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Invesco to expand its ability to meet client needs by acquiring Guggenheim Investments’ ETF business

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8 år sedan

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2 september, 2017

Invesco to expand its ability to meet client needs by acquiring Guggenheim Investments’ ETF business

Invesco Ltd. (NYSE: IVZ) announced that it has entered into a definitive agreement to acquire Guggenheim Investments’ ETF (exchange-traded fund) business, which includes $36.7 billion of assets under management (as of Aug. 31, 2017). The acquisition will bring a broad array of funds that expands Invesco’s active, passive and alternative capabilities, enhancing the firm’s ability to provide solutions that help clients achieve their investment objectives.

Invesco will hold a conference call to discuss the acquisition of Guggenheim Investments’ ETF business at 8:30 a.m. ET on Friday, Sept. 29. Those wishing to participate are invited to call using the information listed below in the section headed, ”Conference call details.”

Under the terms of the agreement, Invesco would acquire Guggenheim Investments’ ETF business for $1.2 billion in cash. The transaction will be funded using a combination of cash and debt. The transaction is expected to close in the second quarter, pending necessary third-party approvals, including certain regulatory matters and requisite ETF board and ETF shareholder approvals.

The acquisition will complement Invesco’s market-leading ETFs capability and strengthen our ability to help meet the needs of institutional and retail clients in the US and across the globe, which will contribute further to the growth and long-term success of our business. With the addition, Invesco’s ETF assets under management would total more than $196 billion globally (as of Aug. 31, 2017). Specifically, we believe the acquisition will further:

Expand the depth, breadth and diversity of Invesco’s traditional and smart beta ETFs;
Strengthen the competitiveness of our US Wealth Management Intermediaries business while providing additional scale and relevance in the growing ETF market globally;
Broaden and deepen our relationships with client platforms;
Accelerate our ability to offer an expanded range of ETFs to the institutional market;
Build on our existing self-indexing capability; and
Leverage the scale of our existing platform to create operational efficiencies (e.g., combined capital markets function for ETFs).

”We’ve built and managed Invesco over many years with a single focus: to help clients achieve their investment objectives,” said Martin L. Flanagan, president and CEO of Invesco. ”Guggenheim Investments’ ETF business is highly complementary to Invesco’s, and will enable us to provide one of the industry’s most comprehensive and innovative ranges of smart beta ETFs, including fixed income, equal-weight and self-indexed product offerings. The acquisition further expands our ability to build better, more diversified portfolios through our solutions capability, and enhances the range of capabilities available via Jemstep, our advisor-focused digital solution. The addition enhances our ability to help meet client needs, which will help further accelerate the growth of our business.”

”This combination will further strengthen our market share and position by providing greater access to key channels and expanding the scale and relevance of our global ETF business,” added Dan Draper, global head of ETFs at Invesco. ”The addition builds on our existing self-indexing capability and brings the highly popular BulletShares® ETFs, both of which will further strengthen our ability to help clients achieve their investment objectives.”

”Guggenheim Investments remains committed to delivering strong, risk-adjusted performance to clients by employing our rigorous and repeatable investment processes, as well as executing sound fundamental research and analysis,” said Jerry W. Miller, president of Guggenheim Investments. ”With today’s announcement, Guggenheim Investments takes an important step in its growth strategy by sharpening its focus on core strengths, including active portfolio management, across both our institutional strategies and other retail businesses. We are confident that Guggenheim ETF shareholders will find in Invesco the right partner and platform for our suite of distinctive and innovative ETF products, including one of the industry’s leading equal-weight ETF offerings.”

Citigroup Global Markets acted as financial advisor to Guggenheim Investments.

About Invesco Ltd.

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com.

PowerShares and Jemstep are wholly owned indirect subsidiaries of Invesco Ltd.

About Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners with more than $242 billion1 in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.

Liknande ämnen:ETF Guggenheim Invesco PowerShares

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AMEM ETF, de ledande aktierna från tillväxtmarknaderna i en enda transaktion

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18 timmar sedan

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Amundi MSCI Emerging Markets UCITS ETF EUR (C) (AMEM ETF) med ISIN LU1681045370, försöker följa MSCI Emerging Markets-index. MSCI Emerging Markets-index spårar aktier från tillväxtmarknader över hela världen.

Den börshandlade fondens TER (total cost ratio) uppgår till 0,20 % p.a. ETFen replikerar det underliggande indexets prestanda syntetiskt med en swap. Utdelningarna i ETFen ackumuleras och återinvesteras.

