Investment performance

VideoAmp Integrates with TransUnion’s TruAudience Marketing Solutions Business to Offer Unmatched Marketing Attribution Capabilities and Media Plan Optimization

Retrieved on: 
Wednesday, May 31, 2023

VideoAmp and TransUnion® (NYSE: TRU) have joined forces to release a comprehensive analytics solution for cross-platform media measurement and optimization.

Key Points: 
  • VideoAmp and TransUnion® (NYSE: TRU) have joined forces to release a comprehensive analytics solution for cross-platform media measurement and optimization.
  • These comprehensive measurement outputs are fed into VideoAmp's platform for real-time algorithmic media plan optimizations, allowing marketers to continually optimize their campaigns for improved effectiveness.
  • TransUnion’s suite of TruAudience marketing solutions powers data-driven marketing and measurement with a suite of privacy-enhanced identity resolution, data enrichment, audience targeting, and advanced measurement solutions.
  • As a single application that connects media buyers, media sellers and their technology and service providers, its suite of capabilities is designed to power advertising workflows most effectively.

Orion Infrastructure Capital (OIC) Announces Eight Promotions as the Team Grows to Thirty-Seven People

Retrieved on: 
Tuesday, February 14, 2023

OIC, a leading North American infrastructure investment firm, has announced eight promotions over the last three months across its investment strategies.

Key Points: 
  • OIC, a leading North American infrastructure investment firm, has announced eight promotions over the last three months across its investment strategies.
  • As Group CFO, her purview includes all aspects of fund operations, accounting, financial reporting, valuation, budgeting, and forecasting.
  • Jonathan is part of the Infrastructure Equity team, and is responsible for evaluation, due diligence, execution, and monitoring of investments in the Infrastructure Equity strategy.
  • Ari is a member of the Infrastructure Credit team, Christopher is a member of the Infrastructure Equity team, and Harris is a member of the Infrastructure Growth team.

Prometric and CFA Institute Renew Partnership for Multi-Year Deal

Retrieved on: 
Wednesday, January 18, 2023

BALTIMORE, Jan. 18, 2023 /PRNewswire/ -- Prometric, a global leader of technology-enabled testing and assessment solutions, is proud to announce that it has renewed its partnership with CFA Institute for a multi-year deal.

Key Points: 
  • BALTIMORE, Jan. 18, 2023 /PRNewswire/ -- Prometric, a global leader of technology-enabled testing and assessment solutions, is proud to announce that it has renewed its partnership with CFA Institute for a multi-year deal.
  • "Prometric has been an excellent partner for us as we made the transition to computer-based testing and navigated the challenges brought forth during the COVID pandemic," said Christopher Wiese, Managing Director of Credentialing at CFA Institute.
  • "We are really pleased to extend our partnership with Prometric."
  • The renewed partnership will provide additional opportunities for growth in new locations across the world while leveraging Prometric's technology to enhance the CFA Institute's exams.

The Pacific Financial Group Appoints Judith Cheng as New Chief Investment Officer

Retrieved on: 
Tuesday, December 13, 2022

BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.

Key Points: 
  • BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.
  • Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon.
  • Judith is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.
  • Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is a SEC registered investment advisory firm and dynamic wealth management innovator that focuses on the group retirement space.

Virtual Course: Investment Performance Measurement, Attribution & Risk Programme - December 7-9, 2022

Retrieved on: 
Monday, November 28, 2022

DUBLIN, Nov. 28, 2022 /PRNewswire/ -- The "Investment Performance Measurement, Attribution & Risk" training has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • DUBLIN, Nov. 28, 2022 /PRNewswire/ -- The "Investment Performance Measurement, Attribution & Risk" training has been added to ResearchAndMarkets.com's offering.
  • This course will cover the same material as our investment performance measurement, attribution and risk course in London.
  • On completion, you will receive a comprehensive set of course materials and an investment performance measurement, attribution and risk course certificate.
  • This is a comprehensive, hands-on business introduction to the concepts and application of Investment Performance Reporting, Equity Attribution and Ex-Post Risk.

