Talk Your Book: Factor Investing with Dimensional Fund Advisors – Go Health Pro

Talk Your Book: Factor Investing with Dimensional Fund Advisors – Go Health Pro

Posted October 21, 2024 by Ben Carlson Today’s Talk Your Book is sponsored by Dimensional Fund Advisors: See here for more information on DFAs factor focused suite of funds On today’s show, we discuss: How  DFA separates itself in the advisory world Converting a mutual fund to an ETF How DFA tries to outperform How … Read more

Analysis: “The Concept of an exempt Investment Fund, from the Perspective of Investor Risk (X and Others, Joined Cases C‑639/22 and C‑644/22” – Go Health Pro

Analysis: “The Concept of an exempt Investment Fund, from the Perspective of Investor Risk (X and Others, Joined Cases C‑639/22 and C‑644/22” – Go Health Pro

The case concerns Dutch pension funds, some of which are compulsory occupational pension funds, sectoral pension funds and company pension funds, and the question of whether these pension funds are regarded as investment funds whose management is exempt from VAT under Article 135(1)(g) of the VAT Directive. The pension funds in question had contracted the … Read more

Amundi US cat bond fund hits $426m, takes dedicated ILS fund AUM to $1.1bn – Go Health Pro

Amundi US cat bond fund hits 6m, takes dedicated ILS fund AUM to .1bn – Go Health Pro

Investment manager Amundi US has continued to attract capital to its most recently launched dedicated insurance-linked securities (ILS) fund strategy, as the Pioneer CAT Bond Fund has now reached $426 million in assets, now roughly tripling in size over the course of 2024 so far.This success in raising capital for the investment manager’s first dedicated … Read more

Dave Says: Be Gentle, But Don’t Fund Financial Irresponsibility – Go Health Pro

Dave Says: Be Gentle, But Don’t Fund Financial Irresponsibility – Go Health Pro

Dear Dave, My wife and I are debt-free, and we live on a budget. My mother-in-law, on the other hand, uses credit cards for practically every purchase. Several times she has gone too far and run up balances she couldn’t pay off. We bail her out when she does this, but often the extra purchases … Read more

IFRC announces first-ever insurance payout for disaster fund – Go Health Pro

IFRC announces first-ever insurance payout for disaster fund – Go Health Pro

IFRC announces first-ever insurance payout for disaster fund | Insurance Business America Insurance News IFRC announces first-ever insurance payout for disaster fund Undersecretary general highlights the escalating need for humanitarian aid Insurance News By Jonalyn Cueto The International Federation of Red Cross and Red Crescent Societies (IFRC) has announced a historic milestone in humanitarian finance: … Read more

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