Tag: portfolio management

FCA finalises sustainability disclosure rules to tackle greenwashing

The UK Financial Conduct Authority (FCA) has published a policy statement confirming the final rules under the Sustainability Disclosure Requirements (SDR) and investment labels regime.

PNC & TCW forge new path in private credit solutions

The PNC Financial Services Group, one of the largest diversified financial institutions in the US, and the TCW Group, a leading global asset manager, have announced a strategic partnership aimed at delivering private credit solutions to middle market companies.

The future of digital investor profiling in the UK

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

Navigating investment risks: How digital profiling enhances awareness in the UK...

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

Nearly all wealth managers plan to adopt new technologies in 2024...

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Navigating ESG reporting compliance: 5 tips for investors and portfolio firms

Position Green, an ESG FinTech company, has offered some insight into how firms can spark engagement among portfolio companies during the reporting season. 

IntellectAI deploys Wealth Qube with Indian wealth management firm

IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack...

WealthTech’s digital transformation: The 4 biggest trends shaping the sector

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.

Arcesium and ESG Book collaborate to elevate sustainability data insights for...

Arcesium, a leading global financial technology firm, and ESG Book, a global pioneer in sustainability data and technology, have today unveiled their strategic collaboration aimed at delivering top-tier sustainability data tailored for institutional investors.

Australia’s robo-advisory pioneer Stockspot receives funding boost

Australia's leading robo-adviser, Stockspot, is gearing up for a transformative phase in its journey, especially within the country's digital investment sector.

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