Forward-looking statements This report contains forward-looking statements relating to present or future trends or factors that are subject to risks and uncertainties. These risks include, but are not limited to: specific and overall impacts of the coronavirus (COVID-19) pandemic on our financial condition and results of operations; our ability to achieve our business objectives; our […]
Month: July 2022
STAT CTO Juhwan Park says investment strategy can be ‘digital asset’ by incorporating NFT into social commerce | app
SEOUL, South Korea–(BUSINESS WIRE)–Jul 28, 2022– Juhwan Park, the Chief Technology Officer (CTO) of STAT (Social Trading Alliance Token), a platform issuing NFTs (Non-Fungible Tokens) for traders, has unveiled his aspirations. CTO Park is a former software engineer at Boeing, the world’s largest aircraft manufacturer, who led the development of STAT’s platform. × This page […]
Pershing Square Holdings, Ltd. publishes regular weekly net asset value and annual return as of July 26, 2022
LONDON–(BUSINESS WIRE)–Regulatory news: Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH) today published its regular weekly net asset value (“NAV”) and performance on its website, https://www.pershingsquareholdings.com /corporate-reports/weekly-navs/. Net asset value and returns were calculated as of the close of business on Tuesday, July 26, 2022. The PSH NAV per share at market close on July 26, […]
OSL Becomes First SFC-Licensed Digital Asset Broker to Sell Security Tokens to Professional Investors with Hong Kong Security Token Offering
STO participants include Animoca Brands, Head & Shoulders Financial Group, China Fortune Financial Group Limited, Volmart and Monkeykey Group Asset Management Limited “Proof of Concept” Issuance and Distribution Paves the Way for Innovative New Ways to Invest in Regulated Digital Assets HONG KONG, July 26, 2022 /PRNewswire/ — OSL Digital Securities Limited (OSL) announced today […]
Bogle Asset Allocation for Your 401(k)
Among some investors, John Bogle is a legend. He was the founder of the Vanguard Group and a leading proponent of index investing. During his lifetime (he died in 2019), he revolutionized the world of mutual funds and developed an investment philosophy that is still very influential. His approach was based on simple, inexpensive and […]
Asset quality concerns weigh on Bandhan Bank shares as NPAs rise
Analysts have a ‘neutral’ to ‘buy’ recommendation on the stock with a target price of between Rs 320 and Rs 440, it closed at Rs 273 on Monday TopicsBandhan Bank | Q1 results | APM The market reacted negatively to the results of Bandhan Bank. Despite a jump in profits, the bank saw […]
Impax Asset Management Group (LON:IPX) stock outperforms underlying earnings growth over past five years
Some Impax Asset Management Group plc (LON:IPX) Shareholders are probably quite worried to see the stock price drop 32% in the past three months. But over five years, the returns have been remarkably high. Indeed, the stock price rose 515% during this period. It could therefore be that some shareholders take profits after good performance. […]
Trackimo and FocusPoint International Integrate Services for Advanced Driver, Traveler and Asset Security | app
NEW YORK–(BUSINESS WIRE)–July 21, 2022– Trackimo, a leading provider of location-based IoT solutions and critical event management company, FocusPoint International, today announced that the companies will integrate their services to offer a range of plan-linked smart devices. Overwatch & Rescue and the PULSE platform for optimal outdoor emergency management and response for travelers, drivers and […]
Advance Asset Integrity Management Systems (AIMS) Market
Asset Integrity Management Systems (AIMS) The latest proficient intelligence report published by WMR under the title “Increasing Demand and Opportunity for Global Asset Integrity Management Systems (AIMS) Market 2022” provides a sorted picture of the systems industry Asset Integrity Management System (AIMS) through the analysis of research and information gathered from various sources which has […]
Pershing Square Holdings, Ltd. publishes regular weekly net asset value and year-to-date performance as of July 19, 2022
LONDON–(BUSINESS WIRE)–Regulatory news: Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH) today published its regular weekly net asset value (“NAV”) and performance on its website, https://www.pershingsquareholdings.com /corporate-reports/weekly-navs/. Net asset value and returns were calculated as of the close of business on Tuesday, July 19, 2022. The PSH NAV per share at market close on July 19, […]
Asset Servicing Industry News | Momentum Investments chooses the SS&C Sylvan solution
Momentum Investments, part of the Momentum Metropolitan Group, has selected SS&C Sylvan to help streamline and elevate its investment performance measurement business. Based in South Africa, Momentum Investments is an investment management company, serving retail and institutional investors with assets under management and administration. SS&C Sylvan is designed to streamline investment performance calculation and reporting […]
Stress-testing multi-asset class portfolios: best practices and future challenges
