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CreditRiskMonitor.com Achieves SOC 2 Type 1 Compliance
Accessnewswire· 2026-01-23 13:20
TARRYTOWN, NY / ACCESS Newswire / January 23, 2026 / CreditRiskMonitor.com, Inc. (OTCQX:CRMZ), a global provider of financial risk analytics and business intelligence, today announced the successful completion of its first System and Organization Controls (SOC) 2® Type I report for cybersecurity. This milestone underscores CreditRiskMonitor.com's dedication to ensuring data within our systems remains secure, private, and confidential through enhanced data protection and operational standards. ...
Clearwater Analytics Holdings, Inc. (CWAN) Discussion of Economic Outlook and Market Forces Influencing Institutional Portfolio Strategies Transcript
Seeking Alpha· 2025-12-18 19:47
Core Viewpoint - The webinar focuses on the U.S. economic outlook and market forces as they approach 2026, emphasizing the need for investors to distinguish between short-term noise and significant signals [1]. Group 1: Economic Outlook - The presentation aims to provide a data-driven analysis of the U.S. economic landscape, highlighting persistent macroeconomic uncertainties [1]. - Investors are currently facing evolving portfolio risks, making it essential to identify critical market signals [1]. Group 2: Research Leadership - Matthew Vegari, Head of Research at CWAN, leads the research desk, which delivers insights at the intersection of macroeconomics and markets [2]. - The research team utilizes proprietary data to identify shifts that influence both tactical and long-term investment decisions [2].
CQQQ: Analysis Of Bottoms In A Bullish Scenario (NYSEARCA:CQQQ)
Seeking Alpha· 2025-10-13 19:50
Core Viewpoint - The article discusses the competitive landscape between the U.S. and Chinese tech sectors, likening it to a "Mexican standoff," where few parties appear to benefit from the ongoing tensions [1]. Group 1: Market Dynamics - The Invesco China Technology ETF is highlighted as a relevant investment vehicle in the context of the U.S.-China tech rivalry [1]. - The article emphasizes the importance of understanding the asset management market dynamics, particularly in relation to the tech sectors of both countries [1]. Group 2: Research and Analysis - The initiative aims to provide in-depth analysis and actionable insights based on rigorous data analysis within the asset management sector [1]. - The content is positioned as a resource for investors to make informed decisions in a rapidly changing market environment [1].
Fair Isaac Shares Rise 3% To Intraday High After Power Inflow Signal
Benzinga· 2025-10-03 19:38
Core Insights - Fair Isaac Corp (FICO) triggered a significant Power Inflow alert, indicating strong bullish activity in both institutional and retail order flow [3][4][5] Group 1: Power Inflow Signal - The Power Inflow alert is a proprietary signal from TradePulse, highlighting a significant shift towards buying activity within the first two hours of trading [5] - This alert suggests a high probability of bullish price movement for the remainder of the trading day, making it a strategic entry point for active traders [5][6] Group 2: Intraday Performance - At the time of the Power Inflow signal, FICO's stock was priced at $1824.73, and it reached an intraday high of $1880.16, reflecting a 3.0% increase [4][7] - The strong short-term gains following the Power Inflow alert demonstrate the effectiveness of order flow analytics in identifying bullish intraday activity [7]
Crisil to acquire McKinsey’s PriceMetrix in Canada
Yahoo Finance· 2025-09-25 11:03
Core Insights - Crisil, part of S&P Global, has agreed to acquire PriceMetrix, a Toronto-based benchmarking and analytics business owned by McKinsey, with financial details undisclosed [1] - PriceMetrix provides data and performance benchmarks to wealth managers in the US and Canada, covering approximately $8 trillion in assets under management and around 30 million accounts [1][2] - The acquisition includes PriceMetrix's tools such as ValueOne, FeeCheck, CommissionCheck, and SignalOne, along with advisory offerings and surveys for the North American wealth management market [2] Company Integration - Following the acquisition, PriceMetrix will be integrated into Crisil Coalition Greenwich, and its staff will transition to Crisil [2] - McKinsey will maintain access to PriceMetrix insights for its advisory services [2] Strategic Positioning - Crisil's CEO, Amish Mehta, stated that this acquisition enhances Crisil's position as a leading provider of benchmarking and analytics in financial services, leveraging PriceMetrix's expertise and data assets [3] - The transaction is expected to finalize in the coming months, pending customary closing conditions [3] Acknowledgment from McKinsey - Jonathan Godsall, a senior partner at McKinsey, acknowledged PriceMetrix's significant role in their wealth and asset management practice and expressed gratitude towards the team and clients involved [4][5]
PINK Delivers Alpha Amid The Challenges Of Healthcare
Seeking Alpha· 2025-09-15 19:27
Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] Group 1: Company Overview - Financial Serenity is managed by Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The initiative aims to combine rigorous data analysis with actionable opinions and ratings on ETFs and other trending instruments in the asset management space [1] Group 2: Market Analysis - The mission of Financial Serenity is to deliver valuable, data-driven perspectives to help investors make informed decisions in the evolving asset management market [1]
Not The Usual High Yield: The CDX Case
Seeking Alpha· 2025-09-04 03:00
Group 1 - The initiative "Financial Serenity" focuses on providing in-depth analysis of the asset management sector, driven by rigorous data analysis and actionable insights [1] - The column is managed by Tommaso Scarpellini, who has extensive experience in banking and financial analytics [1] - The mission is to deliver valuable, data-driven perspectives to assist investors in making informed decisions in the evolving asset management market [1] Group 2 - The content is intended for informational purposes and does not constitute financial advice or investment recommendations [3] - There is no guarantee regarding the accuracy of the data presented, and users are encouraged to conduct their own research [3] - The author does not hold any positions in the companies mentioned and has no plans to initiate any such positions [2]
How To Use SPMO To Reduce Risk And Increase Portfolio Return
Seeking Alpha· 2025-08-21 09:02
Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] - The initiative combines data analysis with actionable opinions and ratings on ETFs and trending instruments [1] - The mission is to deliver valuable, data-driven perspectives to assist investors in making informed decisions [1] Company and Industry Summary - The column is actively managed by Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The content aims to help investors navigate the evolving asset management market through rigorous data analysis [1]
Don't Confuse Convertible Bonds With ICVT
Seeking Alpha· 2025-08-17 12:25
Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] - The initiative combines data analysis with actionable opinions and ratings on ETFs and trending instruments [1] - The mission is to deliver valuable, data-driven perspectives to assist investors in making informed decisions [1] Company and Industry Summary - The column is actively managed by Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The content aims to help investors navigate the evolving asset management market through rigorous data analysis [1]
With WEEK, You Wait For Friday For A "T-Bill Paycheck"
Seeking Alpha· 2025-08-02 05:35
Group 1 - The initiative "Financial Serenity" focuses on providing in-depth analysis of the asset management sector, combining data analysis with actionable insights on ETFs and trending instruments [1] - The goal is to deliver valuable, data-driven perspectives to assist investors in making informed decisions in the evolving asset management market [1] Group 2 - The author of the column is Tommaso Scarpellini, a seasoned financial researcher with experience in banking and financial analytics [1] - The content is aimed at analyzing the dynamics driving the asset management market [1]