Modern portfolio theory

Montauk Renewables, Inc. Announces Agreements Expanding Waste-to-Renewable Energy in North Carolina

Retrieved on:

Tuesday, August 8, 2023

Modern portfolio theory, Duke Energy, Electricity, RNG, Renewable Energy Certificate (United States), Renewable natural gas, REC, Natural gas, Renewable energy, Guarantee of origin, Pig, Environment, NYSE

CHARLOTTE, N.C., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Montauk Renewables, Inc. (NASDAQ: MNTK) (“Montauk”) has signed a Renewable Energy Certificates (REC) Agreement with Duke Energy (NYSE: DUK) (“Duke”) for Montauk’s proposed waste-to-renewable energy facility in Sampson County, North Carolina, which will expand Duke’s renewable energy efforts in the state.

Key Points:

CHARLOTTE, N.C., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Montauk Renewables, Inc. (NASDAQ: MNTK) (“Montauk”) has signed a Renewable Energy Certificates (REC) Agreement with Duke Energy (NYSE: DUK) (“Duke”) for Montauk’s proposed waste-to-renewable energy facility in Sampson County, North Carolina, which will expand Duke’s renewable energy efforts in the state.
Montauk is constructing the Turkey Creek facility which will use its patented near zero emissions conversion technology .
The patented technology, as we believe, is designed in a manner that avoids meaningful amounts of greenhouse gas emissions.
As a result, the project initially has the potential to generate renewable energy sufficient to power more than 5,000 homes and businesses throughout eastern North Carolina and facilitate Duke in meeting its swine waste requirement under the Renewable Energy Portfolio Standard law in North Carolina.

Security Benefit Enhances its Foundations Annuity With New Indices for Greater Diversification

Retrieved on:

Monday, April 17, 2023

Security Benefit Life Insurance Company (Security Benefit) today announced the expansion of the index crediting strategies for its Foundations Annuity.

Key Points:

Security Benefit Life Insurance Company (Security Benefit) today announced the expansion of the index crediting strategies for its Foundations Annuity.
Foundations now offers a total of 11 index crediting accounts across five unique indices designed to perform in a variety of market conditions.
“By employing an index as an interest crediting option, an FIA like Foundations has the potential to credit interest when the index goes up,” said Toby Leonard, AVP, Head of Product Development for Security Benefit.
Should the component indices experience market declines, the Index can move a greater portion to interest free cash while still targeting 5% volatility.

Matson Money Launches its "Breakthrough Investing" in Canada in a Strategic Alignment with Origin Wealth, Bringing New Opportunities to Canadian Advisors and Investors

Retrieved on:

Tuesday, November 15, 2022

SCOTTSDALE, Ariz., Nov. 15, 2022 /PRNewswire/ -- Matson Money, a U.S.-based wealth management firm, today announced its strategic alignment with Canadian advisory firm Origin Wealth to provide its portfolios and investment principles in Canada. In addition, Matson Money created a version of its signature large-scale coaching event, "The American Dream Experience," named "Breakthrough Investing," targeted specifically for investors around the globe, which is being offered and hosted in Canada by Origin Wealth.

Key Points:

Founded in 1991, Matson Money is a multi-generational, fee-based registered investment advisor (RIA) doing business in all 50 states and Puerto Rico.
I started Origin Wealth to align with Matson Money and make these breakthroughs available to Canadian investors."
Canadian advisors and investors who are interested in attending the Breakthrough Investing event, can register with Origin Wealth.
Since Matson Money's inception in 1991, the firm has helped advisors and their clients rethink investing and transform their relationships with money.

Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

Retrieved on:

Tuesday, October 18, 2022

Hiring an in-house CIO not only comes with major business risks, but it can also be prohibitively expensive and lack the TAMPs spectrum of investment options.

Key Points:

Hiring an in-house CIO not only comes with major business risks, but it can also be prohibitively expensive and lack the TAMPs spectrum of investment options.
We built Helios to be a compelling alternative, providing expansive model options with full customization capabilities, plus the ongoing quantitative market research, due diligence and communication tools that round out a modern client experience.
Helios Tools, coming out of its beta phase after adjustments based on extensive use and feedback from Helios advisor clients, is available now to all Helios subscribers.
In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.

Tactive is Set to Launch New WealthTech Platform this Week

Retrieved on:

Thursday, September 29, 2022

TAMP, Interactive Brokers, Science and technology in Asia, Multimedia, Modern portfolio theory, RIA, View, ETF, Insurance, Financial adviser

Tactive's award-winning platform will be available for advisor investment strategies and consumer adoption this week.

