Assets under management

Options Trading to Begin for Purpose Ether ETF

Wednesday, May 12, 2021 - 1:00pm

b'Purpose Ether ETF launched April 20, 2021, and has already attracted approximately $161.6 million in assets from retail and institutional investors.

Key Points: 
  • b'Purpose Ether ETF launched April 20, 2021, and has already attracted approximately $161.6 million in assets from retail and institutional investors.
  • The ETF is available in Canadian dollar-denominated units (TSX: ETHH and TSX:ETHH.B) and U.S. dollar-denominated units (TSX: ETHH.U).
  • To learn more about the ETF, please visit https://www.purposeinvest.com/funds/purpose-ether-etf\nPurpose is an asset management company with more than $11 billion in assets under management.
  • Purpose has an unrelenting focus on client-centric innovation, offering a range of managed and quantitative investment products.

Options Trading to Begin for Purpose Ether ETF

Monday, May 10, 2021 - 5:50pm

b'Purpose Ether ETF launched April 20, 2021, and has already attracted approximately $122.4 million in assets from retail and institutional investors.

Key Points: 
  • b'Purpose Ether ETF launched April 20, 2021, and has already attracted approximately $122.4 million in assets from retail and institutional investors.
  • The ETF is available in Canadian dollar-denominated units (TSX: ETHH and TSX:ETHH.B) and U.S. dollar-denominated units (TSX: ETHH.U).
  • To learn more about the ETF, please visit https://www.purposeinvest.com/funds/purpose-ether-etf\nPurpose is an asset management company with more than $11 billion in assets under management.
  • Purpose has an unrelenting focus on client-centric innovation, offering a range of managed and quantitative investment products.

U.S. Global Investors Announces Fourth Straight Quarter of AUM Growth to $4.6 Billion, with Revenues Expanding 23% QoQ and 595% YoY

Monday, May 10, 2021 - 12:00pm

Assets under management (AUM) surged to an average of $4.0 billion, up over 35% QoQ and 630% YoY.

Key Points: 
  • Assets under management (AUM) surged to an average of $4.0 billion, up over 35% QoQ and 630% YoY.
  • Total AUM ended the quarter at $4.6 billion, compared to $655.1 million as of March 31, 2020, an increase of about $4.0 billion, or more than 590%.
  • Operating margin expanded to 53%, compared to an operating loss during the same period last year.\nInflows into the U.S.
  • Global GO GOLD and Precious Metal Miners ETF (GOAU), and it has agreed to bear all expenses of the ETFs.

Invictus Capital Reaches $112 Million in Assets Under Management

Thursday, May 6, 2021 - 3:00pm

b'Invictus Capital , the alternative investment firm offering dollar-denominated, blockchain-based investment funds, releases its 2021 Q1 report, indicating 50 percent growth in assets under management (AUM).

Key Points: 
  • b'Invictus Capital , the alternative investment firm offering dollar-denominated, blockchain-based investment funds, releases its 2021 Q1 report, indicating 50 percent growth in assets under management (AUM).
  • Hoping to secure their slice of the pie, dozens of institutional investors joined the crypto frenzy , which has continued into the new year.
  • As crypto prices skyrocketed, Invictus Capital \xe2\x80\x94 whose focus is on offering structured crypto asset funds with favourable risk-adjusted return profiles\xe2\x80\x94reached new heights.\nInvictus Capital\'s team produced a number of strong growth metrics throughout Q1.
  • "\nFounded in 2017, Invictus Capital is grounded in the idea that investment should be democratized, made more affordable, and conscientious.

DePlutus to be the 1st Asset Management Protocol Deployed on BSC Chain

Tuesday, May 4, 2021 - 7:56pm

By the end of 2020, the global asset management industry had over $100 trillion assets under management (AUM).

Key Points: 
  • By the end of 2020, the global asset management industry had over $100 trillion assets under management (AUM).
  • The collision between DEFI and the asset agreement has attracted the attention of users and has become the next hot plate of DeFi.
  • With its debuts on the booming BSC ecosystem, DePlutus will have an advantage on gas fee reduction and deliver better user-experience to the on-chain fund investors.
  • DePlutus also plans to deploy on Heco chain to cover the maxim investors and is well-positioned on the DeFi asset management arena.\nExisting asset management platforms such as TokenSets and Enzyme refer to traditional fund products and set strict entry barriers for fund managers.

Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class

Tuesday, May 4, 2021 - 5:27pm

b"Morgan Stanley Investment Management (\xe2\x80\x9dMSIM\xe2\x80\x9d) and CastleOak Securities, L.P. (\xe2\x80\x9cCastleOak\xe2\x80\x9d), an industry-leading, minority-owned, boutique investment bank are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.

Key Points: 
  • b"Morgan Stanley Investment Management (\xe2\x80\x9dMSIM\xe2\x80\x9d) and CastleOak Securities, L.P. (\xe2\x80\x9cCastleOak\xe2\x80\x9d), an industry-leading, minority-owned, boutique investment bank are pleased to announce an expansion of their long-standing partnership by debuting two new co-branded share class offerings that provide clients an expanded menu of short-term cash investment services.
  • For additional information, visit www.castleoaklp.com .\nMorgan Stanley Investment Management, together with its investment advisory affiliates, has more than 731 investment professionals around the world and $1.4 trillion in assets under management or supervision as of March 31, 2021.1 Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
  • For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im .\nSTABLE NAV FUNDS: You could lose money by investing in the Fund.
  • Please read the prospectus carefully before investing.\n1AUM includes all discretionary and non-discretionary assets of Morgan Stanley Investment Management (MSIM) and all advisory affiliates.

