857 results found
State Street to Acquire Brown Brothers Harriman Investor Services
News,
… & Co. LLC served as financial advisor and Davis Polk & Wardwell LLP served as legal advisor to State Street in … Custody and/or Administration (AUC/A) for State Street was $42.6 trillion. Medium-term financial targets to be met … and concentrations could expose us to financial loss; Our fee revenue represents a significant portion of our …
First Trust Launches BUFQ, the First Laddered Portfolio Utilizing Nasdaq-100® Buffer ETFs
News,
… a downside buffer against the first 10% of losses (before fees, expenses and taxes) with upside potential, up to a … a demand from investors seeking a risk-diversified way to participate in some of the upside of tech-heavy QQQ … President, ETF Strategist at First Trust. Karan Sood and Howard Rubin, of Cboe Vest, will serve as portfolio managers …
First Trust ETF Lineup Reaches 235 Funds with the Launch of Two Actively Managed Fixed Income Funds
News,
… and no other authorized participant is able to step forward to create or redeem, fund shares may trade at a premium … may decline as a result. An investment in credit default swaps involves greater risks than if a fund had invested in … expenses as well as a fund's advisory and administrative fees, which may result in duplicative expenses. A fund may …
First Trust Expands Its Target Income ETFs® Lineup with the Launch of Three New Strategies
News,
… at an annual rate that is approximately 5.0% (before fees and expenses) over the current annual income yield of … and no other authorized participant is able to step forward to create or redeem, fund shares may trade at a premium … not be an appropriate investment for investors who do not want their principal investment in a fund to decrease over …
Institutional Users of ETFs and ETPs, 2013 Review
Research report,
… five years through 2013. Managers of ETFs and ETPs have always struggled to obtain data on investors globally using or … data on one, some or all of their ETFs and ETPs, though fees for this type of custom service can be upwards of €5,000 per ETF for a one-time analysis. This report …
Institutional Users of ETFs and ETPs, 2014 Review
Research report,
… five years through 2014. Managers of ETFs and ETPs have always struggled to obtain data on investors globally using or … data on one, some or all of their ETFs and ETPs, though fees for this type of custom service can be upwards of €5,000 per ETF for a one-time analysis. This report …
Institutional Users of ETFs and ETPs, 2015 Review
Research report,
… five years through 2015. Managers of ETFs and ETPs have always struggled to obtain data on investors globally using or … data on one, some or all of their ETFs and ETPs, though fees for this type of custom service can be upwards of €5,000 per ETF for a one-time analysis. This …