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Kensington Asset Management Strengthens Leadership with Appointment of Steven Chang as Chief Compliance Officer

Retrieved on:

Giovedì, Gennaio 18, 2024

Oregon State University, Trust, Culture, Umpqua Holdings Corporation, MassMutual, University, Partner (business rank), Risk management, Pi bond, Investment banking, Growth

AUSTIN, Texas, Jan. 18, 2024 /PRNewswire/ -- Kensington Asset Management ("Kensington"), proudly welcomes Steven Chang as its new Chief Compliance Officer.

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AUSTIN, Texas, Jan. 18, 2024 /PRNewswire/ -- Kensington Asset Management ("Kensington"), proudly welcomes Steven Chang as its new Chief Compliance Officer.
Steven's background and leadership are the catalysts to strengthen our current and future growth through regulatory compliance," said Kensington's Managing Partner, Mark Engelbrecht.
Chang brings a distinguished career spanning over 18 years in compliance leadership within the asset management and wealth management industries to Kensington.
When asked about his move to Kensington, Chang said, "I admire the value Kensington puts on relationships, with their advisors, partners, and investors.

MarketAxess Announces Monthly Volume Statistics for December and Fourth Quarter 2023

Retrieved on:

Giovedì, Gennaio 4, 2024

Emerging markets estimated market ADV is derived by combining MarketAxess TraX emerging markets trading volume (currently estimated to represent approximately 60% of total emerging markets) and FINRA TRACE-reportable emerging markets trading volume, principally U.S. dollar denominated corporates.

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Emerging markets estimated market ADV is derived by combining MarketAxess TraX emerging markets trading volume (currently estimated to represent approximately 60% of total emerging markets) and FINRA TRACE-reportable emerging markets trading volume, principally U.S. dollar denominated corporates.
Reported MarketAxess volume in all product categories includes only fully electronic trading volume.
MarketAxess trading volumes, TRACE reported volumes and MarketAxess Post-Trade processed volumes are available on the Company’s website at investor.marketaxess.com/volume .
Beginning in January 2024, the new estimated market volume data will also be available on the Company’s website at investor.marketaxess.com/volume .

Noetica Announces $7.8M in Funding to Bring AI Driven Data and Insights to the Corporate Debt Markets

Retrieved on:

Martedì, Dicembre 12, 2023

View the full release here: https://www.businesswire.com/news/home/20231212216022/en/

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View the full release here: https://www.businesswire.com/news/home/20231212216022/en/
Noetica co-founders pictured from left to right: Dan Wertman, Tom Effland, and Yoni Sebag.
Leveraging the power of artificial intelligence, Noetica empowers professionals to more deeply and efficiently analyze highly complex transactional documentation to inform term negotiation and decision-making in debt issuances and investments.
Noetica uses its proprietary AI technology to help deal professionals make better decisions—providing a long overdue technological advancement to the $50+ trillion corporate credit markets.
Noetica has uniquely built and fine-tuned their AI technology in-house and proudly notes that it does not utilize external LLMs to power its software.

Mesirow Institutional Sales & Trading Experts Bing Hsu, Ph.D., CFA, and Mark Whitaker, CFA, Recognized in Smith's 2023 All-Star Third Team

Retrieved on:

Mercoledì, Dicembre 6, 2023

Professional Coin Grading Service, CFA, Recognition, Pi bond, Municipality, Smith, Interior design

This year's ballot featured more than 400 municipal analysts from more than 100 firms and included a poll of more than 1,000 institutional investors.

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This year's ballot featured more than 400 municipal analysts from more than 100 firms and included a poll of more than 1,000 institutional investors.
Smith's Research & Gradings has been providing recognition for the achievements and fine work of municipal professionals since 1992.
Their election to Smith's 2023 All-Star Third Team underscores the depth of their expertise and the value they bring to our clients," said Jeff Levine , Chief Operating Officer of Mesirow Institutional Sales & Trading.
Mesirow Institutional Sales & Trading distinguishes itself through providing advanced market analysis, individualized service and custom investment strategies, catering to the specific needs of institutions.

Twelve Capital’s insurance-focused Multi Asset approach

Retrieved on:

Lunedì, Ottobre 30, 2023

Environment, Growth, Pi bond, Insurance, Insurance bond

ZURICH, Switzerland, Oct. 30, 2023 (GLOBE NEWSWIRE) -- The Twelve Capital Multi Asset approach emerges as a beacon of resilience and innovation in a challenging investment environment marked by unprecedented economic shifts, geopolitical tensions, and the now-defunct traditional 60/40 concept.

