366 results found
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 …
EQM Indexes and Pinnacle Dynamic Funds Launch Focused Opportunities Index
News,
… market conditions. Pinnacle’s proprietary stock selection model identifies the top 30 equity selections monthly from … exposure to be positioned either in 75 percent stocks and 25 percent U.S. Treasury Bond ETFs or 50 percent stocks and … mid-cap stocks selected by Pinnacle’s stock selection model criteria, which is recalculated and rebalanced on a …
Manulife Investment Management Continues Active ETF Expansion with Four New ETF Series Offering a Range of Equity and Fixed-Income Opportunities
News,
… TORONTO, May 21, 2025 /CNW/ - Manulife Investment Management announced … fund focuses on companies exhibiting sustainable business models, predictable cash flows and growing dividends, … a committed partner to our clients and as a responsible steward of investor capital, we offer a heritage of risk …