Search Results for: investment portfolios

Uncategorized

Apex Clearing’s Q2 2020 ‘Millennial 100’ Stock Pulse Report Shows Cross-Generational Support for Certain Stocks in Post-Pandemic World

Fintech News Desk
by Fintech News Desk0
Amid a continuing backdrop of fear and uncertainty in the second quarter, investors that custody with Apex Clearing again traded at unprecedented levels with a seeming consensus across generations on a few top picks Apex Clearing, the custody and clearing engine powering the future of wealth management, has released its......
Fintech Fintech Funding News Trading

First Trust Launches the First Trust Multi-Manager Large Growth ETF

Fintech News Desk
by Fintech News Desk0
First Trust Advisors L.P. (“First Trust”), a leading exchange-traded fund (“ETF”) provider and asset manager, announced today that it has launched a new actively managed ETF, the First Trust Multi-Manager Large Growth ETF (NYSE: MMLG) (the “fund”). The fund seeks to provide long-term capital appreciation by using a multi manager approach......
InsurTech News

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Fintech News Desk
by Fintech News Desk0
DWS, one of the world’s leading asset managers, today announced the findings of a joint survey with Greenwich Associates of its institutional insurance client base to better understand how COVID-19 might be influencing their investment strategies and asset class allocations. While the majority of insurance clients surveyed indicated that they......
Fintech Investment Services News

HSBC Launches ESG Portfolio Reporting Service

Fintech News Desk
by Fintech News Desk0
HSBC today launched a reporting service that provides asset owners and managers with independent measurement of how focused their listed asset investments are on environmental, social and corporate governance (ESG) issues. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM The new service will allow asset......
Qontigo Releases Developed Markets ex-US Equity Factor Risk Model
Fintech Investment Services News Risk Management

Qontigo Embeds Axioma Factor-based Fixed Income Risk Model in Axioma Risk

Fintech News Desk
by Fintech News Desk0
Expansion Marks Continued Growth of Axioma Fixed Income Suite(Qontigo) Qontigo, an investment intelligence leader and provider of best-of-breed analytics and world-class indices, has announced the integration of the Axioma Factor-based Fixed Income Risk Model in their enterprise portfolio risk management system, Axioma Risk. The cross-sectional style-based model, which is also......
Global Shares partners with Carver Edison to help employees build wealth through Employee Stock Purchase Plans
Business Fintech News

Siebert to offer Carver Edison’s Cashless Participation™ to stock plan services clients

Fintech News Desk
by Fintech News Desk0
Partnership will help public companies achieve greater levels of financial inclusion and pay equity for their global workforces Companies that use stock plan services provided by Siebert Financial Corp. (NASDAQ: SIEB) now have a powerful new enhancement to help boost plan participation. Siebert, through its broker-dealer subsidiary Muriel Siebert & Co., Inc., is adding Carver Edison‘s patented......
Artificial Intelligence Fintech News

Amid COVID, Lenders Turn to SpaceQuant AI Tech to Get Real-Time Data on Commercial Real Estate Performance

Fintech News Desk
by Fintech News Desk0
The commercial real estate industry has been particularly impacted by the COVID-19 pandemic currently wreaking havoc on the U.S. economy. Tenants are seeking rent reductions or may have even stopped paying rent altogether, while borrowers are requesting loan modifications or forbearances. Meanwhile, lenders and investors are demanding prompt property and......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Business News

European Private Equity Activity Drops Sharply in Q2 2020 Amid COVID-19 Uncertainty

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, today released its Q2 2020 European Private Equity Breakdown, which found European private equity (PE) deals and fundraising sharply declined through the first half of the year. As the COVID-19 crisis unfolded, lenders concentrated on existing loans, sellers tabled......
Magnifi Names Broadridge Executive as Chief Product Officer
Business News

Magnifi Announces CEO, COO & Advisory Members To Lead Next Stage Of Company Growth

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Dave Pottruck, ex-CEO of Schwab and Chairman of Hightower as executive co-chairman in Q2 Magnifi, a company founded by Dr. Vinay Nair at The TIFIN Group and the world’s first natural-language powered investment platform with over 100,000 searches and $100B in assets under influence, today announced Richard Hurwitz, ex-CEO of......
1