Search Results for: Portfolio Management

Berkshire Launches Socially Responsible Investing Portfolios
Banking Investment Services News

Berkshire Launches Socially Responsible Investing Portfolios

Fintech News Desk
Offering Empowers Clients to Create a Meaningful Impact on Communities by Aligning Financial Goals with Positive Environmental and Social Outcomes Berkshire Hills Bancorp, Inc., the parent company of Berkshire Bank, a socially responsible community-dedicated bank with branch locations in New England and New York, announced the launch of a new suite of......
Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction
Banking Investment Services News

Cambridge Wilkinson Investment Banking Closes $300 Million Asset Management Transaction

Fintech News Desk
Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $300MM tranche of an asset management assignment for a client that is an institutional credit manager for many institutional groups that have yield requirements. Our client is a long track record fixed income / credit group that has the......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
Self Esteem Brands to Automate Revenue Management Processes with Billing Platform
Banking News

Self Esteem Brands to Automate Revenue Management Processes with Billing Platform

Fintech News Desk
World’s largest health and wellness franchisor to streamline billing and monetization across its Anytime Fitness, Waxing the City, The Bar Method and Basecamp Fitness brands Billing Platform, the revenue management solution for innovative business models, announced that Self Esteem Brands, the world’s largest health and wellness franchisor, has selected Billing......
Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index
Cryptocurrency News

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Fintech News Desk
Onramp Invest to provide the Separately Managed Accounts (SMA) platform to Registered Investment Advisors (RIAs); Gemini to serve as the trading platform and custodian Ritholtz Wealth Management (RWM) and WisdomTree announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.......
Talen Energy Supply Secures $788 Million Financing Commitment Led by GoldenTree Asset Management and Silver Point Finance
Finance News

Talen Energy Supply Secures $788 Million Financing Commitment Led by GoldenTree Asset Management and Silver Point Finance

Fintech News Desk
Talen Energy Corporation (“Talen”) and its wholly-owned subsidiary Talen Energy Supply LLC (“TES”) announced that TES has obtained a financing commitment led by GoldenTree Asset Management LP and Silver Point Finance, LLC for a new first lien facility in the aggregate amount of $788 million maturing 2024. Latest Fintech Insights: CoinShares Announces......
InfraSight and Grid Dynamics Bring New Observability to IT Financial Management
Finance Fintech News

InfraSight and Grid Dynamics Bring New Observability to IT Financial Management

Fintech News Desk
InfraSight Software Corporation (InfraSight) and GRID Dynamics, Inc. (GRID) have agreed to integrate InfraSight’s Inframeter technology with GRID’s industry-leading Finncial Planning & Analysis (FP&A) and Enterprise Performance Management (EPM) solutions. Latest Fintech Insights: CoinShares Announces Free-To-Trade and Savings Plan Agreements In Partnership With S Broker “Now we can help customers proactively......
WhiteStar Asset Management Launches its European CLO Business
Business Capital Markets News

WhiteStar Asset Management Launches its European CLO Business

Fintech News Desk
WhiteStar and its Affiliates Will Assume the Management of CLOs Representing Over $1.5 Billion of Aggregate AUM including €560M in European CLOs WhiteStar Asset Management (“WhiteStar”), the CLO, structured products, and broadly syndicated credit arm of Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”), announced that Brian McNamara and Conor Power will......
JLL Arranges $690M Financing for 44-Property Industrial Portfolio
Capital Markets Finance News

JLL Arranges $690M Financing for 44-Property Industrial Portfolio

Fintech News Desk
JLL Capital Markets arranged a term loan + revolving credit facility for Blackstone Real Estate Income Trust JLL announced that its Capital Markets group has arranged a $690 million financing for a portfolio of 44 net-leased industrial, office and data center properties totaling 6.85 million square feet in high-growth markets across the......
CIT Leads Refinancing of $69 Million Strata Clean Energy Portfolio
Capital Markets News

CIT Leads Refinancing of $69 Million Strata Clean Energy Portfolio

Fintech News Desk
CIT Group Inc. announced that its Power and Energy business led the refinancing of a $69 million portfolio of solar facilities owned and operated by Strata Clean Energy LLC, a leading integrated solar and storage energy service provider based in North Carolina. Latest Fintech Insights: Wirex to Give Away $1 Million Worth of Crypto for Christmas......
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