Invesco PowerShares

Permanent Portfolio Funds Wins Four 2024 LSEG Lipper Fund Awards

Retrieved on: 
Thursday, March 14, 2024
SAN, Financial crisis, Investment, Invesco PowerShares

SAN FRANCISCO, March 14, 2024 /PRNewswire/ -- Pacific Heights Asset Management, LLC, investment adviser to Permanent Portfolio Family of Funds, is pleased to announce that two of their mutual funds received 2024 LSEG Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers.

Key Points: 
  • SAN FRANCISCO, March 14, 2024 /PRNewswire/ -- Pacific Heights Asset Management, LLC, investment adviser to Permanent Portfolio Family of Funds, is pleased to announce that two of their mutual funds received 2024 LSEG Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers.
  • LSEG Lipper Fund Awards United States 2024 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 3 Years (out of 36 funds)
    LSEG Lipper Fund Awards United States 2024 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 5 Years (out of 36 funds)
    Permanent Portfolio is a non-correlated, comprehensive asset allocation strategy designed to consider all investment climates – seeking profit and downside protection in any economic environment – thereby eliminating the need for forecasts, predictions, or market timing.
  • LSEG Lipper Fund Awards United Sates 2024 Winner, Versatile Bond Portfolio Class I, Best Corporate Debt Funds BBB-Rated Over 3 Years (out of 55 funds)
    LSEG Lipper Fund Awards United Sates 2024 Winner, Versatile Bond Portfolio Class I, Best Corporate Debt Funds BBB-Rated Over 5 Years (out of 52 funds)
    Versatile Bond Portfolio is a flexible or unconstrained income strategy that takes a different approach – no leverage, no derivatives, and no asset-backed securities – but invests opportunistically across multiple sectors in both investment grade and non-investment grade securities, focusing on credit quality and active duration management.
  • "The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades.

21.co Doubles Down on U.S. Growth and Distribution, Appoints Kevin Marsh as Head of United States

Retrieved on: 
Thursday, October 12, 2023
Senior, Fidelity Investments, Acquisition, Investment, Invesco PowerShares, ETF, Marsh, ETP, Growth, Cryptocurrency

NEW YORK, Oct. 12, 2023 /PRNewswire/ -- 21.co, the world's largest issuer of crypto ETPs, today announced the appointment of Kevin Marsh as the company's Head of United States. As interest for crypto exchange traded funds (ETFs) grows in the United States, Marsh's traditional finance background will help 21.co continue its global expansion, strengthen its commitment to the region and build further bridges for U.S. institutional investors into the world of crypto.

Key Points: 
  • In this role, Marsh will develop and execute 21.co's distribution strategy in the United States, working closely with key stakeholders and clients to provide exchange-traded investment solutions through its subsidiary 21Shares.
  • "We are thrilled to welcome Kevin Marsh, our new Head of U.S., as the driving force behind our expansion in the United States.
  • With a proven track record in the industry, Kevin brings a wealth of experience and expertise," said Isabell Moessler, Global Head of Distribution at 21.co.
  • Together, we're poised to lead the way in shaping the future of crypto in the United States."

AXS Investments Enters ETF Space with AXS Astoria Inflation Sensitive ETF (PPI)

Retrieved on: 
Thursday, December 30, 2021
AXS, Growth, Invesco PowerShares, Index, PPI, Risk, Movement, Contract, TIPS, Consumer, Investment, Fulton, Prospectus, LLC, Invesco, Family, Treasury, Fund, Pernicious, United States Department of the Treasury, ETF, CPI, NAV, RIAS, Pedigree, Time, Population growth, Overalls, Income, Industry, CIO, Financial adviser, Security (finance), Financial services, Life insurance

NEW YORK, Dec. 30, 2021 /PRNewswire/ --AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is today launching its first Exchange-Traded Fund (ETF): the AXS Astoria Inflation Sensitive ETF (PPI).

