GIPS

Drawbridge Appoints William Haney as Chief Executive Officer

Retrieved on: 
Thursday, October 27, 2022
Software, Networks, Internet, Data Management, Professional Services, Technology, Fintech, Security, Benchmark, Francisco Partners, Growth, NYSE, Board, GIPS, FDS, Solution, Industry, Thomson Reuters, Credit Benchmark, Technology, GRC, Compliance, Â, CEO, Multimedia, SEC, Risk, BISAM, FactSet, Thomson Financial, Innovation, Risk management, Management, Drawbridge

Drawbridge , a premier provider of cybersecurity software and solutions to the alternative investment industry, today announced it has named William (Bill) Haney as CEO and appointed him to its board of directors.

Key Points: 
  • Drawbridge , a premier provider of cybersecurity software and solutions to the alternative investment industry, today announced it has named William (Bill) Haney as CEO and appointed him to its board of directors.
  • View the full release here: https://www.businesswire.com/news/home/20221027005634/en/
    Drawbridge CEO William Haney (Photo: Business Wire)
    "Bill is an accomplished leader who has steered some of the world's most innovative and disruptive technology companies.
  • Throughout his career, Haney has held multiple senior roles at Thomson Financial and Thomson Reuters, among other international businesses.
  • It is my privilege to join this talented group and help drive forward Drawbridges mission, said Bill Haney.

Confluence’s Composites Solution Chosen by Madison Investments

Retrieved on: 
Thursday, October 20, 2022
Professional Services, Data Analytics, Finance, Asset Management, Fintech, Consulting, Banking, Marketing, Time, Risk, SEC, Efficiency, Research, Rule, Confluence (company), Technology, Industry, United Kingdom, GIPS, Compliance, Audit, Confluence

(Confluence), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (Madison).

Key Points: 
  • (Confluence), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (Madison).
  • The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluences composite solution to streamline its processes and enhance its client offering.
  • Madison uses the Confluence composites solution as part of their efforts to comply with the GIPS (Global Investment Performance Standards) Standards.
  • Confluence helps Madison and other clients streamline compliance with unparalleled accuracy and consistency of results delivered through a single automated platform.

ACGM TOTAL PORTFOLIO SOLUTIONS SUITE™ 60/40 PORTFOLIO OUTPERFORMS BENCHMARK by 626 BASIS POINTS

Retrieved on: 
Monday, October 17, 2022
SEC, Family, Financial adviser, HNW, YTD, AP Macroeconomics, CFA Institute, CIO, Certificate in Investment Performance Measurement, GIPS, Asset, Compliance, Security (finance), Fine chemical

LOS ANGELES, Oct. 17, 2022 /PRNewswire-PRWeb/ -- Aligne Wealth Advisors Investment Management (AWAIM)'s ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite, a globally diversified, macroeconomically oriented portfolio with between 60% and 90% market neutral equity allocations, has outperformed its relative benchmark by between 465 and 626 basis points year-to-date, net of all fees.

Key Points: 
  • LOS ANGELES, Oct. 17, 2022 /PRNewswire-PRWeb/ -- Aligne Wealth Advisors Investment Management (AWAIM)'s ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite, a globally diversified, macroeconomically oriented portfolio with between 60% and 90% market neutral equity allocations, has outperformed its relative benchmark by between 465 and 626 basis points year-to-date, net of all fees.
  • The ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite comprises four (4) globally diversified, macroeconomically oriented portfolio strategies ranging from 60% to 90% market neutral equity allocations.
  • Offering the ACGM Total Portfolio Solutions Suite to make global macro investing easier for financial advisors, HNW households, and family offices.
  • Please visit http://www.alignewealth.com to learn more about AWAIM's unique approach to portfolio strategy, proprietary research, and other useful resources.

Meradia Expands Consulting Team with the Addition of Alicia Spencer, CIPM

Retrieved on: 
Tuesday, September 20, 2022
Professional Services, Business, Finance, Fintech, Asset Management, Consulting, GIPS, MSIM, Boersma, ACA, Consultant, Industry, CEO, Technology, Certificate in Investment Performance Measurement, CFA Institute, SEC, Marketing, CFA, CIPM, Private investigator, Management, Security (finance)

Meradia , the industry-leading consultancy for investment performance transformation, has hired Alicia H. Spencer, CIPM.

