Liquidity risk

Camelot Event-Driven Fund Wins Three LSEG 2024 Lipper Awards

Retrieved on: 
Tuesday, March 19, 2024
Credit, Camelot, Risk, Financial crisis, Capital structure, Liquidity risk, Prospectus, Investment, Fund, Interest rate risk

MAUMEE, Ohio, March 19, 2024 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is thrilled to announce that their Camelot Event-Driven Fund (EVDIX) has been awarded not one, not two, but three LSEG Lipper Fund Awards.

Key Points: 
  • MAUMEE, Ohio, March 19, 2024 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is thrilled to announce that their Camelot Event-Driven Fund (EVDIX) has been awarded not one, not two, but three LSEG Lipper Fund Awards.
  • EVDIX is the United States 2024 Winner for Best Alternative Event-Driven Fund Over 3 Years, Over 5 Years, and Over 10 Years.
  • Robert Jenkins (Global Head of Research, Investment & Wealth at LSEG Lipper) expounds on the impressive win:
    “The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades.
  • 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.

Survey Shows Rising Use of Bank Deposit Accounts, Government MMFs, and CDs

Retrieved on: 
Tuesday, February 13, 2024
DDA, Allspring Global Investments, MMDA, Liquidity risk, Compact disc, Government, Research, Treasury

Atlanta, GA, Feb. 13, 2024 (GLOBE NEWSWIRE) -- Strategic Treasurer and Allspring Global Investments recently released the Liquidity Risk Survey Results Report.

Key Points: 
  • Atlanta, GA, Feb. 13, 2024 (GLOBE NEWSWIRE) -- Strategic Treasurer and Allspring Global Investments recently released the Liquidity Risk Survey Results Report.
  • This survey’s questions probed 160 treasury and finance professionals on key aspects of their liquidity risk management.
  • As the eleventh iteration of this survey, the research has extensive longitudinal data and reveals decade-long trends.
  • Highlights of the results include the following:
    Monitoring of counterparty exposures for bank deposits and CDs has gradually but consistently trended down from 60% in 2013 to 52% in 2023.

SS&C Announces Financial Risk and Regulatory Reporting Partnership with Regnology

Retrieved on: 
Thursday, February 8, 2024
Risk management, European, EBA, Partnership, ALM, Senior, Risk, Asset, SS&C, Deutsche Kreditbank, Liquidity risk, DKB, Cryptocurrency

WINDSOR, Conn., Feb. 8, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a strategic partnership with Regnology, a leading regulatory reporting technology company, to help clients tackle upcoming regulatory requirements. SS&C Algorithmics will combine its risk calculations with Regnology's regulatory reports to help clients meet the European Banking Authority's Interest Rate in the Banking Book (IRRBB) reporting requirements. The deadline for implementation of the new Asset Liability Management (ALM) reporting is September 2024.

Key Points: 
  • Partnership delivers a fully integrated risk and regulatory reporting solution for streamlined compliance and analytical insights, enabling institutions to adapt swiftly to regulatory changes
    WINDSOR, Conn., Feb. 8, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a strategic partnership with Regnology, a leading regulatory reporting technology company, to help clients tackle upcoming regulatory requirements.
  • The partnership creates an extensible framework to support both regulatory and management needs for ALM IRRBB and Liquidity Risk regulations.
  • Risk and regulatory reporting and management needs of EBA IRRBB-SA within Europe;
    End-to-end Liquidity Risk in North America; and
    ALM and Liquidity Risk capabilities in other global markets.
  • "SS&C Algorithmics' expertise in risk analytics complements Regnology's integrated and regulatory reporting experience to create a powerful offering to address the evolving needs of financial institutions."

Camelot Event-Driven Fund Celebrates 20-Year Anniversary

Retrieved on: 
Tuesday, November 21, 2023
Fund, Classification, Risk, Morningstar, Inc., Liquidity risk, All rights reserved, Credit, Interest rate risk, Prospectus, Camelot, Capital structure, Pharmaceutical industry

MAUMEE, Ohio, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce the 20-year anniversary of the Camelot Event-Driven Fund ("the Fund"), tickers EVDAX, EVDIX.

