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The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and scale their model portfolio management and compete in a rapidly growing market. BRISBANE, Australia, June 26, 2024 /PRNewswire/ -- The utilisation of model portfolios among financial advisers has emerged as a transformative force, with staggering growth in model portfolios projected to continue over the next decade. And with good reason, they offer an efficient method for diversification, risk management, and portfolio construction, with personalisation features to match the unique financial goals and risk tolerances of clients. Financial advisers are also increasingly turning to asset managers for assistance in managing the model portfolios they build and maintain for clients. Jacobi's model management technology enables asset managers to scale the portfolio construction services they offer financial professionals. The technology enables a platform that can centralise performance and risk analytics, integrate investment workflows, and produce professional reports to share with clients. An early adopter of Jacobi's model technology, leading asset manager T. Rowe Price has seen improved process efficiencies and enhanced engagement with clients. Chris Augelli, Head of Advisor Engagement & Portfolio Construction Solutions at T. Rowe Price, says: "Jacobi's technology has enabled us to work faster and handle the increasing demand for our portfolio construction services. Having the team on one common platform through Jacobi has facilitated collaboration in real-time, which has supported our effectiveness in meeting clients' needs." Tanya Bartolini, Chief Revenue Officer at Jacobi, says: "Our technology helps us partner with asset managers such as T.Rowe Price to scale and connect workflows, driving enormous efficiencies – and ultimately increasing their market distribution." About Jacobi Jacobi Inc. is a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis, and client engagement. Its unique "open architecture" platform allows users to tailor the platform by integrating their own code, models, data, analytics, and applications. Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including some of the world's leading asset and wealth managers, pension funds, asset owners, and investment consultants. About T.Rowe Price Founded in 1937, T. Rowe Price helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management of equity, fixed income, alternatives, and multi-asset investments. T. Rowe Price manages $1.54 trillion in client assets as of May 31, 2024, and it serves millions of clients globally.
This collaboration arises from RAM's LECA® rating service for credit and performance evaluation of Labuan IBFC licensees KUALA LUMPUR, Malaysia, May 16, 2024 /PRNewswire/ -- RAM Rating Services Berhad (RAM Ratings), Malaysia's premier rating agency, and Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc.), the official marketing agency for Labuan International Business and Financial Centre (Labuan IBFC) yesterday hosted an event on self-insurance structures and solutions in Labuan IBFC, Asia's premier international financial hub. Titled Setting Up a Labuan Captive for Self-Insurance, the event matched delegates from corporates in Malaysia and representatives of the jurisdiction to discover the advantages of captive incorporation in Labuan IBFC. Datuk Iskandar Mohd Nuli, Executive Chairman cum CEO of Labuan IBFC Inc. and Julie Ng, CEO of RAM Ratings with panellists at the jointly hosted event In his welcome address, Datuk Iskandar