Risk and investment professionals will need a sophisticated mix of historical and what-if scenarios to navigate today’s volatile markets, says Ivan Mitov, director of risk research at FactSet. Almost two years have passed since the outbreak of Covid-19 and the effects of the pandemic, and the actions taken by governments around the world are already […]
UK Salaried Members Rules and Asset Management LLPs
The recent First Tier Tribunal (FTT) decision in BlueCrest Capital Management (UK) LLP v HMRC (29 June 2022) is the first time that the UK Employee Member Rules (the Rules) have been made into account in the context of an asset management limited liability company (LLP). BlueCrest is engaged in the provision of hedge fund […]
Client Asset Rules Finalization – Financial Services
To print this article, all you need to do is be registered or log in to Mondaq.com. Introduction On June 23, 2022, the Central Bank of Ireland (the “central bank“) published in final form its revised regulation on investment firms, the Central Bank (Supervision and Enforcement) Act 2013 (Section 48(1)) Investment Firms Regulations 2022(there “Rules […]
JP Morgan Asset Management M
–Biggie joins JP Morgan from Prudential Financial- NEW YORK, May 25, 2022 /PRNewswire/ — JP Morgan Asset Management today announced that it has hired Carissa Biggie As Managing Director and Global Head of Broker Relationship Management, Ms. Biggie will be based in New York and reports to Kristian Westresponsible for the firm’s investment platform team, […]
BlueCrest FTT Decision – Rules for Salaried Members and Asset Managers | Proskauer – Tax Talks
The recent decision of the Court of First Instance (FTT) in BlueCrest Capital Management (UK) LLP v HMRC (June 29, 2022) is the first time that the UK Salaried Member Rules (the Rules) were considered as part of a limited partnership for asset management (LLP). BlueCrest is engaged in the provision of hedge fund investment […]
Nirmala Sitharaman urges G20 to work on sharing data on non-financial assets
NEW DELHI : Finance Minister Nirmala Sitharaman on Thursday urged G20 leaders to put in place a framework for automatic exchange of information on non-financial assets to control tax evasion and ensure that the proposed global tax framework of the digital economy protects the interests of developing countries. Speaking at the G20 Ministerial Tax Symposium […]
Finalizing Client Asset Rules – Lexology
Introduction On June 23, 2022, the Central Bank of Ireland (the “central bank“) published in final form its revised regulation on investment firms, the Central Bank (Supervision and Enforcement) Act 2013 (Section 48(1)) Investment Firms Regulations 2022(there “Rules 2022“) containing changes to Customer Asset Requirements (the “SELF“) accompanied by a support project The guidance note […]
A couple loses their favorite asset
A former German Formula 1 racer who raced for Jordan, Benetton, Ferrari and Mercedes, Michael Schumacher’s wife Corinna Schumacher has sold the custom silver private jet owned by the seven-time world champion for $29 million. In December 2013 in Méribel, France, one of the greatest F1 drivers of all time, Michael Schumacher, was involved in […]
Pershing Square Holdings, Ltd. publishes regular weekly net asset value and year-to-date return as of July 12, 2022
LONDON, July 14, 2022–(BUSINESS WIRE)– Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH) today published its regular weekly net asset value (“NAV”) and returns on its website, https://www.pershingsquareholdings.com/reports- of company/navs-weekly/. Net asset value and returns were calculated as of the close of business on Tuesday, July 12, 2022. The PSH NAV per share at market close […]
Pershing Square Holdings, Ltd. publishes regular weekly net asset value and year-to-date return as of July 12, 2022
LONDON–(BUSINESS WIRE)–Regulatory news: Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH) today published its regular weekly net asset value (“NAV”) and performance on its website, https://www.pershingsquareholdings.com /corporate-reports/weekly-navs/. Net asset value and returns were calculated as of the close of business on Tuesday, July 12, 2022. The PSH NAV per share at market close on July 12, […]
Contango Asset Management: WCM Quality Global Growth June 2022 NTA Statement and Portfolio Update
We are pleased to present a summary report on the performance of the WCM Quality Global Growth Equity strategy (the Strategy) in June 2022. The strategy1 returned -2.72% during the month. The Strategy has outperformed the benchmark MSCI All Country World Index over one month, five and 10 years, and since inception. Notes: 1. WQG, […]
Ex-F1 boss Ecclestone charged with massive asset fraud | News | DW
British tax authorities have cleared fraud charges against former Formula 1 boss Bernie Ecclestone for failing to declare more than $477 million (473 million euros) in foreign assets, the prosecutor said on Monday of the Andrew Penhale Crown in London. “The charges relate to proposed tax liabilities arising from over £400 million of offshore assets […]
Private Equity Holding AG: Net Asset Value as of June 2022
