Finance Archives

Finance

Priority Income Fund: Best CLO Closed-End Fund Investor US 2023

Priority Income Fund, a closed-end investment fund, bridges the gap between banks and financial markets to provide the capital American-based businesses need to flourish. The fund is managed by Prospect Capital Management, an SEC registered investment adviser since 2004, with

Moody’s Investors Service: Best Credit Risk Analysis LATAM 2023

Businesses worldwide trust Moody’s to assign the credit ratings that signal their investment worthiness to potential shareholders and finance providers. Moody’s Investors Service is the first point of contact in the rating process. It connects prospective clients with a

Prospect Capital Management: Best Middle-Market Lending Investor USA 2023

Prospect Capital Management (“Prospect”) is an SEC registered investment adviser that was founded in 1988 (along with its predecessors) and has been led by the same executive team over the past 23 years. Prospect has over 100 employees and $8.8

Orbian: Most Innovative Trade Finance Solutions Global 2023

Orbian is the longest-running firm in the supply chain finance (SCF) industry. It was incorporated as a joint venture between Citibank and SAP in 1999 and became a privately held company in 2004. To date, Orbian has processed over five

Fidelity: Best Online Broker Global 2023

Since its launch in 1946, Fidelity has established a global investment presence spanning four continents. More than 40 million people trust the Boston-headquartered company to help them achieve their financial goals. As of December 2022, Fidelity had $10.3tn worth

JP Morgan Chase Payments: Best Payment Digital Transformation Strategy Global 2023

JP Morgan Chase & Company can trace its roots back to the combination of more than 1,200 predecessor institutions over the past 224 years. JP Morgan Chase Payments is a vital part of the group’s global network, processing $9.6tn in

Sequoia Investment Management Company: Best ESG Infrastructure Investment Strategy Global 2022

Sequoia Investment Management Company strives to deliver competitive risk-adjusted returns for investors while pursuing ambitious ESG objectives. The company was founded in 2009 and listed the Sequoia Economic Infrastructure Income Fund (SEQI) — the largest FTSE 250 debt fund at

Worthwhile Capital Partners: Best ESG Specialist Fund Solutions Europe 2022

As suggested by the name, Worthwhile Capital Partners only pursues investments that deliver worthwhile impact, and the firm rejects opportunities that do not align with its ethos. The firm believes in the transformational power which connects institutional capital with sustainable

Dorchester Wealth Management: Best Asset Allocation Strategy Canada 2022

Dorchester Wealth Management has been helping clients across North America and overseas to maintain and multiply their investments since 1928. Dorchester’s 10-person investment management team levers over 300 years of cumulative experience to create customised solutions that contribute towards clients’

Toledo Capital: Best Financial Planning Solutions Switzerland 2022

Toledo Capital levers a decade of experience in wealth management and financial planning. The firm caters to high-net-worth individuals, tailoring solutions to cover their needs & long-term financial objectives. It is one of the few multi-family offices fully regulated by

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About CFI.co Awards Programme

Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. Reporting from frontlines of economic convergence, CFI.co realises that best practice is to be found throughout the world and the Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance.