LGIM

MUFG continues to strategically invest in Leveraged Credit business with key new hire

Retrieved on: 
Dienstag, Februar 27, 2024
Royal Bank of Canada, Jefferies, Royal Bank, Mizuho Bank, Deutsche Bank, Capital market, Bank, Growth, Royal Bank of Scotland, Credit, Legal & General, MUFG, Goldman Sachs, LGIM, Bank of America

He joins MUFG from Legal & General Investment Management (LGIM) America where he was a Senior High Yield Analyst.

Key Points: 
  • He joins MUFG from Legal & General Investment Management (LGIM) America where he was a Senior High Yield Analyst.
  • Additionally, Mark Schillings, Sarah Henry, and Chris Sym recently joined MUFG as a Director and Vice Presidents, respectively, on the Leveraged Credit Distribution team.
  • Prior to joining MUFG, Mark held various positions at Bank of America and Goldman Sachs, covering high yield, cross credit, and leveraged finance sales.
  • Sarah came to MUFG's Credit Trading team from Royal Bank of Canada, where she spent more than six years in their Capital Markets business.

DeFi Technologies Subsidiary Valour Inc. Hits $421M CAD AUM, Record $13.6M CAD Daily Turnover, Wins at XENIX Awards

Retrieved on: 
Montag, Dezember 11, 2023
Bitcoin, Carbon, ETF, IShares, Assets under management, Record, ABS, LGIM, The Company, CO2, NEO, CAD, Börse München, ETP, Generation Investment Management, Growth, XENIX, AUM, OTC, Vanguard, Legal & General, Cryptocurrency, Valor

Significant Daily Turnover Achievement: The company also achieved a notable daily turnover on December 8th, surpassing $13.6 million CAD in both certificates and ABS, showcasing its strong market presence and investor engagement.

Key Points: 
  • Significant Daily Turnover Achievement: The company also achieved a notable daily turnover on December 8th, surpassing $13.6 million CAD in both certificates and ABS, showcasing its strong market presence and investor engagement.
  • The XENIX ETF AWARDS Germany 2024, hosted by XENIX, a provider of qualitative ETF ratings, celebrated the achievements of pioneers in the ETF sector.
  • Secondly, Valour witnessed a daily turnover surpassing $13.6 million CAD on December 8th in both certificates and ABS, reflecting robust market engagement and investor confidence.
  • Our achievements, from these significant financial milestones to receiving prestigious recognition at the XENIX Awards, are a testament to our relentless pursuit of innovation and excellence.

Established Managed Investment Solutions Team Joins Westwood Holdings Group

Retrieved on: 
Dienstag, Oktober 31, 2023
University of Sunderland, Binghamton University, Drew University, Head, Honor, Bachelor of Science, Organization, Knight Capital Group, Growth, State Street Global Advisors, DWS Group, Behavioural sciences, Business studies, University, LGIM, CFA, Milwaukee, Philosophy, Cryptocurrency, Northern Trust, Economics

DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm focused on value and multi-asset strategies, is proud to announce the addition of a cutting-edge Managed Investment Solutions team, bolstering the firm’s ability to provide customized solutions to institutional and wealth investors.

Key Points: 
  • DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm focused on value and multi-asset strategies, is proud to announce the addition of a cutting-edge Managed Investment Solutions team, bolstering the firm’s ability to provide customized solutions to institutional and wealth investors.
  • Westwood’s new Managed Investment Solutions team, based in Chicago, will focus on tailoring investment solutions to a diverse array of individual institutional risk/reward tolerances and investment approaches.
  • Greg Behar, Drew Miyawaki and Shaun Murphy boast an average of 25 years of institutional investment experience and come to Westwood with a proven track record of successfully providing diverse institutional clients with bespoke investment solutions.
  • Greg most recently served as LGIMA’s head of index investment strategy and was responsible for providing investment thought leadership to investors and developing comprehensive investment solutions and insights across the spectrum of index strategies.

EXXON SHAREHOLDERS TO VOTE ON REPORT ON THE IMPACT OF THE ENERGY TRANSITION ON ASSET RETIREMENT OBLIGATIONS

Retrieved on: 
Donnerstag, Mai 25, 2023
Reuters, IEA, Disclosure, Record, Benedictine Sisters, Carbon, LGIM, Retirement, Outline, Crown corporations of Canada, Maryknoll Sisters, School Sisters of Notre Dame, Generation Investment Management, Glass, Catholic Church, Registered investment adviser, Legal & General, Financial adviser, ExxonMobil

CHICAGO, May 25, 2023 /PRNewswire/ -- Christian Brothers Investment Services, Inc. (CBIS), a leading investment management firm and Registered Investment Advisor to Catholic investors around the world, today announced that a shareholder resolution co-led by the company and Legal & General Investment Management (LGIM) will go to a vote at the Exxon Annual General Meeting on May 31, 2023.

