Investment strategy

CIG Capital Advisors Names New Head of Wealth Management

Retrieved on: 
Thursday, December 16, 2021
Growth, CEO, Investment strategy, Founder, Wealth management, High-net-worth individual, Goal, MI, Acquisition, CIG, Head, Financial services

SOUTHFIELD, Mich., Dec. 16, 2021 /PRNewswire-PRWeb/ -- CIG Capital Advisors, a leading independent wealth management and business advisory services firm, is pleased to announce that Michele Hennessy has joined the firm and will serve as Head of Wealth Management.

Key Points: 
  • SOUTHFIELD, Mich., Dec. 16, 2021 /PRNewswire-PRWeb/ -- CIG Capital Advisors, a leading independent wealth management and business advisory services firm, is pleased to announce that Michele Hennessy has joined the firm and will serve as Head of Wealth Management.
  • "CIG is uniquely positioned to support the high-net-worth across the continuum of their professional and personal journey with our seamlessly integrated strategic offerings of wealth management and business advisory capabilities and services," said Brian Lasher, Head of Investment Strategy and Lead Advisor with CIG.
  • Founded in 1997, CIG Capital Advisors (CIG) is a wealth management and business advisory services firm serving high-net-worth clientsenabling these individuals and families to focus on what is most important to them.
  • CIG tailors its delivery of service based on the situation, goals and aspirations of each client it works with.

T. ROWE PRICE'S DAVID GIROUX OFFERS INVESTING INSIGHTS IN NEW BOOK

Retrieved on: 
Monday, December 13, 2021
People, Pillar, Year, YouTube, Twitter, T. Rowe Price, Multimedia, Chartered, Mount Rushmore, Poverty, Equity, Courage, Investment, Asset, Refinitiv, Process, Capital allocation line, Attention, Morningstar Analyst Rating, McGraw Hill Education, Decision-making, LinkedIn, Time, Creativity, Spine, Risk, Hillsdale College, Hunger, View, Negative, Homelessness, Prospectus, Investment strategy, All rights reserved, Empowerment, Research, Management, Financial services, Insurance, Security (finance), Tutoring, Gold, Silver, Facebook, Lipper, Parent

BALTIMORE, Dec. 13, 2021 /PRNewswire/ --T. Rowe Price investment professional David Giroux has authored a book, "Capital Allocation: Principles, Strategies, and Processes for Creating Long-Term Shareholder Value," published today by McGraw Hill.

Key Points: 
  • BALTIMORE, Dec. 13, 2021 /PRNewswire/ --T. Rowe Price investment professional David Giroux has authored a book, "Capital Allocation: Principles, Strategies, and Processes for Creating Long-Term Shareholder Value," published today by McGraw Hill.
  • In "Capital Allocation," Giroux shares his experiences from an acclaimed 23-year career1 as an investment analyst and portfolio manager.
  • Despite this reality, capital allocation is a topic that has largely been ignored, according to Giroux.
  • David Giroux is a portfolio manager in the U.S. Equity Division of T. Rowe Price.

New Thematic Investment Solutions to Target Social Impact

Retrieved on: 
Tuesday, December 7, 2021
Trust, NYSE, Income, Tax, CFA, Research, ESG, GLOBE, Trusts & Estates (journal), Empowerment, Community health, Investment strategy, Parametric, Eaton Vance, Efficiency, Drinking water, SMA, Internet, Wellness, Foundation, Science, History, MS, Management, DEI, Spinal muscular atrophies, Innovation, United, Atmosphere, Pacific Ocean, Water, Solution, Morgan Stanley, Goal, Biodiversity, Investment, Renewable energy, Risk management, Financial services

The thematic solutions come at a time when interest in sustainable investing that considers environmental, social and corporate governance (ESG) factors is on the rise but suffers from a scarcity of public equity investment strategies targeting these types of acute social issues.

Key Points: 
  • The thematic solutions come at a time when interest in sustainable investing that considers environmental, social and corporate governance (ESG) factors is on the rise but suffers from a scarcity of public equity investment strategies targeting these types of acute social issues.
  • The thematic solutions address investor demand, as assessed by LNWMs work with high-net-worth, ultra-high-net-worth clients, foundations, endowments and nonprofit organizations.
  • The two socially focused thematic solutions are called Empowerment and Community Health and Wellness.
  • Parametric, part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley (NYSE: MS), uses investment science to build and manage systematic investment strategies and to implement custom portfolio solutions providing clients with targeted investment exposures with control of costs and taxes.

