Financial Times M&A

AUGUST 2, 2023

Acquisition of activist manager’s ETFs is expected to complete in third quarter pending shareholder approval

52

52

Appraisal Rights

MARCH 24, 2020

Innovator, a provider of ETFs, provides proxy guidelines regarding how its funds will vote on various proposals. For appraisal rights, Innovator’s guidelines state to vote “FOR providing shareholders with appraisal rights.”.

Appraisal 52

Appraisal 52

Benzinga

DECEMBER 8, 2022

("Purpose") announced on November 22, 2022, its proposal to merge Purpose Money Market Fund into Purpose High Interest Savings ETF (TSX ticker: PSA) as follows. Purpose High Interest Savings ETF (to be renamed "Purpose High Interest Savings Fund"). ETF units (PSA). Terminating Fund. Continuing Fund. Purpose Money Market Fund.

Marketability 40

Marketability 40

Benzinga

NOVEMBER 22, 2022

Purpose") today announced its proposal to merge Purpose Money Market Fund ("PMT") and Purpose High Interest Savings ETF (to be renamed Purpose High Interest Savings Fund) ("PSA") (the "Merger") on or about January 27, 2023 (the "Effective Date"). TORONTO, Nov. 22, 2022 (GLOBE NEWSWIRE) -- Purpose Investments Inc.

Marketability 40

Marketability 40

Business Wire M&A

FEBRUARY 28, 2023

NEW YORK--(BUSINESS WIRE)--Armada ETF Advisors, a REIT-specialized asset manager, and Arialgo Ltd, a REIT-specialized Machine Learning data analytics company, jointly announce plans to merge companies to deliver leading technology-driven solutions to REIT investors. Phil Bak from the Armada team will serve as CEO of the joint entity.

Technology 40

Technology 40

Benzinga

DECEMBER 29, 2022

("Purpose") previously announced on November 22, 2022, its proposal to merge Purpose Money Market Fund ("PMT") into Purpose High Interest Savings ETF (to be renamed Purpose High Interest Savings Fund) ("PSA") (the "Merger") on or about January 27, 2023 (the "Effective Date"). per unit from and after the Effective Date.

Marketability 40

Marketability 40

Harvard Corporate Governance

OCTOBER 30, 2023

1 sold its ETF business to TCW and announced its renewed focus on private investments; Strive announced it would reduce its “anti-woke rhetoric” in light of its message being misunderstood by investors. Both Engine No. 1 and Strive are in the middle of strategic changes. Engine No.

Marketability 177

Marketability 177

Harvard Corporate Governance

APRIL 1, 2024

pilot program to eligible shareholder accounts in its flagship iShares Core S&P 500 ETF (IVV) which seeks to track the S&P 500 Index, enabling more than three million U.S. On February 14, BlackRock expanded Voting Choice through a U.S. retail shareholder accounts invested in the fund.

Equity 124

Equity 124

Law 360 M&A

JANUARY 12, 2024

CoinShares International said Friday it has exercised an option to acquire Valkyrie Funds, in what the Europe-focused digital asset manager said was a direct result of the U.S. Securities and Exchange Commission giving the go-ahead this week on Valkyrie's spot bitcoin exchange-traded fund.

40

40

Financial Times M&A

MARCH 18, 2024

Veteran dealmaker’s consolidator reports £27mn in losses after writing down ETF business

Marketability 79

Marketability 79

Financial Times M&A

SEPTEMBER 20, 2023

Wall Street investor partners with Martin Gilbert on developing new funds

91

91

Financial Times M&A

DECEMBER 21, 2022

Group buys market maker GHCO in space dominated by near-duopoly

Marketability 98

Marketability 98

Law 360 M&A

MARCH 21, 2024

Activist investor ETFS Capital on Thursday urged shareholders of WisdomTree to withhold their votes from the asset management firm's board members at an upcoming shareholder meeting due to the company's "failed diversification strategy" and refusal to initiate a strategic review process.

