Robert D. Arnott

North American and Annexus Enhance the Secure Horizon Plus Fixed Index Annuity

Retrieved on: 
Wednesday, January 17, 2024
Social Security, Life, Forecasting, Traction, Secure, Multimedia, Partnership, Insurance, ADL, Risk, Benefit, Robert D. Arnott, Retirement, Research, FIA, Premium, Life insurance

"We have quickly surpassed $1 billion in sales with Secure Horizon Plus, a great indication of how this solution is gaining traction with Financial Professionals and their clients."

Key Points: 
  • "We have quickly surpassed $1 billion in sales with Secure Horizon Plus, a great indication of how this solution is gaining traction with Financial Professionals and their clients."
  • North American and Annexus also announced the addition of another index to the Secure Horizon Plus lineup: the Research Affiliates®️ Global Multi-Asset Index.
  • "We are excited to bring our first index in an FIA to North American Secure Horizon Plus," says Rob Arnott, Research Affiliates founder and a pioneer in global tactical asset allocation strategies and alternative index approaches.
  • The Research Affiliates Index will also be available with the North American Secure HorizonSM FIA.

East West Bank Appoints Dr. Jason Hsu of Rayliant Global Advisors as Chief Economist

Retrieved on: 
Tuesday, May 23, 2023
Banking, Asset Management, Professional Services, Finance, Uncertainty, Partnership, University, Anderson School, Multimedia, UCLA Anderson School of Management, Kyoto University, Tsinghua University, National Chengchi University, University of California, Los Angeles, Bank, UCLA, Robert D. Arnott, National Advisory Committee on Institutional Quality and Integrity, Data science, Cryptocurrency

East West Bancorp, Inc. ("East West" or the "Company") (Nasdaq: EWBC), parent company of East West Bank , today announced the appointment of Dr. Jason Hsu , founder and Chief Investment Officer of Rayliant Global Advisors (“Rayliant”), as the Chief Economist for East West Bank.

Key Points: 
  • East West Bancorp, Inc. ("East West" or the "Company") (Nasdaq: EWBC), parent company of East West Bank , today announced the appointment of Dr. Jason Hsu , founder and Chief Investment Officer of Rayliant Global Advisors (“Rayliant”), as the Chief Economist for East West Bank.
  • View the full release here: https://www.businesswire.com/news/home/20230523006078/en/
    Rayliant founder and new East West Bank Chief Economist Dr. Jason Hsu (Photo: Business Wire)
    “Dr.
  • Hsu is a preeminent leader in the fields of finance and investment management, and we are delighted to welcome him as the Chief Economist of East West Bank,” stated Dominic Ng, Chairman and Chief Executive Officer of East West Bancorp.
  • “East West Bank and Rayliant were both founded on a shared mission of serving as the bridge between the East and West.

Museum of American Finance to Honor Robert Arnott, Vincent Viola, Mark Shenkman and Carol Loomis at 2023 Gala

Retrieved on: 
Monday, March 6, 2023
Finance, Banking, Professional Services, Arts, Museums, Entertainment, New York Mercantile Exchange, Museum of American Finance, GAMCO Investors, Robert D. Arnott, Teaching, Bangladesh Technical Education Board, Social media, Museum, Virtu Financial, Secretary of the Air Force Distinguished Public Service Award, Morgan Stanley, Bill Whitehead Award, Entrepreneurship, Berkshire Hathaway, Cipriani S.A., Management

The Museum of American Finance , the nation's only independent museum dedicated to finance and financial history, will honor the achievements of four financial leaders at its annual Gala on March 13, 2023.

Key Points: 
  • The Museum of American Finance , the nation's only independent museum dedicated to finance and financial history, will honor the achievements of four financial leaders at its annual Gala on March 13, 2023.
  • The Museum will honor Vincent Viola, co-founder of Virtu Financial and former chairman of the New York Mercantile Exchange, with its Financial Innovation Award.
  • The Museum of American Finance 2023 Lifetime Achievement Award will honor the achievements of Mark Shenkman, founder and president of Shenkman Capital Management.
  • Museum of American Finance 2023 Gala Sponsors* include:
    For more information on the Museum’s 2023 Gala, please visit www.moaf.org/2023gala .