Amundi MSCI Emerging Markets UCITS ETF EUR (C) är en mycket stor ETF med tillgångar på 2 330 miljoner euro under förvaltning. Denna ETF lanserades den 30 november 2010 och har sin hemvist i Luxemburg.

Investeringsmål

Amundi MSCI Emerging Markets UCITS ETF EUR (C) försöker replikera utvecklingen av MSCI Emerging Markets Index så nära som möjligt, oavsett om trenden är stigande eller fallande. Denna ETF, nettoutdelning återinvesterad (nettoavkastning), beräknad i US-dollar och omvandlad till euro, gör det möjligt för investerare att dra nytta av en exponering mot de ledande aktierna från tillväxtmarknaderna för aktier, med en enda transaktion.

Handla AMEM ETF

Amundi MSCI Emerging Markets UCITS ETF EUR (C) (AMEM ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och Euronext Paris.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRO, Nordnet, Aktieinvest och Avanza.

Börsnoteringar

Börs	Valuta	Kortnamn
gettex	EUR	AMEM
Stuttgart Stock Exchange	EUR	AMEM
Borsa Italiana	EUR	AEEM
Euronext Paris	EUR	AEEM
SIX Swiss Exchange	EUR	AEEM
XETRA	EUR	AMEM

Största innehav

Denna fond använder syntetisk replikering för att spåra indexets prestanda.

Namn	Valuta	Vikt %	Sektor
TAIWAN SEMICONDUCTOR MANUFAC	TWD	10.23 %	Informationsteknologi
TENCENT HOLDINGS LTD	HKD	4.14 %	Kommunikationstjänster
SAMSUNG ELECTRONIC CO LTD	KRW	3.92 %	Informationsteknologi
ALIBABA GROUP HOLDING LTD	HKD	1.89 %	Sällanköpsvaror
RELIANCE INDUSTRIES LTD	INR	1.50 %	Energi
SK HYNIX INC	KRW	1.22 %	Informationsteknologi
HON HAI PRECISION INDUSTRY	TWD	1.11 %	Informationsteknologi
PDD HOLDINGS INC	USD	1.07 %	Kommunikationstjänster
ICICI BANK LTD	INR	1.00 %	Finans
MEITUAN-CLASS B	HKD	0.97 %	Sällanköpsvaror

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19 timmar sedan

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De nyligen listade produkterna inkluderar:

Dessa produkter utökar en befintlig serie av 21Shares-produkter som redan finns tillgängliga på Nasdaq Stockholm: 21Shares Bitcoin ETP (ABTC), 21Shares Ethereum ETP (AETH), 21Shares Solana ETP (ASOL), 21Shares XRP ETP (AXRP) och 21Shares Bitcoin Core ETP (CBTC).

”Vår fortsatta expansion i Norden återspeglar den ökade efterfrågan från både privata och institutionella investerare på diversifierad och kostnadseffektiv kryptoexponering”, säger Mandy Chiu, chef för finansiell produktutveckling på 21Shares. ”Genom att erbjuda ett bredare urval av krypto-ETP:er med enskilda tillgångar och tematiska värdepapper ger vi investerare möjlighet att bygga mer anpassade och motståndskraftiga portföljer genom en välbekant börsmiljö.”

”Vi är glada att välkomna utökningen av 21Shares produktsvit på Nasdaq Stockholm. Dessa nyligen noterade ETPer återspeglar den typ av innovation som formar framtiden för finansmarknaderna. I takt med att ETP-marknaden fortsätter att växa är vi fortsatt engagerade i att modernisera tillgången till investeringsmöjligheter och stödja större transparens”, säger Helena Wedin, chef för Nasdaq & ETP.

Med denna utökning erbjuder 21Shares nu 10 ETPer på Nasdaq Stockholm, som omfattar large-cap-kryptovalutor, innovativa indexstrategier och staking-aktiverade produkter. Alla produkter är fullt säkrade och handlas i ett reglerat, likvidt format, vilket ger en enkel inkörsport till digitala tillgångar utan behov av att hantera plånböcker eller förvaring direkt. Med årliga avgifter från 0,21 % till 2,50 % är dessa produkter några av de mest kostnadseffektiva på marknaden.

Med noteringar över hela Europa, inklusive Euronext Paris, Euronext Amsterdam, London Stock Exchange och SIX Swiss Exchange, är 21Shares den största och mest diversifierade krypto-ETP-leverantören i regionen.

För mer information om 21Shares fullständiga produktvit, besök www.21shares.com.

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