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Investment Management Stories - Page 3

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Investment Management stories

Balyasny builds AI research platform for hedge fund teams
Digital Transformation

Balyasny builds AI research platform for hedge fund teams

Balyasny embeds an AI research platform across 95% of its hedge fund teams, aiming to speed investment analysis while tightening controls.

By Mark Tarre • 5 min read • Tue, 10th Mar 2026
Linedata unveils Mosaic to unify fixed income trading
Digital Transformation

Linedata unveils Mosaic to unify fixed income trading

Linedata has launched Mosaic, an FDC3-based workspace unifying fixed income trading tools to cut integration time and manual rekeying.

By Sofiah Nichole Salivio • 4 min read • Tue, 10th Mar 2026
Addepar unveils Addison AI to power wealth insights
Data Analytics

Addepar unveils Addison AI to power wealth insights

Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.

By Karen Joy Bacudo • 3 min read • Fri, 6th Mar 2026
AI seen as new risk as firms lag on surveillance plans
Digital Transformation

AI seen as new risk as firms lag on surveillance plans

Most financial firms see AI driving new compliance risks within a year, yet nearly a third still lack a trade surveillance strategy.

By Karen Joy Bacudo • 4 min read • Wed, 4th Mar 2026
MSCI names Dinesh Gupta Chief Data & Operations Head
Data Analytics

MSCI names Dinesh Gupta Chief Data & Operations Head

MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.

By Mark Tarre • 3 min read • Wed, 4th Mar 2026
MSCI to acquire Compass to boost multi-asset indexes
Fintech

MSCI to acquire Compass to boost multi-asset indexes

MSCI is buying Compass Financial Technologies to deepen its multi-asset and crypto index capabilities and expand bespoke benchmark services.

By Karen Joy Bacudo • 4 min read • Wed, 4th Mar 2026
Why Australian leaders are losing faith in IT spend
Digital Transformation

Why Australian leaders are losing faith in IT spend

With 88% of Australian tech leaders doubting IT ROI, IT financial management emerges as the missing link between spend and value.

By Anthony Caruana • 5 min read • Mon, 2nd Mar 2026
Teciem launches in London with Apax backing & 340 clients
Fintech

Teciem launches in London with Apax backing & 340 clients

Teciem debuts in London as an independent treasury software group, backed by Apax and serving more than 340 financial institutions.

By Joseph Gabriel Lagonsin • 3 min read • Wed, 4th Feb 2026
WealthArc expands custodian network & builds AI agents
Data Analytics

WealthArc expands custodian network & builds AI agents

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Feb 2026
Coegi names Chris Kotyck EVP to drive North America growth
Artificial Intelligence

Coegi names Chris Kotyck EVP to drive North America growth

Coegi appoints Chris Kotyck EVP of Digital Operations to scale programmatic and social media services across North America from Canada.

By Sofiah Nichole Salivio • 4 min read • Fri, 23rd Jan 2026
STG folds S&P EDM into Gresham & carves out thinkFolio
Fintech

STG folds S&P EDM into Gresham & carves out thinkFolio

STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 15th Jan 2026
Snowflake, Anthropic expand USD $200m Claude AI deal
Software-as-a-Service

Snowflake, Anthropic expand USD $200m Claude AI deal

Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.

By Sean Mitchell • 4 min read • Fri, 12th Dec 2025

Stories from Other Regions

Investment Management stories

Boman Group appoints China expert to advisory board
Risk & Compliance

Boman Group appoints China expert to advisory board

Boman Group appoints China specialist Professor Charles Qin to its advisory board as it expands cross-border investment across the region.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 12th Feb 2026
Copilot Capital boosts senior team with key promotions
Software-as-a-Service

Copilot Capital boosts senior team with key promotions

Copilot Capital promotes Dave Sun to Partner and Zerxis Billimoria to Director as it sharpens focus on pan-European software investments.

By Sofiah Nichole Salivio • 3 min read • Thu, 12th Feb 2026
AI now seen as essential by European finance leaders
Data Analytics

AI now seen as essential by European finance leaders

AI has shifted from experiment to existential need in European finance, with most leaders fearing profit loss or obsolescence if they lag.

By Mark Tarre • 4 min read • Mon, 12th Jan 2026
Animoca backs GROW Digital Wealth in Hong Kong pivot
Crypto

Animoca backs GROW Digital Wealth in Hong Kong pivot

Animoca backs GROW's Hong Kong wealth arm in a strategic deal to build a regulated Asia platform spanning crypto and traditional assets.

By Catherine Knowles • 3 min read • Mon, 12th Jan 2026
Aventur secures Dutch backing for AI money platform
Data Analytics

Aventur secures Dutch backing for AI money platform

Aventur lands Dutch family office funding for its AI-led money platform, eyeing a 2026 UK launch to narrow the financial advice gap.

By Sean Mitchell • 4 min read • Thu, 8th Jan 2026
Royal London adopts Seismic to enhance client service
Document Management

Royal London adopts Seismic to enhance client service

Royal London Asset Management adopts Seismic's AI-driven platform to streamline client content, boost productivity and tighten compliance controls.

By Catherine Knowles • 4 min read • Fri, 19th Dec 2025