UCITS

EQS-News: Mainberg Asset Management Press Release - Best European Special Situations Fund for the fourth consecutive year

Retrieved on: 
Wednesday, April 10, 2024
Risk, Research, Donner & Reuschel, The Hedge Fund Journal, Acquisition, Investment, UCITS, Special, Cryptocurrency

Honoured for best performance in 2023 and over two-year and three year period, following three previous consecutive awards

Key Points: 
  • Honoured for best performance in 2023 and over two-year and three year period, following three previous consecutive awards
    Frankfurt, 25.
  • The London UK-based industry publication “The Hedge Fund Journal” has awarded its UCITS Hedge Award 2024 for the best European Special Situations fund in 2023 and over a two-year and three-year period to the Mainberg Special Situations Fund HI (ISIN DE000A2JQH97 / WKN A2JQH9), thereby recognising the value appreciation of the fund in 2023 and over the last two and three years.
  • “We are delighted to once again receive the UCITS Hedge Award for our UCITS Special Situations Fund.
  • The founders of Mainberg Asset Management have jointly invested in Special Situations for more than a decade.

WisdomTree Reports Monthly Metrics for February 2024

Retrieved on: 
Monday, March 11, 2024
Cryptocurrency, Payments, Finance, Consulting, Banking, Professional Services, Technology, Fintech, YTD, AUM, UCITS

WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for February 2024, including assets under management (AUM) and flow data by asset class.

Key Points: 
  • WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for February 2024, including assets under management (AUM) and flow data by asset class.
  • Higher fee funds drove over $500 million of net inflows in February and $780 million of net inflows YTD, generating a positive fee impact
    WisdomTree’s UCITS franchise, a strategic growth driver in our European business, ended February with a record high of $5.7 billion in AUM – a 42% compound annual growth rate over the past five years
    Our Cryptocurrency product suite gathered over $100 million of YTD net inflows which, alongside strong markets, grew AUM to over $700 million at the end of February

Cboe Clear Europe Secures Support of Additional Key Participants for Launch of Securities Financing Transactions Clearing Service

Retrieved on: 
Thursday, April 4, 2024
Bank of America, Clearing house (finance), Growth, Rural sociology, Risk, CRR, CRD, Bank, CCP, SFT, UCITS, Capital Requirements Regulation 2013, Capital Requirements Directives, State Street, ETF, State, Security (finance)

Brings total number of launch participants to nine, comprising a broad range of key market participants, including banks, clearing firms, asset managers and custodians

Key Points: 
  • Brings total number of launch participants to nine, comprising a broad range of key market participants, including banks, clearing firms, asset managers and custodians
    Launch on track for Q3 2024, subject to regulatory approvals
    AMSTERDAM and LONDON, April 4, 2024 /PRNewswire/ -- Cboe Clear Europe, Cboe's Amsterdam-based pan-European clearing house, today announced that it has secured the support of additional participants to support the launch of its Central Counterparty (CCP) clearing service for securities financing transactions (SFTs).
  • Their commitment brings the total number of launch participants for the SFT clearing service to nine, comprising a broad range of key market participants, including banks, clearing firms, asset managers and custodians.
  • Alessandro Cozzani, Managing Director, Bank of America, said: "We are excited to embark on this journey with Cboe Clear Europe.
  • At launch, Cboe Clear Europe will be the only pan-European CCP offering these consolidated services for SFTs in European cash equities and ETFs."

EGA and Cité Gestion partner to launch long-short fund targeting best and worst US corporate governance

Retrieved on: 
Wednesday, April 3, 2024
CIO, Natural language processing, Natural language, Partnership, ESG, Total return index, Research, Tobacco, AI, Security (finance), EGA, Index, Heart, UCITS, Language, BlueCrest Capital Management, SGA

Over 15 years of evidence the model, developed through Green Blue Invest's partnership with Swiss-based Stewardship & Governance Associates (SGA), has demonstrated that the language used by senior executives is indicative of the quality of corporate governance and company culture.

Key Points: 
  • Over 15 years of evidence the model, developed through Green Blue Invest's partnership with Swiss-based Stewardship & Governance Associates (SGA), has demonstrated that the language used by senior executives is indicative of the quality of corporate governance and company culture.
  • Using these metrics, companies are assigned a core stewardship score, which determines the quality of their governance.
  • Mattias Eriksson, Partner at EGA, said: "Governance is at the heart of company performance and applying a quantitative approach to assessing its quality allows the fund to systematically generate alpha from the best and worst managed companies in the S&P 500.
  • Our academic model systemically harvests this governance premia and dynamically adjusts to changes in corporate language to ensure it is exposed only the best and worst managed companies in the index.

Beutel Goodman Partners with SEI to Launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust in the U.S.

Retrieved on: 
Wednesday, March 27, 2024
Growth, CITS-DT, CIT, Senior, AUM, UCITS, Consultant

TORONTO, March 27, 2024 /PRNewswire/ - We are pleased to announce that Beutel, Goodman & Company Ltd. ("Beutel Goodman") has partnered with SEI® to launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust ("CIT" or "Trust").

