Category: ETF, Hedge & Mutual Funds

  • Chinese Offshore Private Credit Fund

    CreditEase Wealth Management Announces New Investments in the US Marketplace Lending Platforms US$80 Million will be fully deployed by end March 2017 NEW YORK, March 28, 2017 /PRNewswire/ — CreditEase Wealth Management announces today that its Offshore Private Credit Fund (OPCF) has invested a total of US$30 million in two transactions with OnDeck and LendingHome,…

  • Brazilian investment manager, Captalys, launches its first offshore fund

    Brazilian investment manager, Captalys, launches its first offshore fund with the support of Apex Fund Services as administrator. Captalys has BRL 1.5BN in AUM and invests in Brazilian private credit. The onshore fund has a six-year track-record (returning 20.2% last year and 19.3% in 2015) and started 2017 positively, gaining 1.7% in January. The recently…

  • U.S. Institutional Investors Target Market Study

    U.S. Institutional Investors, Consultants Have Strong Interest in U.S. Focused Investment Products in February A majority of the top 20 products reviewed by institutional investors and consultants in the United States had a U.S. geographic focus in February, according to the just released eVestment Advantage Viewership Report. This could mean interest in, or concern about,…

  • HNW Offshore Investment: Booking Center Preferences 2016

    OrbisResearch has added report on “HNW Offshore Investment:Booking Center Preferences 2016” Market.The report is split by product types, Size, Share, Applications DALLAS, TX, UNITED STATES, January 24, 2017 /EINPresswire.com/ — 2015 was a weak year for the Global HNW Offshore Investment Market. However, there have been clear winners and losers as the dynamics of the…

  • Debunking 4 Myths About Sustainable Investing

    December 19, 2016— Enthusiasm for sustainable investing is surging. Already, more than $8.7 trillion of investment capital is managed using environmental, social and governance (ESG) factors in U.S. markets alone, a 184 percent increase since 2010. This pot of money increasingly includes investments in green infrastructure, renewable energy, affordable housing and more, as well as investments that more…

  • Liquid Alternatives Veteran Takes Over Fund to Expand Alts Offering to Advisors and Investors

    Demand for Sub-Advisory Services Leads to New Fund Liquid alternative investment veteran, Dick Pfister, founded AlphaCore Capital to bring alternative investments to private clients in an independent, boutique setting. A year later, the La Jolla- based firm’s success and demand from advisors for sub-advisory services have led the firm to take over an alternative mutual…

  • Hennessy Funds Receives Seven 2016 MFEA STAR Awards

    Oct. 24, 2016 /PRNewswire/ — Hennessy Funds announced that it has received seven 2016 STAR Awards for excellence in mutual fund marketing and communications. This marks the eighth consecutive year that Hennessy Funds has been honored by MFEA and brings the total number of STAR Awards received to 24. The STAR Awards are presented annually…

  • Who Are Wall Street’s Biggest ‘Carbon Offenders’?

    Analysis: Top 10 Mutual Fund, ETF Managers All Have Above-Average Carbon Footprints New Web Tool Shows Unexpectedly High Carbon Exposure of Funds As You Sow, YourSRI.com team up to carbon footprint $11 trillion in funds utilizing data from South Pole Group and exposing carbon risk – available now at fossilfreefunds.org OAKLAND, CA, ZURICH & VADUZ,…

  • Critical investment planning decisions

    Emotions, not logic and reason, are what typically drive investors in making critical investment planning decisions. That’s according to seasoned wealth advisor Chris White, CFA, author of the new book, Working with the Emotional Advisor: Financial Psychology for Wealth Managers (Praeger, 2016). A wealth counselor with over 25 years of experience working with affluent and…