Mohd Nuli, Executive Chairman cum CEO of Labuan IBFC Inc. highlighted the potential of Labuan captives as an effective and cost-effective risk management tool. "Captive insurance is well-positioned to cater for the changing operating landscape by providing tailor-made insurance policies, while having direct access to the global wholesale reinsurance market to meet non-conventional risks," Datuk Iskandar elaborated. Labuan IBFC's captive market began with Malaysian-based corporates, with the market registering USD624.6 million in total gross premiums in 2023, an all-time high premium volume recorded over the last five years. Today, the jurisdiction hosts over 69 captives, underscoring its position as a leading captive hub in the Asian region. A panel discussion convened experts from event sponsors Brighton Management Limited and Etiqa Offshore Insurance (L) Ltd, and spokespersons from the Labuan International Insurance Association (LIIA) and captive owners. Insightful perspectives on captive suitability and a roadmap for selecting captive options and addressing potential challenges were discussed. RAM Ratings launched its bespoke service (Labuan Entity Corporate Assessment, LECA®) for Labuan IBFC licensees in 2021, which provides ratings for financial institutions, captives and service providers. Stakeholders benefit from the transparency and independent opinion of financial soundness and performance of companies assessed by RAM Ratings. "This event has been an opportunity to exchange ideas, share knowledge and foster deeper connections between RAM, Labuan IBFC and the stakeholders of the captive community in Labuan IBFC. We hope to contribute to the long-term growth and governance of Labuan IBFC via our ratings which apply RAM's hallmark of analytical rigour and trusted insights. We look forward to continuing our support of Labuan IBFC via our service offerings," said Julie Ng, RAM Ratings' CEO. The event attracted over 120 delegates in total. For more information on Labuan IBFC captive solutions, visit this link. Click here for frequently-asked questions on LECA®. About RAM Malaysia's premier credit rating agency Established in 1990 by Malaysia's central bank, RAM Ratings is Malaysia's leading credit rating agency (CRA). As a CRA registered by Securities Commission Malaysia, RAM Ratings has rated over USD450 billion of bonds issued by more than 500 entities based in Malaysia and other countries. Through credit ratings and assessments, we deliver independent insights to support the decision-making needs of investors and market participants in domestic and regional markets. RAM Ratings, a provider of independent credit and sukuk ratings, is a subsidiary of RAM Holdings Berhad (RAM Group). Apart from credit ratings, the RAM Group also offers myriad solutions ranging from economic and debt market research, data & analytics and sustainability services. We provide country, macroeconomic and fixed-income research in addition to training, risk analytics and solutions for credit risk and other related areas. RAM is also spearheading green finance and sustainability ratings in the region. In 2016, RAM Ratings joined the line-up of pioneer CRA signatories to the United Nations-supported Principles for Responsible Investment's Statement on ESG in Credit Ratings. The RAM Group's ESG initiatives are driven through wholly-owned subsidiary, RAM Sustainability Sdn Bhd – an approved verifier of climate bonds certification in Malaysia, 1st ASEAN observer of the Green Bond and Social Bond Principles, and member of GRI Community in Malaysia. Bond