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FundConnect launches free Year-End EMT ecosystem

Fri, 14/12/2018 - 10:49

FundConnect, through its PRIIPsHub division, has launched an EMT data exchange ecosystem in order for both asset managers and distributors to meet their regulatory needs for aggregated year-end reporting of ex-post cost and charges to retail investors.  »

PIMFA and TISA update MiFID II feedback template and guide

Fri, 14/12/2018 - 10:48

PIMFA, the trade association for investment managers and financial advisers, has published an updated version of its MiFID II feedback template and guide, originally issued for industry comment in June 2018. »

Roderick White, Krypton Fund Services

Krypton Fund Services selects PFS-PAXUS Fund Administration System

Tue, 11/12/2018 - 09:22

Krypton Fund Services Holdings Ltd, a boutique independent fund services company based in Bermuda, has selected Pacific Fund Systems’ PFS-PAXUS fund administration system for its third-party fund administration business operations. »

Mark Mobius, Mobius Capital

Mobius Capital Partners appoints Northern Trust to support UK investment trust and Luxembourg SICAV

Fri, 07/12/2018 - 08:45

Emerging and frontier markets investment firm Mobius Capital Partners has appointed Northern Trust to provide a range of asset servicing and Integrated Trading Solutions to support the firm’s London-listed Mobius Investment Trust (MMIT.L) and Luxembourg Société d'Investissement à Capital Variable (SICAV), the Mobius Emerging Markets Fund. »

Neil Bradford, FE

FE joins forces with fundinfo and F2C following Hg investment

Mon, 26/11/2018 - 10:19

FE, the investment data, research and software provider, has joined forces with fundinfo, a provider of services for asset managers and distributors in Europe and Asia, and F2C, the Luxembourg-based business which runs fund data management platform, publiFund. »

Adrian Grace, Aegon UK

Aegon UK extends partnership with Atos for administration services

Tue, 20/11/2018 - 21:10

Aegon’s subsidiary in the United Kingdom has strengthened its existing partnership with Atos, signing a 15-year contract to service and administer its Existing Business (non-platform customers).   »

Juan Alcaraz, Allfunds

Swiss bank Schwyzer Kantonalbank selects Allfunds Bank as its fund distribution platform

Wed, 14/11/2018 - 10:44

Schwyzer Kantonalbank has selected Allfunds as its B2B fund platform partner, becoming its provider to access third party mutual funds. »

Diana van Maasdijk, Equileap

Equileap and As You Sow apply gender equality data to US mutual funds and ETFs

Wed, 14/11/2018 - 09:19

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. »

Junaid Wahedna, Wahed Invest

Wahed Invest launches first Halal Stock Screener app

Tue, 13/11/2018 - 19:10

A new Halal Stock Screener app, that allows investors to determine if an equity is Shari’ah compliant, has been launched by Wahed Invest. »

Picture of a man with megaphone making announcement

RBC Investor & Treasury Services appointed as custodian for three Picton Mahoney liquid alts mutual funds

Thu, 08/11/2018 - 09:50

RBC Investor & Treasury Services (RBC I&TS) has been appointed custodian by Picton Mahoney Asset Management (Picton Mahoney) for three liquid alternative mutual funds added to Picton Mahoney’s Fortified Fund family.   »

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