Tag: separately managed accounts

Art by Jackson Epstein

Investment Product and Service Launches

CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.