Search Results for: investment strategies

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Stratiphy Levels Investment Playing Field with New App Launch
Investment Services News

Stratiphy Levels Investment Playing Field with New App Launch

Fintech News Desk
by Fintech News Desk0
Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play. The solution provides users with bespoke investment strategies and insights, democratising access to the approach of professional investors In bringing its solution to market, Stratiphy is breaking new ground......
Tema, Backed by Index, Accel and Zinal, Expands Access to Innovative Investment Themes Through Launch of Active ETF Platform
Fintech Funding News

Tema, Backed by Index, Accel and Zinal, Expands Access to Innovative Investment Themes Through Launch of Active ETF Platform

Business Wire
by Business Wire0
Tema Global announces the launch of its ETF platform focused on expert-led, institutional grade thematic ETFs. Tema, led by founder Maurits Pot and backed by several reputable fintech and asset management leaders, will launch proprietary strategies in the first half of 2023. Tema is underpinned by a next generation end-to-end......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup
Investment Services News Trading

Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup

GlobeNewswire
by GlobeNewswire0
New cash management solution from Purpose enables investors to use high US interest rates to their advantage Purpose Investments Inc. is excited to announce further expansion of its industry-leading cash solutions lineup with the launch of the Purpose USD Cash Management Fund, which begins trading on the Toronto Stock Exchange......
First Community Bank, Sunrise Bank and Today's Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies
Banking News

First Community Bank, Sunrise Bank and Today’s Bank Select Jack Henry to Accelerate Business and Retail Banking Strategies

PR Newswire
by PR Newswire0
Community banks are utilizing Jack Henry solutions to power their local economies Jack Henry announced that First Community Bank, Sunrise Bank and Today’s Bank have selected Jack Henry’s modern core infrastructure to provide better service to retail and business customers. Michigan-based First Community Bank, Florida-based Sunrise Bank, and Arkansas-based Today’s Bank were looking for an open and flexible technology provider capable......
Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook
Cryptocurrency News

Bitwise Expands Crypto SMA Suite With Three New Strategies via Eaglebrook

Business Wire
by Business Wire0
Bitwise’s strategies on Eaglebrook’s separately managed account platform provide investors with professional management, direct crypto ownership, and advisor oversight of client holdings Bitwise Asset Management, one of the world’s leading crypto asset managers, announced the launch of three new separately managed account (SMA) strategies available through the Eaglebrook platform. The......
Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment
Investment Services News

Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment

Business Wire
by Business Wire0
Sound Point Capital Management, LP, a credit-oriented investment manager overseeing approximately $32 billion in total assets, is pleased to announce that it has entered into an agreement to acquire Assured Investment Management LLC and certain of its related asset management entities (“Assured-IM”), which conducts the institutional asset management business of......
GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market
Fintech News

GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire a controlling interest in Australia-based Bateau Asset Management, a boutique global investment manager. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies The acquisition would......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
1