Tag : Investment Management

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research
Finance Investment Services News

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research

EIN Presswire
by EIN Presswire0
VC-Backed Boutique Asset Manager Deepens Intellectual Capital and Expands Differentiated Model Delivery Across Major TAMP Platforms Quartz Partners Investment Management, a venture capital-backed, SEC-registered investment adviser specializing in quantitative separately managed account (SMA) strategies, today announced the acquisition of the investment strategies and intellectual property of AthenaInvest Advisors LLC, a Denver-area pioneer in......
Former Constellation Advisers Founders Relaunch Outsourced Services for the Investment Management Industry
Investment Services News

Former Constellation Advisers Founders Relaunch Outsourced Services for the Investment Management Industry

EIN Presswire
by EIN Presswire0
They Started It. Now they’re Restarting It… Next Stop on Greg & Boris’ 6-City Tour: Grand Cayman Islands, April 19-22 Greg Farrington and Boris Onefater, founders of Constellation Advisers and pioneers who established the outsourced service industry for alternative investment managers are back, to relaunch the evolution of comprehensive back-office......
Choate Expands Fund Formation and Investment Management Practice with Former Lowenstein Partner Jonathan Danziger
Fintech Funding Investment Services News

Choate Expands Fund Formation and Investment Management Practice with Former Lowenstein Partner Jonathan Danziger

EIN Presswire
by EIN Presswire0
Veteran investment management partner with deep expertise advising established hedge funds and emerging managers expands Choate’s New York presence. Choate welcomes Jonathan Danziger as a partner in the firm’s nationally recognized Fund Formation and Investment Management practice. A recognized leader and strategic adviser to some of the largest and most established hedge funds......
A New World Order is Rewriting Markets, Finds Annual Report from New York Life Investment Management
Finance Investments News

A New World Order is Rewriting Markets, Finds Annual Report from New York Life Investment Management

Business Wire
by Business Wire0
End of “peace dividend” and rise of great power competition are forcing investors to rethink portfolios The Global Market Strategy team at New York Life Investment Management, released their annual geopolitical risk report for 2026, “Geopolitical risk in a shifting world order,” finding that a fundamental transformation in the global......
Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management
Investment Services News

Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management

EIN Presswire
by EIN Presswire0
Heron Bay Capital Management announced it has surpassed $1 billion in AUM, achieving this significant milestone in just over six years since inception. Heron Bay Capital Management (HBCM), an independent registered investment advisor, today announced it has surpassed $1 billion in assets under management (AUM), achieving this significant milestone in......
Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint™
Finance Investments News

Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint™

GlobeNewswire
by GlobeNewswire0
Grimes Financial Group, a fiduciary investment advisory firm based in Columbus, Ohio, continues to strengthen its comprehensive financial planning framework through The Retirement BlueprintTM to address the growing gap between standalone investing and fully coordinated retirement planning. The Retirement Blueprint is a structured approach that aligns retirement income strategy, investment management, tax......
EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners
Finance Investment Services News

EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners

EIN Presswire
by EIN Presswire0
The Environmental Financial Consulting Group, LLC (“EFCG”), through its registered broker-dealer affiliate EFCG Transaction Services LLC, is pleased to announce the sale of the engineering firm Olsson, Inc. (“Olsson”) to investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management.......
Digital Shape Technologies Unveils Its New Digital Showcase
Finance Investment Services News

Digital Shape Technologies Unveils Its New Digital Showcase

EIN Presswire
by EIN Presswire0
A new website offering a clear window into Webfolio®’s full capabilities in institutional investment management. Digital Shape Technologies, a Canadian company specializing in investment management software solutions, is proud to announce the launch of its brand-new website. This redesign marks a new chapter in the evolution of the company and......
Arey Group Appoints New Chief Financial Officer
Finance Investment Services News

Arey Group Appoints New Chief Financial Officer

EIN Presswire
by EIN Presswire0
Veteran Real Estate Executive Rustyn Osier Joins the AREY Team AREY Group, a real estate investment, development, and property management firm with a clear vision to quickly grow and scale, announced the appointment of Rustyn (Rusty) Osier as its Chief Financial Officer, marking a key addition to the company’s executive......
JPMorgan Announces Cash Distributions for the JPMorgan ETFs
Fintech News

JPMorgan Announces Cash Distributions for the JPMorgan ETFs

GlobeNewswire
by GlobeNewswire0
J. P. Morgan Asset Management (JPMAM) announced the final October 2025 cash distributions for the below listed JPMorgan ETFs. The JPMorgan ETFs trade on the Toronto Stock Exchange (TSX). Unitholders of record on November 18, 2025 will receive cash distributions payable on November 24, 2025. Details of the “per unit”......
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