Morningstar Report Shows that Investors Still Face Challenges in Using Mutual Funds
- 8 years 4 months ago
- Transaction Banking, Fund Management, Investment Management
Morningstar, Inc, a provider of independent investment research, published its annual study of investor returns, which measure how the average investor fared in a fund. Morningstar Investor Return is a dollar-weighted return that incorporates the effect of cash inflows and outflows from purchases and sales as well as the increase in a fund's assets.
BREXIT and its Impact on Non-EU Hedge Funds
- 8 years 4 months ago
- Fund Management
The implications of a potential BREXIT for non-EU hedge fund managers are hard to fathom. At present, public opinion polls appear to be neck and neck although fund managers seem confident BREXIT is unlikely to occur. A survey by Aviva Investors in February 2016 found 20% of equity fund managers and not a single bond fund manager thought BREXIT would happen. Whether this is misplaced optimism will be revealed on 23rd June but hedge funds globally... more
Dion Unveils MiFID II Package for Wealth Managers
- 8 years 4 months ago
- Wealth Management, Compliance, Regulatory Standards
Dion Global Solutions (BSE: 526927) today announced the launch of its MiFID II solution that enables customers to comply with the regulatory requirements, and build a new business operating model to gain competitive advantage in the industry.
Linedata Global Hedge Portfolio Manager Integrates with Electra Reconciliation
- 8 years 4 months ago
- Asset Management, Fund Management, Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries and Electra Information Systems (Electra), the leading provider of state-of-the-art reconciliation solutions for the asset management industry, today announced the integration of Electra Reconciliation and Linedata Global Hedge Portfolio Manager.
Insignis Unveils FinTech Platform to Revolutionise Cash Savings
- 8 years 4 months ago
- Asset Management, FinTech StartUps, Infrastructure
Today, Insignis Asset Management, a new cash management company, launches to revolutionise how clients manage their cash deposits, a market forecast to grow dramatically in the coming years. The Insignis Digital Banking Network will enable clients to deposit cash, starting from £100,000, into a hub account, held in their own name, from where it is electronically distributed to bank accounts that give the best returns. Clients’ deposits receive... more
Lombard International Executive Chairman Named 2016 EY Entrepreneur of The Year®
- 8 years 4 months ago
- Wealth Management
Lombard International, a global leader in wealth structuring solutions for the high net worth market, today announced that the company’s Executive Chairman, John Hillman, has been named Ernst & Young’s 2016 Entrepreneur of the Year for the Greater Philadelphia area in the Business and Financial Services category. Hillman was selected among 36 finalists in consideration for the award, which was announced at a special gala on June 9th in the... more
PPRO E-Commerce Guide to the Euro 2016: France vs Romania
- 8 years 4 months ago
- Wealth Management, Payments, Infrastructure
Once again, the UEFA European Championship is just a round the corner, and Europe will spend four weeks going football crazy as each team takes its turn on the international pitch. A UEFA European Championship, of course, means an entire month of nothing but football - with fixed schedules featuring up to three games a day. All this naturally makes every football fan's heart beat faster, and we at PPRO can hardly wait until the first... more
CIRI Collaborates with London Stock Exchange Group’s Investor Relations Platform ELITE Connect
- 8 years 4 months ago
- Investment Management, Infrastructure
Today the Canadian Investor Relations Institute (CIRI), Canada’s national association representing investor relations professionals, announced that it has partnered with London Stock Exchange Group’s investor relations platform, ELITE Connect, to deliver professional development via webcast making education available to investor relations professionals across Canada.
Banco Original Deploys OpenLink Comprehensive Banking and Treasury Solution
- 8 years 4 months ago
- Treasury, Banking, Infrastructure
OpenLink, the global leader in trading and risk management solutions for the financial services, corporate, energy, and commodities industries, has completed the initial phase of a comprehensive banking and treasury solution at online start-up bank, Banco Original, an online bank focused on retail customers. The implementation at Banco Original, which is a subsidiary of large Brazilian conglomerate, J&F Group, was completed in an... more
ADM Investor Services International Deploys Speakerbus’ iTurret Solution
- 8 years 4 months ago
- Asset Management
Speakerbus, the leading provider of innovative mission-critical voice collaboration solutions for financial institutions, today announced that ADM Investor Services Inter
Mesirow Financial Goes Live on Clarient Entity Hub
- 8 years 4 months ago
- Management
Clarient reports that Mesirow Financial, an independent diversified financial services firm, has gone live on Clarient Entity Hub, a utility-based service designed to simplify client data and document management.
Wealthsimple Releases Platform for Advisors, Expands Reach of Investment Services
- 8 years 4 months ago
- Investment Management
Wealthsimple, Canada’s leading online investment service, announced today that they have a launched an automated platform for financial advisors to manage their clients' investment portfolios.
Friess Associates Benefits from Linedata’s Investment Management Range of Solutions
- 8 years 4 months ago
- Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries, today announced that Friess Associates, a growth oriented fund management group, with over $1 billion of assets under management, has selected its comprehensive range of investment management solutions.
Wealthify Analyses Britons' Saving Habits
- 8 years 4 months ago
- Wealth Management
57% of Britons are overestimating the financial return on their investments despite the fact that the majority of savers are still relying on low-interest savings accounts and ISAs, according to data from Wealthify, the online investment service. Wealthify says that even though two thirds of Britons are now saving, the amounts saved are low, and many Britons are expecting to get by on a tight budget or struggling to afford bare essentials in... more
ERI Wins the "Portfolio Management" Category at European WealthBriefing Awards 2016
- 8 years 4 months ago
- Management, Banking
ERI, with its OLYMPIC Banking System software package, has been crowned best in the "Portfolio Management" category for Europe, by WealthBriefing, the leading online journal and news website dedicated to serving the Private Banking and Wealth Management sector. Showcasing ‘best of breed’ providers, the awards recognise companies and teams which the judges deem to have ‘demonstrated innovation and excellence during 2015’.
