Tag: asset management

Unlock the advantages of ETFs: Trading flexibility, lower costs, and tax...

Exchange-traded funds (ETFs) offer numerous benefits over traditional mutual funds, from trading flexibility to cost efficiency and favorable tax conditions. ACA Group, a provider of scalable compliance, risk and technology solutions, recently explored the potential benefits of an ETF. 

Financial services firm Strive raises $30m in Series B round

Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.

Instinct Digital secures £5m from AlbionVC to enhance investment reporting tools

Instinct Digital, a leading SaaS provider known for its advanced investor reporting solutions, has successfully closed a £5m Series A funding round.

Dezerv raises INR 265 Crores to enhance tech-driven wealth management services

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

Fidelity International unveils new sustainable investing framework

Fidelity International, an esteemed investment management firm, has revamped its approach to sustainable investing. Fidelity International Unveils New Sustainable Investing Framework

Hamilton Lane backs Daphne in a move to digitize private market...

Hamilton Lane, a prominent private markets investment management firm, recently announced a strategic partnership and investment in Daphne Technologies.

Asset Managers Invest in Data

Asset managers are adapting to a changing market environment by leveraging data and technology, according to a new study released by FE fundinfo. The report...

FinCEN’s Latest AML Requirements

Compliance officers in the asset management sector are pivotal, often having to juggle multiple responsibilities.

The shift from spreadsheets to advanced data solutions in asset management

The latest survey conducted by Northern Trust, involving 300 global asset management firms, has unveiled a notable shift towards prioritizing product quality and accuracy. Unlike the previous year, a significant majority of asset managers (72%) are now focusing on enhancing their product strategies, which includes improving distribution methods, data management, and outsourcing functionalities.

Moody’s unveils sanctioned securities screening tool for asset managers

Moody’s has launched a sanctioned securities screening capability aimed at enhancing investment decision-making workflows.

120,000+ FinTech leaders get exclusive industry stories delivered every week

Download the free AIFinTech100 report

FREE

Download the AIFinTech100 report for 2024 with details on each solution