Month: October 2024

BBH has expanded its relationship with Resona Asset Management Co. Ltd., an investment management firm based in Japan, to include InfoFX, BBH’s automated third-party FX solution. Resona is the first Japanese investment manager to implement InfoFX, a securities-based FX solution that enables automated FX order generation with execution netting capability. InfoFX supports FX orders across…

Southeastern Asset Management, a value investing firm, has chosen Ultimus’ enterprise solution to service its nearly USD5bn portfolio. Ultimus will provide middle- and back-office services for Southeastern’s registered mutual funds, private funds and institutional SMA portfolios.

Windstream Partners, a C-suite outsourced solutions provider, is deploying HUB to automate performance reporting, standardizing factsheet generation, report scheduling, and improving its ability to respond to customised client report requests. HUB automates data preparation and validation, with configurable workflows and dashboards, and direct access to fully governed underlying performance data used in factsheet generation. Windstream…

Seneschal, the private equity and real assets fund administrator, has selected LemonEdge, the UK-based fund accounting solution for private markets funds, to build its back-office accounting operations. Seneschal provides fund administration and depository services to private equity and real assets funds. Seneschal currently offers services across UK, Luxembourg and Jersey, C.I.

Lauren Davides has joined J.P. Morgan as an executive director in the product management team, based in Boston. Davides spent nearly 10 years at State Street – most recently as chief of staff for its digital business – before a brief spell at Broadridge.