Key Points: 
  • NEW YORK, Dec. 30, 2021 /PRNewswire/ --AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is today launching its first Exchange-Traded Fund (ETF): the AXS Astoria Inflation Sensitive ETF (PPI).
  • "After years of managing ETF portfolios, I could not be more excited to team up with AXS to bring this first-of-its-kind ETF to market," added Davi.
  • Led by ETF Industry Pioneers, AXS Plans Major Expansion of ETF Suite in 2022 and Beyond
    In addition to Mr. Bassuk, who co-founded ETF industry innovator IndexIQ, AXS counts among its leadership team a number of other ETF industry veterans, including Ben Fulton.
  • AXS Investments is a leading alternative investment manager providing a diversified family of alternative investments for growth, income and diversification.

Invesco Launches New Quality Value & Momentum Multi-factor ETF Suite

Retrieved on: 
Monday, July 12, 2021
Invesco, Exchange-traded funds, Finance, Investment, Financial markets, Invesco PowerShares

ATLANTA, July 12, 2021 /PRNewswire/ --Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced the launch of a new multi-factor ETF suite tracking the S&P Quality Value & Momentum Top 90% Indices.

Key Points: 
  • ATLANTA, July 12, 2021 /PRNewswire/ --Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced the launch of a new multi-factor ETF suite tracking the S&P Quality Value & Momentum Top 90% Indices.
  • Invesco and S&P Dow Jones Indices have been leaders in factor investing since 2003 and together have a suite of 66 U.S. listed products.
  • "Our allocation to the new Invesco S&P QVM ETF Suite gives us flexible, cost efficient1, and liquid access2 to Quality Value Momentum multifactor exposure across market cap tiers," says Jeb Burns, Chief Investment Officer of MERS.
  • The S&P Quality, Value & Momentum Top 90% Multi-factor Indices measure the performance of stocks after excluding those with the lowest quality, value, and momentum multi-factor score.

Two Harbors Investment Corp. to Join S&P SmallCap 600

Retrieved on: 
Monday, June 21, 2021
Construction & Property, Professional services, REIT, Finance, S&P 600, Index, Real estate investment trust, Articles, Economy, Finance, Vietnam Securities Indexes, Invesco PowerShares

(NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced that it will be added to the S&P SmallCap 600 index, effective prior to the opening of trading on Tuesday, June 22, 2021.

Key Points: 
  • (NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced that it will be added to the S&P SmallCap 600 index, effective prior to the opening of trading on Tuesday, June 22, 2021.
  • The S&P SmallCap 600 seeks to measure the small-cap segment of the U.S. equity market and consists of 600 domestic stocks selected by Standard & Poor's Index Committee based on several factors, including financial performance and market capitalization.
  • For more information on the S&P SmallCap 600 and S&P Dow Jones Indices, please visit www.spdji.com .
  • Two Harbors Investment Corp., a Maryland corporation, is a real estate investment trust that invests in residential mortgage-backed securities, mortgage servicing rights and other financial assets.

KBW Announces Index Rebalancing for Second-Quarter 2021

Retrieved on: 
Saturday, June 12, 2021
Keefe, Bruyette & Woods, Exchange-traded funds, Finance, Financial markets, Money, SPDR, Invesco PowerShares

NEW YORK, June 11, 2021 (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 2021.

Key Points: 
  • NEW YORK, June 11, 2021 (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 2021.
  • This quarter, there are constituent changes within two of our indexes: the KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM) and the KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM).
  • These changes will be effective prior to the opening of business on Monday, June 21, 2021.
  • As part of this rebalancing, below are the component level changes across various indices:
    KBW Nasdaq Financial Technology Index (Index Ticker: KFTX; ETF Ticker: FTEK LN)
    Delete (1): IHS Markit Ltd. (NYSE: INFO)
    KBW Nasdaq Regional Banking Index (Index Ticker: KRX; ETF Ticker: KBWR)
    Add (1): Independent Bank Corp. (NASDAQ: INDB)
    Delete (1): Boston Private Financial Holdings, Inc. (NASDAQ: BPFH)
    Several of the KBW Nasdaq indices have tradable exchangetraded 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).