Key Points: 
  • MAUMEE, Ohio, Nov. 21, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce the 20-year anniversary of the Camelot Event-Driven Fund ("the Fund"), tickers EVDAX, EVDIX.
  • This year, Refinitiv Lipper named the Fund the Best Fund over 3 Years (and 5 Years!)
  • As a multi-strategy event-driven fund, this Fund has the flexibility to move with the market.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Wolters Kluwer emerges as Category Leader in all four quadrants of the 2023 Chartis ALM report

Retrieved on: 
Thursday, August 17, 2023
Data management, Risk, Team, American International Group, FRR, CP, ALM, Capital, ESG, Liquidity risk

LONDON – August 17, 2023 - Wolters Kluwer Finance, Risk and Regulatory Reporting ( FRR ) has secured Category Leader positions in all four categories of the recently published ALM (Asset Liability Management) Market Update and Vendor Landscape report published by Chartis Research.

Key Points: 
  • LONDON – August 17, 2023 - Wolters Kluwer Finance, Risk and Regulatory Reporting ( FRR ) has secured Category Leader positions in all four categories of the recently published ALM (Asset Liability Management) Market Update and Vendor Landscape report published by Chartis Research.
  • The company has captured category leadership status in the RiskTech Quadrant for ALM Technology Solutions and the RiskTech Quadrant for FTP Technology Solutions.
  • It has also secured the status in the RiskTech Quadrant for LRM Solutions and the RiskTech Quadrant for Capital and Balance Sheet Optimization Solutions.
  • Wolters Kluwer FRR, which sits within the company’s Corporate Performance & ESG division, is a global market leader in the provision of integrated regulatory compliance and reporting solutions.

Ultipa Showcases Graph-XAI powered Liquidity Management System over the 21st Liquidity Management Conference in London

Retrieved on: 
Monday, June 5, 2023
Online, Uncertainty, Treasury, Liquidity, Use, Liquidity risk, LRM, Sibs, Silicon Valley Bank, Oracle, Accelerant, Financial institution, Silicon, XAI, ALM, Risk, Explainable artificial intelligence, ESG, TCO, Environment, Conference, Risk management, Cryptocurrency

PLEASANTON, Calif., June 5, 2023 /PRNewswire-PRWeb/ -- The 21st Liquidity Management for Financial Institutions will be held on London, UK on the 5th and 6th of June, 2023.

Key Points: 
  • Ultipa will showcase its industry-first graph-XAI powered Liquidity Risk Management system that features real-time liquidity indicator monitoring and attribution analysis.
  • The system empowers financial institutions to stay on top of their internal ALM/treasury management, and be compliant with stringent external regulations at the same time, with ease and confidence.
  • PLEASANTON, Calif., June 5, 2023 /PRNewswire-PRWeb/ -- The 21st Liquidity Management for Financial Institutions will be held on London, UK on the 5th and 6th of June, 2023.
  • Online Demo of the Ultipa LRM & ALM System powered with Graph XAI Technologies.

SEC Charges Investment Adviser and Fund Trustees with Liquidity Rule Violations

Retrieved on: 
Friday, May 5, 2023
Exercise, Investment Advisers Act of 1940, Liquidity risk, Commission, Risk management, Trustee, Complaint, Division, Investment management, Masella, Security (finance), Enforcement, Financial adviser

Washington, D.C.--(Newsfile Corp. - May 5, 2023) - The Securities and Exchange Commission today announced charges against investment adviser Pinnacle Advisors LLC for aiding and abetting Liquidity Rule violations by a mutual fund it advised and whose Liquidity Risk Management Program it administered.

Key Points: 
  • Washington, D.C.--(Newsfile Corp. - May 5, 2023) - The Securities and Exchange Commission today announced charges against investment adviser Pinnacle Advisors LLC for aiding and abetting Liquidity Rule violations by a mutual fund it advised and whose Liquidity Risk Management Program it administered.
  • The SEC also charged the fund’s two independent trustees, Mark Wadach and Lawton “Charlie” Williamson, and two officers of both Pinnacle Advisors and of the fund it advised, Robert Cuculich and Benjamin Quilty, with aiding and abetting Liquidity Rule violations by the fund.
  • A third trustee, Joseph Masella, agreed to settle charges that he caused and willfully counseled the fund’s violations.
  • The complaint also states that Cuculich, Quilty, and Masella misled the SEC’s Division of Investment Management about the basis for the fund’s liquidity classifications.

