The group will be led by Ana Saer who has over two decades of experience in the industry
CDI combines AI and fund reporting experts to interpret, organise and transform documents into discoverable information for fund managers, fund types and asset owners
The New York-based multi-asset class investment accounting and fundtech specialist saw investment from existing investors including Blumberg Capital and Team8
The firm says the data will help meet the evolving needs of asset managers in the ESG landscape by offering in-depth analysis, comparison and enhancement of portfolios
Prior to his position as CEO, Jonathan White held the role of managing director at Waystone, which he joined in 2022
The offering covers the full global post-trade lifecycle from issuance to closure and was adopted to reduce securities lending fails
Central Bank’s strategic partnership with TCS aims to create frictionless and flexible customer onboarding processes, enabling continued growth for the bank
DTCC has appointed Sharon Biran as managing director and chief client officer. In this role, she will oversee DTCC’s client management and engagement strategy, including sales, relationship management, marketing and communications. She will also
