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RiverNorth Core Opportunity Fund Wins 2024 Lipper Fund Award

Retrieved on:

Thursday, March 14, 2024

Asset Management, Professional Services, Finance, Fund, Acquisition, Lipper

RiverNorth Capital Management, LLC (“RiverNorth”), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund (NASDAQ: RNCOX) (the “Fund”), won the 2024 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2023.

Key Points:

RiverNorth Capital Management, LLC (“RiverNorth”), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund (NASDAQ: RNCOX) (the “Fund”), won the 2024 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2023.
This marks the seventh time the Fund has earned the award^.
The LSEG Lipper Fund Awards honor funds that have excelled in providing consistently strong risk-adjusted performance relative to similar funds, based on Lipper's quantitative, proprietary methodology.
"We are delighted to once again be recognized by Lipper for the strong risk-adjusted performance of the RiverNorth Core Opportunity Fund," said Patrick Galley, Chief Executive Officer and Chief Investment Officer at RiverNorth.

Ave Maria Bond Fund Wins 2024 LSEG Lipper Awards

Retrieved on:

Thursday, March 14, 2024

Professional Services, Consumer, Religion, Finance, Asset Management, Banking, Ave Maria Mutual Funds, Lipper, CFA

Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds , today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2024 LSEG Lipper Fund Awards for the best A-rated corporate bond funds.

Key Points:

Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds , today announced that its Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded 2024 LSEG Lipper Fund Awards for the best A-rated corporate bond funds.
The award is for the 3-year (among 12 funds), 5-year (among 12 funds) and 10-year periods (among 11 funds) ended November 30, 2023.
“We are honored that Lipper has recognized the Ave Maria Bond Fund with these prestigious awards,” said George P. Schwartz, CFA, Executive Chairman of Schwartz Investment Counsel, Inc. “Winning awards for multiple time periods demonstrates the consistency of this fund.
Brandon Scheitler heads the fixed income team and has done an exceptional job as lead manager of this fund, while adhering to the moral screens our shareholders rely upon.”
The LSEG Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.

PGIM Investments Wins 2024 LSEG Lipper Group Award for Mixed Assets

Retrieved on:

Thursday, March 14, 2024

Banking, Asset Management, Professional Services, Finance, Real estate, PGIM, Investment, Multimedia, Lipper, Security (finance)

PGIM Investments is honored to receive several 2024 LSEG Lipper Fund Awards recognizing the firm for investment excellence, including the U.S. Group Award for Mixed Assets (Firm Size: Large) over three years, and four fund awards across multiple asset classes.

Key Points:

PGIM Investments is honored to receive several 2024 LSEG Lipper Fund Awards recognizing the firm for investment excellence, including the U.S. Group Award for Mixed Assets (Firm Size: Large) over three years, and four fund awards across multiple asset classes.
The U.S. Group Award for Mixed Assets is attributed to strong performance from the PGIM Target Date Funds, along with Balanced, Income Builder and Real Asset Funds.
This is the 14th consecutive year that PGIM Investments’ funds have received Lipper Awards.
The PGIM U.S. Real Estate Fund was named best-in-class among Real Estate funds for the 3-year period (Z share class, PJEZX) out of 200 funds.

TCW Global Real Estate Fund Recognized in 2024 Refinitiv Lipper Awards

Retrieved on:

Thursday, March 14, 2024

Asset Management, Professional Services, Finance, COVID-19, Stock, TCW Group, Lipper

The TCW Group, a leading global asset management firm, announced today that its TCW Global Real Estate Fund (TGREX) was honored with a Lipper Award in the Global Real Estate Funds category for the 5-year period, ended November 30, 2023.

Key Points:

The TCW Group, a leading global asset management firm, announced today that its TCW Global Real Estate Fund (TGREX) was honored with a Lipper Award in the Global Real Estate Funds category for the 5-year period, ended November 30, 2023.
The TCW Global Real Estate Fund provides highly concentrated positions in the global real estate universe with an opportunistic and long-term focus.
“The key to this Fund’s success has been the team’s focus on long-term secular trends that impact the real estate market which has led to underweight positions in office and retail commercial real estate since before Covid and strategically adding in areas such as data centers, cell towers, and residential.”
Refinitiv Lipper Fund Awards pay tribute to outstanding fund performance.
Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.

Invesco Wins Overall Fixed Income Fund Family, 18 LSEG Lipper Awards for Outstanding Risk-Adjusted Returns across its Active Investments Platform

Retrieved on:

Tuesday, March 19, 2024

International, Classification, Senior, Alpha Plus, Energy, Lipper, Security (finance)

ATLANTA, March 19, 2024 /PRNewswire/ -- Invesco is proud to be recognized by the LSEG Lipper Fund Awards as the top Overall Fixed Income Fund Family (Large Firm) as well as 18 additional wins for leading mutual funds across its active fixed income and equities investments platform.

Key Points:

ATLANTA, March 19, 2024 /PRNewswire/ -- Invesco is proud to be recognized by the LSEG Lipper Fund Awards as the top Overall Fixed Income Fund Family (Large Firm) as well as 18 additional wins for leading mutual funds across its active fixed income and equities investments platform.
In addition, Invesco funds honored by the 2024 LSEG Lipper Fund Awards include:
Invesco Comstock Fund for the three-year period ( R6 share class / ICSFX ) in the Large-Cap Value Funds category.
Invesco AMT-Free Municipal Income Fund for the 10-year period ( Y share class / OMFYX ) in the General & Insured Municipal Debt Funds category.
Invesco Rochester Municipal Opportunities Fund for the 10-year period ( Y share class / ORNYX ) in the High Yield Municipal Debt Funds category.

