Eupithecia novata

Novata Expands Core Capabilities to Address SFDR Reporting for Private Markets

Retrieved on: 
Wednesday, November 15, 2023
Alternative Energy, Security, Data Management, Energy, Legal, Technology, Finance, Consulting, Banking, Accounting, Professional Services, Philanthropy, Environment, Software, Other Philanthropy, Pressure, Data management, Corporate governance, SFDR, Biophysical environment, PAI, News, ESG, Cryptocurrency, Risk management, Social, Eupithecia novata

Novata , an innovative technology platform and certified B Corp that provides the private markets with a comprehensive Environmental, Social, and Corporate Governance (ESG) data solution, today announced its expansion of SFDR capabilities available to Novata clients to simplify reporting against European regulatory requirements.

Key Points: 
  • Novata , an innovative technology platform and certified B Corp that provides the private markets with a comprehensive Environmental, Social, and Corporate Governance (ESG) data solution, today announced its expansion of SFDR capabilities available to Novata clients to simplify reporting against European regulatory requirements.
  • The Sustainable Finance Disclosure Regulation (SFDR) is an EU regulatory initiative designed to improve transparency in sustainability claims of various investment products.
  • Novata’s original, in-depth content serves as a guide through the SFDR reporting process, providing insights on required metrics, regulatory updates, and reporting best practices.
  • “SFDR reporting is an evolving process, and the pressure on investors to ensure compliance is high,” said Josh Green, Chief Operating Officer and Co-Founder at Novata.

VON E. BREAUX JOINS NOVATAE RISK GROUP AS CHIEF OPERATING OFFICER

Retrieved on: 
Monday, November 6, 2023
Insurance, Independent insurance agent, Acquisition, Marketing, University, Moses Austin, Management, Eupithecia novata

Dallas, TX, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (Novatae), announced today that  Von Breaux has joined the firm as the new chief operating officer.

Key Points: 
  • Dallas, TX, Nov. 06, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (Novatae), announced today that  Von Breaux has joined the firm as the new chief operating officer.
  • In this role, Breaux will be responsible for operational activities related to Novatae’s wholesale, managing general agency and program business.
  • Breaux comes to Novatae with more than 35 years of leadership experience in the insurance industry across executive management, agency operations and administration, mergers and acquisitions, regional and national sales management, and business development and marketing.
  • “Von will complement our existing leadership team as he brings extensive experience in all facets of operations,” said Richard Kerr, CEO of Novatae.

Northern Trust Announces a Partnership with Novata, Adding Private Markets Data and Benchmarking Capabilities to Whole Office Strategy

Retrieved on: 
Thursday, November 2, 2023
Technology, Finance, Fintech, Banking, Professional Services, Software, Environmental, Social and Governance (ESG), Asset Management, Data Management, Nationwide Asset Services, Ethics, ESG, Data collection, Face, Data management, Trust, GHG, Series, Corruption, Cryptocurrency, Northern Trust, Eupithecia novata

Northern Trust (Nasdaq: NTRS) has reached an agreement to make available Novata’s ESG data management software solution to Northern Trust asset servicing clients, following a strategic investment in the company.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) has reached an agreement to make available Novata’s ESG data management software solution to Northern Trust asset servicing clients, following a strategic investment in the company.
  • The addition of Novata’s data management solution is an extension of Northern Trust’s Whole Office strategy that will provide asset owners a clearer view of the ESG impact of private companies on investment portfolios and simplify the ESG data collection process for investors and portfolio companies.
  • Northern Trust Whole Office facilitates client access to new technologies, services and solutions across the investment lifecycle.
  • Novata offers the technology and expertise to streamline and simplify ESG data management for the private markets.

Novatae Risk Group Selects I-Engineering's Enterprise Systems, ALIS and PUMAA

Retrieved on: 
Tuesday, October 31, 2023
Policy, Life, I Engineer, ALIS, Eupithecia novata, MGA, Communication, Automation, Management

SHELTON, Conn., Oct. 31, 2023 /PRNewswire/ -- I-Engineering and XDimensional Technologies (XDTI) are pleased to announce that Novatae Risk Group, an Insurance Services Company, has selected I-Engineering's enterprise system, All Lines Insurance Suite (ALIS), as well as Policy Underwriting & Management for Agents Access (PUMAA) as their technology platform.

