Financial risk management

Brown Advisory Global Leaders Strategy Celebrates Five Years Of Outperformance For Clients

Retrieved on: 
Tuesday, May 5, 2020

Brown Advisory, an independent and privately held global investment management firm which oversees more than $78 billion in client assets as of April 30, celebrates five years since the launch of its Global Leaders Strategy ("the Strategy") on May 1, 2015.

Key Points: 
  • Brown Advisory, an independent and privately held global investment management firm which oversees more than $78 billion in client assets as of April 30, celebrates five years since the launch of its Global Leaders Strategy ("the Strategy") on May 1, 2015.
  • Mick and Bertie have developed a disciplined process that has produced compelling performance for our clients in up and down markets."
  • The pair have also spent a considerable amount of time thinking about how to protect their clients' capital from potentially damaging human behavior.
  • Brown Advisory is an independent, privately held global investment management firm committed to providing its clients with a combination of first-class investment performance, strategic advice and the highest level of service.

Investment Manager Update

Retrieved on: 
Monday, May 4, 2020

The Board of M&G Credit Income Investment Trust plc (the "Company") has been informed by M&G Alternatives Investment Management Ltd, the Company's investment manager, that Jeremy Richards will shortly leave M&G for personal reasons and that Adam English, currently Deputy Fund Manager, has been appointed as Fund Manager.The Board is grateful to Jeremy for his work on the portfolio since inception and is delighted that Adam English has been appointed as Fund Manager.

Key Points: 
  • The Board of M&G Credit Income Investment Trust plc (the "Company") has been informed by M&G Alternatives Investment Management Ltd, the Company's investment manager, that Jeremy Richards will shortly leave M&G for personal reasons and that Adam English, currently Deputy Fund Manager, has been appointed as Fund Manager.The Board is grateful to Jeremy for his work on the portfolio since inception and is delighted that Adam English has been appointed as Fund Manager.
  • Adam has been managing credit portfolios at M&G, alongside Jeremy, for over 20 years having joined the business in 1999.
  • The Board has worked closely with Adam and the wider investment team since the launch of the Company and has full confidence in Adam's ability to continue to build the portfolio in line with the investment mandate.

FinLab Solutions SA announces the release of PackHedge™ v.5.5. providing major enhancements including unique customizable Period Aggregators for portfolios

Retrieved on: 
Saturday, May 2, 2020

Clients will truly appreciate the totally unique customizable Period Aggregators for portfolios which is a key element of this release.

Key Points: 
  • Clients will truly appreciate the totally unique customizable Period Aggregators for portfolios which is a key element of this release.
  • The customizable Period Aggregators for portfolios, consolidated portfolios and proformas can be viewed across most of the PackHedge windows, including P&L, Balance Sheet, Standalone Performance, Breakdown Analysis, Contribution Analysis, etc.
  • "Portfolio managers need to be able to quickly compare and understand any variations between different time periods in the portfolios they manage."
  • In addition, tools to manage time series imports and customizable due diligence questionnaires are provided to ensure full data integrity.

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Retrieved on: 
Saturday, May 2, 2020

CHICAGO, May 1, 2020 /PRNewswire/ -- Enfusion , the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, today shares the expansion of its global client base with its 132 new clients.

Key Points: 
  • CHICAGO, May 1, 2020 /PRNewswire/ -- Enfusion , the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, today shares the expansion of its global client base with its 132 new clients.
  • The new signings arrived during the firm's record breaking last 12 months, with key leadership hires, two new office openings and a 121% global staff increase.
  • The new clients employ a variety of trading strategies including credit, global macro and long/short equity among others.
  • "As we continue to disrupt the investment management solution space with our groundbreaking platform, we are constantly aiming to exceed client expectations," shares Thomas Kim, Enfusion CEO.

