Search Results for: Portfolio Management

FactSet Introduces AI-Powered Portfolio Commentary
Artificial Intelligence Fintech News

FactSet Introduces AI-Powered Portfolio Commentary

GlobeNewswire
by GlobeNewswire0
A breakthrough portfolio analysis solution that drives productivity and understanding FactSet, a global financial digital platform and enterprise solutions provider, today announced its latest GenAI advancement, Portfolio Commentary. This innovative solution complements FactSet’s industry-leading performance attribution capabilities with detailed and source-linked commentary to empower buy-side and wealth management professionals to......
Countsy Launches New Online Portal for Streamlined Back-office Management
Finance Fintech News

Countsy Launches New Online Portal for Streamlined Back-office Management

PR Newswire
by PR Newswire0
Countsy, known for its outsourced Accounting, Finance, and HR services, announced the launch of a new online platform, countsy.ai. The client portal simplifyies back-office management for startups, scaleups, and spinouts by providing a centralized location for essential business tools and team collaboration. Countsy, known for its outsourced Accounting, Finance, and......
Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios
Analytics Cloud News

Oracle Cloud Service Enables Banks to Manage Climate Change Risk Across Portfolios

PR Newswire
by PR Newswire0
With new Oracle Climate Change Analytics Cloud Service banks can calculate and assess the impact of emissions in their operations and those of the businesses they finance Financial institutions are under increased pressure from regulatory bodies to understand their environmental footprint and that of the companies they finance or invest......
Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments
Investment Services News

Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments

PR Newswire
by PR Newswire0
It guides private equity investors on how to align their strategy, management, transparency and governance practices, to achieve their decarbonisation goals. Fullerton Fund Management (Fullerton) has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
Fintech News

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

PR Newswire
by PR Newswire0
The new managed account brings personalization and lifetime income to the masses LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. The State Street GTC......
Tally-Launches-Credit-Card-Debt-Management-Platform-For-Partners
Finance Fintech News

Tally Launches Credit Card Debt Management Platform For Partners

Business Wire
by Business Wire0
With the launch of Tally’s credit card debt management platform, Tally will sunset its direct-to-consumer loan portfolio; the Tally Line of Credit will now be offered through its partner network. Tally, a fintech startup known for helping people diligently pay down their credit card debt, today announced the release of......
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......
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