Search Results for: investment strategies

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
Fintech News

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years More than half of financial services companies plan to accelerate implementation of their next generation technology strategies, according to a new global survey of 500 financial services C-Suite executives and their direct reports......
UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals
Fintech Fintech Funding Investment Services News

UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals

Fintech News Desk
by Fintech News Desk0
UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust, conducted by Broadridge......
Dimensional to Launch Exchange Traded Funds
Fintech Fintech Funding News Risk Management

Dimensional to Launch Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
Dimensional Fund Advisors filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified, all cap core equity exposure to US, non-US developed, and emerging markets, while incorporating......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Bill.com Expands Executive Team Adding Tom Clayton as Chief Revenue Officer
Fintech News

Bill.com Set to Join Russell 1000 Index

Fintech News Desk
by Fintech News Desk0
Bill.com, a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses, is set to join the broad-market Russell 1000 Index at the conclusion of the 2020 Russell indexes annual reconstitution, effective after the US market opens on June 29, 2020 according......
OWL Analytics Partners with FinMason to Deliver ESG Ratings
Business Fintech Investment Services News

OWL Analytics Partners with FinMason to Deliver ESG Ratings

Fintech News Desk
by Fintech News Desk0
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: GlobalFintechSeries......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors
Business Fintech Investment Services News

Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors

Fintech News Desk
by Fintech News Desk0
Secure and compliant digital asset custodian for institutions debuts, announces executive team Global investment bank Nomura, digital asset security company Ledger, and pioneer digital asset investment house CoinShares, share further details of Komainu, a digital asset custody business for institutional investors. Komainu is the first hybrid institutional-grade custodian for institutional investors......
Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic
Fintech Investment Services News

Context Summits and Mercer Report Reveals High Investor Conviction in Hedge Funds Despite the Global Pandemic

Fintech News Desk
by Fintech News Desk0
Context Summits, the leader in the one-on-one conference format for the alternative investment industry and Mercer, a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, announced the findings from the 2020 Context Allocator Trend Report. The survey, which was......
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