Bloomberg Adds AI Portfolio Commentary to PORT Enterprise for Enhanced Investment Analysis

Bloomberg has introduced AI Portfolio Commentary, a new feature within its PORT Enterprise platform, designed to provide automated explanations of portfolio return drivers. By combining attribution data with media coverage from sources such as Bloomberg News, the tool generates contextualised portfolio summaries, helping investment teams streamline reporting and focus on strategic decision-making across both fixed income and equity portfolios.

The update expands PORT Enterprise’s capabilities by delivering granular insights into allocation and selection decisions, supported by Bloomberg’s company-level data and risk models.

AI Portfolio Commentary aligns with Bloomberg’s wider initiative to integrate AI tools into its investment management solutions, including RMS Enterprise and the Bloomberg Terminal.

LSEG and Databricks Partner to Deliver AI-Ready Financial Data via Delta Sharing

The London Stock Exchange Group (LSEG) and Databricks have formed a strategic partnership to make LSEG’s financial data available natively in Databricks through Delta Sharing. The collaboration will initially provide access to Lipper Fund Data & Analytics and Cross Asset Analytics, with additional datasets including Pricing, Reference Data, Starmine models, Fundamentals, Estimates, Economics and Tick History to follow. These datasets will be accessible via the Databricks Marketplace, enabling seamless integration and discovery.

By combining LSEG’s financial data with Databricks’ AI and analytics platform, the partnership aims to transform how financial services teams build and deploy AI agents. Through Databricks’ Agent Bricks, institutions can integrate market data with enterprise datasets to create AI-powered solutions for investment analytics, risk management, trading, forecasting and compliance reporting. The approach allows teams to replace manual, batch-based processes with real-time, automated insights, accelerating decision-making and maintaining competitiveness in dynamic markets.

Deutsche Börse Enhances Scila Surveillance with Stockpulse Social Media Monitoring

Risk and surveillance solutions provider Scila has integrated Stockpulse’s advanced social media monitoring services into Deutsche Börse’s Scila Surveillance system, marking the first time a major exchange has adopted this combined solution. This latest enhancement is designed to improve oversight of both cash and derivatives markets.

Stockpulse, a Germany-based data analytics firm, specialises in applying AI to social media data processing. Its integration with Scila Surveillance provides Deutsche Börse’s market surveillance team with near real-time access to extensive datasets covering more than 70,000 equities and thousands of cryptocurrencies. The system delivers continuous updates on news, sentiment and activity, to support detection of market manipulation and fraud linked to online platforms.

By incorporating social media insights, the joint solution aims to strengthen Deutsche Börse’s ability to address the growing challenge of monitoring misinformation and coordinated campaigns that can disrupt market integrity.

Sterling Trading Tech Unveils OMS 360 with Full Real-Time Margin Enforcement

Sterling Trading Tech has launched OMS 360, a new order management system that delivers real-time enforcement of Reg T and Portfolio Margin rules across the entire order lifecycle. Built with SEC and FINRA compliance, the system aims to eliminate margin calls and regulatory breaches while supporting advanced trading strategies for banks, brokerages, and clearing firms.

Fully integrated with Sterling Risk Manager, OMS 360 provides continuous buying power checks and transparent margin monitoring. It offers native, real-time margin enforcement with full lifecycle coverage across Excess, Special Memorandum Account, Pattern Day Trader, and Portfolio Margin accounts.

The system is designed to ensure that margin requirements and buying power impacts are calculated and updated at every stage of trading – before, during, and after execution – giving firms greater confidence and control.

Beeks Financial Cloud Partners with TMX Datalinx to Deliver TMX Elastic Market Access Service

Beeks Financial Cloud Group has entered into an agreement with TMX Datalinx, the information services division of TMX Group, to provide its Exchange Cloud platform as TMX Elastic Market Access (TMX EMA), subject to regulatory approval. TMX Group, based in Canada, operates a range of markets including the Toronto Stock Exchange.

Through the partnership, TMX Datalinx plans to offer co-located Infrastructure-as-a-Service via Beeks’ Exchange Cloud. The fully managed TMX EMA service is designed for capital markets and provides a secure, low-latency and scalable hosting environment for trading and data analytics.

