Financial risk management

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

Retrieved on: 
Friday, July 10, 2020
Finance, Economy, Money, Institutional investors, Alternative investment management companies, Financial risk management, Investment management, Virtus Investment Partners, Alberta Investment Management Corporation

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.

AM Best Introduces a New Feature to Best’s Financial Suite – Solvency II

Retrieved on: 
Thursday, July 9, 2020
Professional services, Finance, Actuarial science, Solvency II Directive, Financial risk management, Economy, Finance, Money, Financial condition report, Reinsurance, SCR, Risk, Solvency, Own risk and solvency assessment

AM Best has introduced a new feature to its Solvency & Financial Condition Report (SFCR) filings database and analysis system, Bests Financial Suite Solvency II.

Key Points: 
  • AM Best has introduced a new feature to its Solvency & Financial Condition Report (SFCR) filings database and analysis system, Bests Financial Suite Solvency II.
  • Bests Financial Suite Solvency II users are now able to compare the Solvency Capital Requirement (SCR) by risk category for all companies filing under full, partial or standard models.
  • Bests Financial Suite Solvency II database contains SFCR and Quantitative Reporting Template (QRT) filings for over 2,900 European Union insurers and reinsurers.
  • AM Best is a global credit rating agency, news publisher and data analytics provider specializing in the insurance industry.

Caldwell Investment Management Ltd. announces risk rating change to the Caldwell U.S. Dividend Advantage Fund

Retrieved on: 
Friday, July 3, 2020
Economy, Finance, Money, Investment management, Financial risk management, Financial risk, Investment

The risk rating change of the Fund is the result of an annual review based on the risk classification methodology mandated by the Canadian Securities Administrators.

Key Points: 
  • The risk rating change of the Fund is the result of an annual review based on the risk classification methodology mandated by the Canadian Securities Administrators.
  • No changes have been made to the investment objectives, strategies or portfolio management of the Fund.
  • Details about the Funds risk classification methodology are available on request, at no cost, by calling Caldwell Investment Management Ltd. toll-free at 1-800-256-2441 or by writing to Caldwell Investment Management Ltd., 150 King Street West, Suite 1702, P.O.
  • Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Risk Managers Adapt to Remote Work as Productivity and Stress Loom as Key Concerns

Retrieved on: 
Wednesday, July 1, 2020
Insurance, Infectious diseases, Human resources, Finance, Consulting, Banking, Professional services, Small business, Health, Other Professional Services, Actuarial science, Articles, Academic disciplines, Risk, Financial risk management, Computer security, Draft:Financial Risk Manager, Professional Risk Managers' International Association

GARP surveyed 250 certified Financial Risk Managers (FRM) to understand the effect the COVID-19 pandemic and remote work have had on both companies and risk professionals.

Key Points: 
  • GARP surveyed 250 certified Financial Risk Managers (FRM) to understand the effect the COVID-19 pandemic and remote work have had on both companies and risk professionals.
  • Unsurprisingly, most (87%) risk professionals around the world are working remotely compared with only 2% prior to COVID-19.
  • Risk management functions and processes have experienced little drop-off; respondents were generally positive about their firms business continuity, communications, and ongoing risk management operations.
  • Companies with 100 or fewer employees faced the largest increase in risk across three key areas: market risk, cybersecurity risk, and credit and counterparty risk.

Brentview Dividend Growth Added to Envestnet PMC Platform

Retrieved on: 
Wednesday, July 1, 2020
Banking, Professional services, Finance, Economy, Finance, Money, Investment management, Financial risk management, Dividend, Shareholders, Investment, Investment strategy

Brentviews dividend growth strategy has outperformed its benchmark, the S&P 500, over a 10-year period and continues to shine through the ongoing market volatility.

Key Points: 
  • Brentviews dividend growth strategy has outperformed its benchmark, the S&P 500, over a 10-year period and continues to shine through the ongoing market volatility.
  • The Brentview Dividend Growth Strategy is available in both a unified managed account as well as separate managed account formats on Envestnets platform available to RIAs, broker dealers, wealth managers and other investment professionals.
  • Brentview Investment Management is an employee-owned boutique money manager with a singular focus on dividend growth investing.
  • The leadership team at Brentview is aligned with its clients and demonstrates that commitment by investing their personal assets in the dividend growth portfolio as well.

