Search Results for: investment strategies

Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Valkyrie Investments Tops $1 Billion in Assets Under Management
Digital Asset Management News

Valkyrie Investments Tops $1 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
The firm hits this milestone after launching several products over the past year including multiple exchange traded funds Valkyrie Investments, a leading investment manager focused on digital assets, is excited to announce that it has now topped $1 billion in assets under management (AUM). Valkyrie Investments is the parent company of exchange......
Protecht Group to Accelerate Growth with $42 Million Series A Investment from Arrowroot Capital
Investment Services News

Protecht Group to Accelerate Growth with $42 Million Series A Investment from Arrowroot Capital

Fintech News Desk
by Fintech News Desk0
Protecht Group Holdings Pty Ltd, a leader in Enterprise Risk Management software and services, announced that it has secured an AUD $42MM investment from Arrowroot Capital to accelerate its product and growth strategies. “Arrowroot considers ourselves lucky to have the opportunity to partner with the Protecht team and we are......
Liberty Street Advisors Partners with GAM Investments
Investment Services News

Liberty Street Advisors Partners with GAM Investments

Fintech News Desk
by Fintech News Desk0
Providing non-U.S.-based clients with access to privately-owned, late stage, high growth innovation companies Liberty Street Advisors, Inc. announced that it has entered into a strategic partnership with GAM Investments to provide clients with access to high-quality late-stage privately-owned technology and innovation-driven companies for non-U.S. investors. The team at Liberty Street currently manages......
MIM Provides Financing for $625 Million Timberland Transaction
Mortgage News

MetLife Investment Management Provides Financing for $625 Million Timberland Transaction

Fintech News Desk
by Fintech News Desk0
Sustainably Managed Forests Provide Timber for Growing Housing Construction Market MetLife Investment Management (MIM), the institutional asset management business of MetLife, Inc., announced that it has placed long-term, first mortgage loans secured by approximately 832,000 acres of timberland and timber across the Southeastern United States. The financing allows Tamarack Timberlands......
Climate Risk Study Finds Advances In Financial Industry Mitigation Strategies; Concerns Linger on Execution
Fintech News Risk Management

Climate Risk Study Finds Advances In Financial Industry Mitigation Strategies; Concerns Linger on Execution

Fintech News Desk
by Fintech News Desk0
Benchmarking study of over 70 financial institutions identifies potential revenue enhancement and increased regulatory compliance as drivers of progress on climate risk strategy. A new benchmarking study found that climate change is placing increasing demands on major financial institutions worldwide to establish and execute on climate risk mitigation strategies. The study — led......
Valkyrie Investments Commits One Percent of Revenue to Stripe Climate to Reduce Carbon Emissions Around the World
Investment Services News

Valkyrie Investments Commits One Percent of Revenue to Stripe Climate to Reduce Carbon Emissions Around the World

Fintech News Desk
by Fintech News Desk0
Valkyrie Investments, an emerging asset manager focused on the digital asset class, is excited to announce it is partnering with Stripe Climate as part of a broader firmwide sustainability commitment . Valkyrie has pledged to allocate one percent (1%) of revenue to the Stripe Climate ecosystem that will fund the development and......
Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
Finance Investment Services News

Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents

Fintech News Desk
by Fintech News Desk0
The collaboration between Bipsync and Canoe streamlines and automates the investment document collection and categorization processes for clients and delivers superior content management for investors to make more informed investment decisions The best-of-breed RMS provider, Bipsync, partners with Canoe Intelligence, a financial technology company redefining data management processes for alternative investors......
FOCUS Investment Banking Represents Strolleria, LLC In Its Sale to Weave Growth Partners and Peninsula Capital Partners
Banking Investment Services News

FOCUS Investment Banking Represents Strolleria, LLC In Its Sale to Weave Growth Partners and Peninsula Capital Partners

Fintech News Desk
by Fintech News Desk0
FOCUS Investment Banking Represents Strolleria, LLC in its Sale to Weave Growth Partners and Peninsula Capital Partners FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced that a majority stake in Strolleria, LLC, a multichannel retailer of high-end baby......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
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