Invesco

KBW Announces Index Rebalancing for Second-Quarter 2023

Retrieved on: 
Saturday, June 10, 2023
Stifel, SF, REIT, BKX, KBWB, Index, ETF, Ticker, Invesco, NYSE, Manufacturing, Cryptocurrency

NEW YORK, June 09, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2023.

Key Points: 
  • NEW YORK, June 09, 2023 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the second quarter of 2023.
  • This quarter, there are constituent changes within one of our indexes: the KBW Nasdaq Bank Index (Index Ticker: BKX; ETF Ticker: KBWB).
  • These changes will be effective prior to the opening of business on Tuesday, June 20, 2023.
  • As part of this rebalancing, below are the component-level changes across impacted indices:
    KBW Nasdaq Bank Index (Index Ticker: BKX; ETF Ticker: KBWB)
    Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).

Invesco Advisers Announces Portfolio Management Changes for Invesco Municipal Closed-End Funds

Retrieved on: 
Thursday, June 8, 2023
VMO, IIM, VGM, OppenheimerFunds, OIA, Schorle, Invesco, NYSE, Pension fund, Financial adviser

ATLANTA, June 8, 2023 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for the following Invesco closed-end municipal funds (the "Funds"):

Key Points: 
  • ATLANTA, June 8, 2023 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for the following Invesco closed-end municipal funds (the "Funds"):
    Invesco Advantage Municipal Income Trust II (NYSE American: VKI)
    Invesco California Value Municipal Income Trust (NYSE: VCV)
    Invesco Municipal Income Opportunities Trust (NYSE: OIA)
    Invesco Municipal Opportunity Trust (NYSE: VMO)
    Invesco Pennsylvania Value Municipal Income Trust (NYSE: VPV)
    Invesco Quality Municipal Income Trust (NYSE: IQI)
    Invesco Trust for Investment Grade Municipals (NYSE: VGM)
    Invesco Trust for Investment Grade New York Municipals (NYSE: VTN)
    Invesco Value Municipal Income Trust (NYSE: IIM)
    Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco Advantage Municipal Income Trust II, Invesco Municipal Opportunity Trust, Invesco Municipal Trust, Invesco Quality Municipal Income Trust, Invesco Trust for Investment Grade Municipals and Invesco Value Municipal Income Trust's portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • John Schorle, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals' portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco Municipal Income Opportunities Trust's portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.

Private Advisor Group Adds Invesco as an Investment Strategist to its WealthSuite Platform

Retrieved on: 
Tuesday, May 23, 2023
WisdomTree Investments, Business development, BlackRock, Business, ETF, Practice management, LPL, Fidelity, Financial adviser, Invesco

MORRISTOWN, N.J., May 23, 2023 /PRNewswire/ -- Private Advisor Group , one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors.

Key Points: 
  • MORRISTOWN, N.J., May 23, 2023 /PRNewswire/ -- Private Advisor Group , one of the largest and fastest-growing independent wealth management firms in the country*, has announced that Invesco, a global independent investment management firm, has joined its investment management platform WealthSuite, becoming the latest investment strategist available to its community of over 750 financial advisors.
  • Advisors on the platform can now access curated investment strategies from Invesco alongside offerings from BlackRock, Fidelity Institutional Wealth Adviser LLC, Orion Advisor Solutions, and WisdomTree.
  • Each strategist was selected after a rigorous due diligence process encompassing an evaluation of investment management capabilities, technology integration, and distribution support.
  • Private Advisor Group will continually evaluate and expand its available solutions with a focus on providing a differentiated experience for both advisors and investors.

