All articles by Verdict Staff
Verdict Staff
Sun Life Global Investments hires Schroder as new sub-advisor
Sun Life Global Investments has selected Schroder Investment Management North America to assume the portfolio sub-advisory responsibilities for Sun Life Tradewinds Emerging Markets Fund, effective 29 August 2013.
LPL Financial introduces ET&R platform for financial advisors
LPL Financial, an independent broker-dealer and RIA custodian in the US, has launched its Enhanced Trading and Rebalancing (ET&R) platform for financial advisors.
ISDA outlines approach on cross-border issues
The International Swaps and Derivatives Association (ISDA) has outlined a set of principles designed to help achieve the widely held goal of a more harmonized framework of international derivatives regulations.
BBVA Compass expands its private wealth management team in US
BBVA Compass has appointed Mark Chiappara as a senior private banker at its US private wealth management business.
Mellon Capital becomes signatory to UN-backed principles for responsible investment
Mellon Capital Management, a multi-asset manager for BNY Mellon, has become a signatory to the United Nations-backed Principles for Responsible Investment (UN PRI), underlining its commitment to incorporating environmental, social and governance (ESG) issues into its investment processes.
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Income level often determines risk tolerance: Spectrem study
Fifty-two percent of investors surveyed by Spectrem Group selected “taking risk’ as one of the factors contributing to their wealth. Hard work, education, frugality and smart investing were chosen more often than “taking risk” by the investors interviewed.
Investment Planning Counsel to purchase Independent Planning Group
Investment Planning Counsel (IPC) has entered into an agreement with Independent Planning Group (IPG) to purchase the shares of IPG.
Royal London Asset Management’ net new business stood at £308 million in H1
Royal London Asset Management has reported net new business inflows of £308 million for the first half of 2013 compared with £310 million of outflows for the same period last year.
FPA forms new global value strategy
FPA, a US-based practitioner of value investing, has formed a new global value strategy. From its launch on September 1, 2013, the Strategy will be overseen by Gregory Herr and Pierre Py.
Bank of America launches new program to help clients’ investments align with ESG issues
Bank of America’s investment businesses announced the launch of a new program that supports clients’ needs to align investments with the environmental, social and governance (ESG) issues they care about.