Leveraged Loan ETFs Can Provide Stable Income Generation May 21, 2021
Exchange traded fund investors should consider the diversification benefits of including senior loan strategies in an investment portfolio.
In the recent webcast,
Loans, An All-Weather Asset Class, George Goudelias, Head of Leveraged Finance, Senior Portfolio Manager, Seix Investment Advisors, explained that leveraged loans deliver competitive returns per unit of risk, which takes into account the degree of risk that must be accepted in order to achieve a return. Specifically, leveraged loans have exhibited a 1.0 return per unit of risk over the past decade, compared to a 0.7 return per unit of risk for large cap equities.
May 19, 2021
With returns on bonds as paltry as ever, fixed income investors must rethink their income strategies. Yet many such portfolios remain static, with one-dimensional, antiquated approaches still taking precedence.
In the upcoming webcast,
Loans, An All-Weather Asset Class, George Goudelias, Head of Leveraged Finance, Senior Portfolio Manager, Seix Investment Advisors; and David Phipps, Senior Leveraged Finance Research Analyst, Seix Investment Advisors, will explain the diversification benefits of senior loan strategies.
Specifically, the actively managed
Virtus Seix Senior Loan ETF (NYSEArca: SEIX) seeks to provide investors with a high level of current income via first- and second-lien senior floating rate loans. Senior loans are typically used for business recapitalizations, acquisitions, leveraged buyouts, and re-financing.
New Quadriga senior appointments - Christian Thum and Jarkko Matilainen Monday, May 17, 2021 Opalesque Industry Update - Quadriga Asset Managers announced the senior appointments of Christian Thum and Jarkko Matilainen to the Quadriga Asset Managers team and Board.
Christian Thum, a German national, joins Quadriga as Senior Portfolio Manager Equity Long/Short Opportunities based in Madrid and brings 25+ years of investment and senior leadership experience across London, Frankfurt, and Zurich, including Solomon Brothers, Goldman Sachs and Merrill Lynch, where he was Managing Director and Head of Equity Proprietary Trading managing a team of 20 proprietary traders in Europe with billion+ mandates, subsequently Senior Portfolio Manager at leading hedge funds Marble Bar Asset Management, BTG Pactual, or Mako Group, and his own fund, CT Invest.
Williams Jones Wealth Management Surpasses $10B in Client Assets
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New York-based RIA firm reaches AUM milestone and is poised for additional growth.
We are thrilled to reach this significant milestone during an unprecedented period of market volatility and record recovery. NEW YORK (PRWEB) May 12, 2021
Williams Jones Wealth Management, an SEC-registered investment adviser and wealth management firm with offices in New York and Palm Beach, Florida, today announced it has surpassed $10 billion in client assets under management.
Williams Jones is an investment management firm with a long history of providing personalized wealth management services to high-net-worth and ultra-high-net-worth clients, endowments and foundations. The firm provides individualized, active portfolio management in accordance with client objectives. Williams Jones seeks to build client wealth over time through application of a
Pictet Asset Management SA
Sustainable investing and smart investing can go hand in hand. Increasingly, that means measuring and engaging in progress around ESG: environment, social and governance factors.
“In my opinion, focusing on the sustainability of the business can improve the risk-return profile,” says Patrick Blais, Senior Managing Director and Senior Portfolio Manager, Manulife Investment Management.
ESG covers how companies fare around climate impact, natural resource use, waste management, employee health and safety, diversity and inclusion, respect for the community, board and executive composition and oversight, shareholder rights, and more.
Blais believes organizations that excel in these areas tend to show better financial performance and returns over time.