Startups Wanted: Catalyst by Wellstar™ Launches $100 Million Venture Fund to Shape Future of Healthcare

Retrieved on: 
Thursday, May 18, 2023
Hospice and palliative medicine, Medicine, Georgia Tech, Partnership, Pregnancy, Periodic function, Health, Decontamination, COVID-19, Wellstar Health System, Woman, FACOG, Emergency department, Fungus, Mother, Organization, EMS, Death, LED, Hospital, Mildew, MD, Investment, Physician, Patient, Chick-fil-A, Orangi Pilot Project, Invesco, ICU, Bacteria, Ecosystem, Bleeding, FDA, Emergency medical services, Coca-Cola, Virus, Catalysis, Cox Enterprises, Dietary supplement, Nursing, Pharmaceutical industry, Management, Health system

MARIETTA, Ga., May 18, 2023 /PRNewswire/ -- Today, Catalyst by Wellstar, the first-of-its-kind innovation company and venture firm created by one of the largest health systems in Georgia, announced the launch of a $100 million venture fund to shape the future of healthcare by creating better care and market value. An expression of Wellstar's mission to enhance the health and well-being of every patient it serves, the fund will directly influence the problems addressed and solutions created by the nation's most promising startups and entrepreneurs.     

Key Points: 
  • The proprietary and FDA-approved sensors in Marani's fetal monitoring device called the MWrap, have been shown to significantly outperform existing technology.
  • Marani is also the only company on the market that pairs a monitoring device with a patient-facing app and integrated clinical platform.
  • "The U.S. has one of the highest rates of pregnancy-related deaths among developed nations, and the numbers are climbing.
  • Uniquely, Catalyst believes not all healthcare problems will be solved by healthcare solutions; this means the fund will be looking across industries for breakthrough ideas that have the potential to transform healthcare.

Monitronics International, Inc. Enters Into Restructuring Support Agreement to Reduce Debt by ~$500mm

Retrieved on: 
Tuesday, May 9, 2023
Security, Home Goods, Retail, Consumer Electronics, Technology, Wardwell, Bankruptcy, Plan, Superpriority, Partnership, File, PJT Partners, Line of credit, L.L.C, Latham & Watkins, RSA, EBITDA, Title 11 of the United States Code, Monitronics, Monarch, Invesco, United States bankruptcy court, Court, Growth, Security (finance), Bank

“We are pleased to have reached an agreement with our lenders and shareholders to create a capital structure that is right-sized for our business model.

Key Points: 
  • “We are pleased to have reached an agreement with our lenders and shareholders to create a capital structure that is right-sized for our business model.
  • “The strength of the underlying Monitronics business model positions us for success in a growing market.
  • We also appreciate the support of the Company’s lenders, including the new principal equity investors, Monarch and Invesco.
  • and Davis Polk & Wardwell LLP are acting as lead advisors for the ad hoc group of lenders.

Clarity AI Hosts Inaugural Customer Advisory Board Meeting with Institutional Investors

Retrieved on: 
Friday, May 5, 2023
Technology, Mobile, Wireless, Other Professional Services, Legal, Insurance, Consulting, Banking, Professional Services, Artificial Intelligence, Environment, Other Technology, Sustainability, Data Management, Consumer Electronics, MetLife, PGIM, Customer advisory council, Innovation, Clarity, Biodiversity, Invesco, ESG, Strategic sustainable investing, Medical device

Clarity AI, the leading sustainability tech platform, recently held its inaugural Customer Advisory Board Meeting for investment managers.

Key Points: 
  • Clarity AI, the leading sustainability tech platform, recently held its inaugural Customer Advisory Board Meeting for investment managers.
  • "The inaugural Customer Advisory Board Meeting was a great success," said Lorenzo Saa, Chief Sustainability Officer at Clarity AI.
  • The event was a significant milestone for Clarity AI, as it showcased the company's commitment to working with industry players to drive progress towards sustainability.
  • The meeting provided a forum for investment managers to share their experiences and challenges, and to work collaboratively with Clarity AI to develop solutions.

Manulife Investment Management appoints Kristie Feinberg head of U.S. and Europe, and president and CEO, John Hancock Investment Management

Retrieved on: 
Wednesday, May 3, 2023
Cloud, Treasury, CFA, Chartered, Head, CFA Institute, Chartered Financial Analyst, Columbia Business School, Retirement, OppenheimerFunds, St. Cloud State University, CFO, Growth, Economics, Cryptocurrency, Financial services, Manulife, Invesco

BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.