The deployment will enable market participants to access bare metal compute, dedicated connectivity and flexible on-demand infrastructure within the TMX Datalinx co-location facility. This initiative aims to support trading firms with high-performance, reliable infrastructure while offering greater agility and cost efficiency.

Qomply Brings in Former FCA Regulator to Drive Global Growth

Qomply has strengthened its leadership team with the appointment of Neil Treloar as Chief Operating Officer, underscoring its ambition to scale internationally in regulatory reporting. Based in London, Treloar joins at a pivotal point in the firm’s expansion, bringing a rare combination of supervisory, policy and market experience.

Treloar’s career spans more than three decades across wholesale markets, regulatory strategy and financial technology. At the Financial Conduct Authority(FCA), he held senior roles including Lead Supervisor for Wholesale Brokers Fixed and Senior Associate overseeing Trading Venues and (CRA) oversight. Prior to that, as Head of Regulatory Strategy at Tradition, he played a central role in shaping MiFID II policy and Brexit planning, liaising directly with UK and EU authorities. His earlier career included senior posts at JP Morgan and NatWest Markets, where he cut his teeth on the LIFFE floor.

Qomply’s co-founder Michelle Zak highlighted Treloar’s mix of perspectives: “Neil’s combination of regulatory expertise, financial technology, and global market experience makes him an invaluable addition to our team.” She noted that his arrival comes as the firm looks to build out its operational resilience and client delivery internationally.

For Treloar, the move is about timing as much as opportunity. “I am excited to be joining Qomply at such a pivotal moment in its growth journey. The firm has built a strong reputation for innovation and accuracy in regulatory reporting, and I look forward to working with the talented team here to expand our global footprint and deliver even greater value to clients worldwide,” he said.

The appointment reflects broader momentum in the regulatory reporting market, where firms are under mounting pressure to achieve both accuracy and efficiency in their submissions. Qomply’s decision to recruit a senior figure with both supervisory and market experience signals its intention to position itself as a trusted partner in this space, as global reporting standards continue to evolve.

Shield and PwC Partner on Communications Surveillance

Shield and PwC UK have joined forces to help financial institutions modernise their approach to monitoring digital communications. The collaboration combines Shield’s AI-first platform for governance and archiving with PwC’s experience in surveillance delivery, compliance, and programme execution.

The initiative is aimed at enabling firms to adopt more proactive and scalable risk management. By uniting technology and specialist expertise, the two organisations seek to provide an end-to-end solution that addresses evolving regulatory expectations and improves oversight of electronic communications.

“This is more than a collaboration, it is a signal to the market that communication compliance can be both transformative and trusted,” said Shiran Weitzman, CEO and co-founder of Shield. “Together with PwC, we are helping firms modernise communications oversight and defend their firm from risk and vulnerabilities while accelerating operational efficiencies.”

From PwC’s perspective, clients are increasingly seeking efficiency and flexibility in how surveillance models are deployed. “Our clients want less noise and more flexibility to deploy models that support existing and new risks, delivered at a lower annual cost,” said Graham Ure, Partner, PwC UK. “Our collaboration enables a bold vision for future eCommunications surveillance, bringing together Shield’s AI-first platform with PwC’s surveillance and market abuse expertise.”

Navigating Surveillance Complexity

Communications surveillance has become more demanding as regulators intensify scrutiny, AI tools evolve, and firms contend with a wider array of communication channels. Shield’s platform offers automation and scale, while PwC provides guidance on surveillance strategy, operating model design, and managing implementation risk. The combination is intended to help institutions achieve faster, more defensible deployments than the industry norm.

Beyond technology, the collaboration seeks to deliver explainable and effective compliance outcomes that can withstand regulatory challenge. Services extend from data sourcing and risk model calibration to testing and governance frameworks.

Industry Position

Shield has been recognised as a Visionary in Gartner’s 2025 Magic Quadrant™, ranking among the top three vendors for regulatory compliance, and securing #1 positions in AI/ML, connectors, and policy management. PwC contributes a dedicated team of surveillance specialists with a track record in complex programme delivery and regulatory engagement.

Together, the two organisations aim to turn advanced technology into practical, trusted compliance outcomes with measurable results.