Key Points: 
  • SHELTON, Conn., Oct. 31, 2023 /PRNewswire/ -- I-Engineering and XDimensional Technologies (XDTI) are pleased to announce that Novatae Risk Group, an Insurance Services Company, has selected I-Engineering's enterprise system, All Lines Insurance Suite (ALIS), as well as Policy Underwriting & Management for Agents Access (PUMAA) as their technology platform.
  • Novatae will leverage ALIS to create a fully automated and completely integrated solution across its product offerings.
  • "With the power of ALIS and PUMAA, we have our technology needs covered.
  • The complete solution of ALIS and PUMAA will enable Novatae the flexibility to service their agents for different lines of business from multiple markets.

Trivest Introduces Allison Gracer as Director of ESG

Retrieved on: 
Wednesday, October 11, 2023
Professional Services, DEI (Diversity, Equity and Inclusion), Business, Other Professional Services, Small Business, Finance, Asset Management, Indigenous peoples, Multimedia, Socially responsible investing, ESG, Eupithecia novata, Disclosure, Organization, University, Environmental studies, Data collection, Energy, Diversity, DEI, Environmental science, UN, Partner, Renewable energy, Anthropology, Social, Trivest

Trivest Partners (“Trivest” or the “Firm”) is pleased to announce the addition of Allison Gracer as its first Director of Environmental, Social, and Governance (“ESG”).

Key Points: 
  • Trivest Partners (“Trivest” or the “Firm”) is pleased to announce the addition of Allison Gracer as its first Director of Environmental, Social, and Governance (“ESG”).
  • This key position represents a commitment to continual improvement across the Firm and the Trivest portfolio in the areas of both ESG and Diversity, Equity, and Inclusion (“DEI”).
  • Her work aims to implement ESG initiatives that enhance the portfolio’s ESG performance, reinforcing Trivest’s commitment to responsible investing practices.
  • ESG and DEI considerations have never been greater for Trivest, our portfolio, and our investors.

American Management Corporation Joins Novatae

Retrieved on: 
Wednesday, September 6, 2023
Growth, Risk, AMC, Eupithecia novata

Dallas, TX, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (“Novatae”) announced today that it acquired the assets of American Management Corporation, (“AMC”) of Conway, AR  on September 1, 2023.

Key Points: 
  • Dallas, TX, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (“Novatae”) announced today that it acquired the assets of American Management Corporation, (“AMC”) of Conway, AR  on September 1, 2023.
  • AMC was founded over 60 years ago and has grown into a highly respected and specialized national agency.
  • ”AMC’s goal is to be a one-stop shop for our partners,” says Stephen Strange, Jr., President, American Management Corporation.
  • We expect the new service station and convenience store program to be quoting business by the first quarter of 2024.”
    Giordano Halleran Ciesla provided legal counsel, and Sica Fletcher advised Novatae.

GOLDMAN SACHS ASSET MANAGEMENT TO MAKE NEW INVESTMENT IN WORLD INSURANCE ASSOCIATES, JOINING CHARLESBANK CAPITAL PARTNERS AS CO-LEAD INVESTORS FOR NEXT CHAPTER OF GROWTH

Retrieved on: 
Monday, August 21, 2023
Acceleration, Eupithecia novata, Insurance, Private equity, Partnership, Goldman Sachs, World Board (World Association of Girl Guides and Girl Scouts), Charlesbank Capital Partners, Simpson Thacher & Bartlett, Rich, Acquisition, Investment, Willkie Farr & Gallagher, Growth, Weil, Gotshal & Manges, Financial adviser, Security (finance)

Goldman Sachs will join Charlesbank Capital Partners (“Charlesbank”), which first invested in World in April 2020, as co-lead equity investors for World’s next chapter of growth.

