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Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investmentmanagement platform Enfusion for $1.5
Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. Participating clients will be able to gain insights and performance comparisons throughout the investment lifecycle.
Fidelity Investments has appointed Sarah Lambert senior trader, based in Boston. Lambert joins Fidelity from MFS InvestmentManagement where she spent the last five years, most recently serving as investment officer, fixed income trader. Before joining MFS, she spent seven and a half years at BNY Mellon (now BNY).
Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI. Investmentmanagers […]
SimCorp has introduced a new cloud-native performance attribution solution as part of the inaugural offering from its new Investment Analytics Platform. Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.”
Manulife InvestmentManagement is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS InvestmentManagement.
Triodos InvestmentManagement has selected Bloomberg’s AIM and PORT Enterprise solutions in a bid to support its front-office workflows. In addition, the tools allow for ESG data integration across the investment process, which Triodos asserted aligns with its stated commitment to sustainable investing.
In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investmentmanagers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.
BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. BNY Mellon stated that the new platform will also help clients navigate the industry transition to T+1 settlement.
According to an update on his social media, Rutherford is departing the investmentmanagement industry after 35 years to take on a more active role in Smartframe Technologies, a venture which he has been chairman of for six years. I love markets and investing with a passion, it has always given me purpose and drive.
QuadReal Property Group is the real estate investment arm of British Columbia InvestmentManagement Corp. The post QuadReal buys 50% interest in CA’s US student housing portfolio appeared first on PE Hub.
Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.
Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.
The industry is rethinking how to manage the generation, storage, transformation, usage and retirement of both structured and unstructured data. A strong push to refocus on investmentmanagement. A keen desire for scalability and simplification. Robotic Process Automation.
In her new role, Butler will oversee investmentmanagement for the fund as it continues to scale its portfolio of private real estate equity and credit investments. The post KKR Real Estate Trust taps Butler as chief investment officer appeared first on PE Hub.
announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. After filing for Chapter 11 bankruptcy protection in April, online wholesale retailer Boxed has been acquired. based regional distributor MSG Distributors, Inc.
Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. He joins from HSBC, where he most recently he held responsibility for primary coverage on G10 rates for reserve managers and UK real money clients.
May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investmentmanager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.
Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.
July 26, 2023 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investmentmanager Pacific Urban Investors has acquired The Residences at River’s Edge, a 222-unit apartment community in Medford, MA. PALO ALTO, Calif.,
“Expanding our engagement with Bloomberg as our technology partner has enabled us to streamline our investmentmanagement and operations workflows,” said Alexander Mertz, chief executive of BayernInvest. “It The post Bloomberg buy-side solutions adopted by BayernInvest to support workflows appeared first on The TRADE.
JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investmentmanagement platform LayerOne Financial. Users will be able to send orders to their brokers, manage positions, monitor portfolios, and conduct risk assessments and compliance checks from a unified platform.
He most recently served as an investmentmanager at ADQ and before that spent two and a half years as a senior trader and portfoliomanager at Azimut. Elijah Ibrahim Diallo has joined Magellan Capital as a multi-strategy trader, based in the UAE.
Alex Livingstone, formerly head of trading for ETFs and FX at Titan Asset Management has joined Titan Investment Solutions as a junior portfoliomanager and trader, according to an announcement on social media. Livingstone has previously served as head of trading – FX and ETFs at Tavistock Investments.
In institutional investing, many players seem to view RPA as a way to also deal with stringent regulatory requirements, lower projected future returns and growing cost pressures. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. The challenge with this?
Tim Helyar Dennis Baillon, director of business development for APAC at Charles River, asserted: “To be successful in today’s market, managers need a platform that provides flexibility in their operating environment and enables them to scale as their business requires.”
Read more: Kepler Cheuvreux head of equity sales trading departs Akar has also previously served as an associate, equities strategy, at quantitative investmentmanagement firm Winton. Kepler Cheuvreux has appointed Faruk Akar as PT sales trader, based in London.
Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. The partnership was then extended in 2021 to give clients greater freedom of choice around middle-office services.
Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.
Raquel Alves Specifically, Gravis is set to utilise Bloomberg AIM to provide operational intelligence and management for its front-office to enhance pre-trade processes and order generation workflow, as well as for fund holdings reconciliation.
RBC BlueBay Asset Management equity trader, Michael Tamou, left the asset manager to join Qube Research & Technologies (QRT). He originally joined the asset manager as an investment operations analyst in 2020. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA InvestmentManagers.
Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investmentmanagement industry for $1.5 This deal is understood to be a key step toward Clearwaters plan of building the first cloud-native front-to-back platform for the entire investmentmanagement industry.
Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.
Read more: Fireside Friday with… Morgan Stanley’s Maria Salamanca Mejia Previously in his career, McMahon worked as a centralised dealer at Bank of Ireland Asset Management, working on the multi-asset global trading desk.
The immediate focus for the business is set to be investing in client service and portfoliomanagement, specifically hiring in senior sales and distribution team members focused on Europe and the UK, as well as investmentmanagers for both the luxury brands and credit opportunities strategies.
Chicago-based head of US trading at Legal and General InvestmentManagement (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfoliomanagers and management at LGIM America before I came over.
After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia InvestmentManagement Limited where she was an execution trader and fund manager assistant.
Previously in his career, he undertook several banking, capital markets, and portfoliomanagement internships across PwC, KPMG UK, BlackRock, and Jefferies. He most recently served as an investmentmanager at ADQ and before that spent two and a half years as a senior trader and portfoliomanager at Azimut.
The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals.
Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.
He joined Northern Trust in 2007 and has since worked in senior roles across portfoliomanagement, client management and sales. Before joining Northern Trust Asset Management, Komoro spent six years at Mizuho Trust & Banking Co. as a fund manager for the passive and quantitative investmentmanagement department.
TS Imagine has expanded its team in the Asia Pacific with two new appointments from investmentmanagement fintech Enfusion. Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support.
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