Search Results for: portfolio managers

Motive-Partners-_-Clearlake-Capital-Invest-for-Growth-in-Next-Generation-SaaS-Wealth-Solutions-Platform-with-InvestCloud
Banking Fintech Investment Services News

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

Fintech News Desk
by Fintech News Desk0
Motive Partners (“Motive”), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. (“Clearlake”), a sector-focused investor that partners with world-class management teams by providing patient, long-term capital to dynamic businesses, today announced that they have acquired InvestCloud,......
BlackRock-Completes-Acquisition-of-Aperio
Business Fintech News

BlackRock Completes Acquisition of Aperio

Fintech News Desk
by Fintech News Desk0
BlackRock, Inc. has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees. The combination expands the breadth of BlackRock’s personalization capabilities via tax-managed strategies across factors, broad market indexing, and investor ESG preferences. Read More:  Tuvalu......
ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform
Business Fintech Investment Services News

ETF Action Announces Major Enhancements To Industry-Leading FinTech Platform

Fintech News Desk
by Fintech News Desk0
ETF Action is pleased to announce the rollout of several significant upgrades to its platform, including the introduction of a new Dashboard interface, custom report generation, ETF All-Stars® integration, an expanded website, and more. These functionality upgrades are the first of several planned releases for 2021. They’re designed to expand......
SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group
Artificial Intelligence Fintech Investment Services News Risk Management

SESAMm Closes Series B Round with NewAlpha Asset Management and The Carlyle Group

Fintech News Desk
by Fintech News Desk0
SESAMm, one of the leading providers of analytics and artificial intelligence solutions for investment professionals and enterprises, has concluded a Series B funding round for over €7.5M led by the Fintech VC fund of NewAlpha Asset Management and global investment firm The Carlyle Group (NASDAQ: CG). The investment is intended......
Moody’s-ESG-Solutions-Group-Appoints-Global-Head-of-ESG-Measures
Banking Fintech News Risk Management

Moody’s ESG Solutions Group Appoints Global Head of ESG Measures

Fintech News Desk
by Fintech News Desk0
Moody’s announced today that it has appointed Sabine Lochmann as Global Head of Moody’s ESG Measures. In this newly-established role, Ms. Lochmann will lead the ESG measures business within Moody’s ESG Solutions Group, which was formed in September 2020 to serve the growing global demand for ESG and climate analytics.......
Barclays Data: 2020 Highest Ever Year for Scams
Banking Business Fintech News

Barclays Accelerator Welcomes New York Class of 2021

Fintech News Desk
by Fintech News Desk0
Barclays is excited to introduce the latest class of FinTech-focused startups that will join the 2021 New York Barclays Accelerator, powered by Techstars. Established in 2014, this intensive 13-week program is designed to fast-track the next generation of FinTechs. Participating companies will collaborate with a team of Barclays executives, the......
LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Business Fintech News

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion

Fintech News Desk
by Fintech News Desk0
SaaS-based POEMS provider exceeds pre-pandemic sales targets LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, today announced its business soared to new heights in 2020, exceeding internal goals on revenue growth, client wins and staffing amid daunting circumstances. This strong performance was fueled by a continued......
SimCorp and Colmore Partner on Data Service for Private Markets Asset Management
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner on Data Service for Private Markets Asset Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore......
SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service
Business Capital Markets Fintech Investment Services News

SimCorp and Colmore Partner to Deliver Holistic Private Markets Asset Management Service

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new partnership with Colmore, a leading, technology-driven private markets specialist, to deliver a holistic data service for private markets asset management. Monitoring over $100 billion in assets, Colmore has revolutionized......
HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech
Fintech News

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

Fintech News Desk
by Fintech News Desk0
In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience. “Fresh off a year of pandemic-era workshopping, we are helping asset managers reimagine their front office,” said Raj......
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