Through the new solution, Standard Chartered’s SME clients can connect the business apps that they use with upSWOT to generate real-time insights and dashboard analysis using the data aggregated
BlackRock has announced a partnership with Proxymity to expand its Voting Choice programme, the firm’s proxy voting system, offering a pilot scheme for individual investors in select UK mutual funds
These reforms are intended to make it easier for investors to compare the proxy voting records of mutual funds, ETFs and other fund entities, including the recall and voting of loan stock
SS&C Aloha, SS&C Technologies’ front-to-back-office operations platform, has been adopted by more than 25 global clients over the past year
The company will offer a customisable combination of outsourced task management and ACA’s ComplianceAlpha regulatory technology solution, which together will improve clients’ time and cost efficiencies, the company say
Schwab-Pomerantz joined the firm in 1983, taking on a variety of client-facing and product roles
The platform standardises and centralises post-trade processes, reducing risk and improving efficiency and liquidity across the global market for foreign exchange market participants
The rule amendments, under the Investment Advisers Act of 1940, would require advisers to satisfy specific due diligence elements before retaining a service provider that will perform certain advisory services or functions