Institutional investors

RiverNorth Opportunities Fund, Inc. Declares Monthly Distributions of $0.17 Per Share

Retrieved on: 
Monday, June 21, 2021
Investment management, Finance, Money, Net asset value, Dividend, Investment, Financial market, Investment funds, Institutional investors

An investment in the Fund is not appropriate for all investors and is not intended to be a complete investment program.

Key Points: 
  • An investment in the Fund is not appropriate for all investors and is not intended to be a complete investment program.
  • Fluctuations in net asset value may be magnified as a result of the Fund's use of leverage.
  • The final determination of the source of all distributions, including the percentage of qualified dividend income, is made after yearend.
  • RiverNorth is an investment management firm founded in 2000 that specializes in opportunistic strategies in niche markets where the potential to exploit inefficiencies is greatest.

EQS-News: Baloise Swiss Property Fund: planned capital increase for the acquisition of a property portfolio

Retrieved on: 
Friday, June 18, 2021
Finance, Money, Bâloise, Investment, Diversification, Private equity, Institutional investors, Corporate finance, Equity securities

The fund management company is examining the purchase of a property portfolio with a market value of around CHF185.2million for the Baloise Swiss Property Fund.

Key Points: 
  • The fund management company is examining the purchase of a property portfolio with a market value of around CHF185.2million for the Baloise Swiss Property Fund.
  • In order to finance this transaction, the fund management company intends to carry out a capital increase and use external capital.
  • The acquisition of the portfolio provides an opportunity for the investors of the Baloise Swiss Property Fund to benefit from broader diversification.
  • Further information on the 17 portfolio properties and the capital increase can be found on the Swiss Fund Data website and on the Baloise Swiss Property Fund's website.

IFIC Monthly Investment Fund Statistics – May 2021

Retrieved on: 
Thursday, June 17, 2021
Finance, Money, Institutional investors, Mutual funds, Investment, Investment management, Investment fund, Hedge fund

IFIC direct survey data (which accounts for approximately 91% of total mutual fund industry assets) is complemented by data from Investor Economics to provide comprehensive industry totals.

Key Points: 
  • IFIC direct survey data (which accounts for approximately 91% of total mutual fund industry assets) is complemented by data from Investor Economics to provide comprehensive industry totals.
  • * Important Information Regarding Investment Fund Data:
    Mutual fund data is adjusted to remove double counting arising from mutual funds that invest in other mutual funds.
  • The Investment Funds Institute of Canada is the voice of Canadas investment funds industry.
  • IFIC brings together 150 organizations, including fund managers, distributors and industry service organizations, to foster a strong, stable investment sector where investors can realize their financial goals.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS ARRY, CCXI, PCT, WISH INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Thursday, June 17, 2021
Finance, Money, Institutional investors, Investment, Financial markets, Hedge fund, Short

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KSF REMINDS EBS, PTON, RLX, UI INVESTORS of Lead Plaintiff Deadline in Class Action Lawsuits

Retrieved on: 
Thursday, June 17, 2021
Finance, Money, Institutional investors, Investment, Financial markets, Hedge fund, Short

If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.

Key Points: 
  • If you wish to serve as a Lead Plaintiff in the class action, you must petition the Court on or before the Lead Plaintiff Motion deadline.
  • KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nations premier boutique securities litigation law firms.
  • KSF serves a variety of clients including public institutional investors, hedge funds, money managers and retail investors in seeking to recover investment losses due to corporate fraud and malfeasance by publicly traded companies.
  • KSF has offices in New York, California and Louisiana.

First Trust Energy Infrastructure Fund Issues Notice Regarding June 2021 Distribution

Retrieved on: 
Tuesday, June 15, 2021
Professional services, Finance, Finance, Money, Economy, Institutional investors, Mutual funds, Exchange-traded fund, Rate of return, Hedge fund, Net asset value

A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."

Key Points: 
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The amounts and sources of distributions reported in this Notice are only estimates and are not being provided for tax reporting purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTP is also a distributor of mutual fund shares and exchange-traded fund creation units.

Institutional Investor Sponsors Wealth Creation Seminar Series in Recognition of Juneteenth

Retrieved on: 
Tuesday, June 15, 2021
Finance, Money, Economy, Institutional investors, Investment, Investor, Empowerment, Wealth

NEW YORK, June 15, 2021 (GLOBE NEWSWIRE) -- Institutional Investor is sponsoring The Legacy Series: Empowerment Through Wealth Creation, a series of wealth empowerment events developed in partnership with the National Association of Securities Professionals (NASP), in recognition of Juneteenth Independence Day.

