Novata and S&P Partner to Enable Collection and Management of Financial and ESG Data

S&P Global Market Intelligence has made a strategic partnership with Novata, provider of an ESG data platform for private markets. The partnership will provide private market investors with a solution that simplifies the process of collecting both financial and ESG data by making Novata’s platform available for S&P Global Market Intelligence customers to bridge ESG data with financial data to provide a single source of insights.

The integration is expected to help market participants make informed decisions about how ESG drives financial outcomes, and enable transparent communication to investors, auditors, boards and other key stakeholders. The platform is intended to be made available through S&P Global Market Intelligence’s iLEVEL, a portfolio monitoring software solution that enables general partners and limited partners to streamline financial data collection.

Copper.co Deploys Fenergo SaaS Solution to Streamline Client Onboarding

Copper.co, a provider of custody, trading and settlement services for digital assets, will deploy Fenergo’s SaaS-based client lifecycle management and anti-money laundering solution to onboard increasingly complex client ownership structures. With an excess of $50 billion in monthly notional flow across its infrastructure, Copper needs to automate its client onboarding process to cater for clients ranging from institutional asset managers to wealth managers, hedge funds, private banks, crypto funds and family offices.

Linedata Partners Liquid Mercury to Offer Buy-Side Firms Crypto Market Access

Linedata, a provider of asset management technology, data, and services, is providing buy side asset managers with institutional grade access to crypto and digital asset order execution. This is made possible through a collaboration with Liquid Mercury, a digital asset and cryptocurrency trading technology provider, and its order execution management system.

Encompass Joins GLEIF Vendor Relationship Group

Encompass, a provider of automated KYC solutions, has become a member of the Global Legal Entity Identifier Foundation’s (GLEIF’s) vendor relationship group. The group was set up to help the GLEIF understand market and product requirements for Legal Entity Identifier (LEI) data. Stephan Wolf, CEO at GLEIF and co-chair of the vendor relationship group, says: “With Encompass, we will have more than 40 organisations in the group, which creates a solid and rich dialogue between GLEIF and major sector solution providers to further promote the LEI worldwide.”

Australian Fund Manager ISPT Selects SS&C for Performance Measurement

ISPT, one of the largest property fund managers in Australia, has chosen SS&C Sylvan for performance measurement. The solution was selected for its ability to process data automatically, calculate key returns, and provide robust analytical tools. It replaces an internally built performance measurement system.

Rockefeller Capital Management Up and Running with FactSet Workstations

Rockefeller Capital Management is using FactSet advisor workstations across the enterprise to drive advisor productivity. The arrangement provides Rockefeller advisors with access to comprehensive, multi-asset content, robust analytics, and global market data through FactSet’s web and mobile solutions. The collaboration is a milestone for Rockefeller as it plans to more than double its 450 advisor and team members by using FactSet’s open and flexible technology and enterprise wealth management solutions.

Broadridge Releases Blockchain-Based Multi-Jurisdictional Version of Private Market Hub

Broadridge Financial Solutions has released a multi-jurisdictional version of its private equity platform, Private Market Hub, based on blockchain technology, available to funds domiciled in North America, and designed to ease the complexities faced by asset managers with funds in multiple geographies. The hub was previously operational for funds domiciled in Guernsey

Broadridge says its new capabilities are the first of their kind in the private equity industry, allowing all stakeholders in a fund’s lifecycle to participate around a common set of data and workflows via a unified user interface, irrespective of the fund’s jurisdiction. Northern Trust, the cornerstone client, has gone live with the first group of North American clients – marking a new milestone in the evolution of the platform.

Raymond James Selects FactSet for Virtual Wealth Workstations

Raymond James US private client group has selected FactSet as its primary technology and market data provider. FactSet has worked alongside Raymond James to virtually deploy over 7,500 advanced wealth workstations to financial advisors throughout the US, providing advisors with FactSet’s content and analytics within a modern, web-based interface to reduce the firm’s dependence on locally installed applications.

Fairlight Asset Management Upgrades with SS&C Eze Eclipse

Fairlight Asset Management, a Sydney, Australia-based global equity manager, has selected SS&C Technologies Eze Eclipse to update is existing workflows and provide a front-to-back investment management platform. Fairlight is using the solution to optimise team activities, ensure compliance across global portfolios, and reconcile its full investment book of record on a daily basis.

Broadridge Opens APAC Headquarters Office in Singapore

Broadridge Financial Solutions has strengthened its presence in Asia-Pacific with a new office in Singapore that will be its APAC headquarters. The office brings together dedicated teams from product development, implementation and support, research insights, sales, marketing and finance.

“To better serve clients in Asia-Pacific on their digital transformation journeys and enable them to simplify their technology stacks to address cost pressures, inefficiencies and legacy systems, Broadridge is investing heavily in the region, and has expanded its bench of senior leaders based in Singapore,” says Samir Pandiri, president of Broadridge International.