SimCorp Offers Iteration of Axioma Analytics Suite for Frequent Rebalancing

SimCorp has created its Axioma Worldwide Equity Factor Risk Model: Trading Horizon, which enables forecasts risk over a twenty-day period and provides daily updates on factor exposures for strategies requiring frequent rebalancing.

The new iteration of the finance technology giant’s analytics suite incorporates style factors such as short interest and opinion divergence to track liquidity and volatility across global markets.

SimCorp said the model’s release comes at a “critical time” after AI-related trades exaggerated momentum and liquidity risks and as trade spats are distorting currency movements.

“Markets are moving faster than ever, and traditional risk models often fail to capture short-term dynamics,” Ian Lumb, head of analytics product management, said at the launch.

Investors use the model as a leading indicator for rebalancing decisions and for understanding risk sources during volatile periods, Lumb added.

The software allows users to quantify exchange-rate sensitivity and monitor momentum to manage effects from tariff disputes or sector rotations. Equity factor risk models are mathematical tools used by financial institutions to identify and quantify the drivers of return and risk within stock portfolios.

Arcesium Expands Asia Presence with Hong Kong Office Opening

Arcesium has opened a new office in Hong Kong as the investment lifecycle and data management technology provider seeks to expand into the Asia Pacific market.

This expansion establishes a physical presence in the region to provide data infrastructure and operational technology to local financial institutions.
The office supports a client base of asset managers, hedge funds and banks while assisting with new fund launches and regional expansions.

“Hong Kong is acknowledged as a leading financial centre in Asia, home to a uniquely dynamic intersection of global capital, regional innovation and regulatory sophistication,” said chief executive Gaurav Suri. “Opening an office in Hong Kong is part of our strategic commitment to supporting clients at the centre of Asia’s financial ecosystem.”

Arcesium, which supports more than US$5.3 trillion in assets under management, adds Hong Kong to its list of offices in New York, Hyderabad, London and Lisbon.

ICE Integrates Investortools Climate Risk, Emissions Data

Fintech and data giant Intercontinental Exchange’s climate data is now available on the Investortools platform, a fixed-income data solutions provider.

The collaboration integrates ICE’s municipal-level climate risk data into Investortools’ Perform system. This addition follows previous connectivity with ICE Bonds execution platforms and access to ICE BofA Indices.

Mike Green, co-chief executive and chief operating officer of Investortools said: “By bringing ICE Climate data into the platform, we’re enabling our users to apply climate risk intelligence directly to their existing investment workflows.”

Users will access scores and metrics for flood, hurricane, wildfire and drought risks, alongside emissions data. Fixed-income software assists with credit research, portfolio management and performance reporting.

Bloomberg Funds Data Solution Adds ETP Visibility

Bloomberg has expanded its Funds Data Solution, adding Global Exchange Traded Product flows data and historical revisions.

The expansion encompasses history dating back to 2007 for market cycle backtesting, while the data tracks investor capital by monitoring changes in net asset value and shares outstanding across 80,000 active ETP tickers.

“As the global funds landscape grows more complex, investors need to see the actual money in motion,” Bloomberg Global Head of Enterprise Data Content Leila Sadiq said.

Diginex to Acquire Carbon Accounting Provider Plan-A

Sustainability RegTech and data management provider Diginex Limited is to acquire Berlin-based carbon-accounting and management software developer Plan-A.

The all-share transaction will create an integrated ESG and carbon management solution for enterprises worldwide and comes as the global carbon management software market grows to help firms satisfy their sustainability regulatory reporting obligations.

“This acquisition represents a major leap forward in our mission to make sustainability simple, actionable, and valuable for businesses,” said Diginex chair Miles Pelham.

The combined offering will provide automated data collection, emissions dashboards, and audit-ready reporting for capital markets and other industry participants. Carbon accounting and decarbonisation platforms help companies measure and reduce their environmental impact.

Chartis Ranks Kyckr a Category Leader for 2025, Highlighting Strength in Corporate Structure and UBO Data

Kyckr has again been recognised by Chartis as one of the leading providers of Know Your Customer (KYC) data, reinforcing the company’s role in a market increasingly shaped by real-time, authoritative entity information. The latest Chartis RiskTech Quadrant for KYC Data and Solutions places Kyckr in the Category Leader tier for the second year running, reflecting growing industry demand for accurate company-registry intelligence as Know Your Customer (KYC), Know Your Business (KYB) and anti-money laundering (AML) obligations expand.

