Data Management Insight Blogs The latest content from across the platform
State Street Announces Acquisition of Complementa Investment-Controlling in Switzerland
State Street Corporation, one of the world’s leading providers of financial services to institutional investors, announced today that it has acquired Complementa Investment-Controlling AG, an investment performance measurement and analytics firm based in St. Gallen, Switzerland. Complementa is a recognized leader in the precise and independent consolidation of assets, performance measurement and investment controlling for…
EFAMA Promotes TER Report to Improve Transparency of Investment Fees
A report commissioned by the European Fund and Asset Management Association (“EFAMA”) published today aims to give investors greater transparency and understanding of cost breakdown within the Total Expense Ratio (“TER”) of European mutual funds. As part of its on-going campaign to promote investor education, EFAMA believes greater transparency is needed to reveal the breakdown…
Leading Canadian Bank Selects Broadridge Canada for Smart Document Creation Solution
Broadridge Financial Solutions, today announced that another Canadian financial institution has selected Broadridge Canada’s Smart Document Creation solution for the generation of Fund Facts documents required by the new Point-of-Sale (POS) regulations. The Smart Document Creation solution will generate regulatory Fund Facts documents for the bank’s mutual funds through an automated document creation process. Using…
Cadis Nabs Collier to Support Sell-Side Growth
Cadis, the global EDM specialist has appointed George Collier as Director of Sales, Investment Banking and Capital Markets. Collier joins from Asset Control where he served as New Business Sales Executive for EMEA, focusing on large tier-one financial institutions. He previously held positions as VP of Sales for Siperian EMEA, now part of Informatica. He…
Asset Owners Change Approach to Risk Management
MSCI, a leading provider of investment decision support tools worldwide, published today the results of its 2011 Global Asset Owners Survey: Back to the Future of Risk Management. With 85 participants from 26 countries, representing roughly USD 5.5 trillion in assets under management, this is one of the most in-depth surveys to look at risk…
Fitch Solutions Launches New Bank Credit Model for Credit and Counterparty Risk
Fitch Solutions, a division of the Fitch Group, has launched its new Bank Credit Model – a product providing daily Financial Implied Ratings and Implied CDS spreads for 9,500 global banks to help risk managers improve their credit and counterparty risk surveillance, and to meet regulatory and internal compliance requirements. “As current market sentiment towards…
Chi-X Europe & Russell Indexes Unveil New European Indices
Chi-X Europe, the leading pan-European equities exchange, and Russell Indexes, a leading provider of global and U.S. indices and part of financial services firm Russell Investments, today unveil the Chi-X Europe Russell Index Series of pan-European indices. The new family of indices has been specially formulated to provide users with high quality, tradeable pan-European and…
S&P’s Jones Talks up its Bond Pricing and Valuation Offering, First in a New Line of Offerings
Following its recent (and long anticipated) official rebrand, S&P Capital IQ has released the first in a series of upgrades to its valuations biz in the form of a new bond pricing and valuation offering, which purports to provide an “independent and transparent view of multiple pricing and valuation approaches across a single issue.” Peter…
JonesTrading Names Garceau CTO
JonesTrading Institutional Services LLC, a leading brokerage firm, which provides institutions with global block trading across a range of instruments, announced today the appointment of Jack Garceau as Chief Technology Officer. Mr. Garceau joins the firm at a critical time in its growth. Over the course of the last year JonesTrading has expanded in both…
RBC Dexia Appoints Cormac Sheedy to Middle East & Africa Role
RBC Dexia Investor Services today announced that it has appointed Cormac Sheedy as Senior Executive Officer for Middle East & Africa to lead the company’s business development drive in the region. Reporting to Simon Shapland, Managing Director of UK, Ireland and Middle East, He will be based in RBC Dexia’s Dubai office and has over…