Mutual of America Capital Management's MoA Funds Win 10 2024 LSEG Lipper Fund Awards for Best-in-Class Mixed-Asset Target-Date Funds

Retrieved on:

Thursday, March 14, 2024

Best, DNA, Capital, Investment, Retirement, Mutual of America, Lipper, Financial adviser

NEW YORK, March 14, 2024 /PRNewswire/ -- Mutual of America Capital Management LLC ("Capital Management") is pleased to announce that its target-date series of funds, the MoA Clear Passage Funds™, received 10 2024 LSEG Lipper Fund Awards. Part of a $23 billion fund family, the MoA Clear Passage Funds were recognized in the U.S. mixed-asset target-date fund categories. Capital Management also won best overall small firm in the U.S. Group Award mixed-assets category. The Group Award includes the MoA Clear Passage Funds, the MoA Retirement Income Fund, three MoA Allocation Funds and the MoA Balanced Fund.

Key Points:

NEW YORK, March 14, 2024 /PRNewswire/ -- Mutual of America Capital Management LLC ("Capital Management") is pleased to announce that its target-date series of funds, the MoA Clear Passage Funds™ , received 10 2024 LSEG Lipper Fund Awards .
Part of a $23 billion fund family, the MoA Clear Passage Funds were recognized in the U.S. mixed-asset target-date fund categories.
The Group Award includes the MoA Clear Passage Funds, the MoA Retirement Income Fund, three MoA Allocation Funds and the MoA Balanced Fund.
This year, Mutual of America Capital Management received the following 11 awards from LSEG Lipper:
LSEG Lipper Fund Awards Winner United States 2024, Best Mixed-Assets Small Fund Family Group Over Three Years
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2025 Fund, Best Mixed-Asset Target 2025 Fund Over 3 Years (Out of 45 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2030 Fund, Best Mixed-Asset Target 2030 Fund Over 3 Years (Out of 46 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2030 Fund, Best Mixed-Asset Target 2030 Fund Over 10 Years (Out of 28 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2035 Fund, Best Mixed-Asset Target 2035 Fund Over 3 Years (Out of 45 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2035 Fund, Best Mixed-Asset Target 2035 Fund Over 10 Years (Out of 27 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2040 Fund, Best Mixed-Asset Target 2040 Fund Over 3 Years (Out of 45 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2040 Fund, Best Mixed-Asset Target 2040 Fund Over 10 Years (Out of 26 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2045 Fund, Best Mixed-Asset Target 2045 Fund Over 3 Years (Out of 44 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2050 Fund, Best Mixed-Asset Target 2050 Fund Over 3 Years (Out of 44 Funds)
LSEG Lipper Fund Awards United States 2024 Winner, MoA Clear Passage 2065 Fund, Best Mixed-Asset Target 2060+ Fund Over 3 Years (Out of 26 Funds)
"The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades.

TD Asset Management Inc. Recognized in Five Categories at the 2023 Canada LSEG Lipper Fund Awards

Retrieved on:

Friday, November 10, 2023

Classification, N/A, Lipper, Airline

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Key Points:

The LSEG 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 LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months.
The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate awards, the accuracy is not guaranteed.

Manulife Investment Management Recognized by LSEG Lipper Fund Awards

Retrieved on:

Friday, November 10, 2023

ETF, Classification, Style (visual arts), MCLC, Investment, MUMC, Prospectus, Lipper, Manulife, Financial adviser

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

Key Points:

The LSEG 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 LSEG Lipper Fund Award.
Manulife Investment Management is a trade name of Manulife Investment Management Limited.
Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

New Survey Shows Fragmented Viewpoints Among ALTS Investors on Environmental, Social, Governance (ESG) and Diversity, Equity, Inclusion (DEI) Strategies and Priorities; Both Greenwashing and AI Noted as Challenges

Retrieved on:

Thursday, November 9, 2023

In Dynamo’s survey, participants showed some reticence around ESG investment performance.

Key Points:

In Dynamo’s survey, participants showed some reticence around ESG investment performance.
Respondents were evenly split on believing ESG-focused investments perform better (45%) and perform the same (44%) as non-ESG investments.
Some frameworks that are gaining traction are SASB, GRI, TCFD, and the closely-related SFDR, WDI, but it is still early.
“Our survey findings are likely a reflection of the still-nebulous nature of DEI strategy, and how it ties to ROI.

EVENTIDE GILEAD FUND CELEBRATES 15-YEAR ANNIVERSARY

Retrieved on:

Monday, August 14, 2023

BOSTON, Aug. 14, 2023 /PRNewswire/ -- Marking Eventide Asset Management's 15-year anniversary of its flagship fund, the Eventide Gilead Fund (NASDAQ: ETGLX), Eventide has announced that the Fund has delivered an annual return, net of fees, of 13.44% in the N share class since its inception on July 8, 20081 through June 30, 2023. This exceeded the benchmark Russell Midcap Growth Index by an annualized 2.98% over the same time period.

Key Points:

BOSTON, Aug. 14, 2023 /PRNewswire/ -- Marking Eventide Asset Management 's 15-year anniversary of its flagship fund, the Eventide Gilead Fund (NASDAQ: ETGLX), Eventide has announced that the Fund has delivered an annual return, net of fees, of 13.44% in the N share class since its inception on July 8, 20081 through June 30, 2023.
"We founded Eventide with the conviction that businesses that take care of others are also the best investments," said Finny Kuruvilla, MD, PhD, Eventide founder and Senior Portfolio Manager on the Gilead Fund.
The Eventide Gilead Fund is a diversified mutual fund that seeks to provide long-term capital appreciation.
The Eventide Gilead Fund was one of 66 funds to achieve this result in the Midcap Funds category out of 256 funds.