Search Results for: investment strategies

SEI's Collective Investment Trust Business Experiences Significant Growth
Fintech Primers Investments News

SEI’s Collective Investment Trust Business Experiences Significant Growth

Fintech News Desk
by Fintech News Desk0
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a......
Clearlake Capital and TA Associates Complete Acquisition of Kofax
Fintech Investments News

Charlesbank Capital Partners Makes a Strategic Investment in Ivanti to Partner With Clearlake Capital and TA Associates to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
With Backing from Leading Investors Clearlake, Charlesbank and TA, Ivanti Poised to Continue Leadership in IT Automation and Further Accelerate M&A Strategy Ivanti, the automation platform that makes every IT connection smarter and more secure across devices, infrastructure and people, announced that Charlesbank Capital Partners, LLC (Charlesbank) has signed a......
B. Riley Financial Names Martin Bernstein Head of Private Investments
Finance Fintech Investments News

B. Riley Financial Names Martin Bernstein Head of Private Investments

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc., a leading provider of business advisory and financial services, announced that Martin Bernstein has joined B. Riley Principal Investments as Head of Private Investments. In this newly created role, Bernstein is responsible for sourcing, underwriting, and managing investments with private companies in addition to leading distribution to......
BlockFi Names Greg Collett Head of Investment Products
Cryptocurrency Finance Fintech News

BlockFi Names Greg Collett Head of Investment Products

Fintech News Desk
by Fintech News Desk0
Authority on asset management product development and regulation to expand company’s work with seasoned investors BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced that Greg Collett has been named Head of Investment Products. Collett will be responsible for growing......
Key Acquires AQN Strategies
Digital Fintech News

Key Acquires AQN Strategies

Fintech News Desk
by Fintech News Desk0
AQN brings leading financial services analytics expertise to power Key’s data-driven strategies Ben Sabloff, founder of AQN, to lead Key’s Analytics organization Key has entered into a definitive agreement to acquire AQN Strategies LLC (“AQN”), an analytics-driven consultancy with deep expertise in the financial services industry. At the close of......
NB Private Capital Announces Name Change to Versity Investments
Business Investment Services News

NB Private Capital Announces Name Change to Versity Investments

Fintech News Desk
by Fintech News Desk0
NB Private Capital, a real estate investment firm specializing in student housing and multi-family projects, announced that it has changed its name to Versity Investments. The change was prompted by a desire to rebrand and reflect the expanding business model of the company as it grows in size, scope and......
SWBC Investment Company Partners with AlphaCentric Funds
Investment Services News

SWBC Investment Company Partners with AlphaCentric Funds

Fintech News Desk
by Fintech News Desk0
SWBC Investment Company and AlphaCentric Advisors LLC announced that SWBC Investment Company has assumed responsibility as investment sub-advisor of the AlphaCentric Municipal Opportunities Fund (MUNAX|MUNCX|MUNIX) (the “Fund”). The Fund seeks to produce above average tax-exempt income while attempting to protect investors in periods of volatile interest rate environments and widening......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
Artificial Intelligence Provokes Shift in Asset-Allocation Strategies
Artificial Intelligence Business Fintech Investment Services News

Artificial Intelligence Provokes Shift in Asset-Allocation Strategies

Fintech News Desk
by Fintech News Desk0
Headline News-flow Validates Role for Advanced Technology Artificial intelligence affords investment specialists the ability to make autonomous assessment of market conditions, removed from the frailties of human decision making, argues a new white paper by Plotinus Asset Management. That capability, in turn, means that institutional investors are set to inject......
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