Lipper

Schwab to Launch the Schwab Municipal Bond ETF

Retrieved on: 
Wednesday, September 28, 2022
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Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Municipal Bond ETF (NYSE Arca: SCMB).

Key Points: 
  • Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab Municipal Bond ETF (NYSE Arca: SCMB).
  • With the launch of the Schwab Municipal Bond ETF, we at Schwab Asset Management are extending our legacy of low-cost leadership and expanding our well-established line-up of bond ETFs that can play an important role in a diversified portfolio.
  • The Schwab Municipal Bond ETF is Schwab Asset Managements eighth bond ETF and the 29th Schwab ETF overall.
  • 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).

Belle Haven Investments CIO Invests in Sub-Advised Transamerica Funds

Retrieved on: 
Monday, September 26, 2022
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RYE BROOK, N.Y., Sept. 26, 2022 /PRNewswire/ --Belle Haven Investments, a boutique fixed income manager with $15 billion under management, announced that Matt Dalton, CEO & CIO, has deployed additional personal investments into the Transamerica Intermediate Muni Fund (TIMUX) and the Transamerica High Yield Muni Fund (THYIX).

Key Points: 
  • RYE BROOK, N.Y., Sept. 26, 2022 /PRNewswire/ --Belle Haven Investments, a boutique fixed income manager with $15 billion under management, announced that Matt Dalton, CEO & CIO, has deployed additional personal investments into the Transamerica Intermediate Muni Fund (TIMUX) and the Transamerica High Yield Muni Fund (THYIX).
  • The Transamerica Intermediate Muni Fund is sub-advised by Belle Haven Investments and has over $1.7 Billion in AUM as of 8/31/2022.
  • The Transamerica High Yield Muni Fund is sub-advised by Belle Haven Investments and has over $150 Million in AUM as of 8/31/2022.
  • Belle Haven Investments is an independent, employee-owned money manager specializing in separately managed taxable and tax-exempt fixed income portfolios.

DGAP-News: Seahawk Investments: Dislocations due to Russia sanctions to support tanker segments

Retrieved on: 
Monday, July 25, 2022
Investment, Lipper, Industry, ISIN, EUR, Transport, USD, News, DGAP, Security (finance), Petroleum, Renewable energy, Oil

Corona pandemic, supply chain issues and, last but not least, the Ukraine war have had a major impact on these sectors.

Key Points: 
  • Corona pandemic, supply chain issues and, last but not least, the Ukraine war have had a major impact on these sectors.
  • "The imminent international sanctions against the raw material producer Russia are creating investment opportunities within the tanker segments" explains Hubertus Clausius, Managing Director of Seahawk Investments GmbH.
  • The fund now has an exposure within the international crude and product tanker segments, as European sanctions against Russian oil should trigger increased demand.
  • "We continue to take advantage of the opportunities that keep coming up in our niche segments.

Leon Saunders Calvert to join ESG Book as Chief Product Officer

Retrieved on: 
Wednesday, July 13, 2022
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LONDON, July 13, 2022  /PRNewswire/ -- ESG Book, a global leader in sustainability data and technology, today announced that Leon Saunders Calvert will join as its new Chief Product Officer, effective in October 2022. He will lead the expansion of ESG Book's product suite, and drive the firm's market differentiation through next-generation sustainability solutions.

Key Points: 
  • Currently Head of Research and Portfolio Management at the London Stock Exchange Group (LSEG), Leon Saunders Calvert will join ESG Book in October 2022.
  • Announcement follows ESG Book's recent $35 million Series B to build the world's leading ESG data platform, and expand into cutting-edge new product areas.
  • LONDON, July 13, 2022 /PRNewswire/ -- ESG Book, a global leader in sustainability data and technology, today announced that Leon Saunders Calvert will join as its new Chief Product Officer, effective in October 2022.
  • Leon Saunders Calvert, ESG Book's incoming Chief Product Officer, said: "ESG Book is extremely well positioned to enable the mainstreaming of sustainable outcomes into financial markets.

Curran's Large Core & Midcap Equity Strategies Rank Top 10 by Broadridge Lipper Period Ending 3/31/22

Retrieved on: 
Wednesday, June 29, 2022
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ALBANY, N.Y., June 29, 2022 /PRNewswire/ -- Curran Investment Management's Curran Core Growth Equity Strategy was listed #4 total return in the U.S Large Cap Growth and Value Equity category.

Key Points: 
  • ALBANY, N.Y., June 29, 2022 /PRNewswire/ -- Curran Investment Management's Curran Core Growth Equity Strategy was listed #4 total return in the U.S Large Cap Growth and Value Equity category.
  • It also ranked in the U.S Growth & Value category, and our U.S Midcap Equity strategy ranked in both the Growth category and the universe of all Midcap strategies.
  • Curran's Core Growth Equity strategy falls under the U.S Large-Cap Growth & Value Equity category.
  • "We are pleased that not only our Curran Core Growth strategy, but our Midcap Equity continues to be ranked among Lipper's Best Money Managers."