Key Points: 
  • Meradia , the industry-leading consultancy for investment performance transformation, has hired Alicia H. Spencer, CIPM.
  • This team expands Meradias advisory services to address operational challenges firms face as they comply with the Global Investment Performance Standards (GIPS) and other performance-related global regulations.
  • Alicia brings a well-rounded perspective and deep technical understanding to those going through this process and to our GIPS advisory team as a whole.
  • Meradia is a leader in operations and technology consulting for the global investment management industry.

ISPT Selects SS&C Sylvan to Advance Investment Performance Measurement

Retrieved on: 
Thursday, September 8, 2022
Software, GIPS, Technology, Senior, Education, Investment, Multimedia, SS&C Technologies, Retirement, SS&C, SS, PMA, Growth, Health, General manager, Income, Management, Online shopping, Risk management

WINDSOR, Conn., Sept. 7, 2022 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that ISPT, one of the largest property fund managers in Australia, chose SS&C Sylvan for performance measurement. SS&C Sylvan was selected for its ability to process data automatically, calculate key returns, and provide robust analytical tools.  

Key Points: 
  • WINDSOR, Conn., Sept. 7, 2022 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC ) today announced that ISPT , one of the largest property fund managers in Australia,chose SS&C Sylvan for performance measurement.
  • "We are pleased ISPT will benefit from our award-winning investment performance measurement, attribution and risk solution," said Christy Bremner, Senior V.P.
  • "We look forward to our collaboration with ISPT and involvement with Australian fund managers to help elevate performance measurement and analysis activities."
  • SS&C Sylvan streamlines performance measurement and attribution (PMA) operations so performance teams can focus more on analysis and attribution via the solution's cloud-based customizable dashboards and flexible self-service reporting.

Curran Investment Management Awarded by Informa Financial Intelligence Q2 2022

Retrieved on: 
Monday, August 29, 2022
Universe, Top Guns, Zephyr, Time, Achievement, Investment, PSN, GIPS, Database, Attention, Management, Weapon

ALBANY, N.Y., Aug. 29, 2022 /PRNewswire/ -- We are pleased to announce we have been awarded the PSN Top Guns distinction for our Curran Midcap Equity strategy by Informa Financial Intelligence's PSN manager database, North America's longest running database of investment managers, period ending June 30, 2022.

Key Points: 
  • ALBANY, N.Y., Aug. 29, 2022 /PRNewswire/ -- We are pleased to announce we have been awarded the PSN Top Guns distinction for our Curran Midcap Equity strategy by Informa Financial Intelligence's PSN manager database, North America's longest running database of investment managers, period ending June 30, 2022.
  • ~ Kevin T. Curran, Co-CEO and Chief Investment Officer
    Designations for Curran Investment Management's Curran Midcap Equity Strategy Include:
    Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
  • PSN Top Guns investment managers must claim that they are GIPs compliant.
  • In the 4-star category, our Curran Midcap Equity Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period.

Momentum Investments Selects SS&C Sylvan

Retrieved on: 
Monday, July 18, 2022
Momentum, SS&C, SS, Momentum investing, GIPS, Investment, Technology, General manager, Software, Multimedia, Growth, Senior, Data management, Partnership, Compliance, Operations execution system, SS&C Technologies, Management

WINDSOR, Conn., July 18, 2022 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Momentum Investments, which is part of the Momentum Metropolitan Group, has selected SS&C Sylvan to help streamline and elevate its investment performance measurement activities and support its future growth.

Key Points: 
  • WINDSOR, Conn., July 18, 2022 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq:SSNC) today announced Momentum Investments , which is part of the Momentum Metropolitan Group, has selected SS&C Sylvan to help streamline and elevate its investment performance measurement activities and support its future growth.
  • Momentum Investments sought to replace disparate performance measurement systems with a single market leading solution that could meet all of its current and future investment performance calculation and reporting requirements.
  • Sylvan will also streamline and elevate our performance processes through its best-of-breed capabilities," said Jannie du Randt, Operations Executive at Momentum Investments.
  • "We are pleased Momentum Investments will benefit from our award-winning investment performance measurement, attribution and risk solution," said Christy Bremner, Senior V.P.