Pricing Agency Malaysia Sdn Bhd (BPAM), the sole provider of bond-pricing and valuation data on the Malaysian bond market is a wholly owned subsidiary of RAM Holdings Berhad. For more information on the RAM Group of Companies, visit www.ram.com.my or https://analytics.ram.com.my. About Labuan IBFC ASIA'S PREMIER INTERNATIONAL FINANCIAL HUB Labuan International Business and Financial Centre (Labuan IBFC), Malaysia, through its internationally recognised yet business-friendly legal framework, is the preferred international business and financial centre in the Asia Pacific region. It offers global investors and businesses the benefits of being in a well-regulated jurisdiction, while providing for fiscal neutrality and certainty, in addition to being an ideal location for substance creation. Labuan IBFC boasts a wide range of business structures and investment solutions catered to cross-border transactions and international business dealings. It offers services and solutions in niches such as asset leasing, risk management, commodity trading, wealth management, international business companies and Islamic financial services to global businesses looking at penetrating Asia and Asian entities aiming to go global. Labuan IBFC operates within clear and comprehensive legal provisions, guidelines and practice notes, enforced by a single regulator, Labuan Financial Services Authority. To keep up with everything about Labuan IBFC, follow Twitter or Facebook @LabuanIBFC. Alternatively, visit www.labuanibfc.com
隨著全球貿易監管環境變得日益複雜，法遵合規與採購程序必須實施綜合性的考評與盡職調查，方能應對不斷變化的跨國管轄法規。美商鄧白氏2024年第一季強勢推出「D&B Risk Analytics —Compliance Intelligence合規管理平台」，以人工智慧驅動的數據科技，持續更新與驗證全球商業資訊，協助企業自動化、持續性地進行KYC (Know-Your-Customer) / KYB (Know-Your-Business) 盡職調查，真正實現資料驅動、數據賦能的創新應用！美商鄧白氏台灣分公司總經理高偉仁表示，面對與時俱進的國際貿易法規與挑戰，台灣企業主最關注的客戶、供應商、合作夥伴的風險控管，皆可透過「鄧白氏合規管理平台」，整合多方合規數據源於單一平台呈現，簡化企業盡職調查資料蒐集流程，降低人為作業與誤判，高效完成法遵合規、風險控管與供應鏈管理，助力辨識風險，維護商業信譽之外，更將強化自身競爭優勢，贏取更多國際訂單！ 台灣成為亞洲首站，鄧白氏帶領台灣企業迎戰全球法律合規挑戰 地緣政治衝突牽動貿易新關係，國際制裁出口管制日益嚴峻，台灣企業在國際供應鏈地位持續提升。美商鄧白氏國際市場首席營運長鮑文安(Julian Prower)也提到： 「隨著全球商業環境的迅速變化，反映台灣在全球供應鏈中的關鍵地位，鄧白氏全球特別將台灣選為亞洲首站發佈D&B Risk Analytics —Compliance Intelligence合規管理平台，以數據為核心的合規管理、法遵解決方案，協助台灣企業識別風險，加速交易雙方資訊驗證審核進度，讓台灣企業能夠選擇風險低的市場與合作對象，降低貿易觸法風險，加速企業成長動能。」 台灣企業KYC、KYB困境 : 數據收集不易、人工作業繁瑣、無法持續追蹤風險變化 鄧白氏台灣分公司數據長呂苑玲進一步談到，台灣企業在執行法遵稽核作業時，面臨的挑戰多來自於數據的收集與核實不易。相關人員不僅需要在有限時間內進行深度盤查，在多個資料源的數據中進行有效的比對梳理；首次供應商或客戶資格審核通過後，更要隨時監控合規法遵的重大變化，避免因外部政策更新不即時，誤踩法規而影響企業聲譽和中斷營運。 鄧白氏以全球合規數據，加速企業合規風險識別與審核流程 「D&B Risk Analytics —Compliance Intelligence合規管理平台」協助企業全面整合資料，加速識別合規風險與審核流程，並主動持續監控管理客戶與合作夥伴。四大特色：(1)整合多方數據源並統一管理，進行盡職調查及提供洞察報告，快速驗證企業真實性及加速風險分析與決策過程。(2)企業身分驗證與風險篩查：利用鄧白氏全球企業數據與實質受益人資料庫，整合道瓊斯(Dow Jones)全球合規風險資料庫之政治敏感人物、制裁名單、監察清單、負面新聞，進行企業盡職調查。(3)主動即時監控合規風險：偵測第三方風險因素變動，並主動示警，協助企業採取因應措施以降低風險。(4)自動化風險評估流程：AI驅動的數據，結合可彈性定義的審查條件，自動計算風險評分進入下一關，一目瞭然審查進度。 全球供應鏈關注永續合規議題，台商對外投資的合規挑戰日新月異 先進工業顯示器及嵌入運算平台解決方案製造商晶達光電，以自有品牌Litemax (最亮的)行銷全球60餘國，主要生產專業TFT-LCD光電產品、高亮度背光模組、高亮度LCD監視器，產品橫跨博弈、交通運輸、工業、航海、礦業、數位看板等領域。晶達光電總經理金仲仁分享國際市場經驗指出:「台灣企業在國際供應鏈上不斷在法遵合規、ESG、碳中和及環境永續各項議題面對日漸嚴苛的要求，歐美各國政府對於各項法規遵守益趨嚴格，國際貿易挑戰持續更新；而金融機構也將融資對象在環境永續發展的布局，當作核貸的風險評估指標。再加上國際品牌大廠也陸續要求全球供應鏈上中下游廠商需要提出ESG的具體作為，這也讓晶達光電體認到，企業唯有越早做好ESG永續的準備，符合各國供應商貿易法令規定，越能夠贏得客戶的信任，獲得客戶的訂單！」 數據科技—真正做到法遵合規、風險控管、供應鏈管理的快狠準 高偉仁總結，商業環境的快速變化，勢必增加廠商違反出口管制的風險，企業出海尋求商業合作，變動更快、挑戰更高!各個經濟體皆存在財務、法規等不同構面的未知潛在風險，鄧白氏透過數據連結企業日常營運，協助企業建立合規機制以達成永續發展，在法遵執行上，持續監控的盡職調查與監控管理流程，即時更新的數據和洞察，降低法遵成本、減少人為干預、降低人為錯誤、避免人為偏見，更可提早識別風險、實現風險緩解，真正做到法遵合規、風險控管、供應鏈管理的快狠準！
