Institution

Is home bias biased? New evidence from the investment fund sector

Retrieved on: 
Thursday, April 18, 2024
Rule of law, Journal of Accounting Research, Capital control, Domestic, CEPII, Research Papers in Economics, M. B, Regression analysis, Journal of International Economics, Foreign, Economic growth, Methodology, Row, International, Intuition, Risk, Heritage, Economic development, Goethe University Frankfurt, Overweight, Journal of Monetary Economics, Accounting research, International business, Paper, Political economy, Journal of Financial Economics, Environment, Website, United, Category, World Bank, Probability, Medical classification, Sun, Appendix, Handbook, G11, Quarterly Journal of Economics, Frankfurt, Institution, Investment, International economics, Journal of Political Economy, Corporation, G15, Logic, Dow Jones, PDF, Classification, ECB, CEIC, Károlyi, Policy, Outline, Household, Social science, JEL, Real, Bias, FDI, Journal, Research, Journal of Economic Literature, Credit, The Journal of Finance, Literature, Nationalization, European Central Bank, AA, Culture, Growth, Monetary economics, Section 5, Kho, Rule, Rogoff, Developed country, AAA, Finance, SHS, Control, Variable, Section 4, Language, Section 3, Role, Economy, Financial economics, Section 2, Freedom, Central bank, Incidence, Law, The Heritage Foundation, American Economic Review, Obstfeld, SSRN, Foreign direct investment, G23, Corruption, Quarterly Journal, Financial statement analysis, GDP, IMF Economic Review, Schumacher, University, MVI, Demirci, Dependent and independent variables, Lane, Common, Magazine, Bank, Reproduction, Security (finance)
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    Artisan Partners International Value Fund Wins Three U.S. Lipper Fund Awards for Second Straight Year

    Retrieved on: 
    Friday, March 15, 2024
    International, Institution, Fund, Calendar, Life insurance

    MILWAUKEE, March 15, 2024 (GLOBE NEWSWIRE) -- Artisan Partners is pleased to announce that the Artisan International Value Fund received three 2024 Lipper Fund Awards.

    Key Points: 
    • MILWAUKEE, March 15, 2024 (GLOBE NEWSWIRE) -- Artisan Partners is pleased to announce that the Artisan International Value Fund received three 2024 Lipper Fund Awards.
    • The Artisan International Value Fund, Institutional Class (APHKX), was named best fund in Lipper’s International Large-Cap Value Funds category over the three-, five- and ten-year time periods.
    • This is the second year in a row the Fund has swept the Lipper Fund Awards in the International Large-Cap Value category.
    • “We are honored and humbled to receive these Lipper Awards,” said David Samra, Lead Portfolio Manager of the Artisan International Value Fund.

    U.S. Bank Ranks #1 in Investor Satisfaction with Full-Service Wealth Management Firms in 2024 J.D. Power Study

    Retrieved on: 
    Thursday, March 28, 2024
    Personal Finance, Finance, Banking, Professional Services, Other Professional Services, Trust, Corporation, Wealth management, U.S. Bancorp, Bank, Institution, Commercial, System

    1 in overall customer satisfaction for Wealth Management in the J.D.

    Key Points: 
    • 1 in overall customer satisfaction for Wealth Management in the J.D.
    • Full-Service Investor Satisfaction Study, the bank shared today.
    • The survey of 9,951 investors rates customer satisfaction among those who work directly with a dedicated financial advisor or team of advisors.
    • We have a talented and passionate team of advisors who are there for our clients at every stage of their wealth journeys.

    Kraken Unveils Qualified Custody Solution for Crypto in the US

    Retrieved on: 
    Wednesday, March 20, 2024
    Technology, Finance, Security, Banking, Professional Services, Digital Cash Management, Digital Assets, Blockchain, Cryptocurrency, Data Management, Trust, FDIC, Institution, ETF, Safety

    As per its charter, Kraken Financial holds all deposits in full-reserve, making it the natural service provider through which Kraken Institutional can offer qualified custody.

