A mock periodic table of over 300 apps designed to aid wealth advisers digitalise their businesses differentiates California-based digital wealth platform provider InvestCloud’s offering. »

James Robson is CIO of RM Funds which runs, within its RM Funds range, two funds, the VT RM Alternative Income Fund ‘RMAI’, profiled in AlphaQ when it launched in June 2018, and a debt strategy – RM Secured Direct Lending ‘RMDL’, which listed in 2016.  »

New research from the Lyxor Dauphine Research Academy reveals that the introduction of passive funds has helped investors by increasing competition in asset management.  »

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires. »

Gender equality research firm Equileap has licensed its 12 key performance indicators to As You Sow, which is launching a tool screening the specific holdings of nearly 5,000 US-based mutual funds and ETFs. »

Legal & General Investment Management has launched its first ETF range post the purchase of ETF Securities, close to a year ago. »

Companies with good or improving social characteristics (ESG) have tended to outperform their lower-ranked peers on average by 15bps per month, according to new research from the Global Equities team at Hermes Investment Management. »