52

52

Benzinga

JANUARY 17, 2024

The Nasdaq 100 declined by 1%, while small-cap stocks, as tracked by the iShares Russell 2000 ETF (NYSE: IWM ), continued to underperform, falling by 1.6%. Gold dropped by 1%, silver fell by 1.5%, and Bitcoin (CRYPTO: BTC ) was down by 1.9%. The CBOE Volatility. Full story available on Benzinga.com

Treasury 98

Treasury Marketability Technology Equity 98

Harvard Corporate Governance

AUGUST 11, 2023

Larcker (Stanford University) , on Monday, August 7, 2023 Tags: CEO Pay , equity awards , Executive Compensation , pay versus performance , Proxy advisory , shareholder engagement How Governance Professionals Are Guiding Corporate Disclosure on E&S Topics Posted by Sarah Crowe and Charles Neidenbach, Nasdaq, Inc.,

Marketability 189

Marketability Compliance Equity 189

Benzinga

JANUARY 3, 2024

03, 2024 (GLOBE NEWSWIRE) -- CIP's Energy Transition Fund I (CI ETF I) will obtain 100% ownership of Soltec's Danish early-stage solar PV portfolio. CIP's intention is to develop, build and operate these assets to provide renewable electricity for ETF I's Danish Power-to-X projects (e.g., COPENHAGEN, Denmark, Jan.

45

45

Harvard Corporate Governance

JULY 28, 2023

BlackRock to Expand Proxy Voting Choice to Its Largest ETF Posted by Joud Abdel Majeid, Salim Ramji and Jessica Burt, BlackRock Inc.,

Compliance 177

Compliance Marketability 177

Global Finance

MARCH 20, 2023

Accelerate CEO and ETF specialist Julian Klymochko has some surprising answers. Where might the next shoe drop in the banking sector?

Technology 74

Technology Banking 74

Benzinga

SEPTEMBER 12, 2022

Following the Merge, Purpose's three funds with exposure to Ethereum—Purpose Ether ETF (TSX ticker: ETHH), Purpose Ether Yield ETF (TSX ticker: ETHY), and Purpose Crypto Opportunities ETF (TSX ticker: CRYP)—will continue to obtain exposure to Ether, which is defined as the native unit of account within the Ethereum network.

Marketability 75

Marketability 75

Benzinga

MARCH 19, 2023

Also Read: Best Exchange Traded Funds (ETFs) Deposits: FDIC said depositors of Signature. Last week, the FDIC said it transferred all deposits and substantial assets of Signature Bank (NASDAQ: SBNY ) to Signature Bridge Bank, N.A. Full story available on Benzinga.com

Banking 95

Banking Marketability 95

Harvard Corporate Governance

OCTOBER 29, 2022

As a result, a retail investor looking to understand the performance, fees, and other operations of a mutual fund or exchange-traded fund (ETF) may need to sift through extensive financial information. These reports, however, often are more than 100 pages in length.

186

186

Harvard Corporate Governance

SEPTEMBER 29, 2023

Evidence From the US and Europe Posted by Angel Tengulov (University of Kansas School of Business), on Thursday, September 28, 2023 Tags: EU , Market , regulation , SEC Testimony by Chair Gensler Before the U.S.

Equity 206

Equity Marketability 206

Harvard Corporate Governance

OCTOBER 29, 2022

The centerpiece of this rulemaking is a requirement that mutual funds and Exchange Traded Funds (“ETFs”) provide shareholders with “concise and visually engaging annual and semi-annual reports.” Nevertheless, the good here outweighs the bad, so I support this rulemaking.

186

186

Harvard Corporate Governance

SEPTEMBER 8, 2022

Further, this analysis solely reviews the equity ownership of publicly traded companies and excludes warrants, debt, ETFs and funds. The MS40 is compiled across two tiers based on propensity for an active engagement. Importantly, the SEC’s Universal Proxy card rules applies to contested shareholder meetings held after August 31, 2022.

