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…
Category: Headlines
FIIG appoints Equity Trustees as RE
FIIG Securities, an Australia-based fixed income manager, has appointed Equity Trustees as responsible entity (trustee) of its new fund, the FIIG Monthly Income Fund. FIIG has over 9,000 clients with more than AUD4.5bn AuM.
LemonEdge wins Seneschal mandate
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.
Davides quits Broadridge
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.
Langham Hall supports Hypha
Langham Hall has supported Hypha, a newly-formed UK asset manager, with the launch of its inaugural private equity fund, Hypha I LP, which is targeting commitments of GBP100m. Langham Hall has been selected to provide fund administration and appointed representative services from its London office.
IQ-EQ gets DIFC fund services licence
IQ-EQ has been granted a licence to offer fund administration services in the Dubai International Financial Centre (DIFC). This follows the opening of IQ-EQ’s office in the DIFC in 2023, and the granting of its licence to offer corporate services. The fund service licence will allow IQ-EQ to offer its full suite of investor services…
Australian Ethical appoints CRD
Australian Ethical Investment has selected the Charles River Investment Management Solution to automate its front and middle office processes for its entire investment portfolio. Australian Ethical will use Charles River IMS for portfolio and risk management, trading, compliance, performance measurement and attribution, IBOR, and transaction management. It will also use the State Street Alpha Data…
Outset Global selects HUB
Outset Global has selected HUB to provide a SaaS solution to manage its operations. Outset Global, an outsourced trading provider, is using HUB to produce and oversee key metrics, meet custom internal and client reporting needs, and help make key business decisions.
FundGuard launches implementation training
FundGuard, the provider of a cloud-native, AI-powered multi-asset and multi-book investment accounting platform, has launched an implementation partner training program. Meradia, an operations and technology consultant for the investment management industry, is the first client.
J.P. Morgan adds private markets data to Fusion
J.P. Morgan has launched Private Markets Data Solutions for institutional investors, available through Fusion by J.P. Morgan. This is a data management solution for private assets that enables investors, both GPs and LPs, to analyse and gain transparency into their complete portfolio across public and private holdings. Fusion has incorporated data from Aumni, J.P. Morgan’s…