SPDR

Envestnet Summit 2023 - Elevate - Inspires Thousands to Deliver The Intelligent Financial Life™

Retrieved on: 
Wednesday, April 26, 2023
Unified managed account, BlackRock, Teamwork, CO, Retirement, Dream, Investment, Wealth, Generational Divide, Sport, Financial management, Environment, Face, Genetics, New Era, Empower, Research, UMA, Motivation, Entrepreneurship, Intelligence, Social media, Behavior, Uncertainty, Product innovation, WDP, State Street Global Advisors, US, Quarterback, Battle, RIAS, Family, Success, Scale, Perseverance, Partnership, Habit, The New York Times, Education, Sale, Sea, Expo, SPDR, Scalability, Elevate, Ecosystem, Cryptocurrency, Management, Financial adviser, Envestnet

BERWYN, Pa., April 26, 2023 /PRNewswire/ -- At a time when markets face headwinds and $84.4 trillion in wealth is expected to be transferred to heirs by 20451, Envestnet is setting the stage for financial professionals, institutions, and technology companies alike to rise above the uncertainty and deliver the Intelligent Financial Life™ for their customers. With its unrivaled industry vision, brought to life through an inter- connected ecosystem of intelligence, technology, and solutions, the primacy of the Envestnet ecosystem is on display and playing out before thousands at Envestnet Elevate in Denver, CO, from April 26-27, 2023. 

Key Points: 
  • With its unrivaled industry vision, brought to life through an inter- connected ecosystem of intelligence, technology, and solutions, the primacy of the Envestnet ecosystem is on display and playing out before thousands at Envestnet Elevate in Denver, CO, from April 26-27, 2023.
  • Envestnet's vision for the Intelligent Financial Life offers a powerful platform to deliver customized strategies, and we are excited to spotlight these unique opportunities at Elevate."
  • Jam packed with deep dive product demos, instructive workshops, focus groups, peer roundtables and more, attendees will leave Elevate ready to rise above and deliver the Intelligent Financial Life.
  • For live updates during Envestnet Summit 2023 – Elevate, follow us on social media on LinkedIn , Twitter , and Instagram, and join our conversation by using hashtag #ENVSummit .

AllianzIM’s Suite of ETFs Exceeds $1 Billion in Assets

Retrieved on: 
Wednesday, February 15, 2023
Professional Services, Insurance, Finance, Banking, Personal Finance, Accounting, Prospectus, Investment, AUM, Allianz Life, ETF, S&P, Trust, S&P Dow Jones Indices, Buffer, Allianz, Risk, Fund, Dow Jones, Standard, Risk management, SPDR, Funding, Lovell Minnick Partners, Financial adviser, Cryptocurrency, Security (finance), Life insurance, Index

Allianz Investment Management LLC (AllianzIM), a wholly-owned subsidiary of Allianz Life Insurance Company of North America (Allianz Life®), announced its suite of Buffered ETFs has surpassed $1 billion in total assets under management.

Key Points: 
  • Allianz Investment Management LLC (AllianzIM), a wholly-owned subsidiary of Allianz Life Insurance Company of North America (Allianz Life®), announced its suite of Buffered ETFs has surpassed $1 billion in total assets under management.
  • “Reaching $1 billion in assets across our ETF suite reflects the critical role these products play in investors’ portfolios,” said Johan Grahn, Head ETF Market Strategist at AllianzIM.
  • Analyzing the ETFs’ performance in 2022, the product served as a valuable tool for investors.
  • Offering a new way to help investors seek to mitigate risk and reduce volatility, these ETFs complement Allianz Life’s suite of annuity and life insurance products.

AllianzIM Launches Two New Buffered ETFs that Hedge the S&P 500 Exposure

Retrieved on: 
Wednesday, February 1, 2023
Banking, Professional Services, Insurance, Finance, Prospectus, Life, AUM, Buffer, ETF, Trust, Cap, Allianz, Net, Risk, Fund, Index, Risk management, SPDR, Tax, Security (finance), Life insurance, Financial adviser, Cryptocurrency

“Our Buffered ETFs make it easier for investors sitting on cash to get back into the market without jumping head first into the deep end,” says Johan Grahn, Head ETF Market Strategist at AllianzIM.

Key Points: 
  • “Our Buffered ETFs make it easier for investors sitting on cash to get back into the market without jumping head first into the deep end,” says Johan Grahn, Head ETF Market Strategist at AllianzIM.
  • The 12-month Outcome Period of the February series ETFs will be February 1, 2023 to January 31, 2024.
  • However, the AllianzIM U.S. Large Cap Buffer20 Jan ETF (JANW) closed the year at -0.65%, proving to be an effective portfolio strategy.
  • AllianzIM’s suite of Buffered ETFs were listed as one of the fastest-growing ETFs in 2022 (Morningstar Direct, October 2022).