Key Points: 
  • NEW YORK, June 15, 2021 (GLOBE NEWSWIRE) -- Institutional Investor is sponsoring The Legacy Series: Empowerment Through Wealth Creation, a series of wealth empowerment events developed in partnership with the National Association of Securities Professionals (NASP), in recognition of Juneteenth Independence Day.
  • NASPs mission to pursue equal opportunities for minorities and women in the securities industry is in alignment with Institutional Investors similar goals.
  • The seminar will have three sessions:
    Generational Wealth is wealth that is passed down from one generation to the next.
  • Based in New York City, Institutional Investor has offices in London, Hong Kong, and Santa Monica.

Options Solutions Appoints Advisory Board

Retrieved on: 
Tuesday, June 15, 2021
Finance, Contract law, Option, Money, Investment, Institutional investors, Investment management, Virtus Investment Partners, Investment outsourcing

CHICAGO, June 15, 2021 (GLOBE NEWSWIRE) -- Options Solutions LLC, a specialized, asset management firm that was created to help high-net-worth investors add conservative options strategies to their portfolios, has appointed an Advisory Board.

Key Points: 
  • CHICAGO, June 15, 2021 (GLOBE NEWSWIRE) -- Options Solutions LLC, a specialized, asset management firm that was created to help high-net-worth investors add conservative options strategies to their portfolios, has appointed an Advisory Board.
  • The Advisory Board will advise senior management on issues that are critical to the company and its clients, providing additional expertise and insight.
  • The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.
  • Options Solutions is a specialized asset management firm focused on helping clients generate additional income and enhance investment returns.

Highland Income Fund Announces Proposal to Convert Fund to Diversified Holding Company

Retrieved on: 
Monday, June 14, 2021
Finance, Investment, Money, Investment funds, Highland Capital Management, Closed-end fund, Alternative investment management companies, Highland Capital, Institutional investors, Hedge funds, Mutual fund scandal

DALLAS, June 14, 2021 (GLOBE NEWSWIRE) -- The Highland Income Fund (NYSE: HFRO) (HFRO or the Fund), a closed-end fund managed by Highland Capital Management Fund Advisors, L.P. (the Adviser), today announced the filing of a preliminary proxy statement with the Securities and Exchange Commission (the SEC) for a special meeting of shareholders (Special Meeting) in connection with its proposal to convert the Fund from a registered investment company to a diversified holding company (the Holding Company).

Key Points: 
  • DALLAS, June 14, 2021 (GLOBE NEWSWIRE) -- The Highland Income Fund (NYSE: HFRO) (HFRO or the Fund), a closed-end fund managed by Highland Capital Management Fund Advisors, L.P. (the Adviser), today announced the filing of a preliminary proxy statement with the Securities and Exchange Commission (the SEC) for a special meeting of shareholders (Special Meeting) in connection with its proposal to convert the Fund from a registered investment company to a diversified holding company (the Holding Company).
  • The Highland Income Fund (NYSE:HFRO) is a closed-end fund managed by Highland Capital Management Fund Advisors, L.P. For more information visit www.highlandfunds.com/income-fund/
    About Highland Capital Management Fund Advisors, L.P.
    Highland Capital Management Fund Advisors, L.P. is an SEC-registered investment adviser.
  • Investors should consider the investment objectives, risks, charges and expenses of the Highland Income Fund carefully before investing.
  • 1 The Holding Company would pursue minority interests consistent with maintaining exclusion from investment company status.

Dimensional Lists Four New ETFs Following the Industry’s Largest Mutual Fund-to-ETF Conversion

Retrieved on: 
Monday, June 14, 2021
Banking, Professional services, Finance, Finance, Money, Economy, Dimensional Fund Advisors, Investment management, Financial adviser, U.S. Securities and Exchange Commission, Institutional investors, Hedge fund, Do-it-yourself investing

Dimensional is headquartered in Austin, Texas, and has 13 global offices across North America, Europe, and Asia.

Key Points: 
  • Dimensional is headquartered in Austin, Texas, and has 13 global offices across North America, Europe, and Asia.
  • Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
  • Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing.
  • For this and other information about the Dimensional funds, please read the prospectus carefully before investing.