Tag : Investment Strategy

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience
Finance Investment Services News

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

PR Newswire
by PR Newswire0
Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth Coldstream, an employee-owned financial services firm headquartered in......
Duos Technologies Group Appoints Christopher DeAlmeida as Chief Financial Officer
Finance Investment Services News

Duos Technologies Group Appoints Christopher DeAlmeida as Chief Financial Officer

GlobeNewswire
by GlobeNewswire0
Experienced Public Company CFO with Large Scale Operations and Deployment Background Duos Technologies Group, Inc. (“Duos” or the “Company”) (Nasdaq: DUOT), a leading provider of adaptive, modular, and scalable Edge Data Center (“EDC”) solutions, announced the appointment of Christopher “Chris” DeAlmeida as Chief Financial Officer (“CFO”), effective Monday, August 24, 2026.......
Axiomatic Data Launches Plan Intelligence, the First Comprehensive Database for Analyzing 401(k) Fund Lineups
Fintech Funding Investment Services News

Axiomatic Data Launches Plan Intelligence, the First Comprehensive Database for Analyzing 401(k) Fund Lineups

EIN Presswire
by EIN Presswire0
New platform enables asset managers, alternative investment firms, and RIAs to track fund placements, market share, and lineup changes at individual plan level Axiomatic Data, the Form 5500 data company, today announced the launch of Axiomatic Plan Intelligence, a first-of-its-kind database that transforms Schedule H (Schedule of Assets Held) data......
CEO Insight’s Investors Guide Examines Evolving Investment Strategies Across Global Financial Markets
Finance Investment Services News

CEO Insight’s Investors Guide Examines Evolving Investment Strategies Across Global Financial Markets

EIN Presswire
by EIN Presswire0
Featuring senior industry voices, the issue explores cross-border investment, financial innovation and the growing importance of trust in global markets. The latest supplement Investors Guide, published by CEO Insight, examines the evolving dynamics shaping global capital flows, with a focus on stability, regulatory clarity and long-term investment strategy. The Spring......
Hejaz Announces 125.51% ITD Cumulative Performance Milestone for Private Equity Fund
Finance Fintech Funding News

Hejaz Announces 125.51% ITD Cumulative Performance Milestone for Private Equity Fund

EIN Presswire
by EIN Presswire0
Islamic financial services provider Hejaz has reported a 125.51% inception-to-date return cumulative for its Private Equity Fund, Sub Trust 1, as at 30 September 2025, marking a significant performance milestone. This milestone reflects the fund’s long-term investment strategy and disciplined asset management approach since inception, underscoring Hejaz’s ability to identify,......
Isaac Management Expands Acquisition Focus Across Midwest and Key U.S. Markets
Investment Services News

Isaac Management Expands Acquisition Focus Across Midwest and Key U.S. Markets

EIN Presswire
by EIN Presswire0
Isaac Management is a Detroit-based investment firm acquiring lower middle market businesses across the Midwest, Chicago, and San Francisco. Isaac Management, a private investment firm focused on acquiring and operating lower middle market businesses, announced its expanded acquisition focus across the Midwest and select U.S. markets, including Chicago and San......
MJ Wealth LLC Launches MJ Prime Fund SP, a Systematic Multi-Asset Hedge Fund
Fintech Funding Investment Services News

MJ Wealth LLC Launches MJ Prime Fund SP, a Systematic Multi-Asset Hedge Fund

EIN Presswire
by EIN Presswire0
MJ Prime Fund SP launches an algorithm-driven strategy across global asset classes to institutional and sophisticated investors through a regulated Cayman fund. MJ Wealth LLC, a systematic investment manager headquartered in the United States, today announced the launch of MJ Prime Fund SP (the “Fund”). The Fund deploys a fully......
New Vintage Partners Announces Final Close of Fund I, Marking a Key Milestone for the Firm
Fintech Funding Investment Services News

New Vintage Partners Announces Final Close of Fund I, Marking a Key Milestone for the Firm

EIN Presswire
by EIN Presswire0
The inaugural fund reflects disciplined portfolio construction and a fundamentals-driven secondaries strategy New Vintage Partners (“NVP”), a leading venture and growth equity secondaries firm, today announced the final close of its inaugural fund, Fund I, with $82 million of committed capital. This marks a key milestone for the firm as it......
ARK Invest Adopts Kalshi to Better Inform Investors
Finance Investments News

ARK Invest Adopts Kalshi to Better Inform Investors

Business Wire
by Business Wire0
Cathie Wood’s investment firm will use Kalshi data to inform investment strategy and request new markets ARK Invest, an investment adviser focused solely on disruptive innovation, and Kalshi, the world’s largest prediction market, announced a collaboration to spearhead institutional adoption of prediction markets as a new layer of analytical insight......
Longevity and Mortality Investor Releases March 2026 Issue
InsurTech Investment Services News

Longevity and Mortality Investor Releases March 2026 Issue

EIN Presswire
by EIN Presswire0
Latest issue explores Delaware STOLI litigation, UK pension investment strategies, longevity swaps, and global securitisation trends. Longevity and Mortality Investor has released its March 2026 issue, featuring analysis of key developments across the life insurance, longevity risk transfer, and pension markets. The March issue highlights several key legal and market developments......
1