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Broadridge launches ESG Performance Dashboard
16 November 2021 UK
Reporter: Carmella Haswell

Broadridge has introduced an environmental, social and governance Performance Dashboard for companies to better understand and monitor their ESG ratings

Crestbridge appoints new head of funds for UK
16 November 2021 UK
Reporter: Jenna Lomax

Based in London, Bai will lead the UK funds team and contribute to the expansion of Crestbridge’s UK private equity and real estate fund services

Iress forms API data and trading solutions team
16 November 2021 UK
Reporter: Rebecca Delaney

Iress has formed a dedicated API data and trading solutions team to support the demand for market data and infrastructure solutions

HSBC takes top spot in R&M’s fund and administration survey
15 November 2021 UK
Reporter: Jenna Lomax

Global bank HSBC has been voted the best global fund and administration provider by fund managers and other financial institutions, according to the 2021 R&M Investor Services Survey

Confluence Technologies set to acquire Compliance Solutions Strategies
15 November 2021 US
Reporter: Jenna Lomax

Confluence Technologies, the Pittsburgh-based technology solutions provider, is to acquire Compliance Solutions Strategies, a global regtech company

American Funds Service Company extends partnership with SS&C GIDS
15 November US
Reporter: Jenna Lomax

American Funds Service Company, a Capital Group company, has extended its transfer agency relationship with SS&C Global Investor and Distribution Solutions

Intertrust negotiates potential takeover by CVC Capital Partners
12 November 2021 UK
Reporter: Jenna Lomax

Intertrust has entered into exclusive discussions with CVC Capital Partners (CVC) regarding a potential acquisition by the private equity firm in a deal expected to be worth close to €1.6 billion

Baillie Gifford selects FINBOURNE Technology for data services
11 November 2021 UK
Reporter: Jenna Lomax

Baillie Gifford, the Scotland-headquartered independent investment manager, has selected FINBOURNE Technology’s investment data management SaaS platform, LUSID, as the Investment Book of Record for its global investment operations

Connecticut State Treasurer picks State Street for custody services
11 November 2021 US
Reporter: Jenna Lomax

Connecticut State Treasurer Shawn Wooden has selected State Street Bank & Trust to provide custody services and accounting administration for the Connecticut Retirement Plan and Trust Funds and the internally managed funds

SimCorp launches new investment accounting platform for buy-side clients
11 November 2021 UK
Reporter: Jenna Lomax

SimCorp has launched Investment Accounting as a Service in response to increased demand from buy-side clients to outsource back-office functions

UX Wealth partners with Bridge Financial Technology
11 November 2021 US
Reporter: Jenna Lomax

Colorado-based UX Wealth Partners (UX Wealth) has partnered with Bridge Financial Technology (Bridge) to merge its UX Wealth platform with Bridge’s automated back-office operations

Crestbridge adds to team as part of US expansion
10 November 2021 US
Reporter: Jenna Lomax

Crestbridge has appointed Marta Ciemiega as business development director for the US, as part of its expansion plans in the country