Rayliant Quantamental China Equity ETF Surpasses $100 Million in AUM

Retrieved on: 
Monday, May 23, 2022
Professional Services, Finance, UCLA Anderson School of Management, Risk, Investment, Data science, AUM, Overalls, ETF, Family, Doctor of Philosophy, Financial adviser, Stock Connect, Index, Prospectus, USD, NAV, Research, Exchange-traded product, CIO, Robert D. Arnott, Management, Name, SIDCO, Machine learning, SEC, Fund, NYSE, Ticker, Cryptocurrency, Security (finance)

The Rayliant Quantamental China Equity ETF (Ticker: RAYC) has surpassed $100 million in assets under management.

Key Points: 
  • The Rayliant Quantamental China Equity ETF (Ticker: RAYC) has surpassed $100 million in assets under management.
  • For more information about Rayliants research, please visit https://rayliant.com/publications
    For more information about the Rayliant Quantamental China Equity ETF (Ticker: RAYC), please visit https://funds.rayliant.com/rayc.html
    This document is issued by Rayliant Investment Research d/b/a Rayliant Asset Management (Rayliant).
  • To obtain a full or summary Prospectus for the Rayliant Quantamental China Equity ETF, which contains this and other information, please visit https://funds.rayliant.com .
  • The Rayliant Quantamental China Equity ETF is distributed by SEI Investments Distribution Company (SIDCO), which is not affiliated with Rayliant Asset Management, the Investment Adviser.

Schwab Fundamental International Index Mutual Fund Recognized as Best-in-Class by Refinitiv Lipper Fund Awards for Second Consecutive Year

Retrieved on: 
Thursday, March 10, 2022
Professional Services, Finance, DBA, ETF, Industry, International, Prospectus, Lipper, Asset management, Research, LSEG, London Stock Exchange Group, Charles Schwab Corporation, Refinitiv, Classification, Robert D. Arnott, Technology, Growth, History, Goal, Financial adviser, Pharmaceutical industry, Life insurance, Inc., Schwab, Refinitiv Lipper Fund Awards, Refinitiv, Schwab Asset Management, Charles Schwab, REFINITIV LIPPER FUND AWARDS, REFINITIV, SCHWAB ASSET MANAGEMENT, CHARLES SCHWAB

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today that the Schwab Fundamental International Large Company Index Fund (SFNNX) has received a 2022 US Refinitiv Lipper Fund Award for outstanding fund performance in the International Multi-Cap Value Funds category.

Key Points: 
  • Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today that the Schwab Fundamental International Large Company Index Fund (SFNNX) has received a 2022 US Refinitiv Lipper Fund Award for outstanding fund performance in the International Multi-Cap Value Funds category.
  • The award for SFNNX marks the fifth consecutive year that Schwab Asset Management has been recognized for the performance of offerings from its Fundamental Index* fund suite.
  • Schwab Asset Management established its Fundamental Index fund suite in 2007, and currently offers six mutual funds and six Fundamental Index ETFs.
  • Schwab Asset Management and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation and are not affiliated with Refinitiv.

Veriti’s Direct Indexing Technology to Implement Research Affiliates' RAFI Index Strategies

Retrieved on: 
Thursday, January 13, 2022
Other Professional Services, Legal, Software, Finance, Consulting, Professional Services, Technology, Other Technology, ETF, Entrepreneurship, Research, Technology, Robert D. Arnott, Solution, Partner (business rank), Â, U.S. Securities and Exchange Commission, RA, Investment, Risk, LLC, Partnership, RAFI, Cryptocurrency, Financial adviser, Verity Credit Union, Veriti Management LLC, Research Affiliates, VERITI MANAGEMENT LLC, RESEARCH AFFILIATES

Veriti will utilize its innovative direct indexing technology to implement certain index strategies, including those not currently available in an ETF or mutual fund, of RAs affiliated entity, RAFI Indices .

Key Points: 
  • Veriti will utilize its innovative direct indexing technology to implement certain index strategies, including those not currently available in an ETF or mutual fund, of RAs affiliated entity, RAFI Indices .
  • RAFI Indices is the global index company of Research Affiliates and has more than 50 live strategies worldwide.
  • Research Affiliates constructs, publishes, and licenses these indices based on insights and strategies developed through their award-winning research.
  • This partnership combines Research Affiliates commitment to delivering value via their RAFI Fundamental, RAFI Single Factor, and RAFI Multi-Factor Indices with Veritis tax-efficient implementation technology thereby providing a compelling value proposition for advisors seeking after-tax outperformance for their clients.

