Search Results for: Portfolio Management

Cryptocurrency News Technology

Falconx 360 Launches As The First And Only Comprehensive Platform For Institutional Crypto Investment Management

Fintech News Desk
FalconX, a digital assets platform for institutional investors, today announced the launch of FalconX 360, the industry’s first and only unified investment and risk management platform for crypto that provides institutional investors full-spectrum execution capabilities and end-to-end reporting across their entire digital asset portfolio. With FalconX 360, for the first time ever, institutional investors......
Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
DeFi E-commerce News

M31 Capital Management, LLC Launches Web3 Opportunity Fund

Fintech News Desk
M31 Capital Management, LLC, a global investment firm focused on cryptoassets and blockchain technology, is pleased to announce the launch of the M31 Capital Web3 Opportunity Fund to support token projects building the future of the internet. Investors can read more on the M31 Capital website. “Decentralized, blockchain-based protocols create an......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions
B2B News

AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions

Fintech News Desk
QuickBooks Online is now available on the AppSmart Marketplace for technology advisors AppDirect, the world’s leading B2B subscription commerce platform, announced that they are collaborating with Intuit to expand distribution of business management solutions. Intuit, the global financial technology platform behind QuickBooks, TurboTax, Mint, Credit Karma, and Mailchimp, will immediately......
Spool Launches Its Smart Vault Tool To Radically Simplify Risk-managed Yield Portfolio Creation
DeFi News

Spool Launches Its Smart Vault Tool To Radically Simplify Risk-managed Yield Portfolio Creation

Fintech News Desk
Spool, the DAO creating a platform to build seamless DeFi products for investors of all backgrounds, launches its Smart Vault creation tool. Smart Vaults enable individuals and institutions to create customizable and diversified yield portfolios. Through a 5-step Smart Vault, or “Spool,” creation process, users can tailor all aspects of......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Finance Investments News

HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund

Fintech News Desk
HSBC Global Asset Management Limited manager of the HSBC Mutual Funds, announces proposed changes to the HSBC BRIC Equity Fund (the “Fund”). Latest Fintech News: FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund......
B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition
Finance News

B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition

Fintech News Desk
B. Riley Financial, Inc. a diversified financial services platform, today announced that Lingo Management, LLC (“Lingo”), a B. Riley Principal Investments portfolio company, has completed the acquisition of BullsEye Telecom Inc. (“BullsEye”). BullsEye follows B. Riley’s recent acquisition of Lingo in which the Company increased its ownership interest to 80% on May......
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