HONG KONG, Jan. 26, 2024 /PRNewswire/ -- MioTech, Asia's leading sustainability data and software provider, announced today that it has successfully closed a new round of financing. The ESG and climate tech company's latest and existing investors include global venture capital firms such as ZhenFund, Horizons Ventures, TOM Group, Moody's, HSBC, Guotai Junan International, GIC and J.P. Morgan. The latest fundraise will propel MioTech further on its path of profitability and achieve stronger market penetration across APAC. The funds will be deployed to deliver continued revenue growth with its suite of AI-powered ESG and climate tools to corporates and financial institutions. The funding will also bolster MioTech's research and development efforts in green technology, strengthening its expertise and driving digital transformation in the sustainability space. MioTech's ESG datasets and climate risk analytics, which leverage artificial intelligence, satellite imagery, proprietary climate methodologies and advanced financial modelling, have enabled clients to quantify their portfolio risks and combat evolving regulations in the face of climate change. Its end-to-end sustainability software-as-a-service has simplified the complexities of ESG reporting and carbon accounting processes, satiating increasingly high demand from organizations looking to kickstart their decarbonization journeys across operations and supply chains. With the investment, MioTech looks forward to collaborating with investors to pursue strategic partnerships that help broaden its service offerings and tap into fast-growing demand in Asia, supercharging revenue streams and earnings growth. "The ESG and climate market calls for innovation – especially in how businesses operate," said Jason Tu, Founder and CEO of MioTech. "We are excited to forge new alliances and are ready to fully execute on our shared vision in pursuit of a more sustainable future." About MioTech MioTech uses artificial intelligence to solve the sustainability, climate change, carbon emissions reduction, and social responsibility challenges faced by financial institutions, corporations, governments and individuals. As Asia's leading sustainability data and software provider, MioTech's ESG data and analytics help financial institutions make the right decisions in green finance, sustainability-linked lending and investments. Its software enables businesses to collect, analyze, report ESG performance across supply chains, subsidiaries, portfolio companies, and helps improve energy efficiency and reduce carbon emissions. Its app builds green-conscious communities and promotes low-carbon lifestyles. Founded in Hong Kong, MioTech also has offices in Shanghai, Beijing, Shenzhen and Singapore. Press inquiries: pr@miotech.com For more information, please visit https://www.miotech.com
新加坡2024年1月25日 /美通社/ -- 領先的伊拉克伊斯蘭金融機構 Kurdistan International Islamic Bank for Investment and Development（簡稱「KIB」）已經開始數碼轉型，其採用了由 Azentio Software提供的行業領先的伊斯蘭核心銀行平台iMALTM。Azentio Software 是一家總部位於新加坡的科技公司，由 Apax Partners 管理的基金所有。 透過向客戶提供易於使用和高質素的服務及全渠道體驗，iMALTM 的實施將為 KIB 奠定穩固的數碼基礎，從而在伊拉克及該地區內實現增長策略。 iMALTM 完全符合 AAOIFI（伊斯蘭金融機構會計和審計組織）的伊斯蘭教教法及財務會計準則。此最新版本的解決方案將協助 KIB 涵蓋伊斯蘭金融、投資、存款、國庫和資本市場的所有方面，令該行能夠加快推出符合伊斯蘭教教法的創新產品。這個版本還採用了先進的加密及安全標準，甚至能抵禦高度精密的電子盜版行為。 為了獲取更全面的解決方案，Azentio 的金融犯罪管理及反洗錢系統將融合 iMALTM。這將有助 KIB 有效地監控所有金融活動，按國際監管及合規要求，打擊潛在的金融犯罪及洗錢事件。這包括 KYC（認識你的客戶）、制裁篩查、整體風險評分功能及全面的案件管理，並配有分析及調查工具，從而增加營運效率，協助偵測及報告可疑的交易。 KIB 董事會主席 Sheikh Salar Hakim 表示：「我們選擇 Azentio，是因為 Azentio 在為全球領先金融機構開發及實施伊斯蘭銀行解決方案方面，有著廣泛的經驗。在 Azentio 的 iMALTM 的支援下，我們決心推動數碼轉型計劃，確保在伊拉克及國外提供高效的客戶服務，從而大幅提升我們的競爭力。這個全渠道解決方案將加速客戶引導及數碼化的應用，同時簡化我們在各個渠道、應用程式及手機上的銀行業務運作。」 Azentio 銀行、金融服務及保險部常務董事 Krish Narayanaswami 表示：「我們很高興能與 KIB 合作，令他們能夠輕鬆擴展業務，並推出創新的解決方案，繼而推動增長並改善客戶體驗。憑藉其豐富的產品組合，iMALTM 將協助 KIB 滿足數碼轉型的嚴格要求。新版本配備了卓越的功能和性能，對按照伊斯蘭教教法的規定營運至關重要。這些將令 KIB 能夠加強各個部門、分部和分行的營運效率，同時能夠靈活地擴展其業務及客戶群。」 關於 Azentio Software Azentio 為亞太地區、中東、非洲和印度的銀行、金融服務供應商和保險公司提供關鍵任務軟件產品，同時亦向中端市場企業提供 ERP 解決方案。
