Accountant M&A Portfolio Management 
TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
Beyond M&A
SEPTEMBER 19, 2023
Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.
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The TRADE
OCTOBER 4, 2023
As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.
Razorpay
AUGUST 9, 2023
Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.
The TRADE
JANUARY 24, 2024
The longer I take, the more opportunity/risk I’m exposed to. In the dynamic realm of the financial markets, the introduction of technology has proven to be a catalyst for transformative change, overhauling existing trading strategies. Simplification and automation have been key focus areas on the buy-side.
M&A Leadership Council
MARCH 1, 2024
They Should be Regarded as Significant Deals, Not Afterthoughts By M&A Leadership Council About 30% of all M&A transactions are divestitures -- so they should be regarded as significant deals, not afterthoughts. Following are four important real-world truths about divestitures. 1.
The TRADE
APRIL 17, 2024
Global asset manager Robeco leverages a low touch and high touch trading team that spans across three continents. And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow.
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