Search Results for: Portfolio Management

AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform
Blockchain News

Cybersecurity CEOs Join Forces to Launch Lockchain.ai: The First AI-Powered Blockchain Risk Management Platform

PR Newswire
by PR Newswire0
Lockchain.ai’s SaaS platform provides always-on due diligence and risk monitoring for asset managers and traders seeking real-time security status of the assets they trade. Lockchain.ai, the AI-powered Blockchain Risk Management platform, has announced its official launch from stealth to bring automated risk management solutions to traders, investors, and fund managers......
GoldenTree-Asset-Management-Announces-$1.3-Billion-in-Commitments-for-Third-CLO-Equity-Fund
Fintech Investments News

GoldenTree Asset Management Announces $1.3 Billion in Commitments for Third CLO Equity Fund

Business Wire
by Business Wire0
GLM III is a continuation of the GoldenTree Loan Management program that began in 2016, bringing aggregate commitments across the entire GLM program to over $2.625 billion. GoldenTree Asset Management (“GoldenTree”), a global asset management firm with over $54 billion in assets under management, today announced the closing of $1.3......
CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes
Finance Fintech News

CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes

Business Wire
by Business Wire0
CI GAM is renaming the CI Personal Portfolios and significantly reducing their combined management and administration fees. CI Global Asset Management (“CI GAM”) announces it has received securityholder approval for a series of enhancements to its product lineup, including the merger of 11 mutual funds into other mutual funds and changes......
Cisco and BBVA have Signed a Whole Portfolio Agreement (WPA)
Fintech News

Cisco and BBVA have Signed a Whole Portfolio Agreement (WPA)

Fintech News Desk
by Fintech News Desk0
The agreement gives BBVA access to Cisco’s full software portfolio, world-class technology, and Customer Experience (CX) services, supporting the bank’s digitization journey.  Five-year agreement enables BBVA to integrate continuous innovation into daily operations, enhancing speed, and agility, and offering the latest in digital financial services. Cisco and BBVA announced the......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
Burford Capital Releases New Study on Litigation Portfolios
Finance News

Burford Capital Releases New Study on Litigation Portfolios

Fintech News Desk
by Fintech News Desk0
To better understand how in-house lawyers and finance professionals expect dual issues of cost management and value generation to evolve in the years ahead, Burford commissioned independent research with 400 GCs, heads of litigation, senior in-house lawyers, CFOs and other leaders responsible for litigation decision-making in their companies. By Global......
Nucleus Security Raises $43 Million Series B Funding to Lead Innovation in Enterprise Risk-Based Vulnerability Management
News Risk Management

Nucleus Security Raises $43 Million Series B Funding to Lead Innovation in Enterprise Risk-Based Vulnerability Management

PR Newswire
by PR Newswire0
This recent infusion of capital is earmarked for a strategic acceleration in product innovation, research, and development. Nucleus Security, developers of the market-leading Risk-Based Vulnerability Management platform, has announced it has secured $43 million in Series B funding led by Arthur Ventures and Lead Edge Capital. This milestone marks a significant leap......
J.P. Morgan Asset Management to Transfer JPMorgan Active Bond ETF (JBND) to NYSE from NYSE Arca
News Trading

J.P. Morgan Asset Management to Transfer JPMorgan Active Bond ETF (JBND) to NYSE from NYSE Arca

PR Newswire
by PR Newswire0
JPMorgan Active Bond ETF (JBND) is expected to begin trading in February J.P. Morgan Asset Management announced its intent to transfer the exchange listing the JPMorgan Active Bond ETF to the New York Stock Exchange from NYSE Arca, effective January 30, 2024. JBND employs a bottom-up, value-oriented approach that emphasizes......
KKR acquires $7.2 Billion Portfolio of Prime Recreational Vehicle Loans
Finance Fintech News

KKR Acquires $7.2 Billion Portfolio of Prime Recreational Vehicle Loans

Business Wire
by Business Wire0
The KKR investment directly highlights the strength and scale of our Asset-Based Finance business, which has experienced unprecedented growth alongside the rapid expansion of this market.  KKR, a leading global investment firm, announced today that funds and accounts managed by its credit business have led the purchase of a $7.2......
1