351 results found

Pershing taps Marstone partnership to debut first adviser-focused robo

News,

… advice, and allows advisers to input their own portfolio models.. …

KraneShares Man Buyout Beta Index ETF (BUYO) Lists on NYSE: Applying Private Equity Selection Criteria To Public Equities

News,

… NEW YORK, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Krane Funds Advisors, LLC … buyout funds longer term. "BUYO offers investors a unique way to access companies with characteristics that private … to change without notice. The Underlying Index uses Numeric models in its methodology, which depend on various data …

FCA to review model portfolios in platform probe

News,

… The FCA is set to investigate whether model portfolios and multi-manager funds offer value for …

BlackRock Reports Full Year 2017 Diluted EPS of $30.23, or $22.60 as adjusted

News,

… inflows reflects continued strength of diversified business model. $103 billion of fourth quarter net inflows, positive …

Controlling Risk in Equity Focused ETF's

News,

… risk control within passive Equity focused ETF investment models …

CFA report Future State of the Investment Profession Pursuing better outcomes—for the end investor, the industry, and society.

News,

… and commoditization and new tech-centric business models will necessitate changes in the industry. …

Newcomer iClima Launches Two ETFs to Play the Next “Green Rush”

News,

… to the next generation of companies combating global warming and rising emissions, in an attempt to invest along … gigatons of “Potential Avoided Emissions” in terms of CO2e per year. CO2e is a composition of all greenhouse gases, … within the Distributed Energy Resource (DER) business model.  The fund focuses on smaller renewable, distributed …

6th Wealth Management Summit

Event,

… Conference Background : In 2022, the wealth management market will break the rigid … have made great progress, and gradually moved towards a sound development track. What challenges will bank … Opens a New Market Door Competitive and Cooperative Model between Bank Asset Management and Mutual Fund …

Evolution not revolution on guidelines from Esma

News,

… the ETF industry well and requires changes in the operating models of some promoters as well as having revenue impact. … “physical” or “synthetic” should also be in the title. Esma was convinced that this would raise more problems than it … the guidelines. They and the collateral rules relating to swap counterparty exposure are harmonised with additional …

Fuhr: Is BoE sounding the warning bell on the right ETFs?

News,

… exchange traded funds (ETFs).  Although ETFs have always been among the most transparent types of funds, we are … that more education and transparency is needed. On 29 June, the BoE published its Financial Stability Report, … include those where credit risk assessment requires models and counterparty stress testing, liquidity risk …