Morningstar
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.
India’s Data Takeaway Leaves Index Derivatives in a Pickle
Investors with exposure to India via index futures are reeling from a decision by the country’s exchanges to end data licensing agreements that allow overseas markets to create derivatives based on its indexes. Wei-Shen Wong investigates whether the move…
Morningstar Chronicles AI Quest to Replicate Analyst Ratings
With the fund industry growing at exponential rates, Morningstar turned to disruptive technologies to keep pace and ensure it could deliver sufficient coverage without compromising the processes used by its human analysts. Max Bowie chronicles the five…
Morningstar Promotes Holt, Collins
Holt will be responsible for setting and implementing strategy, Morningstar-wide, while Collins will be responsible for strategy relating to its global equity research.
Way Fund Managers Taps OTCFin-Morningstar Combo for Priips Compliance
The UK-based fund manager selected the OTCFin-Morningstar joint service following a "rigorous" selection process and proof-of-concept, officials say.
PitchBook Goes Public with Morningstar Data
PitchBook has integrated more than 50,000 public datasets from its parent company Morningstar.
BMLL Hires Activ's Collins to Lead Sales Push
Former Activ Financial sales head joins BMLL Technologies.
Euronext, Morningstar launch European Blue-Chip Indexes
Partnership aimed at delivering series of derivatives products based on Morningstar benchmarks bears fruit
Morningstar Takes Stake in Fund Rating Partner Sustainalytics
The ownership stake will support the continued joint development of sustainable investment products and related tools.
YCharts Integrates Morningstar Custodian Data for ‘Portfolio Sync’
Portfoilio Sync allows wealth manager clients to automate the uploading of client portfolio holdings data, enabling them to analyze specific client account information within YCharts' platform.