Chartis’ analysis examines 12 providers that supply KYC data to financial services firms, with evaluation criteria centred on data coverage, structure and delivery. Kyckr received top scores for “corporate structure” and “entity relationships” – areas that highlight the strength of its core proposition: live registry data aggregated from more than 300 official sources worldwide. Access to verified corporate data at this level of depth and jurisdictional breadth increasingly underpins due-diligence workflows, where firms are seeking to reduce manual effort and improve confidence in Ultimate Beneficial Owner (UBO) verification.

Providing additional context on the ranking, Phil Mackenzie, Senior Research Principal at Chartis, noted: “Kyckr continues to demonstrate strength in an increasingly data-driven compliance ecosystem. Strong domain expertise and integration capabilities, as well as a focus on delivering real-time entity data at scale, all contributed to its category leader placement in the KYC Data RiskTech Quadrant.”

The recognition follows a year of expansion for Kyckr, including the onboarding of 28 new obliged entities, enhancements to data sourcing across key regions, and deeper integrations with RegTech platforms including Strise and Spektr.

Reflecting on the challenges firms face, CEO Steve Lamb said: “Companies needing to carry out customer due diligence are faced with tightening regulations and a fast-shifting registry landscape. This presents significant challenges in accessing reliable, authoritative data. Being named a category leader by Chartis Research is significant validation of Kyckr’s solution and reflects our continued investment in data quality, jurisdiction expansion and advanced entity-resolution technologies to support clients’ rapidly evolving compliance needs.”

Informatica Adds New Agentic AI Capabilities for AWS

The newly augmented Informatica from Salesforce has introduced new integrations with Amazon Web Services at AWS re:Invent 2025.

These platform updates are designed to enhance clients’ ability to build enterprise artificial intelligence agents using governed data on the Amazon Bedrock AgentCore.

“Our collaboration with AWS empowers customers to confidently build intelligent, compliant agents with the best of Amazon Bedrock AgentCore and Informatica’s enterprise data management expertise,” chief product officer Krish Vitaldevara said.

Informatica also announced the availability of its Cloud Data Integration connector for Amazon SageMaker Lakehouse, supporting Apache Iceberg and enabling access to large-scale datasets for machine learning and analytics.

Alts Investment Specialist Marshall Wace Integrates Bloomberg Risk Model

Financial and enterprise data behemoth Bloomberg’s Multi-Asset Class Fundamental Risk Model have been adopted by Marshall Wace.

The liquid alternatives manager with more than US$70 billion in assets, will use the model for quantitative research and systematic investment strategies. The firm chose the risk model to get accurate forecasts and analytics for measuring portfolio risks across asset classes.

The model, called MAC3, is a suite of factor models calculated daily across more than 3,000 factors. It powers risk analytics for Bloomberg’s PORT Enterprise. Risk factor models are used to decompose and forecast risk across multiple dimensions for better portfolio construction.

“Marshall Wace’s adoption of MAC3 underscores the growing demand for high-precision risk models that help institutional investors better understand the factors driving portfolio risk,” said Bloomberg head of portfolio analytics research Jose Menchero.

NeoXam Rolls Out AI-Powered IDP Automation Software for Private Markets

Data management and portfolio software provider NeoXam has launched AI-powered Intelligent Document Processing (IDP) to automate the ingestion, classification, extraction, validation and routing of unstructured financial documents across private markets and other sectors.
This product addresses the growing volume and complexity of private-asset documentation, such as capital calls, distribution notices, and quarterly fund statements.
IDP is a type of software that combines multiple technologies like optical character recognition (OCR), artificial intelligence and machine learning to process, understand and extract data from documents, transforming unstructured data into structured data for use in business systems.
IDP classifies each document, extracts required data fields and maps them to standardised schemas relevant to private-market data models.
The technology uses large language model-assisted parsing to enhance the recognition of domain-specific terms and layouts, while AI-based validations flag anomalies for review.
Neoxam said the solution is built for asset managers and servicers facing document sprawl, which causes fragmentation, slows onboarding and creates audit gaps.

Canoe, Prime Buchholz Extend Data Tie-up on Private Markets

Canoe Intelligence, which provides AI-driven software for alternative investment intelligence, and Prime Buchholz, a leading investment adviser and outsourced chief investment officer provider (OCIO), announced an expansion of their strategic partnership into a private markets intelligence solution.
Both firms’ capabilities will be connected across document collection, data validation and analytics to eliminate manual handoffs that can slow alternative investment workflows. The unified offering allows investment, research, and data teams to rapidly track performance metrics, analyse cash flows and identify exposures across alternative investments.
The enhanced solution builds on Prime Buchholz’s multi-year use of Canoe’s platform to automate the collection and AI-driven extraction of data from source documents for its 250 institutional clients.
Dan Ricci, head of information systems at Prime Buchholz, said the integration reduces the time to get portfolio company data from an industry standard of two or more weeks to “a couple days”.