Key Points: 
  • BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.
  • Ms. Feinberg was previously Manulife Investment Management's chief financial officer and global head of strategy.
  • Mr. Arnott was appointed head of U.S. and Europe for Manulife Investment Management in 2018 and was president and CEO of John Hancock Investment Management since 2012.
  • Ms. Feinberg is a member of Manulife Investment Management's leadership team and reports to Paul Lorentz, and she's based in Boston.

Franklin Templeton Expands U.S. Wealth Management Alternatives Distribution Team with Addition of Candice Kemeny and Jared Abert

Retrieved on: 
Wednesday, May 3, 2023
Asset Management, Professional Services, Finance, National accounts, CAIA, Abert, CFA, Senior, LaSalle Investment Management, International business development, RIA, Kemény, Alternative investment, Risk management, CTA, Clarion Partners, Franklin Templeton Investments, Commodity, Goldman Sachs, AUM, International business, Invesco, Lexington Partners, Registered investment adviser, Chartered Alternative Investment Analyst, CBI Bank & Trust, Financial adviser

Franklin Templeton today announced the appointment of Candice Kemeny as Senior Vice President, National Account Manager – Alternatives, and Jared Abert as Director, Alternative Investments – Midwest for the Registered Investment Advisor (RIA) & Bank Trust channel.

Key Points: 
  • Franklin Templeton today announced the appointment of Candice Kemeny as Senior Vice President, National Account Manager – Alternatives, and Jared Abert as Director, Alternative Investments – Midwest for the Registered Investment Advisor (RIA) & Bank Trust channel.
  • Wealth Management Alternatives distribution team, Kemeny and Albert will serve as key liaisons with clients to increase the adoption of comprehensive alternative investment solutions within the U.S. market.
  • Kemeny joined the firm at the end of March, and Abert joined in May.
  • “We are pleased to have Candice and Jared join our distribution team as we continue to expand the roster of talent to support our dedicated Alternatives by Franklin Templeton platform.

Invesco Ltd. To Present at Barclays Americas Select Franchise Conference

Retrieved on: 
Tuesday, May 2, 2023
Invesco, Senior, Conference, NYSE, Management, Broadcasting

ATLANTA, May 2, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, will participate in a fireside chat at the Barclays Americas Select Franchise Conference in London, England on Tuesday, May 9 at 4:00am EDT.

Key Points: 
  • ATLANTA, May 2, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, will participate in a fireside chat at the Barclays Americas Select Franchise Conference in London, England on Tuesday, May 9 at 4:00am EDT.
  • A link to the live audio webcast will be available on http://ir.invesco.com .
  • For those unable to listen to the live audio webcast, a replay will be available following the event.

Enerpac Tool Group Announces Travis Williams Appointed Director of Investor Relations

Retrieved on: 
Monday, April 17, 2023
Machine Tools, Metalworking & Metallurgy, Engineering, Other Construction & Property, Manufacturing, Construction & Property, Other Manufacturing, Machinery, EVP, Invesco, Communication, University, ASCEND, NYSE, Security (finance)

Enerpac Tool Group Corp. (NYSE:EPAC) (“Enerpac” or the “Company”) announced today that Travis Williams has joined the Company as Director of Investor Relations, effective April 17.

Key Points: 
  • Enerpac Tool Group Corp. (NYSE:EPAC) (“Enerpac” or the “Company”) announced today that Travis Williams has joined the Company as Director of Investor Relations, effective April 17.
  • In this role Mr. Williams will be responsible for leading the Company’s investor relations strategy and enhancing its communication with the investment community.
  • Mr. Williams replaces Bobbi Belstner, who will depart the Company July 1 and will work closely with him to ensure a seamless transition.
  • Mr. Williams has nearly 20 years of extensive experience in the investment community.