Tag: portfolio management
The essential guide to building a robust cybersecurity oversight program
In the rapidly evolving digital landscape, traditional methods of portfolio oversight are increasingly inadequate against the mounting cyber threats. Recognising this shift, a strategic,...
PIMFA advocates for delay in SDR rules due to implementation challenges
The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year.
FCA finalises sustainability disclosure rules to tackle greenwashing
The UK Financial Conduct Authority (FCA) has published a policy statement confirming the final rules under the Sustainability Disclosure Requirements (SDR) and investment labels...
Navigating ESG compliance: 5 tips for investors and portfolio firms
Position Green, an ESG FinTech company, has offered some insight into how firms can spark engagement among portfolio companies during the reporting season.
BlueCove to implement PATRONAS’ software for portfolio and compliance management
Fixed income asset management firm BlueCove has chosen PATRONAS Financial Systems to supply it with portfolio and compliance management services.
Axioma launches new cloud-based environment
Axioma, a provider of enterprise risk management, portfolio management, and regulatory reporting solutions, has launched a new cloud-based environment.
IBM buys Armanta to better address regulatory compliance
IBM has purchased Armanta, a provider of aggregation and analytics software to financial services firms.
