Search Results for: portfolio managers

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
by Fintech News Desk0
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers
Cryptocurrency News

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers

Fintech News Desk
by Fintech News Desk0
Adoption of BITRIA Platform’s Brand at Company Level Reflects Its Popularity, Marks Launch of New Wave of Enhancements and Features Blockchange Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced that it is rebranding to BITRIA, A Division of Blockchange Inc., or BITRIA for short. The adoption......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.
Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley India Investment Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced a portfolio management change for Morgan Stanley India Investment Fund, Inc.. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. (the “Adviser”). The team consists of portfolio managers and analysts. Read More: FTC Strengthens Security Safeguards for Consumer......
SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
Moody’s Analytics Launches New Cloud-Based Credit Portfolio Management Software
Fintech News

Moody’s Analytics Launches New Cloud-Based Credit Portfolio Management Software

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics is pleased to announce the launch of PortfolioStudioTM, new cloud-based credit portfolio management software. PortfolioStudio provides a whole portfolio view of current and emerging risks in one platform so users can scan for risks and opportunities, evaluate possible actions, and decide how to act. Read More About Fintech News......
Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud
Fintech News

Broadridge Enhances its Data Solutions for Asset Managers with Snowflake Data Cloud

Fintech News Desk
by Fintech News Desk0
Solution to facilitate faster analysis and decision making for investment managers To enhance its global asset management clients’ decision-making processes through data visualization and analysis, Broadridge Financial Solutions, Inc., a global Fintech leader, announced it will work with Snowflake, the Data Cloud company, to enable clients to seamlessly consolidate and analyze trading......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund, Inc.
Investment Services Investments News

Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund, Inc.

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Investment Management announced today a portfolio management change for Morgan Stanley China A Share Fund, Inc.. The Fund is managed by the Emerging Markets Equity team of Morgan Stanley Investment Management Inc. (the “Adviser”). The team consists of portfolio managers and analysts. Read More: Clearbanc Rebrands to Clearco,......
Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities
Fintech News

Broadridge Integrates FundApps’ Automated Compliance Solution into Portfolio and Order Management Capabilities

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps’ regulatory compliance technology with Broadridge’s buy-side portfolio and order management solution. Broadridge’s clients will benefit from a unique regulatory compliance solution that addresses managers’ needs across shareholder disclosures, sensitive industry monitoring and......
Portfolio Manager Boniface Zaino to Lead Team Managing Royce Opportunity Fund
Investment Services Investments News

Portfolio Manager Boniface Zaino to Lead Team Managing Royce Opportunity Fund

Fintech News Desk
by Fintech News Desk0
Royce Investment Partners announced today that Boniface “Buzz” Zaino will lead the portfolio management team of Royce Opportunity Fund, as well as the firm’s other portfolios that are managed with the unique opportunistic value strategy that he developed. Although Mr. Zaino transitioned from Portfolio Manager to Senior Advisor on the......
Amerant Bank
Banking Cloud Digital News

Amerant Bank Expands Its Use of nCino to Include Retail Lending and nIQ Portfolio Analytics

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced that Amerant Bank has expanded its use of nCino beyond Commercial Banking and added nCino’s Retail Banking Solution and Portfolio Analytics, part of the nCino IQ (nIQ®) application suite. Having all commercial and retail loan origination......
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