Tag : asset management

Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
BAFS Announces an Industry-First Combination of Commercial Lending Software and Services
Lending News

BAFS Announces an Industry-First Combination of Commercial Lending Software and Services

PR Newswire
by PR Newswire0
BAFS now serves as a single source for commercial lending needs nationwide BAFS (Business Alliance Financial Services) announced its market expansion that will give financial institutions access to both commercial lending software and services nationwide – an industry-first combination. Founded in 2009, BAFS has served as the commercial lending back-office......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment
Investment Services News

Nassau Financial Group Becomes Signatory to United Nations-supported Principles for Responsible Investment

Business Wire
by Business Wire0
Nassau Financial Group, L.P. announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment. The PRI is an international organization that works to promote the incorporation of environmental, social, and corporate governance factors (“ESG”) into investment decision-making. “These Principles provide us with a practical framework......
Rockefeller Asset Management and KraneShares Announce Partnership to Launch ETFs Seeking to Deliver Alpha
Investment Services News

Rockefeller Asset Management and KraneShares Announce Partnership to Launch ETFs Seeking to Deliver Alpha

Business Wire
by Business Wire0
Rockefeller Asset Management, the asset management arm of Rockefeller Capital Management, and KraneShares, a leading global ETF provider specializing in China, climate, and uncorrelated assets, announce a partnership to launch a suite of ETFs. “The Rockefeller heritage in sustainable and impact investing dates back to the 1970s, and we are......
Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
Analytics Fintech News

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

PR Newswire
by PR Newswire0
Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. to improve the quality and transparency of both internal sales reporting data and external market intelligence. “The strategic relationship between Aiviq and Broadridge will provide asset management......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
Broadridge and Linedata Announce Integration with Linedata Longview OMS to enhance Trade Matching
Finance Fintech News

Broadridge and Linedata Announce Integration with Linedata Longview OMS to Enhance Trade Matching

PR Newswire
by PR Newswire0
Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX To better automate the middle and back-office functions around trade matching, global Fintech leader, Broadridge Financial Solutions, Inc., announced an expansion of its partnership with Linedata, a global provider of asset management and credit technology data and services. Through this expanded......
Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms
Digital Asset Management News

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms

Business Wire
by Business Wire0
Linedata extends its APAC offerings to include private equity, private credit, specialized and structured credit, and services for allocators and aggregators Linedata, a global provider of asset management and credit technology data and services, announced the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has......
TCW and Lakemore Partners Form a CLO Equity Investment Partnership
Investment Services News

TCW and Lakemore Partners Form a CLO Equity Investment Partnership

Business Wire
by Business Wire0
Strategic Partnership Fosters Growth of TCW’s Leading Credit Business and Augments Lakemore’s Network of Prominent U.S. Institutional Clients The TCW Group, a leading global asset management firm, announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities, a leading private credit investment firm primarily......
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