Search Results for: portfolio management

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management
Fintech News

Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
Transaction represents Voya’s commitment to delivering alpha to clients and continued investment in its equity capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced that it has signed a definitive agreement to acquire the investment advisory business and certain other assets of......
Scandinavian Capital Markets is Democratizing the Asset Management Space
Fintech News

Scandinavian Capital Markets is Democratizing the Asset Management Space

Fintech News Desk
Scandinavian Capital Markets is introducing capital to profitable traders Have you ever dreamed of being a professional trader or managing an investment fund but feel your location or lack of an ivy league education is holding you back? Financial market democratization is accelerating, and this company is taking it to......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
PNC Treasury Management Launches Artificial Intelligence, Machine Learning-Enabled Cash Forecasting Application
Fintech News

PNC Treasury Management Launches Artificial Intelligence, Machine Learning-Enabled Cash Forecasting Application

Fintech News Desk
New PINACLE Cash Forecasting takes the guess work out of cash flow PNC Treasury Management announced a new cash management application called, PINACLE Cash Forecasting, which leverages artificial intelligence (AI) and machine learning (ML) technology to offer companies a glimpse into their financial future. The new application automates a tedious, error-prone......
Mobileum Named #1 Roaming, Fraud Management and Security Vendor by Kaleido Intelligence
News Risk Management

Mobileum Named #1 Roaming, Fraud Management and Security Vendor by Kaleido Intelligence

Fintech News Desk
Industry report highlights Mobileum’s Market Leadership and Top-Ranking Product Portfolio Mobileum Inc. (“Mobileum”), a leading global provider of analytics solutions for roaming and network services, security, risk management, testing, and monitoring, is pleased to announce that it has again been named by Kaleido Intelligence as the leading Champion Vendor for......
Industry-Leading Companies Including Manulife Investment Management, JBG SMITH, Boston Properties, QuadReal and BentallGreenOak Continue to Implement Fitwel Viral Response Module
Investments News

Industry-Leading Companies Including Manulife Investment Management, JBG SMITH, Boston Properties, QuadReal and BentallGreenOak Continue to Implement Fitwel Viral Response Module

Fintech News Desk
Green Cities Company, Gaedeke Group and Miron Construction among others leveraging Fitwel’s viral mitigation strategies to safeguard occupant health and wellness Fitwel, the healthy building certification system operated by the Center for Active Design (CfAD), is pleased to announce that leading companies including Manulife Investment Management, JBG SMITH, Boston Properties (BXP),......
J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)
Finance Investments News

J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)

Fintech News Desk
J.P. Morgan Asset Management announced the launch of JPMorgan Income ETF (JPIE) (“the fund”), an active fixed income ETF which targets debt securities across the fixed income universe, seeking to deliver yield with lower volatility and attractive distributions.  Using sector allocation shifts, JPIE invests in a wide variety of debt securities that have the......
Stout Legal Management Consulting Named ALM Legal Operations Pacesetter
Fintech News

Stout Legal Management Consulting Named ALM Legal Operations Pacesetter

Fintech News Desk
Stout’s Legal Management Consulting practice was recently named both a Pacesetter and Market Leader in Legal Operations by proprietary analysis and research company ALM Intelligence. ALM Intelligence analyzed the legal operations capabilities of eighteen companies they regard as Market Leaders. Stout was one of four companies subsequently distinguished as a Pacesetter......
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