Tekla Healthcare Opportunities Fund Paid Distribution

Friday, April 30, 2021 - 7:10pm

The actual amounts and sources of the amounts for tax reporting purposes will depend upon the Fund\xe2\x80\x99s investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations.

Key Points: 
  • The actual amounts and sources of the amounts for tax reporting purposes will depend upon the Fund\xe2\x80\x99s investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations.
  • The Fund will send you a Form 1099-DIV for the calendar year that will tell you how to report these distributions for federal income tax purposes.\nTekla Healthcare Opportunities Fund (NYSE: THQ) is a closed-end fund that invests in companies in the healthcare industry.\nTekla Capital Management LLC, the Fund\xe2\x80\x99s investment adviser, is a Boston, MA based healthcare-focused investment manager with approximately $3.3 billion of assets under management as of March 31, 2021.
  • Tekla also serves as investment adviser to Tekla Healthcare Investors (NYSE: HQH), Tekla Life Sciences Investors (NYSE: HQL) and Tekla World Healthcare Fund (NYSE: THW), closed-end funds that invest in companies in the healthcare and life sciences industries.
  • Information regarding the Funds and Tekla Capital Management LLC can be found at www.teklacap.com .\nPlease contact Destra Capital Advisors, the Fund\xe2\x80\x99s marketing and investor support services agent, at THQ@destracapital.com or call (877) 855-3434 if you have any questions regarding THQ.\nThe Fund\xe2\x80\x99s current fiscal year began on October 1, 2020.\nCumulative total return at NAV is the percentage change in the Fund\xe2\x80\x99s NAV and includes all distributions and assumes the reinvestment of those distributions for the period of September 30, 2020 through March 31, 2021.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210430005529/en/\n'

Tekla World Healthcare Fund Paid Distribution

Friday, April 30, 2021 - 7:10pm

The actual amounts and sources of the amounts for tax reporting purposes will depend upon the Fund\xe2\x80\x99s investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations.

Key Points: 
  • The actual amounts and sources of the amounts for tax reporting purposes will depend upon the Fund\xe2\x80\x99s investment experience during the remainder of its fiscal year and may be subject to changes based on tax regulations.
  • The Fund will send you a Form 1099-DIV for the calendar year that will tell you how to report these distributions for federal income tax purposes.\nTekla World Healthcare Fund (NYSE: THW) is a closed-end fund that invests in companies in the healthcare industry.\nTekla Capital Management LLC, the Fund\xe2\x80\x99s investment adviser, is a Boston, MA based healthcare-focused investment manager with approximately $3.3 billion of assets under management as of March 31, 2021.
  • Tekla also serves as investment adviser to Tekla Healthcare Investors (NYSE: HQH), Tekla Life Sciences Investors (NYSE: HQL) and Tekla Healthcare Opportunities Fund (NYSE: THQ), closed-end funds that invest in companies in the healthcare and life sciences industries.
  • Information regarding the Funds and Tekla Capital Management LLC can be found at www.teklacap.com .\nPlease contact Destra Capital Advisors, the Fund\xe2\x80\x99s marketing and investor support services agent, at THW@destracapital.com or call (877) 855-3434 if you have any questions regarding THW.\n1 The Fund\xe2\x80\x99s current fiscal year began on October 1, 2020.\n2 Cumulative total return at NAV is the percentage change in the Fund\xe2\x80\x99s NAV and includes all distributions and assumes the reinvestment of those distributions for the period of September 30, 2020 through March 31, 2021.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210430005526/en/\n'

Options Trading Begins for the 3iQ CoinShares Bitcoin ETF (BTCQ)

Thursday, April 29, 2021 - 1:15pm

b'Founded in 2012, 3iQ is Canada\xe2\x80\x99s largest digital asset investment fund manager with C$2.5 billion in assets under management.

Key Points: 
  • b'Founded in 2012, 3iQ is Canada\xe2\x80\x99s largest digital asset investment fund manager with C$2.5 billion in assets under management.
  • 3iQ was the first Canadian investment fund manager to offer a public bitcoin investment fund, The Bitcoin Fund (TSX: QBTC, QBTC.U), and a public Ether investment fund, The Ether Fund (TSX: QETH.UN, QETH.U).
  • More recently, 3iQ launched the 3iQ CoinShares Bitcoin ETF (TSX: BTCQ, BTCQ.U) and the 3iQ CoinShares Ether ETF (TSX: ETHQ, ETHQ.U).
  • 3iQ offers investors convenient and familiar investment products to gain exposure to digital assets.

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

Thursday, April 29, 2021 - 2:13pm

b'DALLAS, April 29, 2021 /PRNewswire/ -- Prospera Financial Services, Inc. (Prospera) continues to grow its presence on the West Coast with the addition of Ossola Wealth Management, a private family wealth management office located in Aliso Viejo, California.

Key Points: 
  • b'DALLAS, April 29, 2021 /PRNewswire/ -- Prospera Financial Services, Inc. (Prospera) continues to grow its presence on the West Coast with the addition of Ossola Wealth Management, a private family wealth management office located in Aliso Viejo, California.
  • Dean Ossola, founder, and associates bring with them decades of industry experience and add $120M in AUM.
  • In 2005, Dean created Ossola Wealth Management Group where he developed the practice to over $100 million in assets under management.
  • Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019.