Key Points: 
  • Goldman Sachs will join Charlesbank Capital Partners (“Charlesbank”), which first invested in World in April 2020, as co-lead equity investors for World’s next chapter of growth.
  • Across both investments, Goldman Sachs will be investing more than $1 billion into World, which currently has a total enterprise valuation of approximately $3.4 billion.
  • World’s management team and employee shareholders will remain major investors alongside Charlesbank and Goldman Sachs.
  • Goldman Sachs & Co. LLC served as financial advisor, and Weil, Gotshal & Manges LLP and Willkie Farr & Gallagher LLP provided legal counsel to Goldman Sachs.

Novata and GIIN Partner to Simplify Impact Metric Collection for Investors

Retrieved on: 
Thursday, August 10, 2023
Professional Services, Data Management, Environmental, Social and Governance (ESG), Data Analytics, Technology, Software, Finance, Data management, Core, ESG, Partnership, Data collection, Global Impact, Climate change, Investment, News, Cryptocurrency, Eupithecia novata

However, until now, a lack of impact data and platform interoperability has posed challenges for investors to integrate impact measurement and management tools into their day-to-day operations.

Key Points: 
  • However, until now, a lack of impact data and platform interoperability has posed challenges for investors to integrate impact measurement and management tools into their day-to-day operations.
  • "Our collaboration with Novata signifies a pivotal moment in the impact investing industry,” said Sapna Shah, Chief Program and Operating Officer of the GIIN.
  • “This partnership provides fund managers with the metrics they need to understand their impact and communicate it back to investors.
  • The GIIN offers IRIS+ to serve the practice of impact measurement & management, a Core Characteristic of Impact Investing , and promotes the use of standardized IRIS+ impact metrics to increase transparency, credibility, and accountability in impact investing.

UPDATED: Far East Insurance Marketing Joins Novatae

Retrieved on: 
Wednesday, July 19, 2023
P.C, Eupithecia novata, Far East

Dallas, TX, July 19, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (“Novatae”) announced today that it acquired the assets of Far East Insurance Marketing, Inc., (“Far East”) of Buena Park, CA  on July 1, 2023.

Key Points: 
  • Dallas, TX, July 19, 2023 (GLOBE NEWSWIRE) -- Novatae Risk Group (“Novatae”) announced today that it acquired the assets of Far East Insurance Marketing, Inc., (“Far East”) of Buena Park, CA  on July 1, 2023.
  • Far East is a wholesale agency that serves independent insurance agents and brokers.
  • “Our goal is to help our partner agencies grow with competitive products and ease of doing business,” says Wes Kwon, Owner, Far East Insurance Marketing.
  • We look forward to continuing to do so as part of Novatae.”
    “I’d like to welcome Wes and Far East to Novatae,” says Richard Kerr, Chief Executive Officer,  Novatae Risk Group.

Far East Insurance Marketing Joins Novatae

Retrieved on: 
Wednesday, July 19, 2023
P.C, Eupithecia novata, Far East

Dallas, TX, July 19, 2023 (GLOBE NEWSWIRE) -- Dallas, TX  - Novatae Risk Group (“Novatae”) announced today that it acquired the assets of Far East Insurance Marketing, Inc., (“Far East”) of Buena Park, CA  on July 1, 2023.

Key Points: 
  • Dallas, TX, July 19, 2023 (GLOBE NEWSWIRE) -- Dallas, TX  - Novatae Risk Group (“Novatae”) announced today that it acquired the assets of Far East Insurance Marketing, Inc., (“Far East”) of Buena Park, CA  on July 1, 2023.
  • Far East is a wholesale agency that serves independent insurance agents and brokers.
  • “Our goal is to help our partner agencies grow with competitive products and ease of doing business,” says Wes Kwon, Owner, Far East Insurance Marketing.
  • We look forward to continuing to do so as part of Novatae.”
    “I’d like to welcome Wes and Far East to Novatae,” says Richard Kerr, Chief Operating Officer, Novatae Risk Group.