Morningstar
AI helps one investor screen targets against UN ethical goals
PanAgora has developed a two-stage process that aims to weed out the greenwashers.
Risky business: Moody’s attempts to carve out space in overrun ESG market
In the past two years, Moody’s Analytics has acquired four vendors that the ratings specialist hopes to integrate for ESG offerings in a crowded market.
People Moves: LedgerEdge, JP Morgan, MarketAxess, Enfusion, and more
A look at some of the key people moves from this week, including Michelle Neal (pictured), who has joined enterprise software vendor LedgerEdge as CEO of US operations.
Waters Wrap: ESG’s growing influence on market data consolidation (And exchange data)
Anthony explains why he thinks ESG will play a major role in the anticipated market data consolidation that’s to come. He also looks at moves made by some exchanges to cut out the data vendor middleman.
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.
Putting the ‘green’ in green data: Rise of impact investing drives ESG M&A
Socially responsible investors are putting their money where their mouth is—in ever-increasing amounts. With insatiable demand for new datasets and analytics to support these strategies, it’s not surprising that every data vendor wants a slice of the ESG…
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.
Waters Wrap: Market data & consolidation—a never-ending timeline (And rise of the fees)
While last week it was announced that Exegy and Vela are merging, Anthony says that the deal is only a sign of what’s to come in the market data space. He also poses some questions about the LSE raising its Sedol fees.
Cohesion on ESG Standards Still Elusive, Despite Biden Win
While many expect the president-elect to take a bullish stance on environmental issues, it's unclear what a new dispensation can do for the dilemmas around ESG standards.
Waters Wrap: Goldman’s Marquee Move a Sign of Larger Industry Shift (And Refinitiv’s API Rebrand)
Anthony explores changing concept of a trading platform, and what that might mean for the future of tech development.
Waters Wrap: The M&A Market Heats Up (And Some Quantum Computing News)
What do Liquidnet and Trading Technologies (and others) have in common? Anthony explains. He also discusses advancement—and disillusionment—in the quantum space.
MackeyRMS Launches ESG Scorecard
Ratings toolkit includes features to help investment teams grade securities and funds to meet sustainability mandates.
Asset Manager Nuveen Builds New Data Platform to Integrate ESG Information
The TIAA company has developed its own metrics and partnered with provider Zaloni for a comprehensive approach to sustainable investing.
Manulife Refines ESG Methodology and Plugs Data Gaps with NLP
The asset manager has adopted materiality tools, industry handbooks, and NLP techniques to help navigate ESG data limitations.
Fund Managers Seek to Plug Holes in ESG Data
Quant funds are striving to adjust their ESG models to take into account changes in corporate behavior during the pandemic.
OneMarketData Advances on Cloud Migration and Extends Asset Class Coverage
The vendor will roll out new coverage across OTC derivatives, fixed income, and FX in the third and fourth quarters.
Four Asset Managers Explain How They Incorporate ESG Data
Execs From UBS AM, Lazard AM, DWS, and East Capital look at incorporating ESG data into their investment practices for more holistic views of risk and opportunity.
Morningstar Wades Further into ESG Space with Sustainalytics Acquisition
The ESG data space has seen a fair amount of M&A activity in recent years, and that is likely to continue, sources say.
Biofuels Broker SCB Eyes More Data Partnerships in 2020
After setting up a dedicated market data function last year, the broker plans to enlist more vendors to increase distribution of its data,
As Public Cloud Gains Traction, Concerns & Challenges Grow
WatersTechnology looks at more than 20 cloud-based projects and initiatives to see how banks, asset managers and vendors are embracing public providers, and the inherent problems involved.
China’s Asset Managers See More Interest from Foreign Investors
There’s an opportunity for Chinese asset managers looking to attract foreign investors, but transparency remains an issue.
The Rise of the Robot Quant
The latest big idea in machine learning is to automate the drudge work in model-building for quants
Morningstar Moves Tick Data Platform to the Cloud
The vendor is partnering with Sydney-based RoZetta, which has extensive experience in handling tick data in the cloud.
Backstop Solutions Raises $20 Million
The investment will help accelerate software upgrade projects and potentially fund new acquisitions.