MVIS Launches the MVIS Global Future Healthcare ESG Index

Retrieved on: 
Monday, December 6, 2021
Software, Finance, Health, Banking, Data Management, Professional Services, Technology, Other Health, Safety, Industry, ESG, Investment strategy, IOT, Agriculture, Software, Food, Index, Solution, Growth, Pharmacy, Hospital

MV Index Solutions GmbH (MVIS) today announced the launch of the MVIS Global Future Healthcare ESG Index (ticker: MVFHC) .

Key Points: 
  • MV Index Solutions GmbH (MVIS) today announced the launch of the MVIS Global Future Healthcare ESG Index (ticker: MVFHC) .
  • The MVIS Global Future Healthcare ESG Index (ticker: MVFHC) is a global index that mainly tracks the performance of companies that are involved in the genomic health care and electronic healthcare industries.
  • We are excited to announce the launch of our global future healthcare ESG index today.
  • The MVIS Global Future Healthcare ESG Index (ticker: MVFHC) is weighted by free float market capitalisation and is calculated in USD as a price index and a total return net index.

E*TRADE Study Reveals Young Investors Feel Financially Prepared and Ready to Spend This Holiday Season as Pandemic Fears Dim

Retrieved on: 
Monday, November 22, 2021
Banking, Professional Services, Finance, Holiday, Female, Twitter, Millennials, Investment, Investment strategy, E, LLC, Multimedia, E-Trade, Life, Generation Z, Male, E*TRADE, Goal, StreetWise, Financial services, Life insurance, Bank, Financial adviser, the Survey, E*TRADE Financial Holdings, LLC and Important Notices, THE SURVEY, E*TRADE FINANCIAL HOLDINGS, LLC AND IMPORTANT NOTICES

Results suggest young investors feel confident in their finances and are feeling ready to spend this holiday season:

Key Points: 
  • Results suggest young investors feel confident in their finances and are feeling ready to spend this holiday season:
    This press release features multimedia.
  • The majority of investors under the age of 34 (93%) said they feel financially prepared for the holiday season.
  • Though young investors are more likely to withdraw from an investment portfolio to fund holiday spending.
  • Among the reasons why young investors have withdrawn early from a retirement account, holiday expenses ranked last (10%).

Mill Creek Capital Advisors Announces Chief Investment Officer Transition Plan

Retrieved on: 
Tuesday, November 16, 2021
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Mill Creek Capital Advisors, LLC, an outsourced Chief Investment Officer firm managing assets of $9 billion for individual and institutional investors, announced today that Chief Investment Officer Thomas M. Chapin will transition to the role of Investment Committee Chairperson effective December 31, 2021.

Key Points: 
  • Mill Creek Capital Advisors, LLC, an outsourced Chief Investment Officer firm managing assets of $9 billion for individual and institutional investors, announced today that Chief Investment Officer Thomas M. Chapin will transition to the role of Investment Committee Chairperson effective December 31, 2021.
  • The Company will promote current Deputy Chief Investment Officer Michael W. Crook to Chief Investment Officer on that date.
  • About Mill Creek Capital Advisors, LLC and Important Disclosures
    Mill Creek Capital Advisors, LLC (MCCA) is an independent SEC Registered Investment Advisory firm providing wealth management solutions to its clients.
  • The trademarks "Mill Creek," "Mill Creek Capital," and "Mill Creek Capital Advisors" are the exclusive property of Mill Creek Capital Advisors, LLC, are registered with the U.S. Patent and Trademark Office, and may not be used without permission.

VanEck Launches Green Metals ETF To Expand Investor Access to the Energy Transition

Retrieved on: 
Thursday, November 11, 2021
Professional Services, Finance, Nickel, ETF, Fund, Copper, Metal, Industry, Lithium, IEA, Prospectus, Zinc, Heart, Senior, Congo, Investment, Solution, Research, Recycling, Program, Manganese, Democratic republic, Carbon, Acquisition, Index, Cobalt, History, Investment strategy, MVIS, Role, Farm, Mining, Virtus Investment Partners, Wind, Risk, Gold, Renewable energy, Security (finance), Financial services

VanEck today announced the launch of the VanEck Green Metals ETF (GMET) , a new fund that provides comprehensive global exposure to the producers, refiners, processors and recyclers of the green metals that are essential to the worlds ongoing transition to a low carbon economy.

