Tag : investment performance

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting
Finance Fintech News

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting

Fintech News Desk
by Fintech News Desk0
UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to......
Momentum Investments Selects SS&C Sylvan
Investment Services News

Momentum Investments Selects SS&C Sylvan

Fintech News Desk
by Fintech News Desk0
Leading South African firm selects award-winning solution to advance performance measurement activities SS&C Technologies Holdings, Inc. announced Momentum Investments, which is part of the Momentum Metropolitan Group, has selected SS&C Sylvan to help streamline and elevate its investment performance measurement activities and support its future growth. Latest Fintech News: M&T Bank Names Dominique......
Trinity Capital Inc. Announces Senior Leadership Appointments
Lending News

Trinity Capital Inc. Announces Senior Leadership Appointments

Fintech News Desk
by Fintech News Desk0
Trinity Capital Inc., a leading specialty lending company that provides debt, including loans and equipment financing, to growth stage companies backed by technology banks, venture capital and private equity firms, announced the promotions of two senior executives that will expand and deepen the Company’s management team as it continues to......
Golding Capital Partners Selects Accelex to Digitise Private Markets Funds and Secondaries Data Workflows
Analytics Investment Services News

Golding Capital Partners Selects Accelex to Digitise Private Markets Funds and Secondaries Data Workflows

Fintech News Desk
by Fintech News Desk0
From investment documents to data and insights using the industry’s leading data science platform Accelex, a data acquisition, analytics and reporting solution for private markets investors and asset servicers, is pleased to announce they have entered into an agreement with leading European independent private markets asset manager, Golding Capital Partners. Accelex automates the largely......
Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study Finds; Signals Untapped Opportunity For Investors
Fintech News

Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study Finds; Signals Untapped Opportunity For Investors

Fintech News Desk
by Fintech News Desk0
Knight-commissioned research reveals only 1.4% of more than $82 trillion dollars of U.S.-based assets is entrusted to diverse-owned firms The John S. and James L. Knight Foundation released a new study measuring diversity in the U.S.-based financial industry revealing that only 1.4 percent of assets are entrusted by investors to......
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,......
Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
by Fintech News Desk0
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
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