Month: June 2024

Goldman Sachs has won the first fund launched by a client in EMEA through the Goldman Sachs ETF Accelerator platform with the listing of a new AI-driven equity ETF on the German market. The AI-Enhanced Eurozone Equities UCITS ETF is aimed at institutional and semi-institutional investors, as well as private investors. Ultramarin GmBH, a tech…

Baird, the employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, has selected PARis, the portfolio analytics solution from Confluence. PARis will enable Baird to service its institutional clients with data aggregation efficiencies, analytics, and flexible reporting capabilities to support different institutional client types on a single platform. With PARis, data…

BBH has added to its Infomediary Data Solutions sales and relationship teams in the U.S. and Europe. The growth of the team follows BBH’s recent launch of an expanded suite of data solutions aimed at streamlining the operating models of asset managers, asset owners, and financial institutions. Laura Ghaemian joins as a senior sales manager…

Confluence, the fintech for regulatory, analytics, and investor communications for the investment management industry, has launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund administrators, Omnia automates data integration, filing preparation and review, configured to the end user’s workflow and task management preferences.

Symbiotics Asset Management, the Swiss asset management firm, has chosen SGSS’s CrossWise platform for its middle office outsourcing solution, and Dimension, the front office portfolio management system of SGSS’s partner, SimCorp. CrossWise is an integrated and modular outsourcing solution including a front office solution, a dealing desk and middle to back office functions. Symbiotics is…

Citi’s securities services business has appointed John Miller as global head of fund accounting and administration, reporting to Mike Hughes, head of fund services. Based in Boston, Miller will oversee product strategy, client delivery and financial performance, and drive investments into new technologies for the business. He will focus on the move to a global…

Northern Trust has been selected by Canada Life Asset Management (CLAM) for asset servicing solutions including middle office outsourcing, global custody, securities lending, fund administration and depositary services. Northern Trust’s appointment consolidates the provision of all CLAM middle office solutions with a single service provider and includes the provision of both IBOR and data solutions.…