Mutual funds
Changing the Wheels on a Moving Car
Trying to figure out how to keep an organization moving forward, while looking forward, is one of the hardest challenges in fintech today.
Looking Ahead to BST North America
A preview of next week's conference agenda for Buy-Side Technology's flagship event.
Nasdaq, SEB Partner on Blockchain for Mutual Funds
The two firms are building a prototype blockchain solution for the Swedish funds market.
Firms Eye Machine Learning for Liquidity Risk Models
Many US mutual funds are expected to rely on vendor tools to comply with the SEC’s rule that they establish a formal liquidity risk management program that includes classifying the liquidity of their investments. These tools have the potential to improve…
TMX to Replace Legacy Tech for Clearing and Implement New Mutual Funds Channel
Canadian exchange operator details latest updates regarding new clearing and settlement platform, progress of new mutual fund platform.
Donnelly Financial, ICE Data Services Ally for Fund Filing Tool
ICE Data Services' reference data, taxonomies and evaluated prices will be key to fund firms correctly filing N-Port forms under next year's regulation.
Calastone Tests Blockchain System for Mutual Funds Industry
Network provider successfully completed the first phase of a distributed ledger proof-of-concept test.
Xignite Adds Morningstar Global Funds Data
The new global fund dataset expands an existing deal for Morningstar's US funds content.
Rise of the Semi-Transparent (Nontransparent?) Active ETF
Eaton Vance is the first to launch an exchange-traded managed fund, with Precidian (and others) looking to release similar offerings.
Dawn of the PTF: An Inside Look at Canada's Attempt to Revive the Mutual Fund Market
Invesco Canada, TMX Group and potentially even Fundserv are building products that blend ETFs and active mutual funds.
Toronto Stock Exchange Debuts Centralized Mutual Fund Platform
TSX NAVex platform for mutual fund processes built on TMX Group foundations to introduce operations and cost efficiencies.
Recognos Details How AI Can Help Back-Office Processes
Yesterday, Recognos unveiled improvements to its Reference Data Center utility offering, using, in part, machine learning and natural-language processing techniques.
Recognos Focuses on Mutual Funds with Latest Upgrades
The New York-based firm uses machine learning, natural language processing and semantic technologies to provide context around unstructured reference data.
TMX to Expand Into Mutual Fund Space with New Platform
TSX NAVex platform to facilitate purchases and redemptions of mutual funds leveraging existing TMX equities infrastructure.
Finwire Names Former Fund Manager Furelid Editor of Mutual Funds News
Furelid previously spent 15 years as a hedge fund analyst and asset manager.
Finwire Unveils Swedish Mutual Funds News Service
The service will cater to the local Swedish market and is aimed at retail and institutional users
Recognos Financial Launches Fund Documentation Utility
The RDC builds upon Recognos’ behind-the-scenes involvement in the mutual fund profile service of the DTCC
Should Major Buy Sides Slim Down?
In a long-anticipated move, Credit Suisse was the latest investment bank to announce major cutbacks this week. Tim ponders whether certain fund management giants — especially running mutual funds — should be thinking the same way.
Recognos Financial Launches Utility
Repository contains documentation of entire universe of US mutual funds
Recognos Financial Taps Cohen to Head AM Services
Brings three decades of data management experience to semantic data analysis vendor.
Tim Bourgaize Murray: Hot Products Prove 'To Be Early Is to Be On Time'
From smart beta to liquid alternatives, Tim Bourgaize Murray explores the benefits of early adoption of new investment strategies and the need to think creatively about the technology required to get there.
Robeco Institutional AM Signs Vermilion
Asset manager to adopt FundsXML distribution system.
SEC Proposed Rule to Modernize, Extend Systemic Risk Reporting for Mutual Funds
Two new forms, Form N-Port and N-Cen, are at the heart of a new set of rules proposed by the SEC.
Broadridge Buys Lipper Fiduciary Services and Competitive Intelligence Unit
Acquisition will bost Broadridge's base among the mutual fund community.