Cooke and Associates, Inc. Announces Inaugural Advisory Board Amid Vigorous Growth

Retrieved on: 
Thursday, June 30, 2022
Knowledge, Fortune 500, Leadership, EP, Freedom, LinkedIn, NBC, Chief executive officer, Executive protection, University, Noble, Growth, Law enforcement, Industry, Federal, CAI, Development, Olympic Games, Tufts University, GIPS, Association, Challenge, Art, CPP, Cooke, IFSEC International, Federal Executive Institute, Harvard Law School, Privacy, ASIS, Armed Forces & Police Mutual Benefit Association, Inc, IE Business School, Trident University International, FBI National Academy, Culture, Baltimore County, Maryland, JD, Facebook, ASIS International, Solution, University of Maryland, Baltimore County, Instagram, Detective, Learning, Safety, Twitter, Security management, Chartered Security Professional, American Literary Review, Magnuson-Stevens Act Provisions; National Standard Guidelines, Management, Public relations, Associate, Certification

DANVILLE, Calif., June 30, 2022 /PRNewswire-PRWeb/ -- World-class executive protection and corporate security risk management firm Cooke and Associates (CAI) has announced the creation of its first advisory board. Esteemed executive protection professional and trainer, Robert L. Oatman, CPP, has been tapped to chair the board. His first selection as board member is Michael Gips, JD, CPP, CSyP, principal of Global Insights in Professional Security and a highly regarded security expert. CAI plans to appoint at least one other industry professional to the board in the coming months.

Key Points: 
  • World-class executive protection and corporate security risk management firm Cooke and Associates (CAI) has announced the creation of its first advisory board.
  • DANVILLE, Calif., June 30, 2022 /PRNewswire-PRWeb/ -- World-class executive protection and corporate security risk management firm Cooke and Associates (CAI) has announced the creation of its first advisory board.
  • Esteemed executive protection professional and trainer, Robert L. Oatman, CPP, has been tapped to chair the board.
  • The creation of an advisory board reflects the firm's desire to manage and oversee the growth that CAI has experienced since CEO Harry Arruda took the reins in 2018.

Panoramix Named a Finalist in Multiple Categories in the 2022 wealthmanagement.com Industry Awards Program

Retrieved on: 
Wednesday, June 8, 2022
Thought leader, Panoramix, Performance, Client portal, CEO, Gala Event, Sapphire, Organization, GIPS, Gala, Technology, Compliance, Practice management, Industry, Final (competition), Music Industry Awards, Financial adviser

EAGAN, Minn., June 8, 2022 /PRNewswire-PRWeb/ -- Panoramix, an innovative advisor technology platform, announced today that the firm has been named a four-time Finalist in the 2022 wealthmanagement.com Industry Awards Program, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. Nearly 1,000 entries were received from 350 companies, a substantial increase from previous years.

Key Points: 
  • EAGAN, Minn., June 8, 2022 /PRNewswire-PRWeb/ -- Panoramix, an innovative advisor technology platform, announced today that the firm has been named a four-time Finalist in the 2022 wealthmanagement.com Industry Awards Program, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
  • "We are euphoric to continue our momentum of being recognized in multiple technology categories for our work on behalf of advisors in the industry's largest and most respected awards program!," said Chris Hastings, CEO of Panoramix.
  • A judging panel of industry experts and luminaries recognized Panoramix for its flagship new product, "Panoramix Pro" in the highly competitive category of Portfolio Management and Performance Reporting.
  • Rounding out its Finalist recognitions, in the Client Portal category, Panoramix was named a finalist for its "Client Portal Permutation" which was a comprehensive re-write to create a new digital experience for clients.

Panoramix Rated the Highest in Advisor Satisfaction in the 2022 T3/Inside Information Software Survey - 4th Year in a Row

Retrieved on: 
Wednesday, May 11, 2022
Industry, Compliance, CEO, Technology, GIPS, Sapphire, Online shopping, Financial adviser, Panoramix

EAGAN, Minn., May 11, 2022 /PRNewswire-PRWeb/ -- Panoramix, an innovative advisor technology platform, announced today that the company earned the highest user satisfaction rating in the prestigious T3/Inside Information Software Survey*. Over 4,495 advisors weighed in on their technology usage and levels of satisfaction.

Key Points: 
  • EAGAN, Minn., May 11, 2022 /PRNewswire-PRWeb/ -- Panoramix, an innovative advisor technology platform, announced today that the company earned the highest user satisfaction rating in the prestigious T3/Inside Information Software Survey*.
  • Over 4,495 advisors weighed in on their technology usage and levels of satisfaction.
  • Not only is the 9.5 score the highest in the portfolio management category, it is also the highest across all categories in the study.
  • "Our continued success in the survey is a validating point for why we continue to be the best value in the industry."