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A perfect partnership to improve NEW ISSUES workflows, historically a very manual and time consuming yet very important trading process ... Great work by S&P Global and Charles River Development Carl James Terence Sharkey .. things don't happen unless the right people are in the room.. S&P Global Market Intelligence offers next-generation workflow tools for the buy side and the integration of InvestorAccess with Charles River® IMS will help clients better manage compressed deal timelines and busy new issuance days,” said Carl James, Head of Fixed Income and Municipal Capital Markets, Networks & Regulatory Solutions, S&P Global Market Intelligence. “InvestorAccess is a market-leading solution that revolutionizes the primary market by electronically linking buy-side and sell-side workflows, benefiting market participants with integrated workflows for deal terms distribution and real-time communication of orders and allocations.” “Collaborating with S&P Global Market Intelligence will help our clients improve efficiency, eliminate manual workflows by providing seamless access to primary market new issuances, and enhance access to liquidity,” said Terence Sharkey, Product Manager, Charles River Development. “It will benefit Charles River clients with real-time communications of orders and allocations and distribution of consolidated, standardized deal terms.”

When you have 98 trillion in assets under management, this is how you manage it. This is all aiming to provide deep and #insightfulinformation to help organizations navigate economic landscapes. It is different for #startupinvesting while being same in its aims. "Emphasizes collaboration's role in improving efficiency, reducing manual workflows, and enhancing liquidity access." - Terence Sharkey of Charles River Development Which translates to making it easier to buy and sell investments quickly

In his recent column on technology firms disrupting the wealth management and RIA sectors, Andy Kalbaugh explains that Vestmark leverages “technology to construct, manage and optimize client portfolios and deliver solutions to elevate the client experience, a core competency…at the heart of the RIA model.” Our Chief Revenue Officer, Ananya Balaram, told Kalbaugh that “one of our biggest points of differentiation is that we are technologists…[who] happen to understand the wealth management space…[in contrast] with our competitors, many of whom are…wealth management professionals trying to be technologists.” Read the full article: https://hubs.ly/Q02qWg8h0 Thank you, Andy Kalbaugh for including Vestmark in your exploration of “four mission-critical wealthtech” firms in AdvisorHub. #Fintech #RIA #WealthManagement

We are delighted to share that our Global Strategy Portfolios were named twice in Defaqto’s top 10 Most Recommended Multi-Asset Investment Solutions in the UK, underscoring the strength of our Multi-Asset proposition. The recognition is testament to the trust advisors have in us to manage their clients’ investments in our Global Strategy portfolios which now have assets in excess of £8bn as at 15/05/2024, having received inflows of over three quarters of a billion sterling so far in 2024. https://grp.hsbc/6042dYZUj #AssetManagement #MultiAsset #InvestmentSolutions #Defaqto [#Accessibility ID: Left: White text, black background “Global Strategy Portfolios in Multi-Asset Most Recommended list“ followed by a red “Learn more” button. Right: Table indicating 3rd and 4th place position for Q1 2024. Disclaimers: Marketing Communication, For Professional Clients only, Capital at risk]

Part of our Swiss WealthTech Landscape Report 2024 is dedicated to the client’s experience and the adoption of technology tools to improve advisers’ engagement. In this section, you can find an article by Tom Williams, CEO of Point Group, who explains how investment data is the fundamental building block to building the wealth manager of the future. Because, even though the wealth and asset management sector continues prioritising investments in technology, it’s important that firms don’t ignore their operating model. The value in technology will truly shine, only when integrated into a well-balanced system that considers the technology, people, and, crucially, data. “The focus here is on 'getting the data right' as a non-negotiable precursor to selecting the appropriate technological toolkit,” says Williams. Below you can read more about how to future-proof your wealth management firm through data for the client. Or you can read the full report online: https://lnkd.in/epYxgDp4 #wealthmanager #switzerland #wealthmanager #report #technology #digitaltransformation #wealth #advisor #wealthmanagement #banking #privatebanking #familyoffice #data #wealthtech #FinTech #finance #wealthsolutions #wealthknowledge #digitalwealth #assetmanagement #advisertech #TWMMembers

