Search Results for: Portfolio Managers

Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities
Fintech News

Broadridge Integrates FundApps’ Automated Compliance Solution into Portfolio and Order Management Capabilities

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps’ regulatory compliance technology with Broadridge’s buy-side portfolio and order management solution. Broadridge’s clients will benefit from a unique regulatory compliance solution that addresses managers’ needs across shareholder disclosures, sensitive industry monitoring and......
Portfolio Manager Boniface Zaino to Lead Team Managing Royce Opportunity Fund
Investment Services Investments News

Portfolio Manager Boniface Zaino to Lead Team Managing Royce Opportunity Fund

Fintech News Desk
by Fintech News Desk0
Royce Investment Partners announced today that Boniface “Buzz” Zaino will lead the portfolio management team of Royce Opportunity Fund, as well as the firm’s other portfolios that are managed with the unique opportunistic value strategy that he developed. Although Mr. Zaino transitioned from Portfolio Manager to Senior Advisor on the......
Amerant Bank
Banking Cloud Digital News

Amerant Bank Expands Its Use of nCino to Include Retail Lending and nIQ Portfolio Analytics

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Amerant Bank has expanded its use of nCino beyond Commercial Banking and added nCino’s Retail Banking Solution and Portfolio Analytics, part of the nCino IQ (nIQ®) application suite. Having all commercial and retail loan origination......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley China A Share Fund, Inc. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. The team consists of portfolio managers and analysts. The current member of the team responsible for the......
Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
by Fintech News Desk0
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray
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Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray

Fintech News Desk
by Fintech News Desk0
Ease of data access and integration enables ESG market entry Empowers new ESG offerings and ability to adapt to investor and regulatory demands Linedata, a global provider of credit and asset management technology, data and services, announced it is the first technology vendor to seamlessly integrate Environmental, Social, and Governance......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Gemini Launches Full-Suite of Crypto Fund Services for Fund Managers
Cryptocurrency Currency Exchange Fintech News

Gemini Launches Full-Suite of Crypto Fund Services for Fund Managers

Fintech News Desk
by Fintech News Desk0
Gemini Fund Solutions will provide fund managers the ability to manage crypto custody, clearing, and trade execution on a unified platform Gemini, a crypto exchange and custodian, announced the launch of a new global offering — Gemini Fund Solutions™ — to provide fund managers with custody, clearing, trade execution, and......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
Artificial Intelligence Business Fintech News Risk Management

Neuravest Research Launches to Meet Growing Institutional Demand for Performance-Boosting AI-Driven Portfolios

Fintech News Desk
by Fintech News Desk0
Neuravest Research, a provider of AI-driven investment solutions for institutional investors, today announced the public launch of its portfolio construction and management platform, designed to help asset managers deliver superior fund performance through algorithmic portfolios using best-in-class alternative data and AI technology. Neuravest Research is a successor company to Lucena......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
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Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū

Fintech News Desk
by Fintech News Desk0
Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announced it has completed the acquisition of Hentsū, a global provider of......
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