Category: Product

Clearstream has launched a new data-based solution to optimise collateral management: the Collateral Mapper. This provides clients with an automated and complete view of their collateral positions. It summarises complex sets of reports on collateral usage in an intuitive dashboard and evaluates the collateral potential of an equity portfolio. It also identifies the spare capacity…

Apex has formed a partnership with Crypto Finance AG, a provider of institutional-grade investment solutions, custody, and brokerage for digital assets, and part of Deutsche Börse Group. Crypto Finance will provide Apex with an infrastructure in the digital assets markets, starting with an issuance program for structured products backed by digital assets. The partnership will…

Accelex, the UK-based SaaS platform specialising in alternative investment data acquisition, reporting and analytics, has launched automated document acquisition capabilities, bringing speed, accuracy and efficiency in collecting and analysing data. Investors and administrators can now leverage Accelex for connectivity with document sources. Private market fund managers deliver documents to investors using a variety of channels…

U.S. Bank has launched its new ETF services in Europe, as well as signing its first client for this offering. U.S. Bank will support Horizon Kinetics’ European version of its Inflation Beneficiaries ETF, an actively managed fund that seeks to address one of the most important economic and investment drivers – inflation – by identifying…

Clearwater Analytics, a provider of SaaS-based investment management, accounting, reporting, and analytics solutions, has struck a partnership with BNP Paribas’ securities services business, to offer investment accounting and reporting solutions combined with the bank’s custody services. INTÉRIALE Mutual, a shared client, is already using the combined offering.

Confluence, the technology solutions provider helping the investment management industry solve complex investment data challenges, has formed a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will combine functionality from Unity, Confluence’s fund administration platform, and Revolution, its suite of asset management performance and risk services, with FundGuard’s investment…

Apex has appointed Anthony Alfonso as global head of valuation. In this newly created role, he will be responsible for product innovation and service delivery of valuation advisory services. He joins from BDO, the accountancy and advisory firm, where he was most recently global valuation leader in the international capital finance group.

The Bank of New York Mellon SA/NV, BNY Mellon‘s European Bank, has established a new branch in Poland. From April 2023, the branch in Wroclaw will support the work of the European Bank and other BNY Mellon legal entities delivering administrative and operational support services. BNY Mellon has had a presence in Wroclaw since 2010.…

Citco has enhanced its Citco Waterfall tool to enable clients to customise and calculate forward-looking investor distributions and carried interest scenarios on their desktop. The Scenario Modeling enhancement, which is also available as an add-on service within the Citco Waterfall tool, allows clients to generate carried interest projections through a step-by-step wizard, enabling them to…