Launched today by FinTech Global, a specialist research firm, The WealthTech100 shines a spotlight on the WealthTech companies that every stakeholder in the wealth management industry should know about. The finalists were picked by a panel of analysts and industry experts, and judges were tasked with reviewing a list of more than 1,300 companies, with FinTech Global providing detailed information on each company to aid the decision process. To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage. https://lnkd.in/gei3kcen

“BlackRock (BLK.N), has agreed to buy UK data firm Preqin for 2.55 billion pounds ($3.23 billion) in cash in a further expansion by the world's biggest asset management company into alternative investments. BlackRock, which manages more than $10 trillion, is seeking to capitalise on a boom in demand from investors for alternative assets, which includes anything from private equity to infrastructure. In January BlackRock announced a deal to buy Global Infrastructure Partners (GIP) for $12.5 billion, while other investment firms have also struck recent deals. The asset manager beat out rival potential bidders, which sources told Reuters last month included London Stock Exchange Group (LSEG.L), and S&P Global (SPGI.N), for Preqin following a bidding process and after its owners had decided on a full sale of the business. (…) In a statement, BlackRock said that the acquisition would complement its Aladdin tech business by bringing together data, research, and investment process for fund managers. Aladdin is BlackRock's portfolio management software which provides investment professionals a way to view and manage daily investments. (…) Preqin is expected to generate about $240 million of recurring revenue in 2024 and has grown approximately 20% per year in the last three years, BlackRock said in its statement.”

Lionpoint Group (an Alpha Group company) is a global consulting firm focused on delivering operational transformation and enabling technology solutions to the alternative investment industry, Senior Consultant Yang Storroenningen chats to Private Equity Wire about some of the current opportunities and challenges facing alt asset managers and in particular obstacles specific to emerging managers… Read the full article 'Expanding alternative products: Navigating the landscape and regulatory changes' here: https://zurl.co/ivcp

Crafting Operational Excellence: Building the Foundation for a Newly Launched Fund Launching a new fund marks the beginning of a transformative journey in the financial landscape, where strategic planning and meticulous execution pave the way for success. Here’s how to build the operational processes that lay the groundwork for sustainable growth and investor confidence: 1. Define Your Strategic Blueprint: Before diving into operations, define a clear strategic blueprint that aligns with your fund’s goals and market positioning. Outline your investment thesis, target sectors, and risk appetite. This foundational step sets the tone for all subsequent operational decisions, ensuring coherence and focus. 2. Establish Robust Compliance Frameworks: Compliance is non-negotiable in fund management. Establish rigorous frameworks that adhere to regulatory standards and best practices. Implement robust KYC (Know Your Customer) procedures, AML (Anti-Money Laundering) policies, and investor disclosures. Upholding transparency and integrity builds trust and mitigates risks. 3. Streamline Fundraising and Investor Relations: Effective fundraising and investor relations are critical. Develop streamlined processes for investor onboarding, communications, and reporting. Leverage technology for CRM (Customer Relationship Management) and investor portal solutions to enhance accessibility and responsiveness. 4. Operationalize Due Diligence and Investment Execution: Operational efficiency in due diligence and investment execution accelerates time-to-market and enhances deal flow management. Define clear protocols for deal sourcing, evaluation, and execution. Foster collaboration between investment teams, legal counsel, and advisors to expedite decision-making. 5. Implement Scalable Technology Solutions: Harness technology to drive operational scalability and efficiency. Deploy integrated fund management platforms for portfolio monitoring, performance analytics, and compliance tracking. Automate routine tasks to reduce manual errors and optimize resource allocation. 6. Cultivate a Culture of Continuous Improvement: Embrace a culture of continuous improvement to adapt to market dynamics and investor expectations. Foster innovation in operational processes through feedback loops and performance reviews. Encourage cross-functional collaboration to refine strategies and enhance operational resilience. Conclusion: Building the operational processes of a newly launched fund requires foresight, diligence, and a commitment to excellence. By laying a robust foundation of strategic clarity, compliance rigor, streamlined operations, and technological prowess, funds can navigate complexities and capitalize on growth opportunities with confidence. Let’s embark on this journey to operational excellence and redefine success in fund management. #FundManagement #OperationalExcellence #InvestmentStrategy #BusinessOperations #EntrepreneurThoughts #FoundersKnowledge

Discover the key considerations for a successful asset transfer project based on experiences from advisers and industry experts. Download the report: https://lnkd.in/eSGDeFmg #wealthtech #assettransfers #wealthmanagement