Portfolio management
-
ARKK ETF: How Many Landmines Can One Fund Manager Trip?
Marc Dufresne Another Tech Blowup Last night, Zoom Video Communications (ZM) reported earnings that beat street estimates but issued Q4 guidance that lagged expectations. ... -
Deutsche Beteiligungs: Disclosure of major related party transactions pursuant to Section 111c (1) and (4) AktG
Deutsche Beteiligungs AG – Publication pursuant to Section 111c (1) and (4) of the German Stock Company Act (Aktiengesetz – AktG) ... -
Smartsheet Stock in the Spotlight (NYSE:SMAR)
metamorworks The root cause of the problem is that in the modern world, the stupid are sure of themselves while the smart are full ... -
Origin Energy’s bid led by Brookfield Asset Management will be reviewed by the Australian Competition and Consumer Commission
“While the final indicative offer was made after these issues surfaced, greater clarity around government intervention may influence the final offer price. We believe ... -
European markets open to close; US midterm elections closely watched
It will be difficult for Europe to attract LNG if China’s energy demand rebounds, economist says Reinhard Cluse, chief eurozone economist at UBS Investment ... -
Project Portfolio Management PPM Solutions Market to Witness Huge Growth by 2029 | Wrike, CA Technologies, HPE
A2Z Market Research presents new research on Project Portfolio Management PPM solutions covering the micro level of analysis by competitors and key business segments ... -
Enfusion, Inc. (NYSE:ENFN) Brief Interest Update
Enfusion, Inc. (NYSE: ENFN – Get Rating) benefited from a surge in short-term interest in October. As of October 15, there was short interest ... -
MyStory: How Work Projects Inspired Me to Build My Net Zero Home – Finance Professionals
Restricted to finance professionals, institutional investors and consultants only. By clicking continue, you represent that you 1) agree to and meet the definition of ... -
Why Negen’s Neil Bahal Swears By Special Situations Strategy
Bahal, founder and CEO of Negen Capital, follows the “special situations” style of investing, championed by legendary investor Warren Buffett and American academic and ... -
In a volatile stock market, is it better to buy individual stocks or invest in an ETF? Experts weigh in.
By Leslie Albrecht Some compare ETFs to surgical instruments, others say they are investment junk food. Hello and welcome to Financial Face-off, a MarketWatch ... -
22nd State Bank partners with Quantalytix to lead its data strategy
BIRMINGHAM, Alabama–(BUSINESS WIRE)–Quantalytix, the provider of cloud-based enterprise banking management (EBM) software for financial institutions, today announced that 22nd State Bank, with six branches ... -
A ‘Fed pivot’ is still the best way for stocks to rebound
By Joseph Adinolfi The pace of Fed rate hikes often doesn’t match what investors or the central bank expect Should you buy stocks now ... -
US stocks erase earlier losses in past hour of trading as Wall Street weighs on steady private payroll growth
By Isabel Wang and Frances Yue U.S. stock indexes were mostly higher in the final hour of trading on Wednesday, after erasing earlier losses, ... -
Eagle Point Credit: 16% return, 6% discount, monthly payer (NYSE: ECC)
FeelPic Have you ever invested in CLO-related investment vehicles? CLOs, Collateralized Loan Obligations, are securitizations of a portfolio of Senior Secured Loans. Funds like ... -
Fund Files: Morgan Stanley Liquidates Chinese Fund, American Century PM Pulls Out
Morgan Stanley Investment Management will liquidate the $7.8 million Morgan Stanley China Equity portfolio next month, according to a filing with the Securities and ... -
Sustainable finance – AMAS introduces new ESG self-regulation
On September 26, 2022, the Asset Management Association Switzerland (“AMAS”) published a new ESG self-regulation, implementing a new ESG framework for producers and investment ... -
Solo brands: high-value consumer play after a tough post-IPO period (NYSE: DTC)
Moyo Studio/E+ via Getty Images Consumer stocks have taken it on the chin in recent weeks. The SPDR Consumer Discretionary ETF (XLY) is down ... -
