Asset classes

SwissDiamondCoinTM Lets Institutional Investors Embrace Tokenized Diamonds as New Asset Class for Their Portfolio

Retrieved on: 
Thursday, February 21, 2019

CHD is re-imagining investment diamonds as an institutional-grade asset class, for portfolio diversification, inflation hedging, as cash alternative and more.

Key Points: 
  • CHD is re-imagining investment diamonds as an institutional-grade asset class, for portfolio diversification, inflation hedging, as cash alternative and more.
  • Investment diamonds have been stable stores of values for hundreds of years, playing essential hedging roles during times of economic uncertainty.
  • With its open-source pricing model, SwissDiamondCoinTM adds full transparency to this asset class.
  • Institutional investors can now embrace diamonds as a new, uncorrelated asset class.

BrandywineGLOBAL - Global Income Opportunities Fund Inc. Portfolio Composition as of December 31, 2018

Retrieved on: 
Wednesday, January 30, 2019

The credit quality of the investments in the Funds portfolio does not apply to the stability or safety of the Fund.

Key Points: 
  • The credit quality of the investments in the Funds portfolio does not apply to the stability or safety of the Fund.
  • BrandywineGLOBAL - Global Income Opportunities Fund Inc., a non-diversified closed-end investment management company traded on the New York Stock Exchange under the symbol BWG.
  • Fixed income securities are subject to various risks, including but not limited to, credit, inflation, income, prepayment and interest rates risks.
  • The Fund may invest in foreign currencies or currency derivatives which may increase the risk and volatility of the Fund.

Mackenzie Investments gives Canadians increased access to global market with Global Growth Balanced Fund

Retrieved on: 
Wednesday, January 23, 2019

TORONTO, Jan. 23, 2019 /CNW/ -Mackenzie Investments announced the launch of Mackenzie Global Growth Balanced Fund, a new growth-oriented fund designed to provide stronger geographic diversification and enhanced return potential.

Key Points: 
  • TORONTO, Jan. 23, 2019 /CNW/ -Mackenzie Investments announced the launch of Mackenzie Global Growth Balanced Fund, a new growth-oriented fund designed to provide stronger geographic diversification and enhanced return potential.
  • "Effective portfolio diversification can help build wealth, manage risk and combat market volatility," said Barry McInerney, President & CEO, Mackenzie Investments.
  • "By investing across a mix of stocks and bonds, a balanced fund can help create a smoother investing experience by avoiding exposure to market extremes."
  • The Mackenzie Global Growth Balanced Fund offers a well-diversified but concentrated portfolio of global equities, complemented by a tactical fixed income portfolio that seeks stability and excess returns.

Eagle Asset Management Promotes Senior Executives for Fundamental, Active Small Cap and SMID Cap Strategies; Launches ESG Strategy

Retrieved on: 
Monday, January 7, 2019

Mr. Wulff will begin leading the SMID Cap Strategy portfolio on June 30, 2019.

Key Points: 
  • Mr. Wulff will begin leading the SMID Cap Strategy portfolio on June 30, 2019.
  • Portfolio Co-Manager Matthew McGeary, CFA, will assume leadership of the Small Cap Strategy at the same time.
  • Executives of the Small Cap Strategy and the SMID Cap Strategy portfolios are based in Stowe, Vermont.
  • Together with our partner affiliates ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments we offer a range of investment strategies and asset classes through multiple vehicles.

QuantmRE Launches Blockchain-Based Investment Platform and Securities Token Tied to Real Estate Assets

Retrieved on: 
Tuesday, December 11, 2018

"EQRE is a securities token that we believe Wall Street could love," said QuantmRE founder and CEO Matthew Sullivan.

Key Points: 
  • "EQRE is a securities token that we believe Wall Street could love," said QuantmRE founder and CEO Matthew Sullivan.
  • "We're creating a securities token tied to a unique class of real estate assets that can be attractive to institutions as well as small investors who want to dip a toe into crypto and real-estate assets at the same time.
  • There is a low initial investment threshold and the tokens will have intrinsic value as they will represent ownership in a diversified pool of US-based real estate assets."
  • "As well as helping homeowners release equity, QuantmRE makes it possible for ordinary people to invest in this unique real estate asset class.

The urgent case for diversifying TDFs in retirement plans and why now is the moment to do so

Retrieved on: 
Friday, October 19, 2018

Theresa Whitmarsh, Executive Director of the Washington State Investment Board, noted that WSIB had been dedicated to significant private market investments for 30+ years.

Key Points: 
  • Theresa Whitmarsh, Executive Director of the Washington State Investment Board, noted that WSIB had been dedicated to significant private market investments for 30+ years.
  • The challenges to creating better investment solutions in DC plans can be effectively managed to allow plan sponsors to take steps toward enhancing retirement outcomes for their participants," he commented.
  • Ms. Antonelli asked panellists: "Why don't we see greater diversification of asset classes in TDFs today?
  • Securities may not be offered or sold in the United States absent registration or an exemption from registration.

XinFin Introduces Project Sandbox for Asset Tokenization of Public Infrastructure Assets

Retrieved on: 
Tuesday, August 7, 2018

XinFin claims through asset tokenization of physical infrastructure they can help development institutions take out some of those loans which are no longer risky from their books and can indeed be sold on to insurance companies that want a utility-type rate of return.

Key Points: 
  • XinFin claims through asset tokenization of physical infrastructure they can help development institutions take out some of those loans which are no longer risky from their books and can indeed be sold on to insurance companies that want a utility-type rate of return.
  • XinFin proposed to the GPIs that though blockchain is being experimented with in silo, that it should be done in a consortium to standardize the development of Infrastructure as an Asset Class (IAC) using asset tokenization in a sandbox environment - henceforth called Project Sandbox.
  • Large investors can diversify infrastructure investment by investing the same allocation into multiple projects and smaller investors can access infrastructure investments previously too large for consideration."
  • XinFin is a global open source Hybrid Blockchain protocol/platform with independent community contributors comprising of long-term backers, network utility and tech developers.

Advisors Have Become Bearish on Most Asset Classes

Retrieved on: 
Wednesday, April 18, 2018

The Q2 Survey asked Canadian investment advisors for their expectations of returns bullish, bearish or neutral on 15 distinct asset classes for the upcoming quarter (Q2 2018), which will end on June 30, 2018.

Key Points: 
  • The Q2 Survey asked Canadian investment advisors for their expectations of returns bullish, bearish or neutral on 15 distinct asset classes for the upcoming quarter (Q2 2018), which will end on June 30, 2018.
  • Similarly, the percentage of advisors bullish on the NASDAQ 100 Index declined to 57% from 65% in Q1.
  • Bullish sentiment for Crude Oil remained flat, despite the asset class' strong performance in Q1.
  • Of the 15 asset classes and indices, U.S. bonds were one of the few asset classes that advisors were increasingly bullish on.