Key Points: 
  • TORONTO, March 27, 2024 /PRNewswire/ - We are pleased to announce that Beutel, Goodman & Company Ltd. ("Beutel Goodman") has partnered with SEI® to launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust ("CIT" or "Trust").
  • Beutel Goodman, an SEC-registered investment adviser with $35.9 billion in assets under management (AUM, as at December 31, 2023), is the investment adviser to the CIT.
  • The launch supports increased demand for CITs and interest in Beutel Goodman's disciplined, high-conviction U.S. Large Cap Value strategy.
  • We invite U.S. clients and consultants to contact one of the Beutel Goodman institutional representatives listed below for further information about the Beutel Goodman U.S. Large Cap Value strategy.

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

Retrieved on: 
Tuesday, March 19, 2024
B2B2C, Mobile, Nextgen, IOS, Research, ETF, Android, UCITS, Financial services

JERSEY CITY, N.J., March 19, 2024 /PRNewswire/ -- ViewTrade Holding Corporation ("ViewTrade"), the force that fuels digital finance, today announced through its technology subsidiary the official launch of NextGen, the B2B2C retail trading platform that enables financial institutions around the world to deliver differentiated investing experiences while complementing their existing offerings. ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide.

Key Points: 
  • Designed to reduce time to market and the cost of delivering a fuller portfolio of financial services to retail customers, NextGen is built on a comprehensive and modern technology stack that can connect with any broker, custodian or third-party technology.
  • NextGen is tailored to the needs of firms anywhere in the world in search of a white-labeled investment platform – from banks and brokers to providers of embedded investing, retirement planning, alternative investing, foreign exchange trading, research and content, as well as multinational financial institutions and financial advisors.
  • Alongside enhancements to ViewTrade's premier solution for advisors, OneView, the launch of NextGen represents a powerful combination for wealth management, retail brokerage, and related markets.
  • As part of ViewTrade's holistic suite of technology, brokerage and global market access services, NextGen is a turnkey solution for firms who wish to introduce or enhance their retail investing and wealth management offerings.

Third Avenue Launches Global Value UCITS For Non-U.S. Investors

Retrieved on: 
Monday, February 26, 2024
Banking, Asset Management, Professional Services, Finance, Acquisition, UCITS, Investment, Fund, Business, Capital, Third Avenue, Partnership, Security (finance)

Third Avenue Management LLC (“Third Avenue”), a New York City-based investment adviser and leading value investing firm, is pleased to announce the upcoming launch of the Third Avenue Global Value Fund (ISIN: IE000K2CIQ63)1.

Key Points: 
  • Third Avenue Management LLC (“Third Avenue”), a New York City-based investment adviser and leading value investing firm, is pleased to announce the upcoming launch of the Third Avenue Global Value Fund (ISIN: IE000K2CIQ63)1.
  • The global value strategy has been managed for more than three decades and, since its inception in 1990, has provided investors with attractive long-term returns.
  • The Fund will be structured as a sub-fund of Ireland-domiciled UCITS, Gemini Investment Funds (Ireland) Plc2, and is the second UCITS fund offering from Third Avenue along with its highly regarded Third Avenue Real Estate Value Fund (ISIN: IE00B6WFK718).
  • “We are thrilled to offer the Third Avenue Global Value Fund to qualified non-US investors,” said Portfolio Manager Matthew Fine.

Northern Trust Announces Olivier Noël as Country Head of Luxembourg

Retrieved on: 
Thursday, February 22, 2024
Banking, Asset Management, Professional Services, Finance, Acquisition, GFS, Multimedia, UCITS, Fonds commun de placement, Bellows, Growth, Security (finance)

Northern Trust today announces it has appointed Olivier Noël as Country Head of Luxembourg and leader of its Luxembourg-based asset servicing business, effective immediately.

Key Points: 
  • Northern Trust today announces it has appointed Olivier Noël as Country Head of Luxembourg and leader of its Luxembourg-based asset servicing business, effective immediately.
  • View the full release here: https://www.businesswire.com/news/home/20240222617042/en/
    Northern Trust has appointed Olivier Noël as Country Head of Luxembourg and leader of its Luxembourg-based asset servicing business, effective immediately.
  • Noël joined Northern Trust in 2005 as its head of Luxembourg transfer agency.
  • “Northern Trust first established a Luxembourg presence in 2004 to help clients take advantage of European fund opportunities,” said Bellows.

Artmarket.com: Artprice comments launch of FrenchArtFund investment fund, regulated by the AMF

Retrieved on: 
Monday, February 5, 2024
Visual arts, Public, Knowledge, Painting, Sotheby's, Centre Pompidou, Family, UCITS, News, Neuflize, Observation, Museum, Private banking, Christie's, Publication, Marketing, Investment, Collection, Friends, KPMG, LVMH, Art market, LES, Suggestion, Risk, Acquisition, AMF, Face, Cryptocurrency

A long-term investment in art produces and supports cultural and educational values that are different from traditional investments.

Key Points: 
  • A long-term investment in art produces and supports cultural and educational values that are different from traditional investments.
  • Investing in art is therefore not just an investment in a 'tangible' asset, it is also a fun and 'presentable' investment in our collective future."
  • Artprice: "Art is today widely considered as an alternative investment which not only offers high returns but also a low correlation to typical financial assets.
  • "I congratulate Olivier Bourdelas for the creation of the FrenchArtFund, the first Art Investment fund regulated by the AMF.