Category: Product

Accelex, the UK-based provider of a SaaS platform for alternative investment data acquisition, reporting and analytics, has launched its new portfolio analytics and reporting platform for institutional investors and asset servicing providers. The solution offers features that enable users to analyse portfolio drivers across their entire investment network, including underlying asset operating performance. The solution…

Taskize, the Euroclear-owned provider of inter-company workflow to the financial services industry, has formed an integration with Symphony to allow real-time collaboration between operations teams using Taskize and front-office users of Symphony. The integration enables Taskize and Symphony users to collaborate in real-time. Users can stay on their platform of choice with no need to…

BNY Mellon has expanded LiquidityDirect, its short-term investment platform, to incorporate access to mutual funds, enhanced focused investing options, interest-bearing demand deposit accounts and sponsored cleared repo sweep capabilities. These new options provide a platform for leveraging more than 100 investment vehicles. The expansion covers integration with SAP‘s Treasury Management workstation, creating efficiencies for self-directed…

Brown Brothers Harriman has hired Tim Huver to join its ETF team. In this role, Huver is responsible for executing the firm’s ETF servicing growth strategy in the U.S. by fostering new client relationships and providing consultative services to help managers build a comprehensive ETF operating model. Huver joins BBH from Vanguard, where his 23-year…

BNP Paribas’s securities services business has enhanced its investment compliance screening capabilities to include a range of ESG criteria. The new service enables asset managers and asset owners to incorporate customisable and flexible ESG criteria into their portfolio monitoring. The service employs a range of data feeds from external and internal sources to enable asset…

State Street has launched a carbon asset servicing solution and depositary services to enable clients to integrate carbon-related assets into their portfolios. State Street aims to simplify the management of carbon assets for clients. Additionally, clients accessing the solution will be able to incorporate carbon assets into both existing ESG and non-ESG portfolios, using State…

Citi has appointed Mike Hughes as global head of custody product development. He will be responsible for the custody strategy across all Citi’s proprietary markets and global models. He joins from Ocorian, a C.I.-based independent administrator. Prior to that, he was at J.P. Morgan. Based in London, he will report to Matthew Bax, global head…

BNY Mellon has expanded its 2021 agreement with Financial Recovery Technologies (FRT), a global securities class actions recovery provider, to cover North American class action filing and recovery service, including broader access to comprehensive non-U.S. alerts for global markets. Headquartered in the U.S., FRT has more than 2,500 institutional clients worldwide who deploy FRT’s class…