Key Points: 
  • On May 19, Reuters reported that proxy advisor Glass Lewis backed the initiative, concluding Exxon could face material financial risks from the net-zero scenario.
  • Last year, a majority of Exxon's shareholders voted for a CBIS resolution seeking an audited report assessing the financial impact of the IEA NZE assumptions, including future asset retirement obligations.
  • According to John Geissinger, CBIS' Chief Investment Officer, Exxon's disclosures still fail to provide investors sufficient insight into how retirement costs might accelerate and how large those costs might be.
  • "Investors have demonstrated their concerns about the potential impacts of the energy transition on Exxon, particularly in cases where the company has an obligation to retire an asset but records no costs on the balance sheet today," says Geissinger.

Wolfgang Koester Joins Saphyre Board of Directors

Retrieved on: 
Dienstag, Mai 23, 2023
Fintech, Risk, JPMorgan Chase, BNY Mellon, The Wall Street Journal, BlackRock, Economist, Wall Street, LGIM, Financial institution, Financial Times, Treasury, CNBC, BNP Paribas, Bloomberg, Fox Business, Koester, Management, Cryptocurrency

HOBOKEN, N.J., May 23, 2023 /PRNewswire/ -- Saphyre, a leading pre- and post-trade fintech platform for the world's largest financial institutions, has announced that FinTech AI CEO, Wolfgang Koester, has joined its board of directors.

Key Points: 
  • HOBOKEN, N.J., May 23, 2023 /PRNewswire/ -- Saphyre, a leading pre- and post-trade fintech platform for the world's largest financial institutions, has announced that FinTech AI CEO, Wolfgang Koester, has joined its board of directors.
  • Koester was the former Chief Evangelist & Global Head of Financial Institutions at Kyriba, and prior to that, CEO and co-founder of FiREapps.
  • "It is a privilege and honor to welcome Wolfgang to the Saphyre board," said CEO & Founder of Saphyre, Gabino Roche.
  • I am excited and motivated to support the company to continue its trajectory towards becoming a unicorn," stated Koester.

Verisk Maplecroft collaborating with LGIM to power new Sovereign ESG Index funds offering

Retrieved on: 
Donnerstag, April 20, 2023
VRSK, LGIM, Verisk Analytics, Market, Sovereign, Risk, Maplecroft, Generation Investment Management, ESG, Research, Legal & General, Security (finance)

LGIM plans to utilise the depth, breadth and accuracy of Verisk Maplecroft’s portfolio of ESG risk analytics, which outperformed alternative data across a broad set of criteria, to develop Sovereign ESG Index funds.

Key Points: 
  • LGIM plans to utilise the depth, breadth and accuracy of Verisk Maplecroft’s portfolio of ESG risk analytics, which outperformed alternative data across a broad set of criteria, to develop Sovereign ESG Index funds.
  • Verisk Maplecroft’s sovereign ESG analytics draw on thousands of different geospatial, unstructured, structured and expert-scored subnational and national indicators, and a range of proprietary modelling techniques.
  • “We are delighted to be working with LGIM on their new Sovereign ESG Index funds”, said James Lockhart Smith, VP of Markets & ESG at Verisk Maplecroft.
  • Lee Collins, Head of Index Fixed Income at LGIM added: “We have exciting plans to develop new LGIM-designed Sovereign ESG Index funds, driven by Verisk Maplecroft’s data.

The Shareholder Commons Supports 2023 Proposals that Prioritize Portfolio Returns, Curtail Company Strategies Threatening Diversified Investors

Retrieved on: 
Mittwoch, März 22, 2023
Finance, Environmental, Social and Governance (ESG), Banking, Professional Services, Asset Management, HESTA, Doug McRitchie, Meta, Life, Meta Platforms, Public, AMR, Shareholder, LGIM, TSC, Retirement, State Street, Risk, Environment, World Health Organization, Security (finance), Bank

“Most investors own a broad range of securities, but individual companies sometimes pursue profits at the expense of their diversified shareholders,” said TSC Chief Strategy Officer Sara E. Murphy.

Key Points: 
  • “Most investors own a broad range of securities, but individual companies sometimes pursue profits at the expense of their diversified shareholders,” said TSC Chief Strategy Officer Sara E. Murphy.
  • As companies such as McDonald’s overuse antibiotics and exacerbate antimicrobial resistance (AMR), the efficacy of these life-saving drugs is compromised, putting the whole economy at risk.
  • In an increasingly interdependent global economy, diversified shareholders must analyze the financial effect of companies’ social and environmental impacts on their entire portfolio.
  • The Shareholder Commons’ forthcoming report, “Portfolios on the Ballot,” will highlight other 2023 shareholder initiatives that implicate the portfolio impact of individual companies’ policies.

