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June 15, 2017updated 16 Jun 2017 6:26am

Lockwood Advisors rolls out new investment portfolios

By Prasad

Lockwood Advisors, an affiliate of BNY Mellon, has launched a new investment solution known as Lockwood/American Funds Core Portfolios, which will bundle American Funds’ mutual funds with exchange-traded funds (ETFs).

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

The newly launched solution will enable financial professionals to club active and passive strategies to help achieve investor goals.

Lockwood/American Funds Core Portfolios will enable financial advisers to serve investors through three investment strategies: savings (appreciation), transition (balanced) and retirement (conservative growth).

The portfolios, which have an account minimum of $10,000, will be available through Lockwood’s managed accounts solution Managed360.

Lockwood chief operating officer Joel Hempel said: “This new solution brings together our portfolio construction capabilities with the American Funds family of mutual funds to provide our clients with a solution that will help them effectively manage investor goals across life cycles through a combination of active and passive strategies.”

American Funds is part of a financial services provider Capital Group.

Capital Group senior vice president of wealth management Bill Brady said: “With our focus on low fees and a history of superior long-term outcomes, we believe American Funds will be an important ingredient in Lockwood’s portfolios designed to meet people’s real-life objectives.”

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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