Snowflake Unites the Data Cloud Ecosystem at Fifth-Annual User Conference: Snowflake Summit 2023

Retrieved on: 
Tuesday, April 25, 2023
Networks, Security, Data Management, Technology, Software, Cloud, Liquidity risk, Macdonald, PDT, Multimedia, Organization, Community, Outline, Data, Data engineering, Freddie Mac, Power, Certification, DTCC, CIO, SVP, SNOW, Conference, NYSE, Fidelity, Marriott International, Video game, Nightclub, Mobile phone, Engineering, Snowflake, Tag cloud

Snowflake (NYSE: SNOW), the Data Cloud company, today announced it will host its largest ever user-conference with Snowflake Summit 2023 ‘The World of Data Collaboration’ live in Las Vegas, Nevada from June 26-29, 2023.

Key Points: 
  • Snowflake (NYSE: SNOW), the Data Cloud company, today announced it will host its largest ever user-conference with Snowflake Summit 2023 ‘The World of Data Collaboration’ live in Las Vegas, Nevada from June 26-29, 2023.
  • Snowflake Summit 2023 will offer a first-look at Snowflake’s latest product innovations transforming the Data Cloud.
  • View the full release here: https://www.businesswire.com/news/home/20230425005520/en/
    Snowflake Unites the Data Cloud Ecosystem at Fifth-Annual User Conference: Snowflake Summit 2023 (Graphic: Business Wire)
    Announcements and sessions at Snowflake Summit will showcase how Snowflake’s single, integrated platform is making it easier for organizations to do more with their data and simplify architectures, build without governance tradeoffs, and deliver and monetize leading applications at scale in Snowflake Marketplace .
  • Snowflake will also unveil its 2023 Data Drivers Awards winners at the event, alongside the finalists and ultimate winner of Snowflake’s annual 2023 Snowflake Startup Challenge , recognizing startups that are building inspiring, envelope-pushing applications in the Data Cloud.

Camelot Event-Driven Fund: New Lively Look. Same Positive Performance.

Retrieved on: 
Thursday, March 30, 2023
Risk, Marketing, Liquidity risk, Capital structure, Camelot, Operational risk, Credit, Prospectus, California Managed Risk Medical Insurance Board, Maritime Security Risk Analysis Model, Interest rate risk, Fund, Financial services, Security (finance)

“As an equity alternative for our institutional clients, we relish that our Fund has been a positive contributor and diversifier for their clients’ portfolios,” reflects Thomas Kirchner, co-portfolio manager.

Key Points: 
  • “As an equity alternative for our institutional clients, we relish that our Fund has been a positive contributor and diversifier for their clients’ portfolios,” reflects Thomas Kirchner, co-portfolio manager.
  • “For the last 19 years, our team’s ability to identify and capitalize on market opportunities, even in difficult times, has demonstrated the benefits of an event-driven approach.
  • With a team of experienced investment professionals and a commitment to delivering strong risk-adjusted returns, Camelot Event-Driven Advisors is dedicated to helping investors achieve their financial goals.
  • The Camelot Event-Driven Fund is Distributed by Arbor Court Capital, LLC member FINRA/SIPC.

Camelot Event-Driven Fund Wins Lipper Awards

Retrieved on: 
Friday, March 24, 2023
Risk, RISK, Liquidity risk, Capital structure, Camelot, Index, Operational risk, Credit, Prospectus, California Managed Risk Medical Insurance Board, Investment, Mutual fund, Maritime Security Risk Analysis Model, Chart, FINRA, Transport, Interest rate risk, Fund, Life insurance, Financial adviser

MAUMEE, Ohio, March 24, 2023 (GLOBE NEWSWIRE) -- Camelot Event-Driven Advisors is proud to announce that its Camelot Event-Driven Fund (ticker: EVDIX) has been awarded the prestigious Refinitiv Lipper Fund Award 2023 U.S.A. for the Best Fund Over 5 Years in the category Alternative Event Driven Funds. The Fund has also won the Refinitiv Lipper Fund Award 2023 U.S.A. for the Best Fund Over 3 Years in the category Alternative Event Driven Funds.

Key Points: 
  • Standard and Poor’s chooses member companies for the index based on market size, liquidity and industry group representation.
  • Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund.
  • This and other important information about the fund is contained in the prospectus, which can be obtained by calling 1-800-869-1679.
  • The Camelot Event Driven Fund is Distributed by Arbor Court Capital, LLC member FINRA / SIPC .