Financial risk management

AMG Donates $1 Million for COVID-19 Relief in Support of Boston-Area Healthcare Systems and Patients

Monday, April 6, 2020 - 4:46pm

AMG is proud to support their efforts and leadership during this challenging time.

Key Points: 
  • AMG is proud to support their efforts and leadership during this challenging time.
  • AMG is a global asset management company with equity investments in leading boutique investment management firms.
  • AMGs innovative partnership approach allows each Affiliates management team to own significant equity in their firm while maintaining operational autonomy.
  • In addition, AMG provides centralized assistance to its Affiliates on strategy, marketing, distribution, and product development.

Strategic Asset Allocation and Portfolio Management (June 9-18, 2020) - ResearchAndMarkets.com

Thursday, April 2, 2020 - 4:10pm

The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.
  • This practical course will review developments and best practices within the investment management industry focusing on asset allocation and portfolio construction.
  • You will have a chance to explore the best practices across the industry using current industry research, reports, analysis and case studies.
  • The program is designed for delegates with a knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.

Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide-Ranging Investment Options

Tuesday, March 31, 2020 - 3:05pm

Orion Communities creates a bridge for advisors seeking to scale their businesses by outsourcing investment management and due diligence, but retaining trade-by-trade discretion and control over client accounts.

Key Points: 
  • Orion Communities creates a bridge for advisors seeking to scale their businesses by outsourcing investment management and due diligence, but retaining trade-by-trade discretion and control over client accounts.
  • To easily locate investment options that best suit a clients unique objectives, advisors can filter and compare models on multiple criteria, including manager, management style, model fee, minimum investment amount, risk score, and more.
  • Advisors can then subscribe to a single model or an entire lineup of strategist models in just a couple of clicks.
  • We want to ensure that the most comprehensive investment model marketplace is supported by rigorous due diligence standards.

Statement Pursuant to Section 19(a) of the Investment Company Act of 1940: DDF

Friday, March 27, 2020 - 2:54pm

While the NAV performance may be indicative of the Funds investment performance, it does not measure the value of a shareholders investment in the Fund.

Key Points: 
  • While the NAV performance may be indicative of the Funds investment performance, it does not measure the value of a shareholders investment in the Fund.
  • The Funds primary investment objective is to seek high current income; capital appreciation is a secondary objective.
  • Advisory services are provided by Macquarie Investment Management Business Trust, a registered investment advisor.
  • MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

M&G Credit Income Investment Trust plc: Postponement of AGM and COVID-19 update

Thursday, March 26, 2020 - 8:01am

M&G Credit Income Investment Trust plc: Postponement of AGM and COVID-19 update

Key Points: 
  • M&G Credit Income Investment Trust plc: Postponement of AGM and COVID-19 update
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • Any shareholder enquiries or questions related to the AGM can be emailed to mandgcredit@linkgroup.co.uk.
  • The Board is monitoring events as the COVID-19 situation evolves, including the ongoing operational resilience of the Investment Manager (M&G Alternatives Investment Management Limited) and other key service providers.
  • The investment manager is actively managing the Company's portfolio and has the full confidence of the Board at this highly volatile time.

Artisan Partners Announces Reopening of Artisan International Value Fund

Wednesday, March 18, 2020 - 8:47pm

MILWAUKEE, March 18, 2020 (GLOBE NEWSWIRE) -- Artisan Partners announced it has reopened Artisan International Value Fund to new investors, effective yesterday.

Key Points: 
  • MILWAUKEE, March 18, 2020 (GLOBE NEWSWIRE) -- Artisan Partners announced it has reopened Artisan International Value Fund to new investors, effective yesterday.
  • The Artisan International Value Fund (Investor Class: ARTKX, Advisor Class: APDKX, Institutional Class: APHKX) is managed by the International Value team, led by portfolio manager David Samra.
  • Artisan Partners, adviser to the Artisan Partners Funds, is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world.
  • Artisan Partners autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.

Artisan Partners Announces Reopening of Artisan Small Cap Fund

Wednesday, March 18, 2020 - 8:46pm

MILWAUKEE, March 18, 2020 (GLOBE NEWSWIRE) -- Artisan Partners announced it has reopened Artisan Small Cap Fund to new investors, effective yesterday.

Key Points: 
  • MILWAUKEE, March 18, 2020 (GLOBE NEWSWIRE) -- Artisan Partners announced it has reopened Artisan Small Cap Fund to new investors, effective yesterday.
  • The Artisan Small Cap Fund (Investor Class: ARTSX, Advisor Class: APDSX, Institutional Class: APHSX) is managed by the Growth team, led by portfolio managers Craigh Cepukenas, Jim Hamel, Matt Kamm and Jason WhiteCraigh Cepukenas is the lead portfolio manager for the Fund.
  • Artisan Partners, adviser to the Artisan Partners Funds, is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world.
  • Artisan Partners autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.

Artisan Partners Asset Management Inc. Reports February 2020 Assets Under Management

Tuesday, March 10, 2020 - 8:17pm

1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.

Key Points: 
  • 1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.
  • Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world.
  • Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.
  • Source: Artisan Partners Asset Management Inc.

Ardmore Shipping Announces New Capital Allocation Policy

Monday, March 9, 2020 - 12:30pm

HAMILTON, Bermuda, March 9, 2020 /PRNewswire/ -- Ardmore Shipping Corporation (NYSE:ASC) ("Ardmore" or the "Company") today announced a new capital allocation policy which sets out the Company's priorities among fleet maintenance, financial strength, accretive growth and returning capital to shareholders.

Key Points: 
  • HAMILTON, Bermuda, March 9, 2020 /PRNewswire/ -- Ardmore Shipping Corporation (NYSE:ASC) ("Ardmore" or the "Company") today announced a new capital allocation policy which sets out the Company's priorities among fleet maintenance, financial strength, accretive growth and returning capital to shareholders.
  • Ardmore believes that a transparent capital allocation policy with clear priorities will enable the Company to better respond to market conditions and fully align the Company and shareholders in pursuit of long-term value creation.
  • Ardmore's priorities for capital allocation will initially be in the following order:
    Maintain fleet: Ardmore is committed to maintaining a best-in-class fleet of modern, fuel-efficient product tankers.
  • We believe that an explicit capital allocation policy is an increasingly more common, and more effective, approach than dividend policy alone.

Francesco Coccimiglio on Strategies to Manage Investment Risk

Friday, March 6, 2020 - 1:41pm

The lessons learned from their experience remain as powerful today as in the early days of investing, and even novice market participants can become successful if they embrace the right approach to risk management," comments Toronto-based Portfolio Manager and Investment Advisor Francesco Coccimiglio .

Key Points: 
  • The lessons learned from their experience remain as powerful today as in the early days of investing, and even novice market participants can become successful if they embrace the right approach to risk management," comments Toronto-based Portfolio Manager and Investment Advisor Francesco Coccimiglio .
  • The modern-day investment landscape has become even more complicated, with technology and globalization posing additional challenges to risk identification and analysis.
  • Francesco Coccimiglio , a Certified Investment Manager (CIM) based in Toronto, Canada, has dedicated the past 13 years to putting his clients in control of their financial future through creative wealth-building strategies.
  • Francesco Coccimiglio on the Advantages of Opting for an Independent Financial Advisor over a Bank Advisor: https://finance.yahoo.com/news/francesco-coccimiglio-advantages-opting-independent-123200646.html