Search Results for: portfolio management

OKEx Launches CME-like Portfolio Margin System for the Crypto Industry
Cryptocurrency News Risk Management

OKEx Launches CME-like Portfolio Margin System for the Crypto Industry

Fintech News Desk
by Fintech News Desk0
OKEx has announced the launch of a new advanced trading mode for professional and institutional traders — portfolio margin — as part of its efforts to build the world’s most powerful trading platform for crypto traders. The new trading mode is available on the platform’s web and API versions for high-volume traders as......
J.P. Morgan Private Bank and Tideline Publish Case Study on How the Global Impact Fund Approaches Impact Measurement and Management
Investments News

J.P. Morgan Private Bank and Tideline Publish Case Study on How the Global Impact Fund Approaches Impact Measurement and Management

Fintech News Desk
by Fintech News Desk0
Case study introduces the Impact Assessment and Contribution Tool (IMPACT) that is used to evaluate impact fund managers J.P. Morgan Private Bank and Tideline published a case study on the Global Impact Fund (“GIF” or “the Fund”), a pioneering impact investing fund-of-funds, and introduced the Fund’s new Impact Assessment and......
BlockFi and Neuberger Berman Partner to Expand Range of Crypto Asset Management Solutions
Cryptocurrency Digital Asset Management News

BlockFi and Neuberger Berman Partner to Expand Range of Crypto Asset Management Solutions

Fintech News Desk
by Fintech News Desk0
BlockFi, a crypto financial services company, and Neuberger Berman, a private, independent, employee-owned investment manager, announced a partnership to develop and distribute a series of crypto asset management products and strategies. These products and strategies will be housed in a separate entity called BlockFi nb LLC (“BlockFi | nb”). This joint......
Freshwater Investments Welcomes Ryan Pasquale as Director of Acquisitions & Asset Management
Investments News

Freshwater Investments Welcomes Ryan Pasquale as Director of Acquisitions & Asset Management

Fintech News Desk
by Fintech News Desk0
Freshwater Investments, a Bay Area-based private equity real estate investment firm, is expanding and welcoming Ryan Pasquale as Director of Acquisitions & Asset Management. Mr. Pasquale has an excellent track record and will play a key role in expanding Freshwater multifamily portfolio Freshwater Investments, a Bay Area-based real estate investment......
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......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets
DeFi

DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets

Fintech News Desk
by Fintech News Desk0
DeFi Technologies Inc., a digital asset investment firm bridging the gap between traditional capital markets and decentralized finance, announces that it has been featured in a broadcast via NetworkNewsAudio (“NNA”), a solution that delivers additional visibility, recognition and brand awareness in the investment community via distribution to thousands of syndication......
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
Fintech Investments News

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
Itiviti, Broadridge Financial Solutions, Inc.’s provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. “The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms......
KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud
Fintech InsurTech News

KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud

Fintech News Desk
by Fintech News Desk0
Sapiens ReinsurancePro will improve reinsurance management efficiency, expand capabilities for complex structures’ management and better serve its wholesale partners Sapiens International Corporation, a leading global provider of software solutions for the financial services industry, announced that KW Specialty (KWS), a leading surplus lines insurer based in Scottsdale, Arizona, has selected Sapiens ReinsurancePro to......
1