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Partners Capital Goes ‘Open Source’ with Two Decades of Research Supporting their Institutional Investment Approach

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Global Outsourced Investment Office’s Intellectual Capital Library offers a robust digital library of the firm’s investment research – previously exclusive to clients – to empower investors everywhere to avoid the greatest pitfalls of institutional investing

LONDON, Nov. 27, 2023 /PRNewswire/ — Partners Capital, a leading Outsourced Investment Office (“OCIO”) managing over $50B of assets on behalf of endowments and foundations, senior investment professionals and prominent families across the globe, today announced the launch of its Intellectual Capital Library (ICL). As part of the initiative, Partners Capital has unveiled more than two decades of research and insights, spearheading the offering of “open source” information within the OCIO space. The ICL, a digital content library of institutional investment insights, is specifically designed to benefit large institutional investors who, Partners Capital believes, are in the best position to make use of this shared learning.

Stan Miranda, Founder and Chairman of Partners Capital, said, “Since our inception in 2001, we have focused on staying at the forefront of the investment industry in confronting and overcoming industry challenges, such as conflicts of interest, opaque performance evaluation and unjustifiable fees and costs. Today, we invite the institutional investing world to delve into our collective research and learning spanning over two decades. Our goal is to reach beyond the assets we directly manage and influence the broader investment world by providing open access to over 150 pieces of investment insight.”

For the first time, Partners Capital is providing public access to past editions of its annual research report, Insights, which has been published for 15 years but was previously exclusive to the firm’s clients. The report provides extensive analysis on critical macro issues and investment themes. By making this library, including Insights, available to a wider audience, the firm aims to arm all investors with the tools to avoid some of the most damaging pitfalls of investing, including tools to accurately assess asset manager performance, tools which quantify many of the more hidden risks in portfolios, and tools to measure returns on fees and expenses.

Across whitepapers, videos, reports, podcasts, case studies and articles, the library mirrors the five layers of Partners Capital’s core investment framework, including:

  • Investment Philosophy: A set of core beliefs that have guided the firm, including the Partners Capital Risk Managed Endowment Approach (PRMEA) and the DNA of great investors.
  • Macroeconomic Views: The firm’s annual evaluation of the economy, and direction on how to navigate investments through different scenarios for growth, inflation, interest rates, technology and geopolitics.
  • Portfolio Construction: The science that shapes the firm’s overall investment portfolio, across risk budgeting, illiquidity budgeting, asset allocation, investment themes and more.
  • Asset Class Investment Strategies: A set of evolving “golden rules” assigned for each asset class that is determined by the supply and demand of investment opportunities.
  • Investment Process Management: The optimal process that delivers superior results through internal processes, effective decision-making and working seamlessly with clients.

“We hope that by sharing this library, which we believe provides insight into the most advanced approach to institutional investment, we will make a meaningful contribution to the investment world and create a community of like-minded investors who will similarly share their own insights with us,” said Miranda.

This endeavour pays tribute to the visionary work of David Swensen and the seminal endowment model that he similarly shared with the world through his book, Pioneering Portfolio Management, which was the product of his own experience in managing the Yale University Endowment portfolio for over 35 years. Building upon the foundation laid in his book, the ICL enriches his legacy with Partners Capital’s founders’ learning from the firm’s broad network of institutional investors, including endowments and foundations, sovereign wealth funds, innovative family offices and Canadian pensions.

For more information on how global investors can leverage this intellectual property in their investment decision-making, Miranda has brought the content to life with an introductory video: Introducing The Intellectual Capital Library.

ABOUT PARTNERS CAPITAL

Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With over $50B in assets under management, the firm constructs customised investment portfolios for its clients, tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. The firm employs over 340 people across its seven offices located in Boston, New York, London, San Francisco, Paris, Singapore, and Hong Kong. Additional information on Partners Capital can be found at http://www.partners-cap.com, along with the Intellectual Capital Library found at https://partners-cap.com/research/.

