Lipper

Artisan International Value Fund Wins Three Lipper Fund Awards

Retrieved on: 
Friday, March 24, 2023
Lipper, Institution, Cryptocurrency

Artisan Partners is pleased to announce Artisan International Value Fund received three 2023 Lipper Fund Awards.

Key Points: 
  • Artisan Partners is pleased to announce Artisan International Value Fund received three 2023 Lipper Fund Awards.
  • Artisan International Value Fund, Institutional Class (APHKX), managed by lead portfolio manager David Samra, was named best fund over the three-, five- and ten-year time periods in Lipper’s International Large-Cap Value Funds category.
  • Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five- and ten-year performance relative to their peers.
  • Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.

Osterweis Strategic Income Fund Named Best Multi-Sector Income Fund (3-year category) in the 2023 Refinitiv Lipper Fund Awards

Retrieved on: 
Friday, March 24, 2023
Banking, Asset Management, Professional Services, Finance, Element Capital Management, Refinitiv, Best, Rollin G. Osterweis, Cryptocurrency, Lipper

Osterweis Capital Management (Osterweis) announced today that its Strategic Income Fund (OSTIX) has been named a 2023 Refinitiv Lipper U.S. Fund Awards Winner as the Best Multi-Sector Income Fund Over Three Years.

Key Points: 
  • Osterweis Capital Management (Osterweis) announced today that its Strategic Income Fund (OSTIX) has been named a 2023 Refinitiv Lipper U.S. Fund Awards Winner as the Best Multi-Sector Income Fund Over Three Years.
  • We applaud the 2023 Refinitiv Lipper Fund Award winners such as Osterweis Capital Management for delivering the comfort of consistency to investors’ portfolios during such a tumultuous period.”
    The Osterweis Strategic Income Fund is a benchmark-agnostic strategy that utilizes fundamental research to build a diverse portfolio of fixed income securities.
  • The fund also invests in overlooked areas such as convertible bonds.
  • OSTIX is managed by Carl Kaufman, who launched the fund in 2002, as well as industry veterans Craig Manchuck and Bradley Kane.

Former Mellon CIO David Daglio Announces Formation of New Asset Management Firm

Retrieved on: 
Monday, March 6, 2023
Professional Services, Business, Communications, Finance, Asset Management, Banking, Public Relations, Investor Relations, Mellon Financial, Sound, Lipper, Paper, Aircraft, Dislocation, MA, Partnership, Risk, Institution, Cryptocurrency

David Daglio, former Chief Investment Officer of Mellon Investments Corp. announced the formation of BC-GUMPS, an asset management business purpose-built to deliver targeted solutions with asymmetric payoff.

Key Points: 
  • David Daglio, former Chief Investment Officer of Mellon Investments Corp. announced the formation of BC-GUMPS, an asset management business purpose-built to deliver targeted solutions with asymmetric payoff.
  • In short, BC-GUMPS is built to seize time-sensitive opportunities with high payoff and low risk.
  • He is joined by Corey Griffin, formerly CEO of The Boston Company, and Dale Dutile, a senior member of Daglio's Opportunistic Value team.
  • BC-GUMPS is founded on the principle of using sound, repeatable processes to do the same in the uncertain world of asset management.

Jadwa Investment Awarded Best Asset Manager at Saudi Capital Market Forum

Retrieved on: 
Tuesday, February 14, 2023
Consulting, Asset Management, Professional Services, Finance, Investment, GCC, Saudi Arabia, Initial public offering, Trust, Lipper, SAR, Philosophy, Multimedia, Jadwa Investment, Cryptocurrency, Financial services

Jadwa Investment, a leading investment management and advisory firm in the Middle East, was awarded Best Asset Manager for 2022 as part of the Saudi Capital Market Awards announced at the Saudi Capital Market Forum yesterday.

Key Points: 
  • Jadwa Investment, a leading investment management and advisory firm in the Middle East, was awarded Best Asset Manager for 2022 as part of the Saudi Capital Market Awards announced at the Saudi Capital Market Forum yesterday.
  • The Saudi Capital Market Awards, now in their third year, are organized by the Saudi Stock Exchange to honor distinguished market participants who are championing the development of the Saudi capital market across a variety of practice areas.
  • The Best Asset Manager award is given to the firm that shows the best record of accomplishment and investment performance.
  • In addition to being awarded Best Asset Manager for 2022 by Saudi Capital Market Awards, Jadwa was awarded Best Global Islamic Equity Group, Best MENA Equity Group, Best MENA Equity Fund, Best GCC Equity Fund, and Best Saudi Equity Fund for 2022 by Lipper.

TD Asset Management Funds Recognized in Three Categories at the 2022 Refinitiv Lipper Fund Canada Awards

Retrieved on: 
Friday, November 18, 2022
Growth, Toronto-Dominion Bank, Classification, ETF, Government, Funding, US, NA, London Stock Exchange Group, Investment, Prospectus, Hedge fund, Canada Deposit Insurance Corporation, Refinitiv, TD, LSEG, Lipper, N/A, Airline, Financial adviser

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.

