Asset classes

Beaumont Capital Management Launches Inaugural Mutual Fund

Retrieved on: 
Monday, April 19, 2021
Investment, Financial risk, Asset classes

Selecting from a universe of diverse exposures, the fund can invest in virtually any asset class.

Key Points: 
  • Selecting from a universe of diverse exposures, the fund can invest in virtually any asset class.
  • The BCM Decathlon Moderate Fund can work harmoniously with these models to add alpha while also containing volatility within a set target range.
  • Using quantitative research and rules-based processes, we seek to remove emotion from the investment process and provide growth with an emphasis on downside risk management.
  • Advisors Preferred and Ceros are not affiliated with the funds\' subadviser.\nInvesting in mutual funds involves risk, including loss of principal.

Abel Noser Solutions Recruits Alexander Sedgwick to Head Global Fixed Income TCA Group

Retrieved on: 
Thursday, April 1, 2021
Asset classes, Investment, Fixed income, Foreign exchange market, Draft:Abel Noser

New York, NY, April 01, 2021 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the appointment of Alexander Sedgwick as Global Head of the companys expanded fixed income analytics group.

Key Points: 
  • New York, NY, April 01, 2021 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the appointment of Alexander Sedgwick as Global Head of the companys expanded fixed income analytics group.
  • Previously, Mr. Sedgwick was the Head of Fixed Income Market Structure and Electronic Trading at T. Rowe Price where he was responsible for multi-asset electronic trading strategy including the global credit, rates and foreign exchange markets.
  • "Abel Noser is the only independent provider of trade measurement for all asset classes including fixed income, equities, foreign exchange and derivatives.
  • Ranked as the Top Global Fixed Income TCA Provider 2020 by Greenwich Associates.

Abel Noser Solutions Recruits Alexander Sedgwick to Head Global Fixed Income TCA Group

Retrieved on: 
Thursday, April 1, 2021
Asset classes, Investment, Fixed income, Foreign exchange market, Draft:Abel Noser

New York, NY, April 01, 2021 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the appointment of Alexander Sedgwick as Global Head of the companys expanded fixed income analytics group.

Key Points: 
  • New York, NY, April 01, 2021 (GLOBE NEWSWIRE) -- Abel Noser Solutions today announced the appointment of Alexander Sedgwick as Global Head of the companys expanded fixed income analytics group.
  • Previously, Mr. Sedgwick was the Head of Fixed Income Market Structure and Electronic Trading at T. Rowe Price where he was responsible for multi-asset electronic trading strategy including the global credit, rates and foreign exchange markets.
  • "Abel Noser is the only independent provider of trade measurement for all asset classes including fixed income, equities, foreign exchange and derivatives.
  • Ranked as the Top Global Fixed Income TCA Provider 2020 by Greenwich Associates.

America First Multifamily Investors, L.P. Announces Sale of Vantage at Germantown

Retrieved on: 
Tuesday, March 30, 2021
Investment, Asset classes

As a result of the sale, the Partnerships equity investment in the Property Owner was redeemed.

Key Points: 
  • As a result of the sale, the Partnerships equity investment in the Property Owner was redeemed.
  • We are very pleased with the outcome of our investment in the Vantage at Germantown property and the resulting returns to our unitholders, said Kenneth C. Rogozinski, Chief Executive Officer of the Partnership.
  • This sale, amidst the uncertainties resulting from the COVID-19 pandemic, demonstrates the strength of our partnership with the Vantage team and shows that our investments continue to generate significant returns.
  • We will continue to work with Vantage to identify opportunities for additional investment in this asset class.

Lysander Funds Limited Announces Investment Strategies Change for Lysander TDV Fund

Retrieved on: 
Friday, March 12, 2021
Finance, Money, Investment, Economy, Investment fund, Asset classes, Institutional investors

TORONTO, March 12, 2021 (GLOBE NEWSWIRE) -- Lysander Funds Limited (Lysander) announced today that effective today, the investment strategies of Lysander TDV Fund (the Fund) will change such that the Fund may invest up to 100% of its net asset value in other investment funds, including those for which Lysander or its affiliates act as investment fund manager.

Key Points: 
  • TORONTO, March 12, 2021 (GLOBE NEWSWIRE) -- Lysander Funds Limited (Lysander) announced today that effective today, the investment strategies of Lysander TDV Fund (the Fund) will change such that the Fund may invest up to 100% of its net asset value in other investment funds, including those for which Lysander or its affiliates act as investment fund manager.
  • From time to time, the Fund may gain exposure to certain securities or asset classes by investing in other investment funds.
  • Lysander is the trustee and investment fund manager of Lysander TDV Fund.
  • Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Fidelity® Mutual Funds Win 19 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, March 11, 2021
Banking, Professional services, Finance, Finance, Money, Thomson Reuters, Investment, Lipper, Institutional investors, Mutual fund, Fidelity Investments, Asset classes, Refinitiv Indices

Fidelity Investments , one of the industrys largest and most diversified financial services firms with more than $9.9 trillion in client assets, today announced that 13 actively managed Fidelity mutual funds won a total of 19 Refinitiv Lipper Fund Awards.

