Tag: portfolio 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 Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

XFOLIO, a French and Lebanese-based FinTech company redefining institutional wealth management, has successfully closed a $2m seed funding round.

Ortec Finance, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

Japan’s Government Pension Investment Fund (GPIF), the world’s largest pension fund, has selected Impact Cubed’s ESG data and analytics to enhance the integration of sustainability factors into its investment decision-making process.

Flanks, a Barcelona-based FinTech specialising in wealth management automation, has secured €14m in an equity funding round aimed at accelerating its expansion across Europe.flanksflanks