Search Results for: Portfolio Management

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......
Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
Investment Services News

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

PR Newswire
by PR Newswire0
Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation Zephyr, a subsidiary of Informa plc, and a recognized leader in investment management and reporting software for financial advisors and wealth managers, unveiled enhanced performance reporting capabilities allowing Zephyr software subscribers......
Manta Exchange Secures Major Funding with ABCDE Labs, UOB Venture Management, C Squared Ventures, and Ocular
Cryptocurrency News

Manta Exchange Secures Major Funding with ABCDE Labs, UOB Venture Management, C Squared Ventures, and Ocular

GlobeNewswire
by GlobeNewswire0
Secures Strategic Investments from ABCDE Labs, UOB Venture Management, C Squared Ven-tures, and Ocular Manta Exchange, a rising star in the cryptocurrency sector, is thrilled to announce a major triumph with the successful completion of a pivotal fundraising round. The company has attracted significant investments from industry heavyweights ABCDE Labs,......
Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF
Fintech News

Income Research + Management and BondBloxx Partner to Launch Tax-Aware ETF

Business Wire
by Business Wire0
New BondBloxx IR+M ETF designed for investors seeking income and tax-efficient bond strategies Income Research + Management (“Income Research” or “IR+M”) and BondBloxx Investment Management (“BondBloxx”) today announced a new partnership. BondBloxx filed a registration statement for the BondBloxx IR+M Tax-Aware Short Duration ETF, which IR+M will sub-advise. IR+M is......
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