Spinal muscular atrophies

ML Tech’s Digital Asset Market Neutral Opportunities Fund Reaches Milestone of Six Months of Live Trading

Retrieved on: 
Wednesday, April 24, 2024
BTC, SMA, Spinal muscular atrophies, HFT, Fund, CIO, ETH, Miner, MIT, Cryptocurrency

MIAMI, April 24, 2024 (GLOBE NEWSWIRE) -- ML Tech, a leading digital asset wealth management platform, in collaboration with ARB Fund Management LLC, announced that its Digital Asset Market Neutral Opportunities Fund (“the Fund”) reached an important milestone: six months of live trading with an auditable track record.

Key Points: 
  • MIAMI, April 24, 2024 (GLOBE NEWSWIRE) -- ML Tech, a leading digital asset wealth management platform, in collaboration with ARB Fund Management LLC, announced that its Digital Asset Market Neutral Opportunities Fund (“the Fund”) reached an important milestone: six months of live trading with an auditable track record.
  • The Digital Asset Market Neutral Opportunities Fund consists of delta-neutral strategies such as funding rate arbitrage, HFT arbitrage, basis trading, as well as market neutral strategies including relative value, statistical arbitrage and other quantitative strategies.
  • ML Tech Capital’s investment approach combines multiple quantitative strategies to maximize capital appreciation while minimizing risk by not taking a directional market view.
  • Miami-headquartered ML Tech was founded by former digital asset and quantitative trader, MIT alum Leo Mindyuk, and trading infrastructure expert, Markus Leballeux.

BlackRock Completes Acquisition of SpiderRock Advisors

Retrieved on: 
Wednesday, May 1, 2024
Finance, Consulting, Professional Services, Other Professional Services, Fintech, SMA, Spinal muscular atrophies, BLK, Portfolio, Acquisition, Financial services

BlackRock (NYSE: BLK) today announced the completion of its acquisition of SpiderRock Advisors, LLC, a leading provider of option overlay-based strategies for separately managed accounts (SMAs).

Key Points: 
  • BlackRock (NYSE: BLK) today announced the completion of its acquisition of SpiderRock Advisors, LLC, a leading provider of option overlay-based strategies for separately managed accounts (SMAs).
  • The acquisition strengthens BlackRock’s ability to deliver a robust platform of SMA solutions and customization capabilities to financial advisors and clients.
  • “We are excited to finalize the acquisition of SpiderRock Advisors, further solidifying BlackRock’s leadership in SMA solutions.”
    “SpiderRock complements BlackRock’s existing SMA product portfolio and the completion of this acquisition further enhances our ability to provide wealth managers with an extensive array of customization capabilities.
  • “We are excited to partner with BlackRock and broaden access to innovative option management solutions,” said Eric Metz, President and Chief Investment Officer of SpiderRock Advisors.

Summit Financial Enhances Open-Architecture Private Markets Offering, Supporting Advisors with Suite of High-Net-Worth Services

Retrieved on: 
Wednesday, April 17, 2024
Personal Finance, Finance, Banking, Professional Services, Asset Management, CFP, ETF, Investment, Real estate investment trust, AI, Mentorship, Spinal muscular atrophies, Risk management, HNW, CFA, Cryptocurrency

Summit Financial Holdings (“Summit”), ​​a leading architect of advisor success and client satisfaction for over four decades, today announced enhancements to its private markets offering.

Key Points: 
  • Summit Financial Holdings (“Summit”), ​​a leading architect of advisor success and client satisfaction for over four decades, today announced enhancements to its private markets offering.
  • By integrating access to leading platforms like Opto Investments and Arch , Summit positions advisors to confidently navigate the complexities of private markets, enabling them to increase wallet share among existing clients and attract new HNW clientele.
  • Building on our foundation of holistic financial planning and open architecture, we're proud to announce the launch of our private markets offering,” said Stan Gregor , CEO of Summit Financial Holdings.
  • The private markets offering from Summit is instrumental in this process, delivering a suite of compelling investment opportunities and the support needed to convey their value and risks effectively.

STRIVE ANNOUNCES THE LAUNCH OF MID-CAP ETF (NYSE: STXM)

Retrieved on: 
Thursday, April 11, 2024
Bloomberg, Striving, CIO, ETF, Spinal muscular atrophies, STXM, STRV

COLUMBUS, Ohio, April 11, 2024 /PRNewswire/ -- Today, Strive Asset Management ("Strive"), a leading provider of shareholder-focused investment solutions, announced the launch of its twelfth fund, the Strive Mid-Cap ETF (NYSE: STXM), which offers Strive investors access to the middle 400 corporations by market cap of the Bloomberg US 1500 Index.

