Tag : portfolio management

AIG Names Charlie Fry Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization
Investment Services News

AIG Names Charlie Fry Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization

Fintech News Desk
American International Group, Inc. announced that Charlie Fry has been named Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization, effective July 31st. Mr. Fry will report to Peter Zaffino, AIG Chairman & Chief Executive Officer and will assume responsibility for AIG’s reinsurance purchasing strategy and placement execution, as well......
Q4 Inc. and eSSENTIAL Accessibility Announce Strategic Joint Partnership
Capital Markets News

Q4 Inc. and eSSENTIAL Accessibility Announce Strategic Joint Partnership

Fintech News Desk
Partnership enables companies to use market-leading technology to create accessible IR, Corporate and Newsroom sites Q4 Inc., a leading capital markets communications platform provider, and eSSENTIAL Accessibility, a comprehensive digital Accessibility-as-a-Service solution, announced a strategic joint partnership. With it, Q4 customers will now have access to eA’s industry-leading digital accessibility......
QuoteMedia Announces Major Agreement with a Schedule 1 Canadian Bank
Banking News Trading

QuoteMedia Announces Major Agreement with a Schedule 1 Canadian Bank

Fintech News Desk
QuoteMedia, Inc., a leading provider of market data and financial applications, announced that it has been selected as market data and technology provider for one of the Schedule 1 Canadian banks. Pursuant to the multi-year agreement, QuoteMedia will provide a wide-ranging enterprise deployment of financial data solutions for hundreds of......
Aon and BNY Mellon Announce a Multi-Faceted Strategic Data and Digital Alliance
Analytics Investment Services News

Aon and BNY Mellon Announce a Multi-Faceted Strategic Data and Digital Alliance

Fintech News Desk
Collaboration Will Initially Focus on Advancing Growth in ESG and Sustainable Investing Aon plc and The Bank of New York Mellon Corporation announced a multi-faceted data and digital collaboration that will leverage the power and unique capabilities of both organizations to create new solutions to address evolving client needs. Together, Aon and BNY......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Creation Investments Makes Third Investment in Indian Fintech Vivriti Capital, Participates in US$55 Million Series C Financing Round
Investment Services News

Creation Investments Makes Third Investment in Indian Fintech Vivriti Capital, Participates in US$55 Million Series C Financing Round

Fintech News Desk
Creation Investments Capital Management LLC, a global alternative asset manager and leading impact manager in emerging markets, announced its third investment in Vivriti Capital, a tech-enabled credit investment platform in India serving institutional and retail markets. Creation, along with London-based Lightrock India, a global private equity platform investing in sustainable businesses, participated......
Oaktree and 17Capital Announce Strategic Partnership
Finance News

Oaktree and 17Capital Announce Strategic Partnership

Fintech News Desk
Oaktree and 17Capital are pleased to announce an agreement for Oaktree to acquire a majority stake in 17Capital. 17Capital specializes in providing non-dilutive capital to high-quality private equity management companies, funds and institutional investors that are seeking to finance value creation and portfolio management initiatives. Oaktree is a leader among......
Parallelle Finance Introduces the Parallelle Finance Gender Lens Scorecard
Fintech Funding News

Parallelle Finance Introduces the Parallelle Finance Gender Lens Scorecard

Fintech News Desk
Parallelle Finance, a research, analysis, and advocacy firm focusing on gender lens equity and fixed income investing, announces the launch of the Parallelle Finance Gender Lens Scorecard, a tool for appraising investment funds and portfolios. “We’re excited to provide a tool that creates an informative metric for advisors and investors......
TELEO Capital Portfolio Company, UMT360, Acquires Western Principles
Business News

Teleo Capital Portfolio Company, UMT360, Acquires Western Principles

Fintech News Desk
TELEO Capital Management, LLC announced the acquisition of Western Principles Consulting, Inc. (“Western Principles” or the “Business”), a leading Canadian-based Project Portfolio Management (“PPM”) consulting firm. The Business will be merged with UMT360, an existing TELEO portfolio company. Founded in 2005 with headquarters in Vancouver, BC, Western Principles has successfully conducted PPM......
Sun Capital Partners Becomes Signatory to the United Nations-Supported PRI
Investment Services News

Sun Capital Partners Becomes Signatory to the United Nations-Supported PRI

Fintech News Desk
Sun Capital Partners, Inc., a leading private investment firm focused on defensible businesses in growing markets with tangible performance improvement opportunities, announced that it has become a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The PRI is a global network of investment firms, asset owners and other......
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