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ZURICH, Switzerland, Oct. 30, 2023 (GLOBE NEWSWIRE) -- The Twelve Capital Multi Asset approach emerges as a beacon of resilience and innovation in a challenging investment environment marked by unprecedented economic shifts, geopolitical tensions, and the now-defunct traditional 60/40 concept.
The approach, driven by the deep expertise of Twelve Capital’s seasoned team, optimises diversification through a blend of Cat Bonds, Insurance Bonds and listed Insurance Equity.
Together, these components harness attractive yields, seasonality benefits, and a dedication to sustainable growth.
Uniquely poised to navigate future uncertainties and a continually evolving investment landscape, Twelve Capital’s Multi Asset approach continues to be anchored in its low correlation to traditional financial markets, ensuring both risk mitigation and potential for robust returns.

SEC, MSRB, & FINRA to Hold Virtual Compliance Outreach Program

Retrieved on:

Venerdì, Settembre 29, 2023

MSRB, Municipal Securities Rulemaking Board, Municipality, Financial Industry Regulatory Authority, Information, FINRA, Security (finance), Policy, Pi bond, Financial adviser

Washington, D.C.--(Newsfile Corp. - September 29, 2023) - The Securities and Exchange Commission, Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) today announced that registration is open for a virtual Compliance Outreach Program for municipal market professionals.

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Washington, D.C.--(Newsfile Corp. - September 29, 2023) - The Securities and Exchange Commission, Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) today announced that registration is open for a virtual Compliance Outreach Program for municipal market professionals.
The program will provide municipal market participants an opportunity to hear from staff of the SEC, MSRB, and FINRA on timely regulatory and compliance matters for municipal advisors and dealers.
It will be a great program, and I am really looking forward to the new expanded scope."
For those who cannot attend the live virtual program, the recording will be archived on the SEC's Office of Municipal Securities' webpage at https://www.sec.gov/municipal/municipal-sec-conferences , for later viewing.

SEC, MSRB, FINRA to Hold Virtual Compliance Outreach Program

Retrieved on:

Venerdì, Settembre 29, 2023

The Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) today announced that registration is open for a virtual Compliance Outreach Program for municipal market professionals.

Key Points:

The Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board (MSRB), and Financial Industry Regulatory Authority (FINRA) today announced that registration is open for a virtual Compliance Outreach Program for municipal market professionals.
The program will provide municipal market participants an opportunity to hear from SEC, MSRB and FINRA staff on timely regulatory and compliance matters for municipal advisors and dealers.
It will be a great program, and I am really looking forward to the new expanded scope."
For those who cannot attend the live virtual program, the recording will be archived on the SEC's Office of Municipal Securities' webpage at https://www.sec.gov/municipal/municipal-sec-conferences , for later viewing.

BAM Insurance Policy Helps Connecticut Fund $398 Million Baby Bond Trust

Retrieved on:

Lunedì, Agosto 7, 2023

Other Professional Services, Professional Services, Insurance, Finance, BAM, Old State House (Connecticut), Build America Mutual, State, Medicaid, Policy, Airport, Public policy, Pi bond, Water, Security (finance)

The State of Connecticut used a debt service reserve fund insurance policy from Build America Mutual as part of a funding solution that allowed the state to launch the Connecticut Baby Bond Trust with an initial deposit of $398 million.

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The State of Connecticut used a debt service reserve fund insurance policy from Build America Mutual as part of a funding solution that allowed the state to launch the Connecticut Baby Bond Trust with an initial deposit of $398 million.
BAM has issued more than 1,300 DSRF insurance policies for more than $3.7 billion nationwide.
Connecticut officials originally planned to finance the Baby Bond Trust by selling $600 million of new-money debt over 12 years.
State Treasurer Erick Russell said utilizing the BAM DSRF insurance policy cut the program’s cost by more than $200 million.

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Retrieved on:

Giovedì, Giugno 8, 2023

MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN).

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MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN).
Investortools is a software firm that specializes in solutions for fixed income portfolio management, trading, compliance, credit analysis, and benchmark risk analysis.
In 2016, MarketAxess and Investortools announced a partnership highlighting the integration of the MarketAxess Municipal Bond Platform within the Investortools Perform® and Smart™ portfolio management systems, using the FIX® protocol.
In the first quarter of 2023, MarketAxess accounted for a 6.4% market share of muni bonds—up from 4.3% the year prior—and representing $447 million in average daily volumes.

Investortools Adds ICE’s Streaming Evaluated Bond Prices to the Investortools Dealer Network in Perform

Retrieved on:

Mercoledì, Maggio 24, 2023

“Increased price volatility in bond markets has been a valuable reminder about the importance of providing more transparency into the markets we serve,” said Jon Anderson, Chief Product Officer and Co-Head at Investortools.

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“Increased price volatility in bond markets has been a valuable reminder about the importance of providing more transparency into the markets we serve,” said Jon Anderson, Chief Product Officer and Co-Head at Investortools.
Best Execution & TCA - for measuring bond trade execution quality and trading effectiveness across a growing number of venues and protocols.
“With ICE’s CEP, we’re now able to offer companies like Investortools and their customers intra-day streaming evaluations for a much broader universe of fixed income securities.
Customers also operate in a straight-through-processing environment, with Perform providing pre-trade analytics and compliance, and trading through ICE’s Bond’s execution platform.