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Media contact:
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Invitation to presentation of EQT AB’s Q1 Announcement 2024

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STOCKHOLM, April 5, 2024 /PRNewswire/ — EQT AB’s Q1 Announcement 2024 will be published on Thursday 18 April 2024 at approximately 07:30 CEST. EQT will host a conference call at 08:30 CEST to present the report, followed by a Q&A session.

The presentation and a video link for the webcast will be available here from the time of the publication of the Q1 Announcement.

To participate by phone and ask questions during the Q&A, please register here in advance. Upon registration, you will receive your personal dial-in details.

The webcast can be followed live here and a recording will be available afterwards.

Information on EQT AB’s financial reporting

The EQT AB Group has a long-term business model founded on a promise to its fund investors to invest capital, drive value creation and create consistent attractive returns over a 5 to 10-year horizon. The Group’s financial model is primarily affected by the size of its fee-generating assets under management, the performance of the EQT funds and its ability to recruit and retain top talent.

The Group operates in a market driven by long-term trends and thus believes quarterly financial statements are less relevant for investors. However, in order to provide the market with relevant and suitable information about the Group’s development, EQT publishes quarterly announcements with key operating numbers that are relevant for the business performance (taking Nasdaq’s guidance note for preparing interim management statements into consideration). In addition, a half-year report and a year-end report including financial statements and further information relevant for investors is published. Finally, EQT also publishes an annual report including sustainability reporting.

Contact
Olof Svensson, Head of Shareholder Relations, +46 72 989 09 15
EQT Shareholder Relations, [email protected]

Rickard Buch, Head of Corporate Communications, +46 72 989 09 11
EQT Press Office, [email protected], +46 8 506 55 334

This information was brought to you by Cision http://news.cision.com

https://news.cision.com/eqt/r/invitation-to-presentation-of-eqt-ab-s-q1-announcement-2024,c3956826

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https://mb.cision.com/Main/87/3956826/2712771.pdf

Invitation to presentation of EQT AB’s Q1 Announcement 2024

https://news.cision.com/eqt/i/eqt-ab-group,c3285895

EQT AB Group

 

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Kia presents roadmap to lead global electrification era through EVs, HEVs and PBVs

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  • Kia drives forward transformation into ‘Sustainable Mobility Solutions Provider’
  • Roadmap enables Kia to proactively respond to uncertainties in mobility industry landscape, including changes in EV market
  • Company to expand EV line-up with more models; enhance HEV line-up to manage fluctuation in EV demand
    • Goal to sell 1.6 million EVs annually in 2030, introducing 15 models
    • PBV to play a key role in Kia’s growth, targeting 250,000 PBV sales annually by 2030 with PV5 and PV7 models
  • Kia to invest KRW 38 trillion by 2028, including KRW 15 trillion for future business
  • 2024 business guidance : KRW 101 tln in revenue with KRW 12 tln in operating profit; operating profit margin of 11.9% on sales of 3.2 million units globally
  • CEO reaffirms Kia’s commitment to ESG management

SEOUL, South Korea, April 5, 2024 /PRNewswire/ — Kia Corporation (Kia) today shared an update on its future strategies and financial targets at its CEO Investor Day in Seoul, Korea.

Based on its innovative achievements in the years since the announcement of mid-to-long-term business initiatives, Kia is focusing on updating its 2030 strategy announced last year and further strengthening its business strategy in response to uncertainties across the global mobility industry landscape.

During the event, Kia updated its mid-to-long-term business strategy with a focus on electrification, and its PBV business. Kia reiterated its 2030 annual sales target of 4.3 million units, including 1.6 million units of electric vehicles (EVs). The 2030 4.3 million annual sales target is 34.4 percent higher than the brand’s 2024 annual goal of 3.2 million units.

The company also plans to become a leading EV brand by selling a higher percentage of electrified models among its total sales, including hybrid electric vehicles (HEV), plug-in hybrid (PHEV), and battery EVs, projecting electrified model sales of 2.48 million units annually or 58 percent of Kia’s total sales in 2030.