SINGAPORE, Jan. 25, 2024 /PRNewswire/ -- Kurdistan International Islamic Bank for Investment and Development ("KIB"), a leading Islamic financial institution in Iraq, has embarked on a digital transformation journey with the adoption of iMALTM, the industry-leading Islamic core banking platform from Azentio Software, a Singapore-headquartered technology firm owned by funds advised by Apax Partners. The iMALTM implementation will enable a robust digital foundation for KIB to achieve its growth strategy in Iraq and the region, by providing its customers with user-friendly, high-quality services and an omnichannel experience. iMALTM offers full compliance with AAOIFI's Sharia and financial accounting standards. The latest version of the solution will help KIB cover all aspects of Islamic finance, investments, deposits, treasury, and capital markets, and will equip the bank to launch new and innovative Sharia-compliant products at an accelerated pace. This version also features advanced encryption and security standards to protect against even highly sophisticated electronic piracy attacks. For a more comprehensive solution, Azentio's Financial Crime Management and Anti-Money Laundering system will be integrated with iMALTM. It will help KIB efficiently monitor all financial activities, combat potential financial crime and money laundering incidences in accordance with international regulatory and compliance requirements. It includes KYC, sanctions screening, holistic risk scoring capabilities and comprehensive case management with analytical and investigative tools to increase operational efficiency and help detect and report suspicious transactions. Sheikh Salar Hakim, Chairman of the Board of Directors of KIB, said, "We selected Azentio based on its extensive experience in developing and implementing Islamic banking solutions at leading financial institutions around the world. Backed by Azentio's iMALTM, we are determined to move forward with our plan towards digital transformation that will ensure highly efficient customer service in Iraq and abroad, and which will improve our competitiveness exponentially. The omnichannel solution will accelerate customer onboarding and digital adoption, while simplifying our banking operations across channels, applications, and mobile phones." Krish Narayanaswami, Managing Director – Banking, Financial Services, and Insurance, at Azentio, said, "We are excited to collaborate with KIB to enable them to effortlessly scale their operations and launch innovative solutions that drive growth and improve customer experience. With its feature-rich portfolio, iMALTM will help KIB address the stringent demands of digital transformation. The new version comes with exceptional features and functions that are imperative to operate according to the rules of the Islamic Sharia. All these will enable KIB to improve its operational efficiency across departments, divisions, and branches, while giving it the agility to expand its business and its customer base." About Azentio Software Azentio provides mission-critical software products across Asia Pacific, Middle East, Africa and India to banks, financial services providers, and insurers. It also provides ERP solutions to mid-market enterprises.
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