Key Points: 
  • VanEck today announced the launch of the VanEck Green Metals ETF (GMET) , a new fund that provides comprehensive global exposure to the producers, refiners, processors and recyclers of the green metals that are essential to the worlds ongoing transition to a low carbon economy.
  • New technologies, from electric vehicles to offshore wind farms, cannot function without green metals such as lithium, copper, zinc and manganese.
  • VanEck notes that the share of demand for green metals is poised to be driven by an increase in clean energy projects and advancements in the decades to come.
  • Those trends are key to note, but the green metals story is not just one of supply and demand, added Rakszawski.

MVIS Launches the BlueStar US Listed E-Brokers and Digital Capital Markets Index

Retrieved on: 
Wednesday, November 10, 2021
Finance, Consulting, Banking, Professional Services, Other Professional Services, Online, MVIS, Science and technology in Asia, Index, Solution, Radar, USD, Investment strategy, Cryptocurrency

MV Index Solutions GmbH (MVIS) today announced the launch of the BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID) .

Key Points: 
  • MV Index Solutions GmbH (MVIS) today announced the launch of the BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID) .
  • The BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID) is an index of US-listed stocks that tracks the performance of the online securities brokerage and lending, market making, and digital asset capital markets industries.
  • We are pleased to announce the launch of our US-Listed E-Brokers and Digital Capital Markets index, the third index from MVIS covering this theme.
  • The BlueStar US Listed E-Brokers and Digital Capital Markets Index (ticker: BUBID) is weighted by freefloat market capitalisation and is calculated in USD as a price index and a total return net index.

MVIS Launches the MVIS Global Clean-Tech Metals Index

Retrieved on: 
Tuesday, November 2, 2021
Professional Services, Mining, Minerals, Alternative Energy, Natural Resources, Energy, Finance, Banking, Solution, Miner, Recycling, Element, Investment strategy, Index, Metal, Mining, Iron ore

MV Index Solutions GmbH (MVIS) today announced the launch of the MVIS Global Clean-Tech Metals Index (ticker: MVGMET) .

Key Points: 
  • MV Index Solutions GmbH (MVIS) today announced the launch of the MVIS Global Clean-Tech Metals Index (ticker: MVGMET) .
  • The MVIS Global Clean-Tech Metals Index (ticker: MVGMET) tracks the performance of global metals and rare earth element miners, refiners, and recyclers focused on metals and elements that are used in technologies contributing to the proliferation of clean energy.
  • We are pleased to announce the launch of the MVIS Global Clean-Tech Energy Index.
  • The MVIS Global Clean-Tech Metals Index (ticker: MVGMET) is weighted by free float market capitalisation and is calculated in USD as a price index and a total return net index.

E*TRADE Study Reveals Bullish Sentiment Drops Significantly Amid Inflation Fears

Retrieved on: 
Monday, October 18, 2021
Professional Services, Finance, FDIC, Bank, E-Trade, Male, Twitter, Trade Bank, Member, NFA, Growth, Registered investment adviser, E*TRADE, Multimedia, E, Program, RIA, Female, Solution, Morgan Stanley, StreetWise, LLC, Investment strategy, Commodity, Attitude, Life insurance, Financial adviser, the Survey, E*TRADE Financial Holdings, LLC and Important Notices, THE SURVEY, E*TRADE FINANCIAL HOLDINGS, LLC AND IMPORTANT NOTICES

For the first time since the onset of the pandemic, bullish sentiment decreaseddown 11 percentage points to 54%.

Key Points: 
  • For the first time since the onset of the pandemic, bullish sentiment decreaseddown 11 percentage points to 54%.
  • And investors are significantly less likely to think the market will end in the green this quarter, down 14 percentage points from last quarter to 58%.
  • Two out of three (66%) investors think that volatility will rise over the next quarter, up 2 percentage points from last quarter.
  • Over half of investors (52%) are most concerned about inflation when it comes to portfolio risks, followed by market volatility (41%).