    Key Points: 
    • As per its charter, Kraken Financial holds all deposits in full-reserve, making it the natural service provider through which Kraken Institutional can offer qualified custody.
    • Kraken Financial will house Kraken Custody, the secure custody offering for clients who want to store, manage and transfer crypto assets all from one interface.
    • “The state of Wyoming’s clear regulatory structure means Kraken Financial can offer qualified custody that fully meets institutions’ requirements,” said Trevor Rutar, CEO of Kraken Financial.
    • This makes Kraken Financial the ideal entity to offer custody in line with what institutions need to engage in the crypto asset-vertical.”
      Rutar continued: “Kraken is uniquely suited to provide qualified custody.

    The NFL Players Association Selects Ameriprise Financial as an Institutional Financial Advisor

    Retrieved on: 
    Tuesday, March 12, 2024
    Professional Services, Sports, Football, Insurance, Finance, Asset Management, Consulting, AMP, Risk, Senior, Pinnacle, NFLPA, Institution, NFL, Financial adviser

    Ameriprise Financial (NYSE: AMP) today announced that it has been named an Institutional Financial Advisor of the National Football League Players Association (NFLPA), the official union of professional football players.

    Key Points: 
    • Ameriprise Financial (NYSE: AMP) today announced that it has been named an Institutional Financial Advisor of the National Football League Players Association (NFLPA), the official union of professional football players.
    • With this program, designated Ameriprise financial advisors will work one-on-one with current and retired NFL players to provide holistic financial advice and help them reach their goals in their years on and off the field.
    • The firm also has a wide range of products and services to address the unique financial situations of NFL players.
    • “We are excited to have Ameriprise join the Institutional Financial Advisor program and help even more players achieve financial stability and confidence,” said Dana Shuler, senior director of the NFLPA’s Player Affairs Department.

    Oppenheimer & Co. Inc. Appoints William Bird Director of Equity Research

    Retrieved on: 
    Wednesday, April 3, 2024
    Research, Marketing, Lazard Capital Markets, Culture, Bird, Lazard, Business, Duke University, Bank, All-America, Equity, Senior, MBA, Fuqua School of Business, Institution, Research fellow, Harvard University, BofA Securities, Institutional Investor, Magid, Theme, The Wall Street Journal, Activate, Oppenheimer Holdings, Management

    NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research. Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service. 

    Key Points: 
    • Bird Has More Than 30 Years of Experience as a Top-Performing Analyst, Portfolio Manager and Management Strategy Consultant
      NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research.
    • Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service.
    • Earlier in his career, Bird was Managing Director, U.S. Equity Research at Citi-Smith Barney, and held similar roles with Bank of America Merrill Lynch and Lazard Capital Markets.
    • "I am honored to begin my new role as Director of Equity Research at Oppenheimer," Bird said.

    Entegration Names Michael Russell to Board of Directors

    Retrieved on: 
    Wednesday, March 20, 2024
    Princeton University, Harvard Business School, Morgan Stanley, Institution, Investment, JPMorgan Chase, Partner, Leadership Council, Marketing, Economics, WarnerMedia, Greenwich Library, Management

    MORRISTOWN, N.J., March 20, 2024 /PRNewswire/ -- Entegration is pleased to announce the appointment of Michael Russell to its board of directors.

    Key Points: 
    • MORRISTOWN, N.J., March 20, 2024 /PRNewswire/ -- Entegration is pleased to announce the appointment of Michael Russell to its board of directors.
    • As a Partner at TimesSquare Capital Management, Michael specializes in equity investments in small to mid-sized growth companies, with a focus on consumer and business services.
    • "I am thrilled to have Mike Russell join our board," said Art Gross, CEO of Entegration, Inc. "Mike's experience in working with management teams at growing companies will be a significant asset to us."
    • Michael will be involved in corporate strategy at Entegration, Inc., leveraging his expertise in equity investments and business growth.

