Portfolio management

589 articles tagged with this keyword

/wealth

eToro launches extreme weather investment portfolio

eToro, the trading and investment platform, has launched XtremeWeather, a new portfolio providing retail investors with exposure to companies that are well placed to meet the challenges posed by soaring incidences of extreme weather events.

/wealth

SimCorp launches investment analytics platform

Provider of investment management solutions SimCorp announces the introduction of its new cloud-native performance attribution solution, developed to meet the growing demand for accurate and real-time performance analytics.

/crypto

Coincover and Utila collaborate on crypto asset management

Coincover, the blockchain protection company, has joined forces with Utila, a cutting-edge enterprise-grade crypto operations platform.

/wealth

Report predicts boom in Apac's wealthtech market

The wealthtech sector in Asia-Pacific could be worth more than $2trn by 2027 thanks to technological advancements, according to a report published by McKinsey.

/markets

Triodos Investment Management picks Bloomberg’s AIM and PORT Enterprise

Bloomberg today announced that Triodos Investment Management, a prominent impact asset manager based in the Netherlands, with €5.7 billion AUM, has chosen Bloomberg’s AIM and PORT Enterprise solutions to support front-office workflow for its investment funds and discretionary clients business.

/markets

Bloomberg launches portfolio manager workspace

Bloomberg today announced the introduction of the Bloomberg Portfolio Manager Workspace (PM <GO>), an interactive solution which combines real-time portfolio exposures with industry-leading data, portfolio construction, sophisticated risk analytics, and real-time liquidity insights to support the decision-making process and better bridge analysis into portfolio implementation.

/crypto

CoinShares establishes hedge fund division

CoinShares International Limited (“CoinShares'' or “the Company”) (Nasdaq Stockholm: CS; US OTCQX: CNSRF), the leading European alternative asset manager specialising in digital assets, today announced the launch of its hedge fund division, CoinShares Hedge Fund Solutions.

/regulation

Investment Metrics launches liability reporting

Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution.

/wealth

Openfunds Association appoints new chairman

Jose Carlos Oviedo, Global Head of TA Network, Market Data & Automation at Allfunds, the world’s largest fund distribution network, has been appointed Chairman of openfunds.

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Revo Digital welcomes venture capital finance

Revo Digital Family Office (“Revo”, the “firm”), Asia’s first digital family office and a member of Raffles Family Office, is pleased to announce that the firm has welcomed UOB Venture Management (“UOBVM”), Signum Capital (“Signum”), Gate.io Exchange and a Korean single family office as investors (the “investment”).

/wealth

MSCI expands Google partnership to explore AI services

Benchmark provider MSCI has extended its partnership with Google Cloud in order to accelerate its development of generative AI services for the investment industry.

/wealth

Charles River wins Thai pension fund mandate

Charles River® Development, a State Street company, announced that Thailand’s Government Pension Fund (GPF), one of Thailand’s largest pension funds with more than 1.2 million members, has selected the Charles River Investment Management Solution (Charles River IMS) to modernise their front office operations and manage their domestic and international equity, fixed income and multi-asset portfolios.

/crypto

Grayscale secures SEC legal win over bitcoin ETF

A US federal appeals court has sided with an asset manager in a lawsuit against the Securities and Exchange Commission (SEC) after the regulator denied an application to convert the Grayscale Bitcoin Trust into an exchange-traded fund (ETF).

/wealth

Altum Group implements RiskScreen's KYC platform

Altum Group, a leading international provider of Fund, Corporate and Family Office Solutions, has successfully completed the implementation of RiskScreen's groundbreaking KYC platform.

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HSBC launches ETF servicing platform

HSBC announced today the launch of ETF Platform Solutions – its new end-to-end platform for providing asset servicing solutions to ETF issuers globally.

/wealth

US online trading platforms launch in UK

The UK's retail trading platform market has become more crowded following the launch of two separate US ventures.

/wealth

Worldsource selects Broadridge for digital marketing

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.

/crypto

Schroders explores digital asset fund in Singapore

Global asset manager Schroders has teamed up with the Monetary Authority of Singapore (MAS) to develop a tokenised digital asset fund.

/crypto

US asset managers apply to SEC for bitcoin ETFs

The ongoing effort to persuade the SEC to approve crypto investment products continues, following news that many of the country’s largest asset managers, BlackRock, WisdomTree and Invesco, have applied to the SEC for permission to launch a spot bitcoin ETF.

/wealth

Investment app Plum expands offering

Plum, the smart money app, has launched two new smart features for stock investors in Ireland.