Tag: portfolio management

In today’s financial landscape, around 80% of consumers boast credit scores above 750, leaving roughly 20% below that mark. This contrast highlights the growing...

The European Union’s Accessibility Directive, enacted on 17 April 2019 as Directive (EU) 2019/882, introduced sweeping accessibility requirements for products and services across the...

Quantum computing is rapidly emerging as a pivotal technological frontier, drawing comparisons to the “Manhattan Project” for its potential to redefine global power dynamics. According...

In the rapidly evolving digital landscape, traditional methods of portfolio oversight are increasingly inadequate against the mounting cyber threats. Recognising this shift, a strategic,...

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

The UK Financial Conduct Authority (FCA) has published a policy statement confirming the final rules under the Sustainability Disclosure Requirements (SDR) and investment labels...

Position Green, an ESG FinTech company, has offered some insight into how firms can spark engagement among portfolio companies during the reporting season. 

Fixed income asset management firm BlueCove has chosen PATRONAS Financial Systems to supply it with portfolio and compliance management services.

Axioma, a provider of enterprise risk management, portfolio management, and regulatory reporting solutions, has launched a new cloud-based environment.

IBM has purchased Armanta, a provider of aggregation and analytics software to financial services firms.