Equity 169

Equity 169

Benzinga

NOVEMBER 15, 2022

These shares have been added to the Ark Next Generation Internet’s ETF, with more than $2.8 Also Read: 'I'm improvising,' Says Sam Bankman-Fried When Asked Why He's Posting Cryptic Tweets. According to the company's transaction disclosure, it acquired 315,259 shares of GBTC. Ark Invest's.

Marketability 98

Marketability 98

Harvard Corporate Governance

MAY 11, 2022

mutual funds, exchange-traded funds (ETFs) and private fund offerings).” Generally, the Division expects to focus on whether funds are: (more…).

Compliance 235

Compliance Technology 235

Harvard Corporate Governance

SEPTEMBER 22, 2023

on Monday, September 18, 2023 Tags: Board of Directors , ESG , Russell 3000 , Shareholder Guarding Against a Short Attack Posted by Richard J.

184

184

Benzinga

MAY 8, 2022

Klymochko is the CEO and Chief Investment Officer of Accelerate Funds , a company that offers ETFs, and alternative funds with arbitrage are among the market opportunities it offers investors. What Happened: With the deal still pending and shares trading well below the $95 level, Benzinga spoke to merger and arbitrage expert Julian Klymochko.

Marketability 98

Marketability 98

Benzinga

MAY 7, 2022

Benzinga spoke recently with Julian Klymochko , CEO and Chief Investment Officer of Accelerate , a company offering ETFs and alternative investments. Musk offered to buy Twitter shares for $54.20 each, yet shares have been trading around the $49 level.

97

97

Benzinga

JANUARY 26, 2023

Sydney, Jan. Click here Cipherpoint Ltd (ASX:CPT) has successfully raised $750,000 in a share placement, gaining funding.

40

40

Harvard Corporate Governance

DECEMBER 18, 2022

On November 2, 2022, the Securities and Exchange Commission (SEC) adopted amendments to Form N‑PX to enhance the information mutual funds, exchange-traded funds (ETFs), and other registered management investment companies (collectively, registered funds) currently report annually about their proxy votes.

165

165

Benzinga

SEPTEMBER 28, 2023

She was among the experts in a panel discussion moderated by Tim Seymour , founder and chief investment officer of Seymour Asset Management , portfolio manager of the Amplify Seymour Cannabis ETF CNBS and regular contributor to CNBC.

Marketability 59

Marketability Equity 59

Benzinga

APRIL 21, 2022

The S&P 500 traded lower by 1.48% to 4,393; The SPDR S&P 500 ETF Trust (NASDAQ: SPY ) lost 1.50% to $438.06. The Nasdaq composite finished lower by 1.99% to 13,720; The Invesco QQQ Trust Series 1 (NASDAQ: QQQ ) lost 2.07% to $334.15. The Dow Jones composite finished lower by 0.87% to 11,866; The SPDR Dow.

Marketability 52

Marketability Technology 52

Harvard Corporate Governance

NOVEMBER 3, 2023

1: How Did the Activists Vote?

Dividends 184

Dividends Equity Marketability 184

Benzinga

FEBRUARY 6, 2023

The black line on the graph shows the price of the MSOS ETF indexed sot that its price at the end of the first. The most significant transactions in this period, including the $398M purchase of Liberty Health Science (OTC: LHSIF ) by AYR (OTC: AYRWF ) in February 2021 and the $1.4B Full story available on Benzinga.com

Finance 52

Finance Marketability 52

Appraisal Rights

MAY 24, 2021

. Global X , an ETF provider, provided this thorough but succinct survey highlighting the progress toward cannabis legalization in U.S. this is part 1 of a 3-part series, so more to come.

Business Valuation 40

Business Valuation 40

Appraisal Rights

DECEMBER 30, 2020

This industry round-up by Global X ETFs surveys the near-term challenges and longer-term prospects for cannabis companies.

Business Valuation 52

Business Valuation 52