Orion Infrastructure Capital (OIC) announces twelve promotions over the last nine months as the team grows to thirty-five people

Retrieved on: 
Friday, September 30, 2022

OIC, a leading North American infrastructure investment firm, has announced twelve promotions over the last nine months across new and existing investment strategies.

Key Points: 
  • OIC, a leading North American infrastructure investment firm, has announced twelve promotions over the last nine months across new and existing investment strategies.
  • Creating growth opportunities for our multifaceted team is core to OICs vision, said Nazar Massouh, CEO and Co-Managing Partner.
  • Zhao is the General Counsel for OICs Infrastructure Growth investment strategy and is responsible for legal, structuring, and compliance matters across the firms investment and operational activities.
  • Jon focuses on the Infrastructure Credit investment strategy and Dave is dedicated to the Infrastructure Growth investment strategy.

Virtual Course: Investment Performance Measurement, Attribution & Risk Programme (October 17-19, 2022 / December 7-9, 2022) - ResearchAndMarkets.com

Retrieved on: 
Thursday, July 28, 2022

This course will cover the same material as our investment performance measurement, attribution and risk course in London.

Key Points: 
  • This course will cover the same material as our investment performance measurement, attribution and risk course in London.
  • On completion, you will receive a comprehensive set of course materials and an investment performance measurement, attribution and risk course certificate.
  • This is a comprehensive, hands-on business introduction to the concepts and application of Investment Performance Reporting, Equity Attribution and Ex-Post Risk.
  • By attending this workshop you will gain an understanding of Performance, Attribution and Risk to allow you to follow through from Portfolio Valuation to Performance Report.

Richard E. Mailhos Named Managing Director at Meradia

Retrieved on: 
Thursday, June 23, 2022

Meradia , recognized globally as the industry-leading consulting firm for Investment Performance transformation projects, promoted Richard E. Mailhos to Managing Director.

Key Points: 
  • Meradia , recognized globally as the industry-leading consulting firm for Investment Performance transformation projects, promoted Richard E. Mailhos to Managing Director.
  • Mailhos will collaborate with Meradias management team as they drive the firms continued expansion across North America and internationally.
  • Prior to joining Meradia, Mailhos spent two years with BNY Mellons Middle-Office Outsourcing division and 16 years at Eagle Investment Systems.
  • For 25 years, Meradia has been the leading force in investment performance consulting, said Mailhos.

First Rate Announces Market Centric Alignment with Management Structure Changes

Retrieved on: 
Tuesday, May 3, 2022

ARLINGTON, Texas, May 3, 2022 /PRNewswire-PRWeb/ -- First Rate, a leading provider of financial service solutions to the wealth management industry, today announced a corporate shift to be market aligned, focusing on indivdiual markets including trust/bank (3), broker dealer, institutional and alternative asset management. The market alignment leads to a renewed focus on anticipating and addressing the unique needs in a singular focus with new executive leadership. This change will better position the company to achieve specific growth goals while also providing the continuity of strong leadership across all business lines.

Key Points: 
  • The market alignment leads to a renewed focus on anticipating and addressing the unique needs in a singular focus with new executive leadership.
  • Alex Serman, CIPM , has been named the managing director of the bank and trust market with more than $10b in assets under management.
  • Jon Beadles, CFA, CIPM , has been named the managing director of the bank and trust market between $5b-10b in assets under management.
  • Rachel Guy has been named the managing director of the bank and trust market with less than $5B in assets under management.

Texas Public Employee Pension Funds Outperform Investing Targets and Global Benchmarks in 2021

Retrieved on: 
Tuesday, April 26, 2022

Forty (40) Texas pension funds representing approximately $26.69 billion in total assets responded to the survey for the period ending September 30, 2021.

Key Points: 
  • Forty (40) Texas pension funds representing approximately $26.69 billion in total assets responded to the survey for the period ending September 30, 2021.
  • "Even as pension systems have lowered their target returns because of reduced expectations for global economic performance, the pension systems' diversified portfolios have delivered.
  • The partnership of the City sponsors with their pension systems to maintain appropriate funding has been a major contributing factor to the success of Texas pension funds."
  • TEXPERS has 68-member pension systems that manage $32.7 billion in retirement assets for 57,728 active members and 60,737 retirees and beneficiary annuitants.