Key Points: 
  • 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.
  • Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
  • About TD Asset Management Inc.
    TD Asset Management Inc. ("TDAM"), a member of TD Bank Group, is a North American investment management firm.

Dynamic Funds honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, November 17, 2022
Scotiabank, Classification, Partnership, Prospectus, ETF, Lipper, Financial adviser

For standard performance data and information about the Lipper Leader ratings of these funds, please visit the Dynamic Funds site.

Key Points: 
  • For standard performance data and information about the Lipper Leader ratings of these funds, please visit the Dynamic Funds site.
  • 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 Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a 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 Refinitiv Lipper Fund Award.

Scotia Global Asset Management honoured to be recognized at the 2022 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, November 17, 2022
TSX, Toronto Stock Exchange, Scotiabank, Classification, Connor, Partnership, NYSE, Prospectus, New York Stock Exchange, BNS, ETF, Lipper, State Street Global Advisors, Financial services, Financial adviser, Limited

Scotia Global Asset Management includes 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank.

Key Points: 
  • Scotia Global Asset Management includes 1832 Asset Management L.P., a limited partnership, the general partner of which is wholly owned by Scotiabank.
  • Scotia Global Asset Management offers a range of wealth management solutions, including mutual funds, ETFs, and investment solutions for private clients, institutions, and managed asset programs.
  • 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.

GTJAI Successfully Launched "China Funds Festival" Live Broadcast

Retrieved on: 
Thursday, October 27, 2022
Banking, Professional Services, Finance, Zero, Benchmark, E Fund Management (Hong Kong) Co., Limited, Growth, FTSE4Good Index, Insurance, Investment, Company, ETF, QFII, Economic development, RQFII, Research, Environment, Ford Type 9 transmission, United Kingdom, Securities and Futures Commission, Type 4, Philosophy, U.S. Securities and Exchange Commission, Multimedia, International, Face, QDII, Cayman Islands, Industry, RMB, CSOP, Index, Asset, Paladin Group (security company), Motherboard, Standard, London Stock Exchange, Fed, Security (finance), Film, Financial services, Financial adviser, Limited, Security (finance), WeChat, Lipper

Mr. GAN Tian, Chief Executive Officer of ChinaAMC Funds (Hong Kong), said, "in recent years, the international environment has been turbulent.

Key Points: 
  • Mr. GAN Tian, Chief Executive Officer of ChinaAMC Funds (Hong Kong), said, "in recent years, the international environment has been turbulent.
  • Nevertheless, ChinaAMC Funds (Hong Kong) has been able to seize opportunities and launch innovative products despite the complex environment.
  • CSOP's team consists of nearly 80 professionals and clients around the world include sovereign wealth funds, pension/retirement funds, insurance companies, family offices, and banks.
  • E Fund possesses provision of asset management services including China mutual funds, social security funds, pension insurance funds, corporate pension funds, segregated accounts, QDII, and for global investors: QFII, RQFII.

The Schwab Municipal Bond ETF (SCMB) Begins Trading

Retrieved on: 
Wednesday, October 12, 2022
Consulting, Asset Management, Professional Services, Finance, Risk management, Fund, DBA, Investment, ETF1, LLC, Person, NYSE, Product management, SCMB, Income, Comparison, ETF, History, National Snow and Ice Data Center, CSIM, Goal, AMT, ICE, Morning Star, Industry, NYSE Arca, Charles Schwab Corporation, Innovation, ARCA, Lipper, Prospectus, SIDCO, NAV, Financial adviser, Security (finance), Life insurance, Index

Today, the Schwab Municipal Bond ETF (SCMB) begins trading on the NYSE Arca.

Key Points: 
  • Today, the Schwab Municipal Bond ETF (SCMB) begins trading on the NYSE Arca.
  • The Schwab Municipal Bond ETFs goal is to track as closely as possible, before fees and expenses, the total return of the ICE AMT-Free Core U.S. National Municipal Index, which measures the performance of the U.S. AMT-free municipal bond market.
  • This trademark has been licensed, along with the ICE AMT-Free Core U.S. National Municipal Index (Index) for use by Charles Schwab Investment Management, Inc., dba Schwab Asset Management, in connection with the Schwab Municipal Bond ETF (the Fund).
  • Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM), the investment adviser for Schwab ETFs.

Columbia Thermostat Fund Celebrates 20-Year Anniversary

Retrieved on: 
Tuesday, October 11, 2022
Professional Services, Finance, Risk, Columbia, LLC, NYSE, Ameriprise Financial, Income, Twitter, Index, Flexible, Industry, FINRA, Morningstar Rating for Funds, Lipper, Classification, Prospectus, Solution, Refinitiv, Security (finance), Life insurance, Columbia Threadneedle Investments

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Key Points: 
  • Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
  • The Columbia Thermostat Fund was awarded for best 3-year performance out of 148 fund in the Flexible Portfolio Funds category, for the period ended 12/31/20, Class Institutional 3 shares.
  • 2 Columbia Thermostat Fund earns a five-star Overall Morningstar Rating among 260 funds in the Tactical Allocation category as of September 30, 2022 based on a Morningstar risk-adjusted return measure.
  • Columbia Thermostat Fund is distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Wanger Asset Management, LLC.