Key Points:

Tactive's award-winning platform will be available for advisor investment strategies and consumer adoption this week.
"The Tactive platform helps guide users on a financial journey, identifying financial goals and risk tolerance.
"Tactive is more than just another WealthTech platform," Gissy said.
Retail consumers can use the platform on their own or connect with a Tactive Wealth Advisor to manage their money.

SALT Survey Finds Regulatory Framework Both a Challenge and an Opportunity for Crypto Industry

Retrieved on:

Tuesday, May 10, 2022

NEW YORK, May 10, 2022 /PRNewswire/ -- SALT, a global thought leadership forum focused on innovation and investing, today announced the results of its survey featuring crypto market sentiments from over 225 investors and builders in the blockchain, digital assets and web3 space. The survey sought to capture attendees' views around key themes of the inaugural Crypto Bahamas, which was held in partnership with FTX from April 26 – 29, 2022.

Key Points:

The survey sought to capture attendees' views around key themes of the inaugural Crypto Bahamas , which was held in partnership with FTX from April 26 29, 2022.
Attendees, which included both decentralized finance (DeFi) and traditional finance (TradFi) leaders, were bullish on crypto.
The majority (70%) of respondents shared that they plan to increase their exposure to crypto at least 25% through the end of the year.
As for the next jump in crypto adoption, respondents suggest games (32%), followed by NFTs (28%) and DeFi (26%) are areas to watch.

Strategic Asset Allocation and Portfolio Management (June 9-18, 2020) - ResearchAndMarkets.com

Retrieved on:

Thursday, April 2, 2020

Professional services, Finance, Economy, Finance, Money, Actuarial science, Financial markets, Investment, Financial risk management, Asset allocation, Modern portfolio theory, Investment management, Portfolio, Tactical asset allocation

The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.

Key Points:

The "Strategic Asset Allocation and Portfolio Management" training has been added to ResearchAndMarkets.com's offering.
This practical course will review developments and best practices within the investment management industry focusing on asset allocation and portfolio construction.
You will have a chance to explore the best practices across the industry using current industry research, reports, analysis and case studies.
The program is designed for delegates with a knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.

Trendrating Announces Version 2.1 with Advanced Portfolio Analysis and Reporting Capabilities

Retrieved on:

Wednesday, September 25, 2019

Economy, Finance, Money, Financial risk modeling, Investment, Financial law, Financial risk, Modern portfolio theory, Portfolio

This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.

Key Points:

This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.
Trendrating 2.1 features a richer "Markets Analysis" module, where asset managers can assess macro level changes to trends by Country, Region, Sector and Industry.
In addition, the "Portfolio Analysis" module now offers expanded reporting functionality to more efficiently monitor specific risks in any portfolio and spot key trend reversals in time.
Trendrating adds a layer of intelligence to supplement any investment style in order to raise the accuracy of security selection and portfolio construction.

Trendrating Releases New Version with Enhanced Portfolio Risk Monitoring Capabilities

Retrieved on:

Monday, June 24, 2019

Economy, Finance, Money, Investment management, Financial risk modeling, Financial management, Stock market, Wealth management, Modern portfolio theory, Investment

Key features include systematic portfolio monitoring and enhanced ranking capabilities on large universes of securities.

Key Points:

Key features include systematic portfolio monitoring and enhanced ranking capabilities on large universes of securities.
These major updates will help portfolio managers, wealth managers and advisors to facilitate the systematic monitoring of emerging risks and opportunities across all portfolio holdings.
Trendrating 2.0 showcases a new Portfolio Analysis home page that enables clients to quickly spot key trend reversals and new trend developments across all their portfolios.
Trendrating adds a layer of intelligence to supplement any investment style in order to raise the accuracy of security selection and portfolio construction.

Takin Financial Instruments LTD. is Proud to Announce: Cherries Optimized Stock Portfolio Builder is Now Available in the USA

Retrieved on:

Tuesday, October 30, 2018

Economy, Finance, Money, Investment, Financial markets, Financial risk modeling, Financial risk management, Personal finance, Portfolio, Modern portfolio theory, Quantitative analyst, Investment management

The risk levels of traditional investment portfolios are determined based on the experience and "gut instinct" of investment managers.

Key Points:

The risk levels of traditional investment portfolios are determined based on the experience and "gut instinct" of investment managers.
In contrast, Cherries applies Nobel Prize-winning Modern Portfolio Theory to precisely quantify the risk level of each portfolio.
Every portfolio takes into account comprehensive analysis and years of data for every stock traded on all major US stock exchanges.
Cherries was developed by TFI Ltd. An expert in financial software, TFI specializes in online solutions for the capital market.