Tag : Investment Management

YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions YCharts, an investment research, analytics, and client communications platform, announced a new partnership......
BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
Investment Services Investments News

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

Fintech News Desk
by Fintech News Desk0
BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.......
Arabesque S-Ray ESG Data Products Now Available on AWS Data Exchange
Fintech Investment Services Investments News Risk Management

Arabesque S-Ray ESG Data Products Now Available on AWS Data Exchange

Fintech News Desk
by Fintech News Desk0
Arabesque S-Ray amongst the first ESG data providers on AWS Data Exchange, with the new agreement simplifying customer access to daily, unbiased corporate sustainability information Sustainability scores and data products from Arabesque S-Ray are now available on AWS Data Exchange, it has been announced today. This will allow customers to......
Morgan Stanley Investment Management Announces Portfolio Management Change for Morgan Stanley China A Share Fund
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 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 team consists of portfolio managers and analysts. The current member of the team responsible for the......
Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations
Investment Services Investments News Risk Management

Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations

Fintech News Desk
by Fintech News Desk0
Venerable announced the promotions of two West Chester, PA based Investment and Finance leaders, Tim Henry and Karthik Gadiraju. As Senior Vice President, Tim Henry, will lead a team of highly skilled investment professionals and will be tasked with adding a second asset manager to Venerable’s business model at the close of the previously communicated transaction with......
Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator
Investment Services Investments News

Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator

Fintech News Desk
by Fintech News Desk0
Under a long-term contract, the new global fund administrator client will employ Confluence’s cloud-based Risk API solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced it has secured a long-term contract with a leading global fund administrator that......
Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
by Fintech News Desk0
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure
Investment Services Investments News

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River Investment Management Solution (Charles River IMS) on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new......
Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners
Capital Markets Investments News

Thoma Bravo to Acquire Calypso Technology from Bridgepoint and Summit Partners

Fintech News Desk
by Fintech News Desk0
Leading software investor to partner with Calypso to drive further growth and innovation in capital markets technology Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sectors, announced that it has reached an agreement to acquire Calypso Technology, Inc. from international private equity group......
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