Clearwater Analytics launched a private markets intelligence product, dubbed Fund Analytics, that has been designed to structure and validate private markets data before it reaches the analytics layer, officials say. “Private markets have become a core allocation for institutional investors, but the infrastructure supporting them remains fragmented and highly manual. Investment teams still extract, validate,… Read More >>
FTF Presents the Winners of the FTF Awards
Financial Technologies Forum (FTF), now in its 20th year of business, is making public the winners of the 2026 FTF News Technology Innovation Awards program, reflecting a mix of established players and newcomers gaining new ground in 2025. The FTF Awards program — which got its start 15 years ago — celebrates the top providers,… Read More >>
BMLL & SpiderRock Launch Partnership
BMLL, a provider of historical Level 3, 2 and 1 data and analytics, is making SpiderRock’s Options Print Set data available through the BMLL Data Lab, officials say. The addition of SpiderRock’s Options Print Set data will help clients “analyze the interaction between options markets and underlying cash equity behavior within a single framework,” officials… Read More >>
Rimes to Work with PANTA, BMLL & Ortec Finance
Rimes, a provider of enterprise data management (EDM) and investment intelligence solutions, has formed partnerships with PANTA, BMLL, and Ortec Finance to expand the range of analytics, data, and operational capabilities it can offer to Rimes clients, officials say. Initially, the partnerships should yield faster onboarding, more integrated workflows, and improved data-driven decisions across the… Read More >>
SFP Group Adopts Broadridge’s Front-to-Back Platform
Swiss real estate asset manager Swiss Finance & Property Group (SFP Group) is using an investment management technology platform from Broadridge Financial Solutions to oversee more than $15 billion in assets under management. The platform is based on a software-as-a-system (SaaS) platform that is intended to help SFP Group prepare for more growth with a… Read More >>
GIPS Compliance Comes to Outsourced CIO Providers
The world of Outsourced Chief Investment Officers (OCIOs) is about to change as the CFA Institute‘s path to OCIO portfolio compliance with the principles of the Global Investment Performance Standards (GIPS) takes effect Dec. 31 of this year. This is good news for asset owners who reach out to OCIO providers and want the GIPS… Read More >>
Trump’s EO Could Shake Up 401(k) Portfolios
Financial planning managers for retirees and others might get the green light and new guardrails from federal officials, helping them include alternative assets, such as private equity, real estate, and digital assets, in 401(k) portfolios, as President Donald J. Trump recently signed an executive order (EO) to that effect. “More than 90 million Americans participate… Read More >>
Syntax Data & Donoghue Forlines Take On Uncertainty
Syntax Data, a provider of index solutions, is working with Donoghue Forlines, a Boston-based investment firm specializing in active risk-managed portfolios, to offer index strategies aimed at mitigating downside risk caused by the new uncertainty, officials say. “The strategic partnership recently launched two indexes, the Donoghue Forlines Risk-Managed Momentum Index and the Donoghue Forlines Risk-Managed… Read More >>
‘ChatGIPS’ Brings Together A.I. & Industry Standards
ChatGPT, the well-known chatbot system using artificial intelligence (A.I.) and developed by OpenAI, has crossed paths with the Global Investment Performance Standards, or GIPS, which are the voluntary ethical guidelines for performance measurement and client reporting created and maintained by the CFA Institute, and the ChatGIPS chatbot now exists in the world. Just to remind… Read More >>
Time to Consider Net-Zero Investing?
Despite backlashes against ESG-based efforts, is it time to start thinking about net-zero investing? Officials at the CFA Institute Research and Policy Center think so and recently released a guide to help investors (and investment firms) “advance the theory and practice of net-zero investing.” The guide is a serialized volume, “Investment Innovations Toward Achieving Net… Read More >>
