Service Provider News & Perspectives

April 11, 2022

Infinity Financial Joins Alternative Investment Exchange Platform

Infinity Financial Joins Alternative Investment Exchange Platform April 7, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services ("Infinity") to the AIX platform. Through this partnership, Infinity's alternative investing experience is transformed into one that is fast, simple,…

April 7, 2022

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education March 31, 2022 | iCapital UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital1 today announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available…

March 31, 2022

Actionable Insights: It’s back to the future on a return to the tech trade

Actionable Insights: It’s back to the future on a return to the tech trade March 29, 2022 | Anastasia Amoroso | iCapital A valuation reset has underpinned a tech stock rebound in recent weeks. We would advise staying with the momentum for now, as historical precedent and seasonality suggest it may have some room to…

March 29, 2022

Seeking to Diversify Systematic Risk with Global Macro

Seeking to Diversify Systematic Risk with Global Macro March 21, 2022 | Nic Millikan & Nicholas Reade | CAIS Last week, the U.S. Federal Reserve (Fed) took the broadly expected step of raising interest rates for the first time since 2018 to attempt to rein in rampant inflation. The 25-basis point (bps) hike, while small,…

March 25, 2022

BNY Mellon Investment Management: It’s time to create a more inclusive investment world

BNY Mellon Investment Management: It's time to create a more inclusive investment world February 2, 2022 | BNY Mellon New global research reveals women could add more than US$3 trillion to global investments and want to invest where their money has a positive impact. BNY Mellon Investment Management, a leading global asset manager with US$2.4 trillion1 in…

March 25, 2022

FORTUNE Names BNY Mellon One of the World’s Most Admired Companies

FORTUNE Names BNY Mellon One of the World’s Most Admired Companies February 2, 2022 | BNY Mellon BNY Mellon has been named one of the most admired companies in the world, according to a study published in FORTUNE magazine. This is the 25th time BNY Mellon has been included on the list since it originated in…

March 23, 2022

Actionable Insights: Three things to watch to find the market bottom

Actionable Insights: Three things to watch to find the market bottom March 9, 2022 | Anastasia Amoroso | iCapital It is too soon in our view to call a market bottom given heightened geopolitical and economic uncertainty. A turnaround will require the emergence of positive growth catalysts and for certain measures of market sentiment to…

March 23, 2022

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts March 22, 2022 | Heather Acey | WealthForge Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying alternatives for wealth advisors. CNB forms are directly available…

March 16, 2022

iCapital Brokers Deal to Buy Stifel’s Feeder Fund Platform

iCapital Brokers Deal to Buy Stifel’s Feeder Fund Platform March 11, 2022 | Private Banker International Financial technology firm iCapital Network has finalised a deal to buy alternative investment feeder fund platform from Stifel Financial. Financial terms of the deal were not disclosed. The transaction is expected to close later this quarter. Stifel’s feeder fund platform facilitates…