Tag: Investment management

On the 6th of February, 2024, the Securities and Exchange Commission’s (SEC) Division of Investment Management unveiled a new Frequently Asked Question (FAQ) aimed at clarifying the obligations surrounding gross and net Internal Rates of Returns (IRR) in the private markets arena. ACA Global, a GRC solution developer, has offered some guidance highlights the SEC's commitment to ensuring transparency and comparability in performance reporting.

In an era marked by shrinking operating margins, investment firms worldwide are intensifying their focus on financial discipline and the strategic forecasting of business...

The macroeconomic environment is undoubtedly a focal point in today's discussions within wealth management, banking, and insurance sectors. However, the urgency of addressing climate...

Confluence Technologies, which is dedicated to addressing complex investment data challenges in the investment management industry, has partnered with Manaos, which streamlines how institutional investors centralize portfolio data, integrate ESG information, and report on investment sustainability.

BlueFlame AI, the generative AI platform tailored for alternative investment managers, has unveiled its distinguished panel of Strategic Advisors.

Fidelity International has today announced the appointment of Jenn-Hui Tan as its first-ever chief sustainability officer.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

Digital wealth management tools have surged in popularity, providing individuals with affordable access to professional investment services. However, with a plethora of options available, selecting the ideal platform can be challenging. Here are some crucial factors to keep in mind when making your decision.

Digitalisation is rapidly transforming investment management and firms are making it a priority. Bricknode, a cloud financial services software developer, has released a new report titled ‘Digital transformation in investment management’. In the report, it covers how cloud and software-as-a-service (SaaS) models are helping investment management firms of all sizes transform their digital services.

Investment management firm InvestNext has raised $4.3m from a seed funding round headed by Hyde Park Venture Partners.