Pound hits 37-year low against dollar on huge UK tax cut ‘gamble’
UK government bonds sold off sharply and the pound hit a new 37-year low against the dollar as investors feared Kwasi Kwarteng tax cuts ... -
AIMCo expands with a new office in Calgary
Breadcrumb Links New Local News Local company Company Calgary Mayor Jyoti Gondek joined AIMCo members at the opening of another of its Alberta offices ... -
UN SDG themes prove they outperform the market
According to Marc-Olivier Buffle, Head of Thematic Research and Client Portfolio Manager at Pictet Asset Management, there is an overlap between megatrend investment themes ... -
The USMV ETF is a quality factor
Salameh dibaei The iShares MSCI USA Min Vol Factor ETF (BATS:USMV) seeks to construct a low-volatility portfolio. It appears to have succeeded, as the ... -
PDT: high return, but high expense ratio (NYSE: PDT)
Pgiam/iStock via Getty Images John Hancock Preferred Dividend Fund (New York Stock Exchange: PDT) is a closed-end equity mutual fund (“CEF”) that invests primarily ... -
Outstanding Private Bank Rating for Community Reinvestment Initiatives
Morgan Stanley Private Bank, National Association, a national subsidiary of Morgan Stanley (NYSE: MS), has received the highest rating from the Office of the ... -
Develop your SMA activity
[When it comes to growth opportunities for institutional asset managers, many industry researchers have reported that distribution executives think the biggest opportunity moving ... -
BlackRock Latin American Investment Trust Plc
BlackRock Latin American Investment Trust plc (LEI: UK9OG5Q0CYUDFGRX4151) Change of portfolio manager September 9, 2022 BlackRock Latin American Investment Trust plc (“the Company”) announces ... -
Project Portfolio Management Market Worth $6.5 Billion By
Chicago, Sept. 07, 2022 (GLOBE NEWSWIRE) — The project portfolio management market size is expected to grow from USD 4.7 billion in 2022 to ... -
Yes, it could happen to you. Like the water crisis in Jackson, Mississippi, other US cities are vulnerable to climate change catastrophe
By Rachel Koning Beals Jackson is emblematic of a growing water infrastructure crisis that many U.S. cities, suburbs and rural areas need to prepare ... -
‘It’s just not true that in the long run the stock market is guaranteed to go up’: How reliable are bestselling books giving investment and money advice?
By Andrew Keshner New study compares scholarly economic theory to most-read personal finance books and finds both groups could learn a thing or two ... -
KeyCorp (NYSE:KEY) Receives Consensus Rating of “Hold” from Brokerages
KeyCorp (NYSE:KEY – Get Rating) shares received a consensus “Hold” recommendation from the eighteen analysts who cover the stock, MarketBeat reports. One research analyst ... -
Long-term data favors value disproportionately, says InCred’s Mrinal Singh
Stock markets have bounced back from a shaky start. Although corporate earnings in the first quarter of FY23 beat expectations after several quarters, healthy ... -
Stock futures were little changed ahead of Powell’s Jackson Hole speech
Traders on the floor of the NYSE, August 24, 2022. Source: NYSE Stock futures fell slightly Thursday evening as investors eagerly awaited Federal Reserve ... -
Crossfuze Appoints Terry Pritchard as Senior Vice President of Portfolio Management and Shawn Willson as Senior Vice President of North American Sales | national company
MINNEAPOLIS–(BUSINESS WIRE)–August 24, 2022– Crossfuze, a ServiceNow Elite Partner, has appointed Terry Pritchard as senior vice president of portfolio management. In this critical new ... -
BAE Systems plc (OTCMKTS:BAESY) Receives Consensus “Hold” Rating from Brokerages
BAE Systems plc (OTCMKTS:BAESY – Get Rating) received an average recommendation of “Hold” from the ten brokerages that currently cover the stock, MarketBeat Ratings ... -
An Investor’s Challenge – Managing Parents’ Assets
Son talks to parents about investment planning Getty For many reasons, independent parents can become dependent on their children, especially when it comes to ... -
The SoftBank experiment failed. Time to go private?