Key Points: 
  • COLUMBUS, Ohio, April 11, 2024 /PRNewswire/ -- Today, Strive Asset Management ("Strive"), a leading provider of shareholder-focused investment solutions, announced the launch of its twelfth fund, the Strive Mid-Cap ETF (NYSE: STXM), which offers Strive investors access to the middle 400 corporations by market cap of the Bloomberg US 1500 Index.
  • STXM joins the Strive 500 ETF (STRV) and Strive Small-Cap ETF (STXK) to complete the company's market cap series and provide investors access to the entire Bloomberg US 1500 Index.
  • "Like all our products, Strive's new mid-cap fund, STXM, is strictly focused on maximizing shareholder value," said Matt Cole, Strive CEO and CIO.
  • Strive also announced a new retirement plan for businesses small to large , the Strive Pooled Employer Plan (Strive PEP), and launched tax-loss harvesting separately managed accounts (SMAs).

Tradeweb to Acquire ICD, a Leading Independent, Multi-Fund Investment Platform for Corporate Treasury Professionals

Retrieved on: 
Monday, April 8, 2024
Technology, Finance, Consulting, Fintech, Banking, Professional Services, Software, Data Analytics, Asset Management, Spinal muscular atrophies, Growth, Risk, Webcast, Research, Acquisition, ICD, Investment, Treasury, Analytics, FX, Multimedia, Hand, Kirkland & Ellis

The company has a stable, growing and loyal client base, with 99% client retention and an exceptional net promoter score.

Key Points: 
  • The company has a stable, growing and loyal client base, with 99% client retention and an exceptional net promoter score.
  • Portfolio Analytics is an AI-driven cloud solution for aggregating positions across a corporate treasury's entire portfolio for analysis and reporting.
  • Tradeweb CEO Billy Hult said: “ICD is an exceptional opportunity to acquire a leading investment platform for corporate treasurers, a fast-growing channel within fixed income markets and a strong strategic fit for Tradeweb.
  • As part of Tradeweb, ICD will also be positioned to drive the adoption of electronic trading for corporate treasurers.

Chris Meredith Joins J.P. Morgan Asset Management Solutions as CIO of Tax Smart Strategies

Retrieved on: 
Tuesday, April 9, 2024
CIO, Spinal muscular atrophies, Research, Growth, James O'Shaughnessy (investor), Index, JPMorgan Chase, ETF, Security (finance)

NEW YORK, April 9, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.

Key Points: 
  • NEW YORK, April 9, 2024 /PRNewswire/ -- J.P. Morgan Asset Management today announced that Chris Meredith is joining as Chief Investment Officer (CIO) - Tax-Smart Strategies.
  • Mr. Meredith joins J.P. Morgan Asset Management at a time where advisors and their clients are prioritizing seamless, digital-first experiences.
  • As CIO of Tax-Smart Strategies, Mr. Meredith will also partner closely to develop new products and capabilities with 55ip, J.P. Morgan Asset Management's tax-smart technology platform.
  • "I'm incredibly excited to join J.P. Morgan Asset Management Solutions as CIO of Tax-Smart Strategies," added Mr. Meredith.

Ethic Surpasses $5 Billion in Assets

Retrieved on: 
Tuesday, April 9, 2024
You, Carbon, Spinal muscular atrophies

NEW YORK, April 9, 2024 /PRNewswire/ -- Ethic Inc. ("Ethic"), the tech-driven platform for personalized and sustainable investing, today announced that as of the close of the first quarter it has surpassed $5 Billion in assets. Since the beginning of last year, the company has more than doubled its assets. Approximately 80% of this asset growth was from multi-family offices, single-family offices, and institutions.

Key Points: 
  • NEW YORK, April 9, 2024 /PRNewswire/ -- Ethic Inc. ("Ethic"), the tech-driven platform for personalized and sustainable investing, today announced that as of the close of the first quarter it has surpassed $5 Billion in assets.
  • Since the beginning of last year, the company has more than doubled its assets.
  • Ethic empowers wealth advisors and institutional investors to create portfolios that align personal values with financial goals.
  • "Being trusted with $5 Billion in assets highlights the strength of Ethic's offering and team, and also underscores the growing necessity for advisors to deliver a personalized offering for their clients.

