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Numbers and magnifying glass

S&P Capital IQ introduces new credit analytic solutions for risk monitoring

Wed, 19/02/2014 - 06:05

S&P Capital IQ has released a series of enhancements to its desktop application aimed at financial professionals analysing and monitoring credit exposures.  »

Computers

Wealth management industry must reinvent business model to improve enterprise risk management

Tue, 10/12/2013 - 12:11

As current business models in the wealth management space are faced with added risk pressure from expanding industry challenges, enterprise risk management (ERM) has become critical in supporting a firm's business strategy and growth, according to a whitepaper released by SEI. »

Risk

Integrated Wealth Management launches risk management offering

Wed, 17/04/2013 - 16:20

Integrated Wealth Management has added risk management and insurance services for new and existing clients. »

ETFs

Advisers turn to ETFs for risk management

Mon, 03/12/2012 - 14:06

Financial advisers expect to see increased use of exchange-traded funds in client portfolios, while aversion to risk remains high, according to a recently released Invesco market study of US registered investment advisers (RIAs). Invesco's Canadian subsidiary, Invesco Canada, offers 14 ETFs under the PowerShares Canada brand. »

Risk

Fundata launches Prospectus Risk Indices

Thu, 29/11/2012 - 10:16

Fundata Canada is launching a series of Canadian fund indices, The Fundata Prospectus Risk Indices, which are designed to provide institutions, portfolio managers, advisers and retail investors with a tool for comparing performance and volatility among mutual funds with similar risk prospects. »

Risk

Sarasin funds to be risk profiled by Distribution Technology

Wed, 07/11/2012 - 12:14

Sarasin & Partners has engaged Distribution Technology to profile three of its key balanced funds: Sarasin Global Diversified Fund of Funds, Sarasin Global Equity Fund of Funds and Sarasin IE GlobalSar – Income Fund. The move is designed to assist independent financial advisers and discretionary managers determine levels of risk and match fund risk profiles with their customers’ requirements. »

Risk

IFA Solutions launches professional indemnity solution

Wed, 03/10/2012 - 06:47

IFA Solutions, a division of Lloyd’s broker The Underwriting Exchange, has secured a deal with its underwriters to provide wider professional indemnity insurance for accredited financial planning firms as recognised by the Institute of Financial Planning (IFP). Jamie Newell, chief executive of IFA Solutions, says: “IFP Accreditation shows dedication and application from a firm that they wish to achieve the best possible standards at all times, and our insurers have recognised this.” »

Risk

SEI releases operational risk survival guide for investment managers

Fri, 21/09/2012 - 06:05

SEI is releasing an online resource to help investment managers identify and avoid common, yet often overlooked, operational risks that could plague their businesses. The guide is adapted from a book authored by current SEI managing director Holly Miller and her former colleague Phillip Lawton. The guide, entitled The Top Ten Operational Risks: A Survival Guide for Investment Management Firms, features abridged content and a redesigned format. »

Abdallah Nauphal, chief executive and chief investment officer of Insight

Pareto to become part of Insight Investment

Mon, 17/09/2012 - 06:29

Pareto Investment Management and certain of its affiliated entities are to become part of the Insight Investment Management group. Pareto is one of the world’s foremost currency risk managers and has more than GBP27bn (USD42bn) in assets under management. Both organisations are part of BNY Mellon. The transaction is subject to regulatory approval and is expected to complete on 1 January 2013. Terms are not being disclosed. »

Pauline Modjeski, Horizon president

Horizon Cash Management offers guidance for preservation of capital

Mon, 30/07/2012 - 06:10

Horizon Cash Management is urging investors to adopt best practices and perform ongoing due diligence to fully understand the risks associated with their cash and margin accounts held at the firms in which they entrust their capital. »

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