Softbank CEO Masayoshi Son on $24 billion in new losses: “I’m quite embarrassed and remorseful.” Str/Jiji Press/AFP/Getty Images Text size The stock market can ... -
Texas Permanent School Fund Reduces Its Stake in MGIC Investment Co. (NYSE:MTG)
The Texas Permanent School Fund reduced its holdings in MGIC Investment Co. (NYSE:MTG – Get Rating) by 3.2% during the first quarter, according to ... -
PwC’s head of crypto sets up digital asset fund in Dubai
PwC’s global crypto leader quit his role with the firm to set up a digital asset fund in Dubai, highlighting how the city is ... -
SPDR Portfolio TIPS ETF (NYSEARCA: SPIP) Stock sold by National Asset Management Inc.
National Asset Management Inc. reduced its stake in SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Get Rating) by 35.2% in the first quarter, according to ... -
Future Scenario of APAC Project Portfolio Management (PPM) Market 2022 – Upland Software, Inc. (USA), Planview, Inc. (USA) – This is Ardee
According to a MarketQuest.biz research, the Global APAC Project Portfolio Management (PPM) Market the business is expected to grow significantly between 2022 and 2028. ... -
Government bonds still attractive | The star
PETALING JAYA: The asset management arm of the world’s fifth-largest bank has expressed interest in buying more long-term Malaysian government bonds. This seems to ... -
Belpointe Asset Management LLC Acquires New Stakes in CarGurus, Inc. (NASDAQ: CARG)
Belpointe Asset Management LLC acquired a new stake in the shares of CarGurus, Inc. (NASDAQ: CARG – Get Rating) during the first quarter, according ... -
Easy remote project monitoring – Worldwide
KfW Development Bank launches guide on remote management, monitoring and verification KfW originally developed remote project management, or Remote Management, Monitoring and Verification (RMMV), ... -
Vietnam PropTech Markets Report 2022-2027: Focus on Business Intelligence, Facilities Management, Portfolio Management, Real Estate Research, Asset Management – ResearchAndMarkets.com
DUBLIN–(BUSINESS WIRE)–“Vietnam PropTech Market” report has been added to from ResearchAndMarkets.com offer. Vietnam PropTech Market is expected to grow at a significant rate during ... -
Investors wary of cheap U.S. bank stocks amid fears of recession
The S&P 500 Banking Index has fallen nearly 25% so far this year, compared to a drop of around 19% for the benchmark S&P ... -
Blue Horizon Software Acquires Majority Stake in Nirvana
CHICAGO, July 15 12, 2022 (GLOBE NEWSWIRE) — Nirvana Financial Solutions Inc. (“Nirvana” or the “Company”) and Blue Horizon Software Holdings (“Blue Horizon”), a ... -
Unable to take a duration call? Consider investing in a dynamic bond fund
The debt market could be volatile in the coming days. The outlook for interest rates could also change quickly. Investors who are ... -
Fidus Investment Stock: an 8% yielding passive income gem (NASDAQ: FDUS)
metamorworks/iStock via Getty Images Fidus Investment Corporation (NASDAQ: FDUS) is a high-quality business development company with a well-managed investment portfolio and excellent credit ratings. ... -
Why Dicker Data stocks are among this fund manager’s favorites
Image source: Getty Images The Dicker Data Ltd (ASX: DDR) The stock price closed 1.01% higher at $11.95 on Friday. However, the tech share ... -
MGIC Investment Co. (NYSE: MTG) Shares sold by Xponance Inc.