State Street Global Advisors Survey: US Investors Remain Confident in Their Advisors' Ability to Navigate Market Volatility Despite Lingering Concerns About Investment Prospects for 2023

Retrieved on: 
Monday, February 6, 2023
Personal Finance, Asset Management, Professional Services, Finance, State Street Corporation, Loss, Adviser, Investment, State Street Global Advisors, Retirement, NYSE, Head, ETF, SPY, Risk, Practice management software, Knowledge, True Value, Perception, SPDR, COVID-19, Financial adviser, Cryptocurrency

The survey found even with volatility in the market, 57% of US investors plan to keep their money ‘as is’ and stick to their long-term strategy.

Key Points: 
  • The survey found even with volatility in the market, 57% of US investors plan to keep their money ‘as is’ and stick to their long-term strategy.
  • The survey found 71% of US investors are “optimistic” or “very optimistic” about their own financial future over the next 12 months.
  • For more on State Street Global Advisors’ point of view on how advisors can help clients remain confident during uncertain times, read Market Volatility: A Relationship-Building Opportunity for Financial Advisors .
  • Appreciating the True Value of Advice offers insights for individual investors on how to find the right financial advisor.

State Street Global Advisors’ SPDR® S&P 500® ETF Trust Celebrates its 30 Year Anniversary

Retrieved on: 
Thursday, January 26, 2023
Other Consumer, Women, Finance, Banking, Men, Business, Professional Services, Consumer, Asset Management, State Street Corporation, AAPL, Investment, State Street Global Advisors, STT, NYSE, ETF, SPY, S&P Dow Jones Indices, SPDR, S, COVID-19, Financial adviser, Cryptocurrency, Apple

State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), marked the 30th anniversary of the first ever US-listed exchange traded fund (ETF) this month, the SPDR S&P 500 ETF Trust (SPY) .

Key Points: 
  • State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), marked the 30th anniversary of the first ever US-listed exchange traded fund (ETF) this month, the SPDR S&P 500 ETF Trust (SPY) .
  • *
    “SPY gave birth to an industry that has democratized investing, giving both investors large and small access to institutional-grade solutions that offer efficient, cost-effective exposures to all corners of the global investment market,” said Rory Tobin, head of State Street Global Advisors’ Global SPDR ETF Business.
  • Recent findings from State Street Global Advisors ETF Impact Survey reaffirm the popularity of ETFs as a vehicle that can help investors remain confident in their investing acumen.
  • Overall, the perceived benefits ETFs have brought to investors globally is overwhelmingly positive- whether or not they even own ETFs.

Innovator Announces Record Year for Defined Outcome ETFs™ as Bonds and Stocks Declined Together, Publishes New Upside Caps for 2023

Retrieved on: 
Tuesday, January 3, 2023
Patent, Flexible, ETF, AUM, Fund, IWM, U.S. International Development Finance Corporation, EOCT, BALT, Research, Financial accelerator, QQQ, SPDR S&P 500 Trust ETF, Volatility, Emerging market, Caps, Trust, Magazine, Treasury, EFA, United States Treasury security, Prospectus, SPDR, IJAN, Calendar, Buffer, Cap, TLT, EEM, Risk, Pioneer, Invesco, KJAN, Financial adviser, Security (finance), Risk management, TSLA, Floor, Growth

**“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.

Key Points: 
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • Outcome Period is the intended length of time over which the defined outcomes are sought.
  • With $5.7B inflows in 20223, Innovator witnessed record advisor interest in its lineup of Defined Outcome ETFs ™ that use forward-looking investment strategies.
  • Innovator listed 11 ETFs in 2022, most recently including the Equity Managed Floor ETF™ ( SFLR ) and the Gradient Tactical Rotation Strategy ETF ( IGTR) .

Innovator Preps Reset of Defined Outcome ETF™ Lineup for 2023 As Challenging Year for Stocks and Bonds Comes to Close, Announces New Upside Cap Ranges

Retrieved on: 
Friday, December 23, 2022
Patent, Flexible, ETF, AUM, Fund, IWM, U.S. International Development Finance Corporation, EOCT, BALT, Research, Financial accelerator, QQQ, SPDR S&P 500 Trust ETF, Volatility, Emerging market, Caps, Trust, Magazine, Treasury, EFA, United States Treasury security, Prospectus, SPDR, IJAN, Calendar, Buffer, Cap, TLT, EEM, Risk, Pioneer, Invesco, KJAN, Loss, Security (finance), Financial adviser, Risk management, TSLA, Floor, Growth

As a result, the Cap set by each Fund may be higher or lower than the Cap Range.

