The 2026 EP3M Summit is poised to bring transformative insights to biopharma leadership in decision-making, innovation, and portfolio management strategies.

SimCorp announces key appointments to enhance its front-office capabilities, focusing on AI-driven decision support and integrated trading workflows.

TimesSquare Capital Management has adopted Bloomberg's Portfolio Risk Analytics and Research Management Solutions to streamline their investment processes.

Tony Genua, a 71-year-old award-winning portfolio manager, has rejoined the financial services industry after retiring in 2024. He has taken on the role of lead manager for Ninepoint Global Select Fund, reuniting with former colleagues Sam Mitter and Jonathan Lo. Genua, who managed over $16 billion in assets at AGF Investments Ltd., described retirement as a break rather than an end, emphasizing his passion for investing. Despite his retirement, he remained engaged with markets, reading newspapers and monitoring live data. In his new role, Genua will maintain his 'high conviction, go-anywhere' stock-picking strategy, blending modern technology with his traditional 'white sheet of paper' approach. He plans to increase his ownership of the Ninepoint Global Select Fund, which his former colleagues have managed since its launch. Genua attributes his return to work to a desire for purpose, including giving back to investors and society. He chose Ninepoint for its independence and entrepreneurial culture, valuing autonomous collaboration. The article also highlights other industry moves, such as Tony Maiorino's expanded role at RBC and Brenda Bartlett's retirement from PWL Capital.

Force Equals launches Dynamic Portfolio Management, enabling enterprises to prioritize AI initiatives effectively and streamline execution. Discover its impact.

Bizzdesign has been named a leader in Forrester's Q2 2026 report on Strategic Portfolio Management Tools, highlighting its innovative solutions.

Canoe Intelligence and Bloomberg have launched a seamless integration to automate the delivery of private fund data, enhancing asset owners' portfolio analysis capabilities.

Atomos Investments Limited successfully enhances its portfolio management efficiency by transitioning to INDATA's advanced SaaS solutions for investment management.

airfocus by Lucid unveils its powerful Portfolio Management tool, designed to enhance visibility and coordination for large product teams. Discover its innovative features!

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

Knightvest Capital announced impressive year-end results for 2025, showcasing significant transaction activity and a strong market positioning strategy.

Creative Financial Designs introduces new faith-based and traditional investment strategies designed for transparency and alignment with clients' values. Available through advisers nationwide.

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.

Romania's IULIUS Group has chosen Yardi to optimize its retail and office portfolio management, enhancing operational efficiency across its extensive holdings.

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

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

d1g1t has unveiled significant enhancements to its wealth management platform, aiming to elevate the advisor-client experience through improved speed, security, and analytics.

John Hancock Investment Management has made significant adjustments to its portfolio management teams for various closed-end funds, effective October 30, 2025.

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.

Globis has published the CHRO Roundtable Report, emphasizing the importance of organizational strategies for successful portfolio management alongside four key companies.

Discover how PMWEB's latest platform evolution signals a transformative step in lifecycle capital portfolio management, enhancing user experience and efficiency.

SMArtX Advisory Solutions has launched manager-traded sleeves in its UMA framework, enhancing portfolio construction for financial advisors and institutions.