Tag: asset management

How WealthTech solves key asset management mistakes

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

How ESG fund names influence EU investments

The European Securities and Markets Authority (ESMA) recently revealed that ESG-related fund names have a measurable influence on investor behaviour. According to its latest research,...

Why US endowments must rethink illiquid assets

As US colleges and universities brace for financial uncertainty, the resilience of their endowments is under scrutiny. Despite the perception that large endowments offer a financial safety net, rising allocations to private assets and the threat of funding cuts or tax changes are creating potential liquidity challenges for even the most well-capitalised institutions.

Zeidler expands AI compliance tool to Singapore

Zeidler Group has extended its AI-powered Marketing Material Review Tool (MMR-Tool) to cover Singapore's regulatory framework, marking a key expansion in its global offering for fund managers.

NaroIQ raises $6.5m to simplify ETF creation and access

Berlin-based NaroIQ, a FundTech company focused on digitising ETF and fund creation, has secured $6.5m in seed financing to accelerate the growth of its modular infrastructure platform for asset managers and fund initiators.

Kidbrooke simplifies product universe management

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

Net zero priorities decline amid U.S. policy changes

Institutional investors across the globe are turning their attention to climate investment opportunities outside of the U.S., following the re-election of Donald Trump, according...

An alternative to financial planning in UK social housing

Financial planning has long been a point of contention for UK housing associations, with outdated systems and rigid workflows causing growing frustration.

ESG commitment remains strong, but publicity fades

Despite rising geopolitical tensions and polarised public discourse, the vast majority of institutional investors are maintaining their commitment to sustainable investing, though many are...

iCapital deepens Citi Wealth partnership with major alternatives platform acquisition

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

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