Month: February 2022

Apex has been appointed to provide fund administration and transfer agency services for the NEOR Crypto Volatility Fund. NEOR is a long/short quantitative algo crypto vol trading fund with strategies based on artificial intelligence combined with deep-learning models aimed at identifying trading opportunities by digesting real-time data from multiple sources. Eagle Eye Finance Sàrl is…

BNP Paribas Securities Services has been appointed by Canada’s Alberta Investment Management Corporation to provide custody, clearing and settlement services for its recent investment into India. AIMCo is among a number of international investors to commit to India’s first renewable energy infrastructure investment trust, Virescent Renewable Energy Trust. AIMCo is one of Canada’s largest institutional…

Charles River Development, a State Street company, has formed an alliance with Precisely, a data integrity specialist. Precisely’s data governance solution, Data360 Govern, will be incorporated into the State Street Alpha data platform to provide streamlined governance, lineage, and cataloguing capabilities.

JTC Americas (formerly NES Financial) has entered into an agreement with VENTURE.co Holdings, Inc. to deliver an improved investor onboarding process. VENTURE.co is a U.S.-based software-as-a-service company offering an integrated virtual data room, distribution management tools, and automated document processing for fund and private equity sponsors, broker-dealers and RIA firms. JTC Americas is the North…

IQ-EQ, the Luxembourg-based provider of fund and corporate services, has named Matt Okolita as global head of outsourced business services. Okolita previously led Greyline Partners LLC, a regulatory, compliance and governance consultancy which was acquired by IQ-EQ in 2021. Okolita will report to Mark Fordyce, regional CEO, Americas, and will join the IQ-EQ U.S. executive…

MUFG Investor Services has launched a business consulting group. The group will be led by Brian Yegidis, most recently the head of prime services hedge fund consulting for the Americas at Credit Suisse. Joining him will be Caley Watnick, also from Credit Suisse, where she was an associate in prime consulting. Based in New York,…

Charles River Development, a State Street company, has partnered with LedgerEdge to provide investment managers with access to corporate bond liquidity from the LedgerEdge ecosystem through the Charles River inventory hub and order and execution management system (OEMS). LedgerEdge uses DLT to modernise institutional-grade trading services and protocols. Charles River’s inventory hub delivers an aggregated,…

Apex Group has acquired BEST Alternative Advisory Services, an India-based financial services provider. BEST will add AuA of USD30bn to the Apex Group, and an additional 35 employees based in Mumbai, India. BEST delivers fund services for open and closed-ended fund client profiles including private equity, fund of funds, mutual funds, managed accounts and hedge…