Search Results for: portfolio managers
Bloomberg Supports Technological Transformation at Bankia Asset Management
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......
Liquidnet Launches Its New Investment Analytics Business and Product Suite
The new business delivers personalized data and analytics directly to investment and trading teams using AI Liquidnet, the technology-driven global institutional investment network, today announced the official launch of its third business, Investment Analytics (IA). Read More: SHEIN partners with PayBright to offer flexible Buy Now, Pay Later plans to......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX:Â CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
FundApps Reveals How Compliance Teams Can Set Derivative Traders Up for Success
FundApps, the leading cloud-based provider of regulatory compliance monitoring and reporting services, announces the launch of Room-In-A-Name, part of the FundApps Position Limits service, to help bridge the gap between Compliance teams and Traders. Read More: Volly Announces Series B Growth Equity Round At the start of the day before......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Katana Becomes the Leading Relative Value Insights Tool in the Bond Market, Extending Its Reach Globally With IHS Markit Data
Katana becomes the leading relative value insights tool in the bond market, extending its reach globally with IHS Markit data Katana, the tool that identifies relative value opportunities for bond market dealers and asset managers, announced that its universe of analyzed bonds has expanded to cover 30,000 US, European and......
First American Hires Jon Wierks as Vice President of Data and Analytics
First American Financial Corporation (NYSE: FAF), a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, today announced the appointment of Jon Wierks as vice president in First American’s data and analytics division. Read More: Ubiquity Retirement + Savings® Introduces Paradigm RKS(™) In his new......
DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings
Joint service offering aims to modernize and simplify the private markets DealMaker, DealSquare, and NEO announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors – a solution that is both fully digital and global in reach. DealMaker is a......
Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......