Ascent Joins Acuity to Boost AI-Led Digital Transformation Capabilities

Acuity Knowledge Partners has agreed to acquire Ascent, a European provider of AI-powered digital transformation services, in a deal due to close at the end of September 2025. The move is set to expand Acuity’s Data and Technology Services (DTS) division, strengthening its technology and AI-led solutions.

Ascent brings a team of 550 specialists in data, software and cloud technologies, serving more than 170 clients across seven European jurisdictions. Its addition will broaden Acuity’s sector reach into areas such as reinsurance, pharmaceuticals, manufacturing and retail.

Explaining the significance of the deal, Robert King, Chief Executive Officer at Acuity, said: “Our acquisition of Ascent is a transformative moment. Acuity has invested in and built a fast-growing practice delivering data management and technology led services and solutions. By acquiring Ascent, we are taking our expertise and ability to offer our clients innovative AI-led solutions to another level. We are turbo-charging the way we can assist Acuity and Ascent clients with their digital transformations and AI adoption. This acquisition also takes us into new sectors such as reinsurance, pharma, manufacturing and retail for the first time. The acquisition enables Acuity to deliver from, and into, new markets. I am really excited at the prospect of what we can achieve together, and we warmly welcome the Ascent staff to the Acuity family.”

Jon O’Donnell, Acuity’s Chief Operating Officer, linked the acquisition to the firm’s AI roadmap: “The Ascent business is a great addition to Acuity and will build on the progress we have made with our AI solutions following the launch of our Agentic AI platform, Agent Fleet. The acquisition of Ascent will boost our capacity to provide best-in-class technology advisory services to our clients. I am excited to partner with Stewart and the Ascent team to significantly grow our DTS business.”

For Ascent, the partnership represents both continuity and expansion. Stewart Smythe, Chief Executive Officer at Ascent, commented: “Combining Ascent’s market-leading data and AI capability in Europe with Acuity’s industry-leading AI innovation and deep domain expertise is exciting. Acuity’s strategic aim to build a global technology services business unit to complement its capabilities and build broader relationships with its existing clients is exactly the opportunity my team were looking for, and we are excited to work with Robert King, Jon O’Donnell and the entire Acuity team.”

The acquisition reflects Acuity’s strategy in recent years to build a technology services arm alongside its core strengths in research, analytics and data management. It also enhances its global delivery network and builds on Ascent’s existing alliance with Microsoft.

Bancolombia Goes Live with Murex MX.3 for Hedge Accounting

Bancolombia, Colombia’s biggest bank, has gone live with the Murex MX.3 platform for Hedge Accounting, further extending the bank’s use of the solution on AWS. The adoption supports compliance with IFRS 9, which requires banks to measure expected credit losses and manage interest rate risk in the banking book (IRRBB).

The MX.3 Hedge Accounting module automates hedge designation, effectiveness testing, reporting and accounting reclassification. It supports a range of hedge types, including fair value, cash flow and net investment hedges for foreign exchange transactions. This enables Bancolombia to enhance efficiency and ensure transparency in its accounting processes.

The project also ensures compliance with local regulation, including External Circular 025, while aligning with international standards. By broadening its use of MX.3 across fixed income, foreign exchange and derivatives, Bancolombia strengthens its front-to-back operations and risk management framework.

OSTTRA and HKEX Complete First USD/CNH Cross Currency Swap Compression Run

OSTTRA has announced the successful completion of its first compression run for USD/CNH cross currency swaps (CCS) cleared through HKEX’s OTC Clear, using its OSTTRA triReduce service. The pilot, conducted on 28 August with five financial institutions including Bank of China (Hong Kong) and Crédit Agricole CIB, compressed a notional value of $5.8bn. The exercise highlights the potential for significant capital efficiencies and risk reduction in a market where HKEX’s OTC Clear remains the sole CCP offering clearing for this contract, with outstanding volumes reaching $255.2bn in July 2025.

The initiative reflects growing demand for compression services in Asia, with OSTTRA reporting that compressed notional value in APAC currencies more than doubled in the first half of 2025 compared to the same period in 2024. Contracts closed so far in 2025 reached $33.1tn, more than double the total for 2023. Following the pilot’s success, OSTTRA plans to run a larger USD/CNH compression cycle on HKEX’s OTC Clear in the coming months.