Analyst
UBS AM builds model for quantifying greening of heavy industry
The asset manager's quant research arm, QED, has published a framework for valuing companies in industries like cement or steel that transition to more sustainable tech.
Brown Brothers Harriman continues AI ‘transformation’ of fund accounting unit
A new tool that helps business users test and validate their own POCs is set to join the bank’s ranks alongside its other AI projects implemented over the last two years: Linc, Guardrail, and Ants.
JP Morgan fast-tracks market data licensing tools
The bank is developing solutions to help internal teams understand compliant usage and entitlements.
The ESG Holy Grail doesn’t exist… yet
As buy-side firms strive to stand out in a maturing ESG-driven market, they will look for data in areas where coverage is still poor.
Beyond ratings: Vendors look to fill ESG data gaps
Start-ups and non-traditional data providers are exploiting niches where investment professionals can't rely on ratings.
This Week: Refinitiv; State Street/BlackRock; SteelEye; SimCorp; FEX Global/TT
A summary of some of the past week’s financial technology news.
This Week: Refinitiv, State Street, FlexTrade, FactSet/Microsoft, Cboe, and more
A summary of some of the past week’s financial technology news.
GreenKey aims to productize new research chatbot after winning Symphony hackathon
The company is consulting with buy-side and sell-side clients on how its newly developed GK Research Bot can best solve their research and information overload woes.
S&P/IHS Markit: OPIS Faces Spin-Off; Cappitech Beefs Up Regtech Frontline
Commonalities between the two firms' commodities pricing units bring them under regulatory scrutiny as they move closer to an acquisition deal. At the same time, it appears that IHS will lean into the regulatory reporting space.
Startup Hedge Fund Turns to Quantamental Analysis for ESG Products
Boston-based Changebridge Capital is using a hybrid approach to find investment opportunities in misunderstood small- and mid-cap companies.
Bloomberg Enlists NLG to Write News Summaries
The data provider is using natural language generation to summarize news articles and write automated stories.
EU’s Cloud Vision Still Pie in the Sky
The supporters of a plan for a federated cloud architecture in Europe held a conference to discuss development plans, but it’s still unclear how the concept will work in practice.
Synechron Develops Differential Privacy Tech to Leverage Internal Data
The solutions are designed to allow firms to query data and build models more effectively without breaching global privacy rules.
New Research Grapples with Corporate Actions
Veteran analyst Virginie O’Shea’s new business turns its attention to the ‘soul-destroying’ realm of corporate actions, which is weighed down by inefficiencies, manual processes, and lack of standards.
MackeyRMS Launches ESG Scorecard
Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.
Morgan Stanley’s Digital Research Assistant Knows Who You Are
The bank's AI-powered research chatbot, developed with Symphony Communications, acts as a personalized research assistant and will soon be rolled out to external clients.
Banking Experts: Tech Isn't the Whole Solution to Financial Crime
The industry and researchers are challenging the touting of privacy-enhancing technologies as a cure-all for KYC/AML failures, and advocating systemic reform.
Waters Wrap: On Refinitiv and Old Rivalries (And FIGI & Data Governance)
Anthony explores some of the questions raised by Refinitiv's plan to move away from Eikon and Thomson One. He also looks at data governance trends, and asks why the FIGI is having such a tough time gaining acceptance.
TipRanks Builds Financial News Service to Highlight Analyst Ratings Data
The vendor provides ratings of research analysts, bloggers, and other stock tipsters.
Causality Link Building Next-Gen ESG Dashboard
The research provider will release a dashboard that decouples and drills down into the E, S, and G factors of ESG.
Silent Eight Preps Transaction Monitoring Tool
The firm is testing the tool with a few clients before making it available to a broader audience.
Lazard Asset Management Implements ESG Mapping Tool
The investment manager has developed frameworks to better understand how ESG issues impact individual company performance and sectors.
Delta Capita to Add Tax and Reg Reporting to New CLM Platform
The managed services and consulting firm will look to roll out these new components to its CLM platform in August.
CLS Looks for Value in Discarded Data
The FX settlement specialist's information services arm is harvesting years of abandoned data for new projects.