Search Results for: investment processes

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Business Fintech News

Consumer Edge Announces Savvr Acquisition

Fintech News Desk
by Fintech News Desk0
Consumer Edge announced today that is has completed its acquisition of Savvr, a trusted web data company with sophisticated technology that has delivered powerful insights to the world’s largest institutional investors over the past decade. With the acquisition of Savvr, CE expands upon its extensive suite of multinational consumer-focused alternative......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech News Risk Management

Bita Risk Signs Charles Stanley as first ESG Manager Client

Fintech News Desk
by Fintech News Desk0
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies BITA Risk built its reputation on taking complex......
Canoe-Intelligence-reaches-significant-milestones-in-2020
Business Fintech Investment Services News

Canoe Intelligence Reaches Significant Milestones In 2020; Increases Client Base By Over 150%

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence , a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it reached several significant milestones during 2020, one of which being a record year in terms of client growth. Read More: Datasite Completes Agreement to......
DIFC Academy to Provide Accredited Training for Sustainable Investing
Business Fintech Investment Services News

DIFC Academy to Provide Accredited Training for Sustainable Investing

Fintech News Desk
by Fintech News Desk0
As part of Dubai’s commitment to be the region’s most sustainable financial city and to develop human capital skills needed for the future, DIFC Academy has partnered with Candriam Academy to offer the world’s first free-to-access accredited training platform for sustainable and responsible investing. The partnership between the DIFC and......
Facteus Appoints Chris Marsh as CEO
Business Fintech News

Facteus Appoints Mohammad Shaalan as Chief Data Officer

Fintech News Desk
by Fintech News Desk0
Facteus, the leading provider of actionable insights from financial data, today announced the appointment of Mohammed Shaalan as chief data officer. In this new role, Shaalan will apply his decades-long experience in data science and quantitative frameworks across the portfolio of Facteus’ data sets to uncover new and actionable insights......
Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
Fintech Fintech Funding Investment Services News

Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers

Fintech News Desk
by Fintech News Desk0
As assets and interest in sustainable investing continue to grow, Morningstar unpacks ESG risks to meet investor demand for in-depth qualitative and quantitative research to curate ESG investment choices Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG)......
KBRA Analytics Announces the Launch of KBRA Financial Intelligence (KFI)
Fintech News

KBRA Analytics Announces the Launch of KBRA Financial Intelligence (KFI)

Fintech News Desk
by Fintech News Desk0
KFI’s release represents a new generation of data-centric applications for the financial community. KBRA Analytics, Kroll Bond Rating Agency’s product platform for data and analytics, today introduced KFI, a platform that delivers high-quality data and powerful applications to financial institutions, specialist investors, advisors, and financial industry participants. Read More: Hot......
Bloomberg Supports Technological Transformation at Bankia Asset Management
Banking Business Fintech News

Bloomberg Supports Technological Transformation at Bankia Asset Management

Fintech News Desk
by Fintech News Desk0
AIM helps streamline order management and automate processes Bloomberg announced today that Bankia Asset Management (Bankia AM), the asset management arm of Bankia, the fourth largest financial firm in Spain, has adopted Bloomberg’s Asset & Investment Manager (AIM), a leading order management solution across all of its portfolios. Read More: Castle......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech News

Canoe Intelligence Appoints New CEO, Jason Eiswerth

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, announced the appointment of a new CEO, Jason Eiswerth. Former CEO Seth Brotman will continue to serve the company as President and Chief Operating Officer. Read More: GlobalFintechSeries Interview with Jill Homan,......
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TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
by Fintech News Desk0
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
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