GARP Opens Registration for Sustainability and Climate Risk Certificate

Retrieved on: 
Thursday, April 30, 2020

Registration opens tomorrow for the Sustainability and Climate Risk (SCRTM) Certificate, the newest offering in risk management learning from the Global Association of Risk Professionals (GARP).

Key Points: 
  • Registration opens tomorrow for the Sustainability and Climate Risk (SCRTM) Certificate, the newest offering in risk management learning from the Global Association of Risk Professionals (GARP).
  • The SCR Certificate is the first-ever global climate risk management program, designed to help businesses address the risks associated with climate change.
  • GARP offers role-based risk certification the Financial Risk Manager and Energy Risk Professional as well as the Sustainability and Climate Risk certificate and on-going educational opportunities through Continuing Professional Development.
  • Through the GARP Benchmarking Initiative and GARP Risk Institute, GARP sponsors research in risk management and promotes collaboration among practitioners, academics and regulators.

William Blair Names Ruta Ziverte and Kathy Lynch Portfolio Managers on Fixed Income Mutual Funds

Retrieved on: 
Thursday, April 30, 2020

William Blair Investment Management announced today that Ruta Ziverte, head of Fixed Income, has been named a co-portfolio manager on the William Blair Bond Fund, joining Paul Sularz as a co-portfolio manager.

Key Points: 
  • William Blair Investment Management announced today that Ruta Ziverte, head of Fixed Income, has been named a co-portfolio manager on the William Blair Bond Fund, joining Paul Sularz as a co-portfolio manager.
  • Ruta has also been named portfolio manager on the William Blair Income Fund.
  • In addition, Kathy Lynch, CFA, has been named a co-portfolio manager on the William Blair Low Duration Fund, joining Paul Sularz as co-portfolio manager.
  • We are excited to name them portfolio managers and congratulate them both, said Stephanie Braming, CFA, partner, and global head of William Blair Investment Management.

Norsk Hydro: First quarter 2020: Lower cost lifts result amid significant market uncertainty

Retrieved on: 
Wednesday, April 29, 2020

Hydros underlying EBIT for the first quarter of 2020 was NOK 2,247 million, up from NOK 559 million for the same quarter last year.

Key Points: 
  • Hydros underlying EBIT for the first quarter of 2020 was NOK 2,247 million, up from NOK 559 million for the same quarter last year.
  • The Covid-19 situation causes significant market uncertainty, however, the financial impact from reduced operations due to Covid-19 was limited in the first quarter, mainly affecting Extruded Solutions.
  • Positive effect from lower costs, currency and volume
    Mitigating actions for safe operations, supporting communities and safeguarding liquidity
    The Covid-19 situation is challenging the global economy, causing significant uncertainty for Hydro's operations and business areas.
  • Amid significant market uncertainty, it is more important than ever to focus on the elements that we control ourselves.

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

Retrieved on: 
Friday, April 24, 2020

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.

Ninepoint Partners LP Announces Risk Rating Change for Ninepoint Enhanced U.S. Equity Class

Retrieved on: 
Wednesday, April 22, 2020

Based in Toronto, Ninepoint Partners LP is one of Canadas leading alternative investment management firms overseeing approximately $6 billion in assets under management and institutional contracts.

Key Points: 
  • Based in Toronto, Ninepoint Partners LP is one of Canadas leading alternative investment management firms overseeing approximately $6 billion in assets under management and institutional contracts.
  • Committed to helping investors explore innovative investment solutions that have the potential to enhance returns and manage portfolio risk, Ninepoint offers a diverse set of alternative strategies including North American Equity, Global Equity, Real Assets & Alternative Income.
  • For more information on Ninepoint Partners LP, please visitwww.ninepoint.comor please contact us at (416) 943-6707 or (866) 299-9906 [email protected].
  • Ninepoint Partners LP undertakes no obligation to update forward-looking statements if circumstances, managements estimates or opinions should change, except as required by securities legislation.

Faircourt Asset Management Inc. Announces April Distributions

Retrieved on: 
Tuesday, April 21, 2020

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.