Browsing: Portfolio

New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time. SEP 29, 2026 By Leo Almazora

Net Asset Value (NAV): EUR144.8 per share as of June 30, down 12.5% over the period.

Envestnet Portfolio Solutions Inc. increased its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 11.9% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,398 shares of the CRM provider’s stock after buying an additional 4,618 shares during the quarter. Envestnet Portfolio…

Morningstar (NasdaqGS:MORN) unit PitchBook launched Lumonic 12.0, an AI-powered, self-monitoring portfolio platform, in September 2026.

Acuity Analytics surveyed around 80 senior asset management representatives across the Americas, Europe and Asia-Pacific on how AI and automation are changing key functions

Based on a composite of our intrinsic valuations of the stocks we cover included in the Morningstar US Market Index, as of Aug. 31, 2026, the US equity market was trading at approximately a 9% discount to our fair value estimates.

Sept. 1, 2026 /PRNewswire/ — L’ATTITUDE Ventures, the largest Latino-focused early-stage venture capital firm investing in Latino(a) entrepreneurs, announced today that portfolio company Sunthetics, a pioneer in AI technology for chemical and pharmaceutical innovation, has been selected as a Co-Principal Investigator (Co-PI) on a $19.5 million U.S. National Science Foundation (NSF) initiative to build the…

Aug. 24, 2026 /PRNewswire/ — Standard Metrics, the AI-driven portfolio management platform for venture capital and private equity, today announced it has raised $20M in Series B funding led by 8VC with participation from Salesforce Ventures, Spark Capital, January Capital, First Trust Capital Partners, Socii Capital, Kindergarten Ventures, Calm Ventures, Gaingels, and more

Even with stocks only a couple of percentage points below record highs, global financial markets wobbled in August. Last week’s big focus was the continued rise in bond yields, thanks to ballooning government deficits, the monster wave of artificial intelligence debt, and inflation worries.

For the better part of the last four years, the artificial intelligence (AI) revolution has ruled the roost on Wall Street. Empowering software and systems with the tools to make split-second, autonomous decisions is an estimated $15.7 trillion addressable opportunity by 2030