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Refinitiv automates fund eligibility for wealth managers and financial advisors through Eikon app
Refinitiv today announced that it has onboarded a new app “Fund Eligibility” to its financial markets desktop platform Eikon, which automates the eligibility assessment governing product sales restriction.
Refinitiv launches cloud-based tool for FX post-trade management and compliance
Deal Tracker as a Service (DTaaS) seeks to eliminate local software deployment and data storage costs, and facilitate MiFID II compliance needs
Refinitiv Deal Makers Sentiment Survey Reveals a Cautious Optimism for M&A and Capital Markets in 2019
Refinitiv has announced the findings of its annual Deal Makers Sentiment Survey conducted by Greenwich Associates, providing a broad and deep quantitative assessment of M&A-related and Capital Markets activity in the year ahead across all major sectors and geographies.
Refinitiv MENA Financial Crime Survey Reports Increased Investment in Compliance Function and Growing Reliance on Regulatory Technology
Refinitiv today released the findings of its fifth MENA Financial Crime Report featuring new compliance and regulatory trends across the Middle East and North African markets. The findings featured five key themes including growing interest in technology, personal liability as a regulatory...
Refinitiv increases investment to unearth links between sustainability and financial performance
Leon Saunders Calvert to lead Refinitiv’s newly combined ESG Sustainable Investing & Lipper Fund Ratings business.
Refinitiv and Sberbank Private Banking to deploy automated advisory solution serving investment managers
Refinitiv, formerly the Thomson Reuters Financial & Risk business, and Sberbank Private Banking, a division of Sberbank, announced that a new automated and customized advisory solution will be deployed to service investment portfolio managers.
Syndicate of 15 maritime insurers choose World-Check from Refinitiv
Fifteen strong syndicate located in France to use World-Check One platform to evaluate third parties in compliance with regulatory obligations under Sapin II and 4MLD.
Refinitiv and StoneCastle to provide FDIC insured cash solutions to institutions, advisors, and other financial intermediaries
Strategic agreement to provide StoneCastle’s FDIC insured cash solutions to Refinitiv’s clearing and self-clearing broker-dealer clients
Refinitiv partners with Liquid Inc. to streamline electronic Know Your Customer (eKYC) process in Japan
Technology and data partnership aims to get financial services providers on-boarding and transacting with customers more quickly and reliably
Central Provident Fund Investment Scheme-included funds achieved 11.94% growth on average for the three-year period
Refinitiv’s Lipper today announced its findings on the performance of all unit trusts and investment-linked insurance products (ILPs) that are included under the Central Provident Fund Investment Scheme (CPFIS) as of 31 December 2018.