Thematic investing

KraneShares and Rockefeller Asset Management Launch Ocean Engagement ETF (KSEA), Expanding Innovative Climate Investment Lineup

Retrieved on: 
Tuesday, September 12, 2023
Carbon, Rockefeller, Aquaculture, Waste management, Clean Ocean Foundation, KSEA, Renewable energy, ETF, Climate, Ecosystem, Health, World Resources Institute, Thematic investing, Rockefeller Capital Management, Tourism

NEW YORK, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Rockefeller Asset Management (Rockefeller), the asset management arm of Rockefeller Capital Management, and KraneShares, a leading global ETF provider specializing in China, climate, and uncorrelated assets, today launched the KraneShares Rockefeller Ocean Engagement ETF (ticker: KSEA) .

Key Points: 
  • NEW YORK, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Rockefeller Asset Management (Rockefeller), the asset management arm of Rockefeller Capital Management, and KraneShares, a leading global ETF provider specializing in China, climate, and uncorrelated assets, today launched the KraneShares Rockefeller Ocean Engagement ETF (ticker: KSEA) .
  • KSEA aims to generate competitive returns and improve ocean health through shareholder engagement activity focused on pollution prevention, carbon transition, and ocean conservation.
  • Holdings include companies from diverse sectors such as aquaculture, commercial fishing, waste management, renewable energy, and logistics, among others.
  • "At Rockefeller, constructive shareholder engagement has long been a key part of our investment process.

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

Retrieved on: 
Tuesday, June 20, 2023
Banking, Asset Management, Professional Services, Finance, Morgan Stanley, FTSE Global Equity Index Series, Navigant Consulting, University, MBA, Kotík, History, Accounting, Georgetown University, Directorate of Research and Civil Affairs, Investment, Promontory Financial Group, Growth, Thematic investing, Rockefeller Capital Management, Risk management, Bank, Small, Research, Engagement

Rockefeller Asset Management (“Rockefeller” or “the Firm”), the asset management arm of Rockefeller Capital Management, today announced the appointment of Tim Skiendzielewski, a respected investment management professional, as Associate Portfolio Manager for U.S. Small and SMid Cap strategies.

Key Points: 
  • Rockefeller Asset Management (“Rockefeller” or “the Firm”), the asset management arm of Rockefeller Capital Management, today announced the appointment of Tim Skiendzielewski, a respected investment management professional, as Associate Portfolio Manager for U.S. Small and SMid Cap strategies.
  • In his new role, Skiendzielewski will work closely with Jason Kotik, Lead Portfolio Manager for U.S. Small and SMid Cap strategies, assisting in the management of Rockefeller’s investment portfolios.
  • He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
  • “We are delighted to welcome Tim to Rockefeller Asset Management,” said Kotik, who worked previously with Skiendzielewski for more than a decade.

Spouting Rock Asset Management Acquires Minority Stake in Glovista Investments

Retrieved on: 
Monday, August 2, 2021
Finance, Consulting, Banking, Professional services, Other Professional Services, Finance, Asset management, Management accounting, Valuation, Thematic investing, Virtus Investment Partners, Spouting Rock Asset Management, LLC, Glovista Investments, LLC, SPOUTING ROCK ASSET MANAGEMENT, LLC, GLOVISTA INVESTMENTS, LLC

Spouting Rock Asset Management, LLC , (Spouting Rock) a multi-boutique manager platform providing investment solutions and services, today announced a minority investment in Glovista Investments, LLC (Glovista), an investment management firm that leverages top-down global macro and bottom-up quantitative analysis to manage listed portfolios for investors.

Key Points: 
  • Spouting Rock Asset Management, LLC , (Spouting Rock) a multi-boutique manager platform providing investment solutions and services, today announced a minority investment in Glovista Investments, LLC (Glovista), an investment management firm that leverages top-down global macro and bottom-up quantitative analysis to manage listed portfolios for investors.
  • Were pleased to welcome the Glovista team, who has a successful history of managing emerging markets strategies on behalf of institutional and retail investors, says Andrew Smith, Chief Executive of Spouting Rock.
  • Founded in 2007, Glovista has built an investment team with broad experience spanning multiple asset classes, geographies, investment types and structures.
  • About Spouting Rock Asset Management, LLC
    Founded in 2018, Spouting Rock Asset Management is a multi-boutique manager platform providing alternative, traditional and thematic investment solutions and services.

Global X to Offer Model Portfolios through Orion Portfolio Solutions and Orion Communities Model Marketplace

Retrieved on: 
Wednesday, June 30, 2021
Finance, Money, Economy, Exchange-traded funds, Investment, Global X ETFs, Portfolio, Thematic investing

New York, June 30, 2021 (GLOBE NEWSWIRE) -- Global X ETFs, the New York-based provider of exchange-traded funds (ETFs), today announced that a suite of six proprietary ETF model portfolios will become available to financial advisors through Orion Portfolio Solutions and Orion Communities Model Marketplace.

Key Points: 
  • New York, June 30, 2021 (GLOBE NEWSWIRE) -- Global X ETFs, the New York-based provider of exchange-traded funds (ETFs), today announced that a suite of six proprietary ETF model portfolios will become available to financial advisors through Orion Portfolio Solutions and Orion Communities Model Marketplace.
  • The model portfolios joining Orion Portfolio Solutions and Orion Communities Model Marketplace include:
    Targets structural and long-term trends that transcend traditional sector investing and provides investors with access to potential growth opportunities.
  • The five Core Series model portfolios offer clients an asset allocation designed for specific risk profiles.
  • These model portfolios are tilted tactically to potentially benefit from shorter-term trends, while maintaining exposures that Global X believes will outperform over the long run.

Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist

Retrieved on: 
Monday, June 28, 2021
Professional services, Finance, Finance, Money, Investment, Thematic investing

iCapital Network 1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced the appointment of Anastasia Amoroso as the firms Chief Investment Strategist.

Key Points: 
  • iCapital Network 1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced the appointment of Anastasia Amoroso as the firms Chief Investment Strategist.
  • Ms. Amoroso joins iCapital from J.P. Morgan, where she spent eight years, most recently as Head of Thematic Strategy in the firms Private Bank.
  • In that position, Ms. Amoroso set investment strategy and developed tactical global macro recommendations and thematic investment ideas for highly sophisticated family offices and institutional wealth management clients.
  • Founded in 2013 in NYC, iCapital Network is the leading global financial technology company powering the worlds alternative investment marketplace.

ETFMG’s First ETF, SILJ, Surpasses $1 Billion AUM Milestone

Retrieved on: 
Tuesday, May 25, 2021
Banking, Professional services, Finance, Finance, Exchange-traded funds, Investment, Thematic investing

Today, the ETFMG fund line up provides access to a diverse collection of global themes and is comprised of 75% first-to-market products.

Key Points: 
  • Today, the ETFMG fund line up provides access to a diverse collection of global themes and is comprised of 75% first-to-market products.
  • We turn portfolio management strategies into successful ETFs by partnering with market segment experts to bring long-term growth opportunities to investors.
  • ETFMG funds are proof as to the power of the ETF wrapper and that thematic products can have a place in investors portfolios.
  • This and other information can be found in the Funds summary or statutory prospectuses, available on www.etfmg.com .

HUMBL Announces Launch of BLOCK Exchange Traded Index (ETX) Products in the United States

Retrieved on: 
Thursday, April 1, 2021
Finance, Money, Coinbase, Binance, Thematic investing, ETX, Economy

San Diego, California, April 01, 2021 (GLOBE NEWSWIRE) -- HUMBL, Inc.(OTCMARKETS: HMBL) announced today the planned availability of its BLOCK Exchange Traded Index (ETXs) products to United States customers beginning on April 2, 2021.

Key Points: 
  • San Diego, California, April 01, 2021 (GLOBE NEWSWIRE) -- HUMBL, Inc.(OTCMARKETS: HMBL) announced today the planned availability of its BLOCK Exchange Traded Index (ETXs) products to United States customers beginning on April 2, 2021.
  • HUMBL Financial created its BLOCK ETX products to simplify digital asset investing for customers and institutions seeking exposure to a new, 24/7 digital asset class.
  • BLOCK ETXs comprise over 20,000 lines of proprietary code and are architected across index, active and thematic investment strategies.
  • BLOCK ETXs will be compatible for United States customers who have accounts with Coinbase Pro, Bittrex US or Binance US.

Global Automotive Augmented Reality (AR) and Virtual Reality (VR) Thematic Research Report 2021 - ResearchAndMarkets.com

Retrieved on: 
Tuesday, March 30, 2021
Technology, Other Technology, Investment, Thematic investing

This report looks at the emerging trends in Augmented and Virtual Reality in the automotive sector.

Key Points: 
  • This report looks at the emerging trends in Augmented and Virtual Reality in the automotive sector.
  • These technologies will play a larger role in the future of automotive retail, servicing and manufacturing in the future.
  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

ARK Investment Management Launches the ARK Space Exploration & Innovation ETF (ARKX) on the Cboe BZX Exchange

Retrieved on: 
Monday, March 29, 2021
Ark Invest, Product management, Articles, Exchange-traded funds, Economy, Innovation, Ark, Thematic investing, Disruptive innovation

NEW YORK, March 29, 2021 /PRNewswire/ -- ARK Investment Management LLC ("ARK" or "ARK Invest"), a New York-based investment adviser focused solely on thematic investing in disruptive innovation, is pleased to announce the launch of its new actively-managed exchange traded fund (ETF), the ARK Space Exploration & Innovation ETF (ARKX) on the Cboe BZX Exchange, effective Tuesday, March 30th, 2021.

Key Points: 
  • NEW YORK, March 29, 2021 /PRNewswire/ -- ARK Investment Management LLC ("ARK" or "ARK Invest"), a New York-based investment adviser focused solely on thematic investing in disruptive innovation, is pleased to announce the launch of its new actively-managed exchange traded fund (ETF), the ARK Space Exploration & Innovation ETF (ARKX) on the Cboe BZX Exchange, effective Tuesday, March 30th, 2021.
  • ARKX provides exposure to domestic and foreign equity securities of companies that are engaged in the Fund's investment theme of Space Exploration and Innovation.
  • Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm with $58.2 billion assets under management as of December 31, 2020.
  • ARK's investment strategies include: Autonomous Technology and Robotics, Next Generation Internet, Genomic Revolution, Fintech Innovation, Space Exploration & Innovation, 3D Printing, Israel Innovative Technology, and the overall ARK Disruptive Innovation Strategy.

China Aerospace and Defense Thematic Research Report 2020 - ResearchAndMarkets.com

Retrieved on: 
Wednesday, January 27, 2021
Defense, Air, Transport, Aerospace, Manufacturing, Other Defense, Investment, Thematic investing

The "China in Aerospace and Defense - Thematic Research" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "China in Aerospace and Defense - Thematic Research" report has been added to ResearchAndMarkets.com's offering.
  • The rise of China and the modernization of the PLA requires the entire spectrum of military products across every domain within the defense realm.
  • This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine".
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.