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Mount Yale Capital Group, through its wholly-owned subsidiary Princeton Fund Advisors, has launched Alpha Intelligent (AI) ETFs – actively managed funds that combine Mount Yale’s manager research and selection capabilities with big data analytics and powerful machine learning.
These funds are based on Ensemble Active Management (EAM), which uses artificial intelligence techniques and predictive analytics of Ensemble Methods that have been utilised within other industries.
Mount Yale has already launched Alpha Intelligent SMAs, and with the launch of these new ETFs, AI ETFs become available on many of the largest investment platforms. This results in over 100,000 individual advisors having
Over the past 18 months, investment firms have gone through periods of uncertainty, volatility, and increased risk, and Linedata’s clients are no exception. These experiences have forced many to “reimagine their operations”, from getting their employees access to the software and tools they need to do their jobs remotely, to changing their processes and how their teams collaborate, to improving how they integrate data and analytics into their workflows.
Sadis and Goldberg, this year’s winner of the Best Law Firm award, is focused on providing a value proposition not only to its clients, but also to the industry.
In a year dominated by the impact of the pandemic, other trends have tended to be somewhat overlooked in many reports. Yet Armel Leslie, Partner at Peaks Strategies, winner of this year’s Best PR and Communications award, is tracking an underlying shift in some areas.
ESG and sustainable investing continues to be a major factor, both in how clients are managing portfolios and positioning for allocations from target investors.
“We are doing a lot more work for donor advised funds (DAFs) and other specialist alternative managers in this regard, and we now have a good track-record and client base in
The last 18 months have caused unprecedented operational challenges to all industries, and businesses have needed to adapt overnight or die. Fortunately for Opus, it has always operated using shared service teams and a ‘follow the sun’ global office model, and its proprietary technology allows the firm to switch production between multiple locations based on capacity and resources.
During the challenging last 18 months, Investcorp-Tages – this year’s winner of Best Seeding Platform – has been focused on how to continue best serving its clients.
Lionel Erdely, Co-CEO and CIO at Investcorp-Tages, says: “At the height of the crisis, we had a strong emphasis on capital preservation. As the situation normalised and improved, our investment team was focusing on identifying the new opportunities arising from the fluid environment.”
The company has also been able to leverage its larger and more global investment infrastructure, resulting from the integration of the Absolute Return Investment teams of Investcorp and Tages. “Our
With all of the changes and uncertainty over the last 18 months, Horseshoe Fund Services has remained laser-focused on its top priorities: its people and its clients.
Mike Gentile CAIA, FRM, Senior Vice President, Head of US Operations at Horseshoe, comments: “In order to ensure we could continue to deliver on these priorities, we implemented the necessary IT and infrastructure updates to accommodate our staff working from home, and ensured business continuity as we serviced our clients in a business-as-usual manner regardless of our work location.”
With the health and safety of its staff top of mind, and as the
The pandemic has proved a busy period for BNY Mellon’s HedgeMark, the winner of this year’s Best Managed Accounts Platform award, with 2020 and 2021 being two of its most active years for its managed client accounts.
Joshua Kestler, Global Head of HedgeMark, comments: “At the outset of the pandemic, allocators faced challenges putting capital to work given the inability to visit managers onsite. The protections associated with managed account structures, including control, improved governance and transparency, helped many of our clients overcome these challenges. The flexible and customised nature of managed account structures helped clients rapidly deploy capital to take
Why do you feel you were chosen as the winner of Best Risk Management Software?
At the advent of the pandemic, Cowen Outsourced Trading acted quickly to move its global personnel to a remote working environment by mid-March. Its swift embrace of new technologies and its ability to utilise them across the business – trading, client support, new client onboarding, and capital introduction – enabled it to sustain service to existing clients, while extending its reach to new ones.
“Our personnel had access to all capabilities and were able to service our clients seamlessly during the height of market volatility and volume,” says Jack Seibald, Global Co-Head of prime brokerage and outsourced trading at Cowen.