Diamond Hill Appoints Mark Zinkula to Its Board of Directors

Retrieved on: 
Donnerstag, Februar 23, 2023
Diamond, University, Audit committee, Organization, Law, Retirement, CFA, Chairperson, Compensated emancipation, Generation Investment Management, Business administration, Economics, Central College, Professional Football Compensation Committee, Legal & General, LGIM, Management

COLUMBUS, Ohio, Feb. 23, 2023 /PRNewswire/ -- The Board of Directors ("Board") of Diamond Hill Investment Group Inc. (NASDAQ: DHIL) ("Diamond Hill") today announced the appointment of Mark Zinkula, CFA, as Director, effective immediately.

Key Points: 
  • COLUMBUS, Ohio, Feb. 23, 2023 /PRNewswire/ -- The Board of Directors ("Board") of Diamond Hill Investment Group Inc. (NASDAQ: DHIL) ("Diamond Hill") today announced the appointment of Mark Zinkula, CFA, as Director, effective immediately.
  • Mr. Zinkula previously held various positions at Legal & General Investment Management ("LGIM"), most recently serving as CEO from 2011 until his retirement in 2019.
  • The members of the Board of Directors now include Brilliant as well as independent directors James Laird (the Board Chair), Zinkula, Scott Cooley, Randolph Fortener, Paula Meyer, Nicole St. Pierre and L'Quentus Thomas.
  • "The robust experiences of our directors position the Board well to continue to provide guidance and oversight to Diamond Hill in all market environments," said James Laird, Board Chair.

Glass Lewis Unanimously Recommends Capricorn Shareholders Vote AGAINST Proposed Merger with NewMed and FOR All Board Change Proposals

Retrieved on: 
Montag, Januar 23, 2023
Asset Management, Professional Services, Finance, LSE, Glass Lewis, Legal & General, Capital, ISS, Capricorn Energy, Glass, NAV, Mass meeting, Growth, Exercise, CNE, Chair, LGIM, Generation Investment Management, Management, Security (finance), Palliser

Palliser Capital (“Palliser”), owner of 7.45% of the issued share capital of Capricorn Energy PLC (LSE: CNE) ("Capricorn" or the "Company"), today announced that Glass, Lewis & Co. (“Glass Lewis”) became the second leading independent proxy advisory firm to recommend that Capricorn shareholders vote AGAINST the proposed merger of Capricorn and NewMed Energy at the upcoming General Meeting on 1 February 2023.

Key Points: 
  • Palliser Capital (“Palliser”), owner of 7.45% of the issued share capital of Capricorn Energy PLC (LSE: CNE) ("Capricorn" or the "Company"), today announced that Glass, Lewis & Co. (“Glass Lewis”) became the second leading independent proxy advisory firm to recommend that Capricorn shareholders vote AGAINST the proposed merger of Capricorn and NewMed Energy at the upcoming General Meeting on 1 February 2023.
  • Glass Lewis also recommends that shareholders vote FOR all of Palliser’s proposed board change resolutions to remove seven incumbent directors, including the Chair and CEO, and appoint in their place six independent director candidates.
  • Further, each of the Dissident Nominees appears to be wholly independent of Palliser outside of their nominations.”
    “The resounding support for Palliser’s proposals from both ISS and Glass Lewis, the two premier independent proxy advisory firms, makes clear there is a better path forward for Capricorn shareholders,” commented James Smith, Chief Investment Officer at Palliser Capital.
  • “We urge shareholders to exercise their voting rights to enable a brighter future for Capricorn under a qualified leadership team who will make it their top priorities to maximise shareholder value and deliver real growth in Egypt.”
    The recommendations from ISS and Glass Lewis endorse the views of over 40% of Capricorn shareholders who have already confirmed support for Palliser’s proposal through letters of intent, public statements and private comments, including Legal and General Investment Management (LGIM), Irenic Capital Management, VR Global Partners, Madison Avenue Partners, Kite Lake Capital and others.

Technology Provider Jacobi delivers enhanced digital tooling to LGIM

Retrieved on: 
Mittwoch, Februar 15, 2023
SAN, Intellectual property, LGIM, Generation Investment Management, 3D printing, Jacobi

SAN FRANCISCO, Feb. 15, 2023 /PRNewswire/ -- Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management's (LGIM) delegated solutions clients.

Key Points: 
  • SAN FRANCISCO, Feb. 15, 2023 /PRNewswire/ -- Jacobi Strategies (Jacobi) has been selected to enhance the analytics and digital tools provided to Legal & General Investment Management's (LGIM) delegated solutions clients.
  • Jacobi will deliver on-demand and highly-detailed analytics on portfolios enabling LGIM to integrate their own models, data and intellectual property in a private deployment of the Jacobi software.
  • Tony Mackenzie, Chief Executive Officer at Jacobi, says:
    "We are excited to be partnering with LGIM - the UK's largest asset manager with a rich heritage in investment management.
  • LGIM has significant experience in developing their own technologies and abundant investment intellectual property - Jacobi will complement that.