Key Points: 
  • Fidelity Investments , one of the industrys largest and most diversified financial services firms with more than $9.9 trillion in client assets, today announced that 13 actively managed Fidelity mutual funds won a total of 19 Refinitiv Lipper Fund Awards.
  • The 13 Fidelity mutual funds recognized by Refinitiv Lipper range across a variety of asset classes and styles from equities, fixed income and asset allocation to international, high income and sector funds.
  • The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

DGAP-News: DIC Asset AG Successfully Sells 'Villa Kennedy' Hotel Asset in Frankfurt

Retrieved on: 
Monday, March 8, 2021
Asset classes, Investment

DIC Asset AG (ISIN: DE000A1X3XX4), one of Germany's leading listed property companies, just sold the "Villa Kennedy" luxury hotel on Kennedyallee in Frankfurt to CONREN Land, a real estate investor.

Key Points: 
  • DIC Asset AG (ISIN: DE000A1X3XX4), one of Germany's leading listed property companies, just sold the "Villa Kennedy" luxury hotel on Kennedyallee in Frankfurt to CONREN Land, a real estate investor.
  • DIC Asset AG succeeded in completing the disposal as planned, and thus accomplished a profitable exit for its institutional client after a holding period of around six years.
  • In the context of its growth strategy, DIC Asset AG will sharpen its focus on the sought-after asset classes office and logistics.
  • The Commercial Portfolio segment (EUR 2.0 billion in assets under management) represents the proprietary real estate portfolio of DIC Asset AG.

Brinker Capital Investments Listed in Top Ten of Barron’s 2020 Best Fund Families

Retrieved on: 
Friday, March 5, 2021
Finance, Consulting, Data management, Professional services, Technology, Finance, Money, Investment, Income fund, Stock fund, Asset classes, Real assets

Its Destinations Funds family ranked eighth overall in the Barrons Best Fund Families of 2020 and second place in the U.S. Equity category.

Key Points: 
  • Its Destinations Funds family ranked eighth overall in the Barrons Best Fund Families of 2020 and second place in the U.S. Equity category.
  • Brinker Capital Investments asset managers earned this distinction on the strength of the Destinations Funds performance in a year marked by unprecedented volatility and economic upheaval.
  • Were excited to have earned this recognition in 2020 given the volatility in financial markets, said Amy Magnotta, CFA, Co-Head of Discretionary Portfolios at Brinker Capital Investments.
  • The 10 funds which make up the Destinations multi-asset class portfolios, include: Destinations Large Cap Equity Fund, Destinations Small-Mid Cap Equity Fund, Destinations Equity Income Fund, Destinations International Equity Fund, Destinations Core Fixed Income Fund, Destinations Low Duration Fixed Income Fund, Destinations Municipal Fixed Income Fund, Destinations Global Fixed Income Opportunities Fund, Destinations Multi Strategy Alternatives Fund, and Destinations Real Assets Fund.

Real Estate Developer Intracorp Acquires South Austin Land Assemblage from Rastegar Property Company

Retrieved on: 
Thursday, March 4, 2021
Real estate investing, Asset classes, Draft:Ari Rastegar

Intracorp acquired the Bouldin Creek land assemblage by an agreement with Austin-headquartered Rastegar Property Company , a technology-enabled private real estate investment firm focused on value-add and development in all asset classes throughout Austin and the Sun Belt region of the United States.

Key Points: 
  • Intracorp acquired the Bouldin Creek land assemblage by an agreement with Austin-headquartered Rastegar Property Company , a technology-enabled private real estate investment firm focused on value-add and development in all asset classes throughout Austin and the Sun Belt region of the United States.
  • The property was assembled and sold to Intracorp by Rastegar Property Company, who will retain an investment in the project.
  • Developing communities in six urban regions in North America, Intracorp has established itself as a real estate developer that delivers extraordinary experiences to homeowners.
  • Rastegar Property Company is a technology-enabled private real estate investment firm focused on value-add and development in all asset classes throughout Austin and the Southwest United States.

Q1 Survey: Commercial Real Estate Executives Express Optimism About Current and Future Market Conditions

Retrieved on: 
Wednesday, March 3, 2021
Articles, Investment, Philosophy, Motivation, Optimism, Personality, Philosophy of life, Economy, The Real Estate Roundtable, Asset classes, Sentiment

WASHINGTON, March 3, 2021 /PRNewswire/ --Commercial real estate industry leaders continue to acknowledge the effects of the COVID-19 pandemic on various asset classes, while expressing increased optimism for both current and future market conditions for the remainder of 2021, according to The Real Estate Roundtable's Q1 2021 Economic Sentiment Survey released today.

Key Points: 
  • WASHINGTON, March 3, 2021 /PRNewswire/ --Commercial real estate industry leaders continue to acknowledge the effects of the COVID-19 pandemic on various asset classes, while expressing increased optimism for both current and future market conditions for the remainder of 2021, according to The Real Estate Roundtable's Q1 2021 Economic Sentiment Survey released today.
  • "DeBoer added, "Our Q1 index indicates that despite the extremely challenging past 12 months, industry leaders are optimistic that conditions are trending in positive way.
  • General supply and demand market balance, functioning capital markets, and low leverage, combined with increased vaccination efforts have sparked the strong uptick in optimism.
  • Respondents continued to express optimism about future conditions; however, the outlook is highly dependent upon asset class and portfolio mix.