Banesco USA Announces $22,300,000 Construction Loan to Finance a Mixed-Use Project in Miami Beach

Retrieved on: 
Thursday, May 26, 2022
Tourism, CORAL, Lipper, Committee on European Affairs and Oversight of the European Funds, Banesco, Investment, Lincoln Road, New, Atlanta Hotel, Architecture, Restaurant, Jackie Gleason, Miami Beach Convention Center, Washington Avenue, FactSet, Attention, Family, Doral, CEO, Hotel, Brickell

CORAL GABLES, Fla., May 26, 2022 /PRNewswire/ -- Banesco USA announces a construction loan in the amount of $22,300,000 for development of a mixed-use project which includes a boutique luxury hotel, restaurant and retail spaces.

Key Points: 
  • CORAL GABLES, Fla., May 26, 2022 /PRNewswire/ -- Banesco USA announces a construction loan in the amount of $22,300,000 for development of a mixed-use project which includes a boutique luxury hotel, restaurant and retail spaces.
  • The project is just steps from the popular shopping and nightlife destination, Lincoln Road, and a couple of blocks from the sands of Miami Beach.
  • The Family office focuses its investments on office buildings, luxury hotels, private equity, and financial markets.
  • The subject site sits catty corner to the Fillmore Miami Beach at Jackie Gleason Theater and the expanded 1.2 million square foot Miami Beach Convention Center.

Brandywine Global Wins U.S. Lipper Award for High Yield Fund

Retrieved on: 
Tuesday, March 29, 2022
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Brandywine Global Investment Management, LLC (Brandywine Global), a specialist investment manager and subsidiary of Franklin Templeton, announced today that the BrandywineGLOBAL High Yield Fund (BGISX) has received a 2022 U.S. Refinitiv Lipper Fund Award for delivering strong risk-adjusted returns over a five-year period relative to its peers in the high yield bond category.

Key Points: 
  • Brandywine Global Investment Management, LLC (Brandywine Global), a specialist investment manager and subsidiary of Franklin Templeton, announced today that the BrandywineGLOBAL High Yield Fund (BGISX) has received a 2022 U.S. Refinitiv Lipper Fund Award for delivering strong risk-adjusted returns over a five-year period relative to its peers in the high yield bond category.
  • We are proud of this award, especially since this is the third consecutive year this strategy has won a Lipper Award for high yield, said Zox.
  • We applaud the 2022 Refinitiv Lipper Fund Award winners such as Brandywine Global for delivering outperformance and the accompanying comfort of consistency to investors portfolios in a time of unprecedented change.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Knights of Columbus International Equity Fund Wins the Refinitiv Lipper Award for the Third Consecutive Year

Retrieved on: 
Thursday, March 24, 2022
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It is the third consecutive year the Knights of Columbus International Equity Fund has won a Refinitiv Lipper Award in one of the International Multi-Cap Core categories.

Key Points: 
  • It is the third consecutive year the Knights of Columbus International Equity Fund has won a Refinitiv Lipper Award in one of the International Multi-Cap Core categories.
  • "We applaud the 2022 Refinitiv Lipper Fund Award winners, such as Knights of Columbus International Equity Fund, for delivering performance and the accompanying comfort of consistency to investors' portfolios in a time of unprecedented change."
  • Six of Knights of Columbus' nine mutual funds launched in Feb. 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, Core Bond Fund, and Limited Duration Fund.
  • The Knights of Columbus Real Estate Fund, U.S All Cap Index Fund, and Long/Short Equity Fund launched in 2019.

REFINITIV LIPPER NAMES T. ROWE PRICE 2022 BEST OVERALL LARGE U.S. FUND MANAGEMENT GROUP; FIRM ALSO RECEIVES 24 AWARDS FOR FUND PERFORMANCE

Retrieved on: 
Wednesday, March 16, 2022
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T. Rowe Price Retirement I 2010 Fund, I Class

Key Points: 
  • T. Rowe Price Retirement I 2010 Fund, I Class
    T. Rowe Price Retirement I 2010 Fund, I Class
    T. Rowe Price Retirement I 2015 Fund, I Class
    T. Rowe Price Retirement I 2015 Fund, I Class
    T. Rowe Price Retirement I 2020 Fund, I Class
    T. Rowe Price Retirement I 2025 Fund, I Class
    T. Rowe Price Retirement I 2030 Fund, I Class
    T. Rowe Price Retirement I 2045 Fund, I Class
    T. Rowe Price Retirement I 2050 Fund, I Class
    T. Rowe Price Retirement I 2055 Fund, I Class
    T. Rowe Price Retirement I 2060 Fund, I Class
    T. Rowe Price Global High Income Bond Fund, I Class
    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.
  • 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.

RiverNorth Core Opportunity Fund (RNCOX) Honored with 2022 Lipper Fund Award

Retrieved on: 
Wednesday, March 16, 2022
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RiverNorth Capital Management, LLC (RiverNorth), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund, won the 2022 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2021.

Key Points: 
  • RiverNorth Capital Management, LLC (RiverNorth), an investment management firm specializing in opportunistic investment strategies, announced that the RiverNorth Core Opportunity Fund, won the 2022 Lipper Fund Award for Best Alternative Global Macro Fund for the ten-year period ended November 30, 2021.
  • We are very pleased that Refinitiv Lipper has once again recognized the strong long-term performance of the RiverNorth Core Opportunity Fund, said Patrick Galley, Chief Executive Officer and Chief Investment Officer at RiverNorth.
  • 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.