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2 weeks ago

Enrollment Now Open for 2026 Certified Portfolio Manager® Program at ACPM ACPM has launched enrollment for its 2026 Certified Portfolio Manager® program, targeting investment professionals seeking advanced education.

Enrollment Now Open for 2026 Certified Portfolio Manager® Program at ACPM #United_States #Denver #Certified_Portfolio_Managers #index_fund #portfolio_management

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2 weeks ago

Knightvest Capital Reports Major Transaction Growth and Strategic Positioning for 2025 Knightvest Capital announced impressive year-end results for 2025, showcasing significant transaction activity and a strong market positioning strategy.

Knightvest Capital Reports Major Transaction Growth and Strategic Positioning for 2025 #United_States #Dallas #Knightvest_Capital #multifamily_investment #Portfolio_Management

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1 month ago

Creative Financial Designs Unveils Faith-Based Investment Options in 2026 Creative Financial Designs introduces new faith-based and traditional investment strategies designed for transparency and alignment with clients' values. Available through advisers nationwide.

Creative Financial Designs Unveils Faith-Based Investment Options in 2026 #USA #Kokomo #Portfolio_Management #Creative_Financial_Designs #Faith-Based_Investment

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1 month ago

1919 Investment Counsel Welcomes New Talent to Enhance Portfolio Management in New York 1919 Investment Counsel has expanded its New York portfolio management team with the hiring of Philip G. Bickel and Josefa A. Palma, bringing extensive experience.

1919 Investment Counsel Welcomes New Talent to Enhance Portfolio Management in New York #USA #New_York #Portfolio_Management #1919_Investment_Counsel #Stifel_Financial

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3 months ago

IULIUS Group Partners with Yardi for Efficient Portfolio Management in Romania Romania's IULIUS Group has chosen Yardi to optimize its retail and office portfolio management, enhancing operational efficiency across its extensive holdings.

IULIUS Group Partners with Yardi for Efficient Portfolio Management in Romania #Romania #Yardi #Portfolio_Management #IULIUS_Group #Iași

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3 months ago

Neuberger Berman High Yield Strategies Fund Announces Changes to Portfolio Management Team Neuberger Berman High Yield Strategies Fund is reshaping its management team, announcing new roles for Joseph Lind and Steve Ruh. Explore these upcoming changes.

Neuberger Berman High Yield Strategies Fund Announces Changes to Portfolio Management Team #United_States #New_York #Neuberger_Berman #High_Yield #Portfolio_Management

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4 months ago

SEI Unveils Advanced Tax Management Innovations for Investments SEI enhances its tax management capabilities for separately managed accounts, catering to advisors in optimizing after-tax investment outcomes and client relationships.

SEI Unveils Advanced Tax Management Innovations for Investments #United_States #SEI_Investments #tax_optimization #Oaks #Portfolio_Management

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4 months ago

d1g1t Introduces Revolutionary Enhancements to Wealth Management Platform for Enhanced Advisor-Client Experiences d1g1t has unveiled significant enhancements to its wealth management platform, aiming to elevate the advisor-client experience through improved speed, security, and analytics.

d1g1t Introduces Revolutionary Enhancements to Wealth Management Platform for Enhanced Advisor-Client Experiences #Canada #Toronto #WealthTech #d1g1t #Portfolio_Management

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4 months ago

John Hancock Announces Major Changes to Portfolio Management Teams for Closed-End Funds John Hancock Investment Management has made significant adjustments to its portfolio management teams for various closed-end funds, effective October 30, 2025.

John Hancock Announces Major Changes to Portfolio Management Teams for Closed-End Funds #United_States #Boston #John_Hancock #Closed-End_Funds #Portfolio_Management

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5 months ago

Boston Trust Walden Announces Key Changes in Portfolio Management Teams Boston Trust Walden is implementing significant changes to its portfolio management teams, effective December 31, 2025. Key leaders will transition roles to ensure continued investment excellence.

Boston Trust Walden Announces Key Changes in Portfolio Management Teams #United_States #Boston #Investment_Strategies #Portfolio_Management #Boston_Trust_Walden

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5 months ago

Globis Leads Discussion on Organizational Strategies for Portfolio Management Success Globis has published the CHRO Roundtable Report, emphasizing the importance of organizational strategies for successful portfolio management alongside four key companies.

Globis Leads Discussion on Organizational Strategies for Portfolio Management Success #Japan #Tokyo #Portfolio_Management #GLOBIS #CHRO_Roundtable

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7 months ago

PMWEB Launches Platform Evolution for Lifecycle Capital Portfolio Management Discover how PMWEB's latest platform evolution signals a transformative step in lifecycle capital portfolio management, enhancing user experience and efficiency.

PMWEB Launches Platform Evolution for Lifecycle Capital Portfolio Management #USA #Miami #Portfolio_Management #PMWEB #lifecycle_capital

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11 months ago

SMArtX Enhances UMA Framework with Innovative Manager-Traded Sleeves for Portfolio Optimization SMArtX Advisory Solutions has launched manager-traded sleeves in its UMA framework, enhancing portfolio construction for financial advisors and institutions.

SMArtX Enhances UMA Framework with Innovative Manager-Traded Sleeves for Portfolio Optimization #USA #West_Palm_Beach #SMArtX_Advisory #Portfolio_Management #UMA_Framework