Tagged: investment management

October 10, 2025 @ 8:14 am By Omar Faridi  |  

The way that AI is being used by the investment management sector is shifting from a focus on operational efficiency to allowing for more sophisticated investment-centric applications. According to a Citi report, this is being driven by AI’s ability to handle very large amounts of… Read More

September 29, 2025 @ 1:18 am By Omar Faridi  |  

Polus Capital Management, an investment management firm specializing in alternative credit strategies, has announced the closing of Cairn CLO XX at €450 million. This milestone underscores Polus’ position as a key player supporting a Collateralized Loan Obligation (CLO) management platform in Europe and highlights its… Read More

May 26, 2025 @ 10:15 am By Omar Faridi  |  

Third Financial, now part of the Nucleus group, has revealed that investment manager Bowmore is the latest in a series of client signings over the last 12 months that’s helping to drive its growth. London-based Bowmore Asset Management, a discretionary wealth manager with over £350… Read More

May 19, 2025 @ 5:35 pm By Omar Faridi  |  

Confluence Technologies, Inc., a tech solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, announced that Allspring Global Investments has selected its Style Analytics solution for “enhanced transparency and improved competitive intelligence analysis for factor-based portfolio insights.” An independent global… Read More

April 24, 2025 @ 1:07 am By Omar Faridi  |  

Morgan Stanley Investment Management (MSIM), a global asset manager, announced the closing of Morgan Stanley Eaton Vance CLO 2025-21, Ltd., reportedly marking the investment team’s “first” Collateralized Loan Obligation (CLO) in 2025. The $400 million transaction was priced “on March 7 and increases CLO platform… Read More

January 14, 2025 @ 9:17 pm By Omar Faridi  |  

Clearwater Analytics (NYSE: CWAN) and Enfusion, Inc. (NYSE: ENFN) announced their entry into a definitive merger agreement for Clearwater to acquire Enfusion, a provider of software-as-a-service (SaaS) solutions for the investment management and hedge fund industry. According to the announcement, the purchase price is $11.25… Read More

September 19, 2024 @ 8:54 am By Omar Faridi  |  

BlueFlame AI, a provider of generative artificial intelligence (Gen AI) solutions for the alternative investment management industry, announced the launch of Nexus. The innovative AI-powered solution is designed to transform the way firms “find, analyze, and report on the unstructured data contained within their various… Read More

August 16, 2024 @ 1:13 pm By Omar Faridi  |  

Securitize, the platform for tokenizing real world assets, and global private markets investment management firm Hamilton Lane (Nasdaq: HLNE), announced that qualified investors now have exclusive access to Hamilton Lane’s recently closed Secondary Fund VI through the Securitize platform. Hamilton Lane Secondary Fund VI has… Read More

March 12, 2024 @ 10:40 pm By Omar Faridi  |  

Deloitte announced the launch of InvestAcceleration, a new suite of solutions designed specifically for the investment management industry and is an industry-specific approach to implement Workday Financial Management. InvestAcceleration, helps investment management firms “address risks and challenges, including lack of agility, complex workflows and disparate… Read More

March 1, 2024 @ 3:43 am By Omar Faridi  |  

Sygnum, a global digital asset banking group; Hamilton Lane (Nasdaq: HLNE), a global private markets investment management firm; and financial services firm Apex Group are expanding access to global private markets via new DLT-registered shares on the Polygon blockchain. Sygnum Bank, Hamilton Lane, and Apex… Read More

February 28, 2024 @ 8:24 am By Omar Faridi  |  

Rimes is pleased to announce that Sit Investment Associates has selected its Matrix investment management platform as a crucial part of a firm-wide modernization program. With some $15 billion assets under management (AuM) in the United States, Sit Investment Associates is reportedly “one of the… Read More

November 24, 2023 @ 10:57 am By Omar Faridi  |  

Lunate, a global alternative investment management company with more than $50 billion of assets under management, and BNY Mellon (NYSE:BK), the largest custodian and a leader in wealth management technology are investing in a new company, Alpheya, that “will develop a customized wealth management technology… Read More

October 19, 2023 @ 9:48 pm By Omar Faridi  |  

Profile, a financial solutions provider, has announced the implementation of the Axia Custody solution at Liberum Wealth, in order “to advance and facilitate the management of their custody operations.” The solution enables the financial institution “to use advanced technology capabilities and significantly contributes to offering… Read More

October 13, 2023 @ 5:01 pm By Omar Faridi  |  

Wells Fargo & Company (NYSE: WFC) announced the expanded availability of LifeSync, a personalized digital approach to aligning customers’ goals with their money, to all consumer customers. Available in the Wells Fargo Mobile app, LifeSync launched to all Wealth & Investment Management (WIM) clients earlier… Read More

September 26, 2023 @ 8:36 am By Omar Faridi  |  

Galaxy Digital Holdings Ltd (TSX: GLXY), a financial services and investment management innovator in the digital asset and blockchain technology sectors, announced that Leon Marshall has been named Chief Executive Officer of Europe. In this newly formed role, Mr. Marshall will be “responsible for overseeing… Read More

September 6, 2023 @ 7:11 pm By Omar Faridi  |  

Wayflyer, the revenue-based financing and growth platform for eCommerce businesses, has announced that it has agreed to an off-balance sheet program that will purchase up to $1bn of assets from funds managed by investment management firm Neuberger Berman. The facility means that Wayflyer is able… Read More

September 6, 2023 @ 7:34 am By Omar Faridi  |  

Arendt Services announces a partnership with Fenergo in order “to deliver its investment management clients a best-in-class, investor lifecycle experience.” Arendt Services will leverage Fenergo’s Software-as-a-Service (Saas) Client Lifecycle Management (CLM) solution “to meet investor expectations for a frictionless onboarding and maintenance experience.” Arendt Services… Read More

July 16, 2023 @ 11:39 am By Omar Faridi  |  

Magnifi, the AI-powered co-pilot for sensible investors from TIFIN, has launched a new feature that allows its over 20,000 subscribers now get AI help to not only manage investments held within their Magnifi brokerage accounts but now also from assets held in external accounts. This… Read More

June 30, 2023 @ 10:29 am By Omar Faridi  |  

Confluence Technologies, Inc., a global technology solutions provider to the investment management industry, announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. As the first application, the Confluence innovation lab “applies Large Language Models (LLM) to… Read More

June 1, 2023 @ 3:41 pm By Omar Faridi  |  

Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and J.P. Morgan Asset Management announced a strategic partnership that will “integrate Clearwater with the MORGAN MONEY global trading platform, allowing permissioned users to easily navigate between both systems.”… Read More