Search Results for: Portfolio Management

DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge Completes Acquisition of AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
by Fintech News Desk0
Enables DigitalBridge to Capitalize on Mid-Market Opportunities DigitalBridge Group, Inc. announced that its operating company, DigitalBridge Operating Company, LLC, through certain of its subsidiaries has completed its transaction to acquire AMP Capital’s global infrastructure equity investment management business, which has been rebranded as InfraBridge in a transaction valued at $316......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views
Analytics News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Remain Optimistic for 2023 Despite Dim Near-Term Views

Fintech News Desk
by Fintech News Desk0
Investors still see opportunity for a soft landing and expect the economy to be in better shape by year end Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey: “It’s been a challenging market environment as investors navigate through high inflation, geopolitical concerns, and recession fears”......
Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio
Banking Finance News

Bridge Bank Provides $3 Million Credit Facility to Help Innovative Lease Services Grow Portfolio

Fintech News Desk
by Fintech News Desk0
Bridge Bank announced its Capital Finance Group has closed on a $3 million credit facility for Innovative Lease Services Inc., a Carlsbad, California-based provider of commercial equipment financing and leasing services. Innovative Lease Services (ILS) plans to use the funding to help grow its lease portfolio. “We are pleased that......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Priority Technology Holdings, Inc. Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa
Commerce News

Priority Technology Strengthens Portfolio with Gifting Solutions Partnerships with Factor4 and GiftYa

Fintech News Desk
by Fintech News Desk0
Priority Technology Holdings, Inc., the platform for unified commerce that delivers integrated payments and banking at scale, has expanded their value-add tool-set by partnering with Factor4 and GiftYa to provide merchants with in-demand gift cards solutions. “The Priority team is forward thinking, and they understand that fraud-proof, card-linked gifting is......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty
News Risk Management

SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty

Fintech News Desk
by Fintech News Desk0
Safeguard Asset Management, announced the launch of the SafeGuard CORE ONE Fund. Designed to provide investors with an all-weather strategy for investing through full market cycles, the Fund seeks to deliver capital appreciation in both rising and falling markets, with the goal of minimizing downside volatility. “With market volatility and......
B2B Blockchain News

IPwe Launches Smart Intangible Asset Management–SaaS Solution For IP Valuation, Management, And Transactions

Fintech News Desk
by Fintech News Desk0
IPwe Inc., a global innovation leader in AI and blockchain-based IP analytics software and services, announced the official launch of its Smart Intangible Asset Management (SIAM) platform today in Davos, Switzerland, during the week of the World Economic Forum. SIAM is a comprehensive SaaS solution—utilizing world-renowned IP datasets from Clarivate and......
Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies
Finance News

Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies

Fintech News Desk
by Fintech News Desk0
Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.” With this new partnership,......
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