Key Points: 
  • As a result, the Cap set by each Fund may be higher or lower than the Cap Range.
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • The Upside Cap above is shown gross of the .175% quarterly (0.69% annual) management fee for BALT.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.

Cboe to Re-Open Floor Trading of VIX Options on Wednesday

Retrieved on: 
Tuesday, December 27, 2022
RUT, VIX, Chicago, FX, Cboe Global Markets, SPX, SPY, Russell, CBOE, Water damage, SPDR, Security (finance)

CHICAGO, Dec. 27, 2022 /PRNewswire/ -- Cboe Global Markets, Inc. (Cboe: CBOE), a leading provider of global market infrastructure and tradable products, announced that it will re-open floor trading of options on the Cboe Volatility Index (VIX) on Wednesday, December 28.

Key Points: 
  • CHICAGO, Dec. 27, 2022 /PRNewswire/ -- Cboe Global Markets, Inc. (Cboe: CBOE), a leading provider of global market infrastructure and tradable products, announced that it will re-open floor trading of options on the Cboe Volatility Index (VIX) on Wednesday, December 28.
  • On Tuesday, the VIX trading pit on the Cboe trading floor was temporarily closed for the day as a result of water damage sustained from a burst pipe above the trading floor.
  • To resume floor trading, the VIX trading pit is being temporarily relocated to an alternate space on the Cboe trading floor while repairs to the damaged trading pit will be made.
  • The Cboe Options Exchange is a hybrid market combining open outcry floor trading with electronic trading.

EQS-News: OTC Market Group’s Most Active List In November: A Dive Into The Names Experiencing Volume Changes

Retrieved on: 
Sunday, December 18, 2022
Bitcoin, Ethereum, GPO, Woman, Anglo American plc, DIA, OTCQX, SPDR, Federal Reserve, OTC, OTC Markets Group, News, DJA, Hoffmann-La Roche, ASM International, Most, Nasdaq Composite, CWGL, GBTC, CRTD, ETF, OTCQB, PLUS, Federal, Name, Comment, Royal, Zurich Insurance Group, DSM (company), Fidelity, Security (finance), Cryptocurrency, Lithium, Danone

OTC Market Group’s Most Active List In November: A Dive Into The Names Experiencing Volume Changes

Key Points: 
  • OTC Market Group’s Most Active List In November: A Dive Into The Names Experiencing Volume Changes
    The issuer is solely responsible for the content of this announcement.
  • ASM International N.V. (OTCQX: ASMIY) claimed the 17th spot on OTCQX’s Most Active list, experiencing a 98% increase in trading volume.
  • (OTCQX: JBSAY) claimed the 27th spot on OTCQX’s Most Active list, experiencing a 94% increase in trading volume.
  • (OTCQX: BDRBF) claimed the 28th spot on OTCQX’s Most Active list, experiencing a 203% increase in trading volume.

State Street Global Advisors Extends Proxy Voting Choice to More Investors

Retrieved on: 
Tuesday, December 13, 2022
Professional Services, Finance, Reproduction, Person, Institutional Shareholder Services, State Street Global Advisors, ISS, SSGA, Head, ESG, Communication, Research, Market, NYSE, Index, Pension, Policy, Investment, ETF, SPDR, AUM, State Street Corporation, Risk, Security (finance), Financial adviser, EU

With the addition of this new program, investors in more than 40% of the index equity assets managed by State Street Global Advisors will have the ability -- by the start of the 2023 proxy season -- to make choices regarding how shares held in the funds and separately managed accounts they own are voted. Over time, the firm intends to expand investor directed voting choice to as many of its index equity assets under management as possible.

Key Points: 
  • State Street Global Advisors clients in separately managed accounts already have the ability to either vote their own shares directly or delegate proxy voting of their shares to the firms asset stewardship team.
  • The new voting choice program is a recognition of how important participation in proxy voting is to our clients, said Lochiel Crafter, executive vice president and head of the Global Institutional Group of State Street Global Advisors.
  • Our focus is to deliver long-term value for our clients, said Lori Heinel, executive vice president and global chief investment officer at State Street Global Advisors.
  • For four decades, State Street Global Advisors has served the worlds governments, institutions and financial advisors.