Xponance Inc. cut its stake in MGIC Investment Co. (NYSE:MTG – Get Rating) by 2.4% during the first quarter, Holdings Channel.com reports. The fund ... -
Euro could drop to 0.9 against US dollar if Russia cuts oil supply to Europe, portfolio manager says
The euro could fall further if Russia completely cut off Europe from its oil. That’s according to Kaspar Hense who told Bloomberg that he ... -
Cirrus Logic, Inc. (NASDAQ:CRUS) Sees Significant Short-Term Interest Growth
Cirrus Logic, Inc. (NASDAQ:CRUS – Get Rating) benefited from significant growth in short-term interest during the month of June. As of June 15, there ... -
China’s so-called Warren Buffett haunted by Fosun’s $40 billion debt
Chinese billionaire Guo Guangchang, whose global empire includes French resort group Club Med, Portugal’s biggest bank and English football club Wolverhampton Wanderers, was among ... -
Evernest merges with Dodson Property Management and enters Virginia market
Deal creates one of the largest real estate and property management companies in the country RICHMOND, Va., June 30, 2022 /PRNewswire/ — Evernest, a ... -
Real Estate Portfolio Management Solutions Market Outlook 2022 and Growth by Top Key Players – IBM TRIRIGA, AppFolio, Propertyware, Rent Manager
Real Estate Portfolio Management Solutions Market A study by “Verified Market Reports” provides details on market dynamics affecting the Real Estate Portfolio Management Solutions ... -
Dividend increases: June 18-24, 2022
jetcityimage/iStock Editorial via Getty Images We monitor dividend announcements for stocks in Dividend Radar, a stock spreadsheet with dividend streaks of five years or ... -
Are you approaching retirement? This New 401(k) Program Offers Convenient Investment Management
SmartAsset: soon to retire? This New 401(k) Program Offers Convenient Investment Management Long-term financial planning can be difficult, and while new automatic enrollment and ... -
Bowling Portfolio Management LLC holds $663,000 stake in Cardinal Health, Inc. (NYSE:CAH)
Bowling Portfolio Management LLC reduced its holdings in Cardinal Health, Inc. (NYSE: CAH – Get Rating) by 4.4% during the 1st quarter, according to ... -
Insider Buying: Consumer Portfolio Services, Inc. (NASDAQ: CPSS) Major shareholder buys 26,455 shares
Consumer Portfolio Services, Inc. (NASDAQ: CPSS – Get Rating), the principal shareholder of Black Diamond Capital Manageme, acquired 26,455 shares of Consumer Portfolio Services ... -
Lisa Harwood Joins Montecito Bank & Trust as Senior Portfolio Manager | Company
Posted on June 17, 2022 | 5:21 p.m. Montecito Bank & Trust is increasing the number of team members in its Wealth Management division ... -
Real Estate Portfolio Management Solutions Market Outlook 2022 and Forecast to 2029
Los Angeles, USA,-The recently published report by Verified Market Reports titled Global Real Estate Portfolio Management Solution Market Report 2022 is designed in such ... -
Crypto Asset Management Market – growing demand with
Crypto Asset Management Market New York, according to a new market research report published by Global Insight Services, the Crypto Asset Management Market is ... -
MetLife expands its investment portfolio with the subscription of BDT 1.16b DBH bonds
Published: Jun 12, 2022 9:51:37 a.m. | Updated: June 12, 2022 10:04:46 In order to continue to provide sustainable financing to local businesses and ... -
India’s IndInfravit buys five road projects from Brookfield for $1.2 billion
BENGALURU, June 10 (Reuters) – IndInfravit Trust (INNF.NS) said on Friday it would acquire five operational road projects from companies owned by Brookfield Asset ... -
Fiduciary Trust International Appoints Julie Strong Karnavas Regional Managing Director for Pennsylvania Region
Two years after Pennsylvania Trust acquisition, the firm’s Radnor office is stronger than ever Fiduciary Trust International, a global wealth manager and wholly owned ... -
Wall St ends up with growth stocks, but inflation fears linger
Amazon.com, other megacap stocks gain All eyes on the US CPI report later this week Didi bursts into report on conclusion of China regulatory ... -
Rbi Mpc Meets With Us Inflation Data: Top 5 Stock Market Triggers This Week
