Janney Montgomery Scott, a U.S.-based wealth management, financial services, and investment banking firm, has appointed SS&C to provide investment performance and reporting. Janney will deploy SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business.
Category: Mandates
Carrara appoints SS&C GlobeOp
Carrara Capital, an Australia-based investment management firm, has appointed SS&C GlobeOp as fund administrator for its recently launched multi-strategy fund.
IQ-EQ supports new RE fund
IQ-EQ has supported Premico, a Finland-based real estate fund manager, with the first closing of its newest residential fund, Premico Residential Fund III, raising EUR45m (USD44m) in equity commitments. IQ-EQ Luxembourg is providing fund administration, depositary and AIFM services, as well as corporate services and directorship for the GP and MasterCo.
Madison signs with Confluence
Confluence, a U.S.-based fintech provider for the investment management industry, has signed a multi-year contract with Madison Investments. The Wisconsin-based firm, with >USD20bn AuM, uses the Confluence composites solution to support its compliance with GIPS (Global Investment Performance Standards).
IQ-EQ wins new mandate
IQ-EQ has been appointed to provide fund administration services to NBD Ventures T&T Opportunity Fund, a new fund accelerating payment liquidity for the travel and transport industries.
Apex goes with Enfusion for MO
Apex has selected the Enfusion platform to enhance the delivery of middle-office services to its global fund administration client base. Enfusion is a U.S.-based provider of SaaS solutions for hedge funds and asset managers. Apex will use Enfusion’s software for cash and position reconciliation, corporate actions processing and verification, trade affirmation and break resolution, shadow…
Link broadens relationship with EFA
European Fund Administration, which is due to be acquired by Universal Investment, has been appointed by Link Fund Solutions (Luxembourg) S.A. to provide middle office services covering trade management services for transferable securities and for financial derivative instruments. This new mandate broadens the longstanding relationship between EFA and Link Fund Solutions (Luxembourg) S.A., a third-party…
SS&C signs with Napier
SS&C has signed a deal with Napier, the financial crime prevention fintech, for Napier’s AI-enhanced financial crime risk management platform, Napier Continuum, which includes client screening and transaction monitoring tools. Napier Continuum enables large-scale screening and re-screening capabilities, and has been designed to scale alongside increasing compliance obligations as the business grows.
Bronte appoints Clearwater
Bronte Capital, an Australia-based long/short fund manager, has selected Clearwater Analytics for investment data management, reporting, and portfolio analytics. Bronte Capital will leverage the Clearwater platform with multi-asset-class, daily aggregation, reconciliation, and book-of-record reporting.
LemonEdge wins new mandate
LemonEdge, the private markets platform provider, has signed Fairway as a new client. Fairway is a C.I.-headquartered funds, trust and pensions services provider, established in 2000.