Tag : Investment Strategies

Morgan Stanley Investment Management Announces Liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
Fintech Funding Investment Services News

Morgan Stanley Investment Management Announces Liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)

Business Wire
Morgan Stanley Investment Management today announced the upcoming liquidation of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) (the Fund), a series of Morgan Stanley ETF Trust (the Trust). The Board of the Trust approved a Plan of Liquidation with respect to the Fund. Pursuant to the Plan......
ARK Invest Tokenizes ARK Venture Fund (ARKVX) with Securitize
Fintech Funding Investment Services News

ARK Invest Tokenizes ARK Venture Fund (ARKVX) with Securitize

PR Newswire
ARK’s Venture Strategy Goes Onchain, Bringing Investors Exposure to Leading Private and Public Tech Companies and Advancing ARK Invest’s Partnership with Securitize “ARK Invest, the disruptive innovation-focused investment manager founded by Cathie Wood, and Securitize Corp. (NYSE: SECZ), the world’s leader in tokenized assets, announce the tokenization of the ARK......
Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units
Fintech Funding Investment Services News

Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units

GlobeNewswire
(TSX: PFIN) Picton Mahoney Asset Management (“PICTON Investments”) announced today that it has declared the June 2026 quarterly cash distribution of $0.1178 per unit for the ETF units (“ETF Units”) of the PICTON Income Fund. Unitholders of record of the ETF Units, at the close of business on June 22,......
AGF Investments Announces Proposed Changes to the Investment Objective of AGF Global Sustainable Growth Equity ETF
Investment Services News

AGF Investments Announces Proposed Changes to the Investment Objective of AGF Global Sustainable Growth Equity ETF

GlobeNewswire
AGF Investments Inc. (AGF Investments) announced today proposed changes to the investment objective of AGF Global Sustainable Growth Equity ETF (Ticker: AGSG) (the “ETF”), subject to obtaining securityholder and regulatory approval. Following an extensive review, AGF Investments believes it is in the best interests of the ETF and its securityholders......
Buffalo Funds Announces Portfolio Management Transition for Buffalo Mid Cap Discovery Fund
Fintech Funding Investment Services News

Buffalo Funds Announces Portfolio Management Transition for Buffalo Mid Cap Discovery Fund

EIN Presswire
Experienced managers with over 60 years of small and mid-cap expertise step in to lead strategy, reinforcing disciplined, research driven approach. Buffalo Funds today announced a portfolio management transition for Buffalo Mid Cap Discovery Fund (BUFTX/BUITX), underscoring the firm’s commitment to disciplined active management and continuous evaluation of its investment......
Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65
Finance Investment Services News

Colorado Financial Advisors Strengthens Advisory Team as Andrew Burnside Earns Series 65

EIN Presswire
Colorado Financial Advisors announces Andrew Burnside’s Series 65 qualification, expanding its tax-focused investment advisory expertise. Colorado Financial Advisors has announced that Andrew P. Burnside Jr. has successfully passed the Series 65 exam and is now a licensed Investment Advisor Representative, further expanding the firm’s advisory capabilities. The Series 65 license qualifies......
Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research
Finance Investment Services News

Quartz Partners Acquires AthenaInvest’s Behavioral Investment Strategies and Research

EIN Presswire
VC-Backed Boutique Asset Manager Deepens Intellectual Capital and Expands Differentiated Model Delivery Across Major TAMP Platforms Quartz Partners Investment Management, a venture capital-backed, SEC-registered investment adviser specializing in quantitative separately managed account (SMA) strategies, today announced the acquisition of the investment strategies and intellectual property of AthenaInvest Advisors LLC, a Denver-area pioneer in......
Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.
Finance News

Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.

Cision PRWeb
Redeem Wealth unveils rebrand to Redeem Financial Group and launches integrated “one-team” financial headquarters. Established in 2021, the firm has expanded its boutique roots to offer a comprehensive suite of wealth management, tax, insurance, and real estate services under a single unified brand. Redeem Wealth, a premier financial services firm......
Similize Inc. Acquires $10 Million Proprietary Quantitative Trading Ecosystem to Anchor New FinTech IP Vault
Fintech News Trading

Similize Inc. Acquires $10 Million Proprietary Quantitative Trading Ecosystem to Anchor New FinTech IP Vault

EIN Presswire
Similize secures a $10M “turnkey” quant ecosystem with 25 alpha models to anchor its IP vault, entering a perpetual license with Rozario Global Management. Similize Inc., a specialized financial technology holding company, announced the definitive completion of a strategic asset acquisition valued at $10,000,000. The transaction secures the transfer of......
Flow Traders Global Diversified Trading Competition Kicks Off: Leading a New Era in Financial Talent Selection
Finance News Trading

Flow Traders Global Diversified Trading Competition Kicks Off: Leading a New Era in Financial Talent Selection

GlobeNewswire
Amid the dynamic global financial markets and the convergence of digital assets with traditional investments, Dutch fintech giant Flow Traders proudly announces the launch of the Global Diversified Trading Competition. This highly anticipated international event aims to identify top fund managers with exceptional investment strategies, risk management skills, and market......
1