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…
Category: Mandates
State Street wins in Brazil
State Street has been appointed by Bahia Asset Management, a hedge fund manager based in Rio de Janeiro, to provide a range of services including fund accounting, fund administration and investor servicing.
Symbiotics appoints SGSS for front-to-back solution
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…
CLAM consolidates with Northern Trust
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.…
Lansdowne selects HUB for performance reporting
Lansdowne Partners, a UK-based active alternative investment firm, has selected HUB Performance Reporting, a SaaS solution that ingests and standardises data centrally and enables automated share class performance analysis. HUB Performance Reporting eliminates the need for manual data collation, preparation and analysis. HUB delivers a governed and standardised approach, enabling users to create and distribute…
IFS outsources to SS&C
SS&C has signed a long-term agreement with Investment Fund Services Limited (IFS), the ACD and AFM business owned by the UK’s Marlborough group. Under the agreement, SS&C will provide fund accounting, middle-office and transfer agency services for the funds for which IFS acts as ACD or AFM. The funds, which have more than GBP16bn (USD20bn)…
21Shares appoints Zodia
Zodia Custody has been appointed by 21Shares, the Switzerland-based ETP issuer, to provide custody services for their physically-backed ETPs in Switzerland and the wider European market.
State Street wins Lazard ETF mandate
Lazard Asset Management has launched its first ETF in Australia: the Lazard Global Listed Infrastructure Active ETF, which is listed on Cboe Global Markets. State Street Australia has been appointed custodian and administrator.
VanEck launches BTC ETF in Australia
VanEck has launched the first bitcoin ETF to be listed on the ASX in Australia. Gemini Trust Company has been appointed as bitcoin custodian, with Link Market Services Limited as registrar. State Street Australia Limited will act as administrator of the fund and custodian of the fund’s cash assets. This follows the recent launch of…
Amundi selects Confluence for P&A
Amundi Technology has selected Confluence’s Revolution as its solution of choice for performance analytics and attribution. Confluence Revolution, a comprehensive and flexible analytics and reporting solution, will be integrated into Amundi’s ALTO platforms to provide multi-asset performance analytics and attribution for clients of the technology arm of Amundi, Europe’s largest asset manager. Confluence is a…