[The swift rise of more than 14,000 global ETFs, including 4,400 in the U.S., has propelled the $15 trillion ETF market into one of the fastest-growing areas of finance.
With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering, and technological transformation happening across the asset management industry, the Ultimus 2024 Registered Funds Client Summit
[Investors may have heard about carbon markets, carbon allowances, or cap and trade, but few are aware of the intricacies of the evolving carbon marketplace and the unique investment opportunities that this area represents.
[Portfolio management has been in a perpetual state of evolution and innovation through the efforts of investment managers that challenge traditional investment thinking, portfolio construction concepts, and deploy them in novel ways.
A trifecta of needs has brought attention and flows to hedged equity investment strategies due to their resilient characteristics during volatile and uncertain periods.
[The current VUCA environment (Volatility, Uncertainty, Complexity, and Ambiguity) is presenting a growing challenge to the investment management industry.
[Acknowledging the 50-year anniversary of the launch of exchange-listed options (4/26/1973), we decided to explore how options – a derivative alternative tool - can play an important part in asset management to enhance income, dampen volatilit
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