38 results found
The RBB Fund Completes the Motley Fool Mutual Fund to ETF Conversions
News,
… previously converting certain separately managed accounts (SMA) into the Stance Equity ESG Large Cap Core ETF. That transition remains one of the first SMA to ETF conversions within the investment community. “The … – having successfully completed two separate conversions (SMA and Mutual Funds) into an ETF, each with their own …
ETFGI reports assets invested in ETFs/ETPs listed globally break through the 4 trillion US dollar milestone at the end of April 2017
Press release,
… to other products that have similarities to ETFs in the way they trade and settle but they do not use a mutual fund … equity markets performed positively in April. The S&P 500 was up 1%, international equity markets outside the US and … US$23.94 Bn, followed by Vanguard with US$10.29 Bn and Schwab ETFs with US$2.53 Bn net inflows. YTD, iShares …
PGIM Investments to acquire direct indexing firm Green Harvest Asset Management
News,
… October 19, 2021 08:30 AM Eastern Daylight Time NEWARK, N.J.--( BUSINESS WIRE )--PGIM Investments announced … LLC (“Green Harvest”), a separately managed account (SMA) platform providing customized solutions for the complex … the strength and stability of PGIM Investments and look forward to bringing PGIM’s clients personalized solutions to …
KKM Financial Launches an Investible ETF Model Platform Powered by Nasdaq Dorsey Wright
News,
… account platform powered by Nasdaq Dorsey Wright. This SMA/UMA platform provides access to investible ETF model …
Richard Bernstein Advisors AUM surpasses $4 Billion
News,
… job – across all of our products - mutual funds, SMA's, UIT's and quantitative indices." …
Elm Partners Launches New Global All-Equity Program
News,
… based in Philadelphia, is introducing a low-cost, tax-aware Global All-Equity investment program to its lineup of Separately Managed Account (SMA) offerings. Elm's All-Equity program has a Baseline of … a fee of 0.12% per annum, and manages portfolios in a tax aware manner. Global All-Equity portfolios will be long-only, …
Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite
News,
… excellence. By converting over a thousand individual client SMA accounts into 9 new ETFs, RFG has provided their clients … advisors to build a thriving advisory business. RFG's award winning RIA platform provides independent advisors with …
Nottingham continues its industry leading ETF services with three more mutual fund to ETF conversions
News,
… by Scott Wetherington at Adaptive Investments. Nottingham was the first fund administrator to shepherd a mutual fund … hit the market early next week. The New York Stock Exchange was chosen as the listing venue for each of the conversions … Through an adaptive-correlation-based suite of ETF and SMA products, Adaptive targets relative returns in up …
iM Global Partner and Richard Bernstein Advisors launch new Responsible Global Allocation ETF
News,
… with ETFs has been their core focus since the firm was founded,” says Jeffrey Seeley, iM Global Partner Deputy … investment manager. RBA manages ETF asset allocation SMA portfolios at Merrill Lynch, Morgan Stanley, Ameriprise, …
Faith Investor Services Launches the 1st Active, Biblically Responsible, Risk-Managed ETF
News,
… to short-term cash instruments as market conditions warrant. CIP serves as the sub-adviser, with a team of four … Skillman. “This is critical in order to give Christians a way to invest without having to compromise their faith or … CIP also serves as a separately managed account (SMA) institutional manager for other financial advisors and …