Private Equity Holding AG / Key word(s): Net asset value Private Equity Holding AG: Net Asset Value as of June 2022 11.07.2022 / 18:00 Net asset valueThe issuer is solely responsible for the content of this announcement. PRESS RELEASE Zug, July 11, 2022 Revalued net assets as of June 30, 2022 As of June 30, […]
Shares of The Clorox Company (NYSE:CLX) sold by Robeco Institutional Asset Management BV
Robeco Institutional Asset Management BV reduced its holdings in The Clorox Company (NYSE:CLX – Get Rating) by 0.1% in the first quarter, according to the company in its most recent Form 13F filed with the Securities and Exchange Commission (SEC). The company held 116,860 shares of the company after selling 100 shares during the quarter. […]
Assenagon Asset Management SA increases its equity holdings in The Hain Celestial Group, Inc. (NASDAQ:HAIN)
Assenagon Asset Management SA increased its holdings of shares in The Hain Celestial Group, Inc. (NASDAQ: HAIN – Get Rating) by 7.9% during the first quarter, according to its latest SEC filing. The company held 128,971 shares of the company after purchasing an additional 9,413 shares during the period. Assenagon Asset Management SA held 0.14% […]
Digital Asset Audit | Financial statement audits
Leveraging blockchain technology and digital assets opens up a world of possibilities and a world of uncertainty. Technology is changing daily, but regulations, controls and processes are lagging behind. It is imperative for organizations to embrace blockchain technology and digital assets, as well as understand the controls, accounting and regulatory risks that come with leveraging […]
Central Bank issues revised client asset requirements
On June 23, 2022, the Central Bank of Ireland (the “CBI”) issued revised client asset requirements for investment firms. The revised client asset requirements, referred to as “RCA 2022”, are set out in Part 6 of a draft third edition of the Central Bank (Supervision and Enforcement) Act 2013 (Section 48(1)) (Investment Firms) Regulations 2013. […]
Koshinski Asset Management Inc. buys shares of 883 Innovator Laddered Allocation Power Buffer ETF (NASDAQ: BUFF)
Koshinski Asset Management Inc. acquired a new stake in Innovator Laddered Allocation Power Buffer ETF (NASDAQ: BUFF – Get Rating) during Q1, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 883 shares of the company, valued at around $32,000. Other institutional investors also […]
The Capital Asset Pricing Model (CAPM) by William Sharpe. | by Dimitrios Gourtzilidis | Jul 2022
Continuing modern portfolio theory and quantitative finance, the next step is the analysis of the Capital Asset Pricing Model (CAPM). Image is from https://www.dailyadvent.com/ William Forsyth Sharpe, born in 1934, is an American economist and one of the creators of the Capital Asset Pricing Model (CAPM), along with John Lintner (1916-1983) and Jan Mossin (1936-1987). […]
Asset Peace Again – Tax Authorities
To print this article, all you need to do is be registered or log in to Mondaq.com. Law No. 7256 introduced a patrimonial peace and, with the extension of its period of application, taxpayers had the possibility of benefiting from the patrimonial peace until June 30, 2022. Following the expiration of the patrimonial peace under […]
Risk Premia Forecasts: Main Asset Classes – July 6, 2022
Igor Kutyaev The estimated risk premium for the Global Market Index (GMI) continues to decline. The revised long-term outlook calls for an annualized return of 4.9%. Echoing previous updates in recent history, today’s estimate reaffirms the need to manage downside expectations for globally diversified multi-asset class portfolios compared to the returns achieved in previous years. […]
SS&C Technologies: More and more banks are migrating their asset and liability management systems to the cloud
A recent SS&C Algorithmics survey (conducted by Alchemer) shows that 45% of respondents are considering migrating, or have already migrated, their Asset Liability Management (ALM) systems to the cloud. This is a major global shift from almost all in-house ALM and shows that banks and regulators are increasingly accepting the cloud for ALM risk technology. […]
Asset Peace Again – Lexology
Law No. 7256 introduced a patrimonial peace and, with the extension of its period of application, taxpayers had the possibility of benefiting from the patrimonial peace until June 30, 2022. Following the expiration of the patrimonial peace under Law No. 7256, Law No. 7417, approved by the General Assembly of July 1, 2022 and published […]
JPM Gl. Core Real Asset share price fell 8.9%
Investment gains fell from £9.3m for the year to February 2021 to £16m in 12 months. Total return for the period increased to £26.8m from £11m the previous year, marking an increase of 12.9%, while pre-tax and cost returns ended at 24, £2m, up from £12.3m last year. Net asset value per share ended at […]
Best sustainability report by an asset or fund manager: medium and small (fixed income): Affirmative Investment Management
After winning the award in 2020, Affirmative Investment Management (AIM) has once again won the award for Best Fixed Income Sustainability Report as it continues to improve and evolve its approach to sustainability reporting. ‘impact. In 2021, the $1.1 billion asset manager expanded its impact reporting coverage to 90% of its portfolios. This high level […]