Zuma Capital Management Nominates Five Highly Qualified, Independent Director Candidates at Presidio Property Trust

Retrieved on: 
Wednesday, March 13, 2024
Centurion, Resort, Letter, Spinal muscular atrophies, Exercise, Warrant, Trust, Telecommunications, Private law, Employment, TSR, WHEN, International, Compensated emancipation, Common stock, Research, Senior counsel, Security (finance), Retirement, UPON, Fear, Principal, PC, Assistant, Shareholder, Total shareholder return, Common, Capital, Highfields Capital Management, Axos Bank, Partner, WEB

ATLANTA, March 13, 2024 (GLOBE NEWSWIRE) -- Zuma Capital Management, LLC, which owns approximately 7.7% of the outstanding shares of the Series A Common Stock of Presidio Property Trust, Inc. (NASDAQ: SQFT) (“Presidio” or the “Company”), today issued a public letter to the Company’s stockholders announcing its nomination of five highly qualified, independent candidates; Reuben Berman, Stefani Carter, Vito Garfi, Brent Morrison and Elena Piliptchak, for election to the Company’s Board of Directors at the Company’s 2024 Annual Meeting of Stockholders.

Key Points: 
  • Learn more about Zuma Capital Management, LLC’s director candidates by visiting www.SavePresidio.com, where stockholders can download a copy of our letter and sign up for future updates on Zuma Capital Management’s campaign for boardroom change.
  • We have nominated five highly qualified, independent candidates for election to the Board, who have strong experience in commercial real estate, corporate governance and capital allocation.
  • 2 Source: Morningstar (as of March 12, 2024) and Zuma Capital Management Internal Estimates.
  • 3 Source: Morningstar (as of March 12, 2024) and Zuma Capital Management Internal Estimates.

Morgan Stanley Wins Three 2024 Technology Awards in Generative AI, Fractional Shares, and Portfolio Risk Management

Retrieved on: 
Wednesday, March 27, 2024
Professional Services, Finance, State ownership, Personalization, Emerging technologies, Essential, Spinal muscular atrophies, Risk, Partnership, Data, BlackRock, AI, Separately managed account, Morgan Stanley Wealth Management, Morgan Stanley, Adviser, Russian National Wealth Fund, ETF, Cryptocurrency

Morgan Stanley (NYSE: MS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm’s innovative use of technology.

Key Points: 
  • Morgan Stanley (NYSE: MS) announced today that it has won three 2024 Celent Model Awards recognizing the Firm’s innovative use of technology.
  • “Being recognized by Celent for innovation in three categories is a true honor,” said Jed Finn, Head of Morgan Stanley Wealth Management.
  • Celent’s Model Risk Manager award category recognizes best practices use of technology in financial risk management, operational risk management, cross risk, and financial crime.
  • Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications help its Financial Advisors leverage dynamic risk insights across thousands of risk factors.

Eaglebrook Advisors Introduces Managed Bitcoin and Ethereum Separately Managed Account Strategy in Partnership with Franklin Templeton

Retrieved on: 
Tuesday, March 26, 2024
Software, Networks, Professional Services, Internet, Fintech, Data Management, Electronic Commerce, Apps, Applications, Technology, Digital Cash Management, Digital Assets, Security, Cryptocurrency, Finance, Spinal muscular atrophies, Partnership, Franklin Templeton Investments, SVP, Anchorage Digital, ETP, Research, HNW, SMA, ETH, RIAS, Investment, BTC, Digital asset

Eaglebrook , a digital asset investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin and other digital assets, today announces the launch of the Franklin Templeton Digital Asset Dynamic BTC/ETH separately managed account (SMA) strategy.

Key Points: 
  • Eaglebrook , a digital asset investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin and other digital assets, today announces the launch of the Franklin Templeton Digital Asset Dynamic BTC/ETH separately managed account (SMA) strategy.
  • Digital Asset SMAs offer investors a broader spectrum of assets beyond bitcoin, and with this professionally managed offering from Franklin Templeton, advisors working with high-net-worth (HNW) investors can provide an option for greater tax optimization.
  • “Franklin Templeton has been actively involved in building and investing in the digital assets ecosystem since 2018,” said Tony Pecore , SVP, director of digital asset management at Franklin Templeton.
  • In 2022, Franklin Templeton introduced two digital asset SMA strategies via the Eaglebrook platform: the Franklin Templeton Digital Assets Core and the Franklin Templeton Digital Assets Core Capped .