May 23, 2021
Traditional index fund investments may provide broad market exposure, but they may also dilute access to some of the best ideas on the market today. How can financial advisors safely invest their funds without capping their portfolio’s potential?
In the upcoming webcast,
Don’t Dilute Your Dollars with an Index-Only Strategy, Amy Zhang, Executive Vice President, Portfolio Manager, Alger, will focus on a mid-capitalization fund strategy targeting today’s high-conviction stock picks.
Specifically, the actively managed
Alger Mid Cap 40 ETF (FRTY), which is managed by Zhang, will seek out 40 high-conviction mid cap growth stocks. The strategy primarily invests in a focused portfolio of approximately 40 holdings of mid cap companies identified through Alger’s fundamental research as demonstrating promising growth potential.
Northern Trust Launches Omnium Event Manager Platform
Northern Trust has launched Omnium Event Manager, a web-based workflow tool designed to provide asset managers and asset owners with a consolidated view of corporate action and dividend events affecting fund portfolios, enabling them to coordinate with brokers and custodians to respond to voluntary events.
Institutional investors with complex investment portfolios can face a high volume of corporate actions, ranging from dividends, stock splits, corporate restructures or acquisitions. Omnium Event Manager replaces the often manual workflow of monitoring and responding to corporate actions with a platform that includes tools for capturing event and position data, notifications and deadline publishing, and communications with counterparties.
May 4, 2021
On Tuesday, Fred Alger Management, LLC (“Alger”), a leading growth equity investment manager, announced the launch of the
Alger 35 ETF (ATFV), a high-conviction, actively managed exchange traded fund (ETF). It will invest in the 35 “best ideas” sourced from the firm’s experienced analyst team.
Alger 35 ETF will be managed by Dan Chung, CEO and Chief Investment Officer of Alger. Dan, who has 27 years of investment experience, is also a portfolio manager on several of Alger’s long only and long/short growth equity strategies. The ETF will execute a strategy similar to the Alger 35 Fund, a five-star Morningstar-rated fund, which launched in 2018.
Alger Launches Second High Conviction, Focused Actively Managed Exchange Traded Fund
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Alger announced the launch of Alger 35 ETF (ATFV), a high-conviction, actively managed exchange traded fund managed by Dan Chung, CEO and chief investment officer. The ETF invests in 35 “best ideas” sourced from the firm’s experienced analyst team.
Dan Chung, CEO and Chief Investment Officer
The number 35 has special and personal meaning to me, as I lost 35 of my colleagues on September 11th nearly 20 years ago. As a way of honoring them, we will donate 5% of the net management fee of ATFV to charities and causes that were important to these Alger employees who perished.
March 1, 2021
On Monday, Fred Alger Management, LLC (“Alger”), a leading growth equity investment manager, announced its release of the actively managed fund, the
Alger Mid Cap 40 ETF (FRTY), marking the firm’s entry into the ETF space. This vehicle will be focused, high conviction strategies.
“We have seen increased demand for our focused strategies since we launched our first one in 2012. Having these strategies available as actively managed ETFs enables investors who prefer an ETF vehicle to access our investment capabilities,” said Dan Chung, CEO and Chief Investment Officer of Alger. “Alger has a proud, 56-year record of investing in change and innovation, and we believe the innovation of actively managed ETFs is something that will help to continue to propel our growth.”