Schwab Asset Management Announces Zero Capital Gains Distributions for Schwab ETFs For 2021

Retrieved on: 
Monday, December 20, 2021
Banking, Professional Services, Finance, Universe, Charles Schwab Corporation, SAI, Fund, History, NAV, Price, Fama–French three-factor model, Business, Industry, Fundamental, LLC, Risk, Goal, Proxy, Knowledge, Investment, Â, ETF, Efficiency, SIDCO, DBA, Robert D. Arnott, Funding, Prospectus, Financial adviser, Security (finance), Risk management, Auction, Life insurance, Schwab, Schwab Asset Management, Charles Schwab, SCHWAB ASSET MANAGEMENT, CHARLES SCHWAB

Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today there will be no capital gains distributions for the 2021 tax year by any of the 27 exchange-traded funds (ETFs) in the Schwab ETF family.

Key Points: 
  • Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announced today there will be no capital gains distributions for the 2021 tax year by any of the 27 exchange-traded funds (ETFs) in the Schwab ETF family.
  • Schwab ETFs include market-cap index ETFs, Fundamental Index ETFs, and the recently launched active, semi-transparent Schwab Ariel ESG ETF (SAEF).
  • Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab ETFs.
  • Schwab Asset Management and Charles Schwab & Co., Inc. (Schwab) Member SIPC are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation and not affiliated with SIDCO.

Que Nguyen Joins Research Affiliates as Head of Product Management

Retrieved on: 
Thursday, September 9, 2021
Consulting, Banking, Professional Services, Finance

Research Affiliates, a global leader in smart beta and asset allocation, today announced that Que Nguyen has joined the firm as Partner and Head of Product Management.

Key Points: 
  • Research Affiliates, a global leader in smart beta and asset allocation, today announced that Que Nguyen has joined the firm as Partner and Head of Product Management.
  • In this position Ms. Nguyen will report to Chief Executive Officer and Chief Investment Officer Chris Brightman and will be a member of the Research Affiliates Management Committee.
  • Research Affiliates is pleased to announce that Que Nguyen is joining our firm.
  • I have admired Research Affiliates and its research, culture, and business model for many years, said Que Nguyen.

Research Affiliates Introduces RAFI Multi-Factor Climate Transition Strategy

Retrieved on: 
Tuesday, November 3, 2020
Professional services, Marketing, Communications, Environment, Finance, Other Communications, Public relations, Investor relations, Robert D. Arnott, Summer Science Program, ETC Group, Articles, Economy, RAFI Indices, Research Affiliates

RAFI Indices, LLC, a sister company of Research Affiliates, LLC, a global leader in smart beta and asset allocation, announces today the launch of the RAFITM Multi-Factor Climate Transition strategy.

Key Points: 
  • RAFI Indices, LLC, a sister company of Research Affiliates, LLC, a global leader in smart beta and asset allocation, announces today the launch of the RAFITM Multi-Factor Climate Transition strategy.
  • One of the objectives of the RAFI Multi-Factor Climate Transition Index is to promote incentives for companies to start reporting their emissions, explains Vitali Kalesnik, Partner, Director of Research for Europe, Research Affiliates Global Advisors (Europe).
  • Indices based on the RAFI Multi-Factor Climate Transition strategy will be constructed, published, and licensed through RAFI Indices, LLC.
  • Indices based on the RAFI Diversity & Governance strategy will be constructed, published, and licensed through RAFI Indices, LLC, a sister company of Research Affiliates.

Eagle Asset Management Promotes Senior Executives for Active Small Cap and SMID Cap Core Institutional Strategies

Retrieved on: 
Wednesday, May 27, 2020
Economy, Investment management, Finance, Money, Asset management, Management accounting, Valuation, Portfolio manager, Financial risk management, Robert D. Arnott, Asset allocation

Jeffrey Reda, CFA, has been appointed Portfolio Manager on the Small Cap Core Strategy, effective May 1.

Key Points: 
  • Jeffrey Reda, CFA, has been appointed Portfolio Manager on the Small Cap Core Strategy, effective May 1.
  • Doug Fisher has been promoted to Portfolio Manager on the Small/Mid Cap Core Strategy, also effective May 1.
  • Eagle Asset Management is built on the cornerstones of intelligence, experience, and conviction, driven by research and active portfolio managers.
  • Together with our partner affiliates ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments we offer a range of investment strategies and asset classes through multiple vehicles.