303 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,
… buyout funds longer term. "BUYO offers investors a unique way to access companies with characteristics that private … potential liquid beta to the PE buyout asset class while awaiting placement in traditional PE funds. It may also be … 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 … Leaders ETF (CLMA) and the iClima Distributed Renewable Energy Transition Leaders ETF (SHFT) will both trade … within the Distributed Energy Resource (DER) business model. The fund focuses on smaller renewable, distributed …
6th Wealth Management Summit
Event,
… have made great progress, and gradually moved towards a sound development track. What challenges will bank … Managers How to Get the Most Alpha in the Portfolio Defense War Multi-dimensional External Cooperation to Jointly build … 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 … risks from the perspective of investors, providers, swap counterparties and market makers, as well as from a … include those where credit risk assessment requires models and counterparty stress testing, liquidity risk …