Scholarship this week: Nifty 50 started this week with a gap opening on Monday, then consolidated in a range for most of the week. ... -
Nuveen California Select Tax-Free Income Portfolio (NYSE:NXC) Short Interest Down 20.1% in May
The Nuveen California Select Tax-Free Income Portfolio (NYSE:NXC – Get Rating) benefited from a sharp drop in short-term interest rates in May. As of ... -
Cordros Asset boosts long-term investment in children’s education
In a further attempt to deepen financial literacy, Cordros Asset Management Limited, a wholly owned subsidiary of Cordros Capital Limited, and licensed by the ... -
Consumer Portfolio Services, Inc. (NASDAQ: CPSS) Executive Vice President Jeffrey P. Fritz sells 25,000 shares
Consumer Portfolio Services, Inc. (NASDAQ: CPSS – Get Rating) Executive Vice President Jeffrey P. Fritz sold 25,000 shares of the company in a trade ... -
Nasdaq 100 futures fall after chip giant Nvidia provides light-hearted advice
A trader works at the New York Stock Exchange NYSE in New York, the United States, May 18, 2022. Michael Nagle | Xinhua News ... -
Inside a Hedge Fund Manager’s $58 Million L.A. Home – DIRT
Earlier this year, as stock markets began to plunge, famed financier Adam Levinson told Bloomberg that he was building an “anti-portfolio” of developed market ... -
Urban Tech chooses the Yardi platform to improve its operations
Doha based real estate company will use a cloud-based solution to manage a mixed portfolio Doha, Qatar, May 22, 2022 /PRNewswire/ — Urban Tech, ... -
Ping An Overseas Holdings Announces Successful $300 Million Fundraising for China New Economy Fund
HONG KONG, May 18, 2022 /PRNewswire/ — China Ping An Insurance Overseas (Holdings) Limited, the leading offshore investment and asset management platform of Ping ... -
A $100 Billion Descent: Soaring Defaults Shrink Asia’s Junk Bond Market
Less than 18 months ago, the dollar bond market for lower quality companies from China to Indonesia was booming. It approached $300 billion, thanks ... -
Is the US economy headed for a recession?
fotosipsak/E+ via Getty Images By Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Head of Multi-Asset Strategy The Fed is taking a potentially aggressive course in ... -
Polyance Finance Ltd launches its revolutionary AI-based crypto portfolio management system
Innovative Financial Solutions Provider, Polyance Finance Ltd., Announces the Launch of a Software Application Designed to Leverage Artificial Intelligence to Generate High Returns for ... -
Future Scope of Portfolio Management Software Market Including Key Players Personal Capital, Stator, eFront, Fund Manager
A new research report published by JCMR under the title Global Portfolio Management Software Market (COVID 19 Release) can become the most important market ... -
IT Leaders Need to Shift to a Collaborative Approach in 2022, Says Info-Tech Research Group’s New Application Priorities Report
TORONTO, May 3, 2022 /PRNewswire/ – Info-Tech Research Group has released its annual report on critical priorities for application managers to consider moving forward. ... -
Nasdaq index registers worst monthly decline since 2008 financial crisis
The Nasdaq Composite stock index suffered its biggest one-month selloff since the depths of the global financial crisis, as worries about rising interest rates ... -
Michael Kee joins Vida Capital as Managing Director, Analytics | News
AUSTIN, Texas, April 27, 2022 (GLOBE NEWSWIRE) — Vida Capital, Inc. (“Vida”), a portfolio company of RedBird Capital Partners and Reverence Capital Partners, today ... -
Annaly Capital to sell its mid-market loan portfolio to Ares for around $2.4 billion
Text size Ares currently has $314 billion in assets under management, up from $25 billion in 2008. The time of dreams Ares Management Corp ... -
WhiteOak Capital Asset Management plans to open 100 branches within 12-18 months
Mutual fund newcomer WhiteOak Capital Asset Management plans to open nearly 100 branches across the country in the next 12 to 18 ... -
Now is the time to add actively managed REIT exposure to your portfolio
Inflation has become a bigger threat to portfolios than it has been over the past decade, rising more than policymakers predicted, leaving investors searching ... -
ProShares Ultra Silver ETF (AGQ): A little speculative play makes sense