KraneShares Launches China Innovation Strategy While Expanding ETF Model Portfolio Offering to Leading Wealth Management Platforms

Retrieved on: 
Thursday, May 13, 2021
Investment, Market portfolio, Market risk, Exchange-traded funds, Invesco PowerShares

The portfolio dynamically adjusts weights to China and EM ex-China based on a proprietary, time-tested, and systematic methodology.

Key Points: 
  • The portfolio dynamically adjusts weights to China and EM ex-China based on a proprietary, time-tested, and systematic methodology.
  • The model can act as a comprehensive, stand-alone emerging market portfolio or as a complement to an existing strategy.\nKrane Dynamic China Growth Strategy provides investors core exposure to the brightest high-growth areas within China\'s economy.
  • Each of the ETF weights in the portfolio adjust according to a proprietary approach that evaluates real-time risk and reward trade-offs.
  • A prospectus containing this and other information with respect to any KraneShares ETFs that are a part of a model portfolio is available at www.kraneshares.com .

AXS Investments Names Industry Pioneer Benjamin Fulton to Lead Global Business Development

Retrieved on: 
Wednesday, March 31, 2021
Exchange-traded funds, Finance, Invesco PowerShares, Invesco, Investment

NEW YORK, March 31, 2021 /PRNewswire/ -- AXS Investments , a leading alternative investment manager, today announced that ETF and fund industry pioneer Ben Fulton has joined the firm as managing director for global business development.

Key Points: 
  • NEW YORK, March 31, 2021 /PRNewswire/ -- AXS Investments , a leading alternative investment manager, today announced that ETF and fund industry pioneer Ben Fulton has joined the firm as managing director for global business development.
  • With AXS, Fulton will spearhead new product initiatives and business development globally.
  • Fulton's pioneering work includes his well-known tenure with PowerShares Capital Management, where he oversaw product development and later ran the global ETF business for Invesco.
  • Fulton joins AXS Investments on the heels of several major growth milestones for the firm.

KBW Announces Index Rebalancing for First-Quarter 2021

Retrieved on: 
Saturday, March 13, 2021
Exchange-traded funds, Finance, Financial markets, NASDAQ, Money, Invesco PowerShares, SPDR

Several of the KBW Nasdaq indices have tradable exchangetraded 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).

Key Points: 
  • Several of the KBW Nasdaq indices have tradable exchangetraded 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).
  • Not all of the listed securities may be suitable for retail investors; in addition, not all of the listed securities may be available to U.S. investors.
  • An investor cannot invest directly in an index.
  • Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking and specialty finance sectors.

AllianzGI Dividend, Interest & Premium Strategy Fund Announce Portfolio Manager Changes

Retrieved on: 
Thursday, January 21, 2021
Professional services, Finance, Finance, Money, Investment, Investment funds, Money managers, Investment management, Closed-end fund, Portfolio manager, Institutional investors, Professional certification in finance, Invesco PowerShares, Hedge fund

Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.

Key Points: 
  • Allianz Global Investors U.S. LLC (AllianzGI U.S.), investment manager to AllianzGI Dividend, Interest & Premium Strategy Fund (NYSE: NFJ) (the Fund), announced today that effective February 1, 2021, Justin Kass, CFA, will become the lead portfolio manager of the Fund and will assume overall responsibility for coordination of the Funds portfolio between equities, options and convertible securities in addition to serving as a day-to-day portfolio manager of the Funds convertible securities sleeve.
  • Jeffrey Parker, CFA, who has served as the lead portfolio manager of the Fund will no longer be a listed portfolio manager of the Fund.
  • Mr. Kass is a portfolio manager and managing director with AllianzGI U.S., which he joined in 2000, and is a listed portfolio manager on a number of AllianzGI U.S. closed-end funds.
  • There will be no changes to the Funds investment objectives, investment strategies or to the other portfolio managers of the Fund.