“Following our successful brand relaunch in 2021, Kia is enhancing its global business strategy to further the establishment of an innovative EV line-up and accelerate the company’s transition to a sustainable mobility solutions provider,” said Ho Sung Song, President and CEO of Kia. “By responding effectively to changes in the mobility market and efficiently implementing mid-to-long-term strategies, Kia is strengthening its brand commitment to the wellbeing of customers, communities, the global society, and the environment.”

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BioVaxys Technology Corp. Provides Bi-Weekly MCTO Status Update

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VANCOUVER, BC, April 4, 2024 /PRNewswire/ — BioVaxys Technology Corp. (CSE: BIOV) (FRA: 5LB) (OTCQB: BVAXF) (the “Company“) is providing this bi-weekly update on the status of the management cease trade order granted on February 29, 2024 (the “MCTO“), by its principal regulator, the Ontario Securities Commission (the “OSC“), under National Policy 12-203 – Management Cease Trade Orders (“NP 12-203“), following the Company’s announcement on February 21, 2024 (the “Default Announcement“), that it was unable to file its audited annual financial statements for the year ended October 31, 2023, its management’s discussion and analysis of financial statements for the year ended October 31, 2023, its annual information form for the year ended October 31, 2023, and related filings (collectively, the “Required Annual Filings“). Under National Instrument 51-102, the Required Annual Filings were required to be made no later than February 28, 2024.

As a result of the delay in filing the Required Annual Filings, the Company was unable to file its interim financial statements for the three months ended January 31, 2024, its management’s discussion and analysis of financial statements for the three months ended January 31, 2024, and related filings (collectively, the “Required Interim Filings“). Under National Instrument 51-102, the Required Interim Filings were required to be made no later than April 1, 2024.

The Company anticipates filing the Required Annual Filings by April 30, 2024. The auditor of the Company requires additional time to complete its audit of the Company, including the Company’s recent acquisition of all intellectual property, immunotherapeutics platform technologies, and clinical stage assets of the former IMV Inc. that closed on February 16, 2024. In addition, the Company anticipates filing the Required Interim Filings immediately after the filing of the Required Annual Filings.

Except as herein disclosed, there are no material changes to the information contained in the Default Announcement. In addition, (i) the Company is satisfying and confirms that it intends to continue to satisfy the provisions of the alternative information guidelines under NP 12-203 and issue bi-weekly default status reports for so long as the delay in filing the Required Annual Filings and/or Required Interim Filings is continuing, each of which will be issued in the form of a press release; (ii) the Company does not have any information at this time regarding any anticipated specified default subsequent to the default in filing the Required Annual Filings and Required Interim Filings; (iii) the Company is not subject to any insolvency proceedings; and (iv) there is no material information concerning the affairs of the Company that has not been generally disclosed.

About BioVaxys Technology Corp.

BioVaxys Technology Corp. (www.biovaxys.com), a biopharmaceuticals company registered in British Columbia, Canada, is a clinical-stage biopharmaceutical company dedicated to improving patient lives with novel immunotherapies based on the DPX™ immune-educating technology platform and it’s HapTenix© ‘neoantigen’ tumor cell construct platform, for treating cancers, infectious disease, antigen desensitization, and other immunological fields. The Company’s clinical stage pipeline includes maveropepimut-S which is in Phase II clinical development for advanced Relapsed-Refractory Diffuse Large B Cell Lymphoma (DLBCL) and platinum resistant ovarian cancer, and BVX-0918, a personalized immunotherapeutic vaccine using it proprietary HapTenix© ‘neoantigen’ tumor cell construct platform which is soon to enter Phase I in Spain for treating refractive late-stage ovarian cancer. The Company is also capitalizing on its tumor immunology know-how and creation of a unique library of T-lymphocytes & other datasets post-vaccination with its personalized immunotherapeutic vaccines to utilize predictive algorithms and other technologies to identify new targetable tumor antigens. BioVaxys common shares are listed on the CSE under the stock symbol “BIOV” and trade on the Frankfurt Bourse (FRA: 5LB) and in the US (OTCQB: BVAXF). For more information, visit www.biovaxys.com and connect with us on X and LinkedIn.

ON BEHALF OF THE BOARD

Signed “James Passin
James Passin, Chief Executive Officer
Phone: +1 646 452 7054

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