Bet_Noire/iStock via Getty Images In addition to geopolitical issues, inflation and the resulting rise in interest rates continue to be the hot topics in ... -
How NGX’s New Exchange-Traded Derivatives Can Be a Magic Bullet for the Stock Market
The development of the Nigerian capital market crossed a significant Rubicon on the eve of Easter on April 14, 2022, with the launch of ... -
Schwab Launches Custom Indexing for RIAs: Technical Overview
The two new solutions are the latest in a variety of new capabilities and features to support the growth and digitization of the ETF’s ... -
The Milanese fund Azimut bets on the famous BroadLight
Tuesday, April 12, 2022 6:38 p.m. (Photo by David McNew/Getty Images) Asset management company Azimut Group has agreed to buy a 10% stake in ... -
NSU to Open New Investment Lab for Business and Technology Students | News
A new investment lab at Northeastern State University’s College of Business & Technology is expected to give students an even greater edge as they ... -
Responsible Investing in the United States – Lipper Q1 2022 Review
arthon meekodong/iStock via Getty Images The first quarter of 2022 marked a huge step forward for the United States in its progress toward improving ... -
Franklin Custodian Funds’ Dynatech Fund: Don’t Buy This Drop (MUTF: FKDNX)
lakshmiprasad S/iStock via Getty Images Many investors may think now is the right time to buy the drop in tech stocks. Proceed with caution. ... -
Brookfield Asset Management billionaire CEO Bruce Flatt reveals the secret behind the company’s 3,700% return
High global inflation isn’t necessarily a bad thing for Brookfield because its businesses and real assets can adjust earnings upward over time, Flatt said. ... -
Tenaga Nasional Berhad: TNB ACQUIRES A 97.3MW ONSHORE WIND PORTFOLIO IN THE UK AND REITERATES ITS COMMITMENT TO RENEWABLE ENERGY GROWTH.
SA 2022/04/04_27 (headquarters) TNB ACQUIRES A 97.3 MW ONSHORE WIND PORTFOLIO IN THE UK AND REITERATES ITS COMMITMENT TO THE GROWTH AND SUSTAINABILITY OF ... -
Business News | Stock and Equity Market News | Financial News
Search mutual fund quotes, news, net asset values ... -
Opinion: Ned Johnson’s recipe for Fidelity’s success: Give investors a healthy dose of fund picks and star managers
Few of us change the world for the better. Edward “Ned” Johnson, III, who became president and CEO of Fidelity Investments in 1977 when ... -
Ned Johnson, who made Fidelity a fund titan, dies at 91
NEW YORK (AP) — Edward “Ned” Johnson III, a businessman who made Fidelity Investments the financial giant it is today, has died. He was ... -
What are Exchange Traded Funds? how they work
What are Exchange Traded Funds? how they work New Delhi: A listed index fund (ETFs) is generally a basket of securities that directly tracks ... -
ESG Portfolio Services: Moody’s – Central Bank
Over the past several years, Moody’s has combined its credit risk expertise with new analytical capabilities to measure environmental, social and governance risks (ESG) ... -
Recycling – The circular economy can help accelerate the post-Covid global recovery
Recent research from the University of Warwick has concluded that a circular economy could help the world recover from the pandemic, while helping nations ... -
$0.27 per share earnings expected for Dana Incorporated (NYSE:DAN) this quarter
Wall Street analysts expect Dana Incorporated (NYSE:DAN – Get Rating) to post earnings per share of $0.27 for the current fiscal quarter, according to ... -
Seagen: undervalued drug portfolio and good pipeline opportunities (NASDAQ: SGEN)
Morsa Images/DigitalVision via Getty Images context I have thoroughly analyzed Seagen’s (SGEN) investment case in my previous articles (Seagen: SEA-CD40 Is The Next Growth ... -
Eventide Asset Management Wins 2022 Refinitiv Lipper Fund Award
BOSTON, March 10, 2022 /PRNewswire/ — Eventide is pleased to announce that it has been honored with a 2022 Refinitiv Lipper Fund Award in ... -
CapitaLand appoints Gauri Shankar Nagabhushanam as CEO, India Business Parks
Bengaluru: CapitaLand Investment Ltd (CLI) announced on Wednesday that it has appointed Gauri Shankar Nagabhushanam as Managing Director of India Business Parks, effective April ... -