Edward Minn Added as Portfolio Manager for Weatherbie Specialized Growth Strategy

Retrieved on: 
Monday, June 29, 2020
Economy, Finance, Money, Private equity, Financial risk management, Investment management, Growth capital

NEW YORK, June 29, 2020 /PRNewswire-PRWeb/ -- Fred Alger Management, LLC ("Alger"), a $30 billion growth equity investment manager, is pleased to announce that Edward M. B. Minn, CFA, will be added to the portfolio management team of the Weatherbie Specialized Growth strategy effective July 1, 2020.

Key Points: 
  • NEW YORK, June 29, 2020 /PRNewswire-PRWeb/ -- Fred Alger Management, LLC ("Alger"), a $30 billion growth equity investment manager, is pleased to announce that Edward M. B. Minn, CFA, will be added to the portfolio management team of the Weatherbie Specialized Growth strategy effective July 1, 2020.
  • The performance of the Alger Weatherbie Select 15 strategy is a testament to his skill," said Matt Weatherbie, CFA, chief executive officer and co-chief investment officer of Weatherbie Capital.
  • The Weatherbie Specialized Growth Composite has outperformed the Russell 2000 Growth Index over the past 1, 3, 5, and 10 years through 3/31/20, net of fees.
  • The Weatherbie Specialized Growth Composite is composed of institutional accounts which primarily invest in equity securities of smaller capitalization growth companies that have attractive growth and quality characteristics.

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

Retrieved on: 
Friday, June 26, 2020
Banking, Professional services, Finance, Economy, Finance, Money, Investment management, Financial risk management, Financial adviser, Registered Investment Adviser, Investment funds, Hedge fund, DDF, Macquarie Investment Management

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.

Conestoga Capital Advisors Expands Equity Investment Team

Retrieved on: 
Wednesday, June 24, 2020
Finance, Economy, Money, Financial risk management, Investment management

Ted will also serve as an Equity Analyst, researching and qualifying investment ideas for Conestoga's Small, SMid and Mid Cap Growth products.

Key Points: 
  • Ted will also serve as an Equity Analyst, researching and qualifying investment ideas for Conestoga's Small, SMid and Mid Cap Growth products.
  • We believe our clients will be well served by the addition of Ted to the investment team."
  • Ted brings 12 years of investment experience to the team, most recently as Portfolio Manager and Managing Director at Thornburg Investment Management.
  • Ted's hiring marks the expansion of the firm's equity investment team to seven professionals who have an average of 19 years' experience.

How TRADE.com's Asset Management Strategies are Faring One Year on

Retrieved on: 
Tuesday, June 23, 2020
Economy, Finance, Money, Investment, Asset management, Management accounting, Valuation, Financial risk management, Investment management, Do-it-yourself investing

This is where the opportunity to engage in passive investing through expert Asset Managers comes into its own.

Key Points: 
  • This is where the opportunity to engage in passive investing through expert Asset Managers comes into its own.
  • Asset Management at TRADE.com is the service where individual investors lay out what they want to achieve financially, and they then leave the management of the assets to the professionals.
  • The manager will first spread the clients portfolio to various Asset classes (based on the investors profiling ) and then carefully select specific investments in each asset class.
  • Strategies can range from absolute return strategies which have the objective of capital preservation or target return attainment.

Faircourt Asset Management Inc. Announces June Distributions

Retrieved on: 
Tuesday, June 23, 2020
Investment management, Net asset value, Trust law, Financial risk management, Unit trust, Investment fund

Faircourt Asset Management Inc. is the Investment Advisor for Faircourt Gold Income Corp. and Faircourt Split Trust.

Key Points: 
  • Faircourt Asset Management Inc. is the Investment Advisor for Faircourt Gold Income Corp. and Faircourt Split Trust.
  • This press release is not for distribution in the United States or over United States wire services.
  • For further information on the Faircourt Funds, please visit www.faircourtassetmgt.com or please contact 1-800-831-0304.
  • If the Units are purchased or sold on an exchange, investors may pay more than the current net asset value when buying Units of the Trust and may receive less than the current net asset value when selling them.