliance requirements, announced the launch of Document Production Centre,......
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