    Reggie Chambers Appointed to Vail Resorts Board of Directors

    Retrieved on: 
    Monday, March 11, 2024
    Brooklyn College, 3i, Head, McKinsey & Company, Growth, TIAA, White House Fellows, Graduate Center, CUNY, International, Duke University, Columbia University, Institution, Public sector, JPMorgan Chase, Institutional Investor, Political science, Harvard Law School, Public affairs, School, Management

    BROOMFIELD, Colo., March 11, 2024 /PRNewswire/ -- Vail Resorts, Inc. (NYSE: MTN) today announced that Reggie Chambers has been appointed to the company's board of directors.

    Key Points: 
    • BROOMFIELD, Colo., March 11, 2024 /PRNewswire/ -- Vail Resorts, Inc. (NYSE: MTN) today announced that Reggie Chambers has been appointed to the company's board of directors.
    • "We are thrilled to have Reggie join our board," said Kirsten Lynch, chief executive officer of Vail Resorts.
    • "I am excited to join the Vail Resorts board of directors," said Chambers.
    • Chambers is Vail Resorts' twelfth board member, joining recently appointed board member Iris Knobloch , as well as Sue Decker, Rob Katz, Kirsten Lynch, Nadia Rawlinson, John Redmond, Michele Romanow, Hilary Schneider, Bruce Sewell, John Sorte, and Peter Vaughn.

    Corbin Advisors Adds Top Talent to Lead Healthcare Vertical

    Retrieved on: 
    Thursday, February 29, 2024
    Professional Services, Communications, Other Professional Services, Finance, Consulting, Other Communications, Public Relations, Investor Relations, Hospital, Evercore, J. P. Morgan, Research fellow, Basketball, Culture, Pharmacy, Health care, SVB Securities, Organization, Policy, TCS, Pancreatic cancer, Institution, Research, Institutional Investor, Football, Pharmaceutical industry

    Leveraging his experience on the sell side covering the healthcare sector and advising public companies, Mr. Newshel will oversee Corbin's Healthcare vertical, building on the firm's long-standing client relationships across the sector, including biotech, specialty and generic pharma, diagnostics, med tech, healthcare services, and IT.

    Key Points: 
    • Leveraging his experience on the sell side covering the healthcare sector and advising public companies, Mr. Newshel will oversee Corbin's Healthcare vertical, building on the firm's long-standing client relationships across the sector, including biotech, specialty and generic pharma, diagnostics, med tech, healthcare services, and IT.
    • "Mike is a long-tenured, Institutional Investor -ranked healthcare expert who brings nearly two decades of sector experience to our specialized talent base at Corbin,” said Rebecca Corbin, Founder and CEO of Corbin Advisors .
    • “His extensive sell-side experience, deep equity market knowledge, and expertise across the broader healthcare ecosystem will create significant value for our healthcare clients.
    • In addition, he brings deep expertise on the U.S. healthcare system, specifically policy and regulation.

    CFRA Unveils New Features for their Innovative FUNDynamix ETF Analytics Platform

    Retrieved on: 
    Tuesday, February 20, 2024
    Technology, Finance, Consulting, Fintech, Accounting, Professional Services, Software, Data Analytics, Asset Management, Public policy, Wealth management, ETF, AUM, Product management, Feedback, API, Capital, Institution, Research, Workflow, Financial adviser

    Today’s enhancements build on the FUNDynamix foundation, and include:

    Key Points: 
    • Today’s enhancements build on the FUNDynamix foundation, and include:
      Dynamic, custom screening capabilities that allow users to create their own screens, comparisons, and watchlists.
    • Access to pre-made screens curated by CFRA based on trending themes and categories of interest to asset managers, wealth managers, and investors.
    • ETF issuers need specialized tools to promote their funds, anticipate trends and identify strategies to pursue,” said Aniket Ullal, Head of ETF Data & Analytics with CFRA.
    • For more information about FUNDynamix and CFRA, please visit www.cfraresearch.com .