Vontobel Asset Management has packaged four of its investment strategies into collective investment trusts, using SEI Trust Co. as the trustee.
The four new trusts, which are designed for use by employer-sponsored retirement plans, pension plans and insurance companies, are the Vontobel International Equity Trust, the Vontobel Global Equity Trust, the Vontobel Emerging Markets Equity Trust, and the Vontobel US Equity Trust.
The Vontobel International Equity Trust is registered with Nasdaq Fund Network, allowing access to daily net asset value and performance information. Registration for the other CITs will follow, Vontobel said in a press release.
SEI Trust Co. is a wholly owned subsidiary of SEI Investments (SEIC).
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