Wealth Management Integrated Diploma – 6 Month Wealth Management Guaranteed Investment Program
The International College of Financial Planning is launching a Guaranteed Employment Program – Integrated Wealth Management Diploma, in association with Bajaj Capital. NEW DELHI, ... -
HotelAVE’s Michelle Russo named Jack A. Shaffer Financial Advisor of the Year
NEW YORK, March 3, 2022 /PRNewswire/ — hotelAVE is pleased to announce that CEO and Founder Michelle Russo had been named Jack A. Shaffer ... -
Global IT Asset Management (ITAM) Solutions Market 2021
A conscious journey for past plans like future opportunities for the years 2021-2027 is presented in Global IT Asset Management (ITAM) Solutions Market scattered ... -
10 Best Dividend Stocks To Buy According To Kahn Brothers
In this article, we discuss the 10 best dividend stocks to buy according to Kahn Brothers. You can skip our detailed analysis of the ... -
Ninepoint Partners Announces February 2022 Cash
TORONTO, Feb. 22 28, 2022 (GLOBE NEWSWIRE) — Ninepoint Partners LP (“Ninepoint Partners”) today announced the February 2022 cash distributions for its ETF Series ... -
“Dry Powder” and “Democratization” – Investment Trends in Private Markets
This post talks to Broadridge, the fintech company, about trends in private markets investing, including the much-vaunted “democratization” of access and the amount of ... -
Merrill Guided Investment Review 2022 – Forbes Advisor
Like most bots, Merrill Guided Investing starts with a questionnaire that asks you for personal information about your age, investment time horizon, and risk ... -
The FMDQ admits Emerging Africa Asset Management Limited mutual funds on its platform
Saturday, February 12, 2022 / 10:50 a.m. / FMDQ / Header image credit: FMDQ FMDQ Group PLC, through its wholly owned subsidiary, FMDQ Securities ... -
Wealth Management Software and Infrastructure Leader BridgeFT Appoints Joe Stensland as Managing Director
CHICAGO, February 10, 2022 /PRNewswire/ — Bridge Financial Technologies (BridgeFT), a data-centric wealth management technology platform for Registered Investment Advisors (RIAs), financial institutions and ... -
Lonsec puts Magellan’s global funds under scrutiny
A watch recommendation differs from a “buy back” rating in which a financial product is no longer deemed worthy of investment. Since Mr. Douglass’ ... -
Stock Portfolio Management Software Industry 2022 to 2027 Growth Prospects Size by Country, Share Analysis, Future Trends and Forecast – Cleveland Sports Zone
Global Stock Portfolio Management Software Market The report provides precise growth sectors and identifies drivers of change, includes competitive environment, major players and ... -
How to fight inflation in your portfolio
Whether you’re filling your gas tank or stocking the fridge with groceries, prices seem higher everywhere. Last year we saw consumer prices increase by ... -
City trust fund continues to grow amid turbulent economic times – The Oxford Eagle
The City of Oxford Reserve and Trust Fund Committee has reported continued growth for the fourth quarter of 2021, despite disruptions to supply chains ... -
It’s Your Business Features FHLBank, Brad Gentry, Matt Koupal
Hiring Pathway Family Services announcement Timothy McCord will be its new medical director. McCord is a child psychiatrist with over 10 years of experience. ... -
Chinese fund managers explain how they invest in China
(Bloomberg Markets) – In 2021, Chinese stocks that trade on overseas stock exchanges have significantly underperformed onshore stocks. Global investors have been spooked by ... -
CI Global Asset Management Funds and ETFs Recognized for Investment Excellence
TORONTO–(BUSINESS WIRE)–CI Global Asset Management (“CI GAM”) announces that it has received 38 FundGrade A+ ratings® The Awards, which are presented annually by Fundata ... -
CIBC Asset Management virtually closes the market | 2022-01-24 | Press Releases
TORONTO, January 24, 2022 /CNW/ – David Scandiffio, President and Chief Executive Officer, CIBC Asset Management Inc. (“GAC”) (TSX: CM) and its team have ... -
Morgan Stanley’s Slimmon warns against buying a drop in growth stocks
(Bloomberg) — Investors should avoid the temptation to buy the pricey high-growth stock declines because “once the fever subsides, it lasts a long time,” ...