State Street Enhances Risk Management Platform with Factor-Risk Modelling and Data from more than 4,000 ETFs | Business Wire

BOSTON–(BUSINESS WIRE)–State Street Corporation (NYSE: STT) today announced that it'll work

with Northfield Information Services (Northfield), a provider of

financial risk models and analytical tools. Morningstar, Inc., a

leading provider of independent investment research, to enhance its

truView® Risk Management Platform. truView provides an online,

end-to-end risk solution with broad multi-asset class coverage that

includes data collection, exception handling and calculating of risk


“As it's become more difficult to anticipate market movements based on

events, factor risk modelling has emerged as a popular method for

calculating portfolio risk,” said Mark McKeon, global head of product,

State Street Global Exchange. “When evaluating risk and performance,

factor risk modelling offers our clients a more insightful view of how

market forces may influence their portfolio. As a result, the

ability to better and more quickly manage their investments as


First Trust Advisors L.P. Announces Portfolio Manager Update for First Trust Dynamic Europe Equity Income Fund | Business Wire

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that Henderson Global Investors (North America) Inc. (“Henderson”) and Henderson Investment Management Limited, investment sub-advisors for First Trust Dynamic Europe Equity Income Fund (NYSE: FDEU) (the “Fund”), will release an update on the market and the Fund for financial advisors and investors. The update will be available Wednesday, April 5, 2017, at 5:00 P.M. Eastern Time until 11:59 P.M. Eastern Time on Thursday, May 4, 2017. To listen to the update, follow these instructions:

-- Dial: (888) 203-1112; International (719) 457-0820; and Passcode # 6321478. The update will be available from Wednesday, April 5, 2017, at 5:00 P.M. Eastern Time until 11:59 P.M. Eastern Time on Thursday, May 4, 2017.

The Fund is a non-diversified, closed-end management investment company that seeks to provide a high level of current income. As a secondary objective, the Fund seeks to focus on capital appreciation. The Fund will seek to achieve its investment objective by investing at least 80% of its Managed Assets in a portfolio of equity securities of European companies of any market capitalization, including, but not...

State Street will integrate Northfield’s risk factor tools into its

truView platform, including risk factor decomposition. Its “Everything

Everywhere” multi-asset class risk model. Its “optimizer”, a risk

analysis and portfolio allocation tool.

The “Everything Everywhere” risk model calculates risk measures across

all asset classes, public investment types. Alternative investments

for institutional investors. Its risk model database includes more than

61,000 equities. Over 550,000 fixed income securities. 1.3 million

municipal bonds. 1 million mortgage back-pools. Approximately 90,000

mutual funds and ETFs. 300,000 CMOs and asset backed securities from

68 developed and emerging market countries, as well as 57 currencies1.

“ETFs are becoming more popular investments as investors seek to add

flexibility to their portfolios,” continued McKeon. “But investors need

more visibility into ETF holdings and the ability to accurately

incorporate these investments with other asset classes for more cohesive

oversight and risk management.”

State Street will also integrate Morningstar’s data for more than 4,000

exchange-traded funds (ETFs) into its truView platform, to help clients

better capture ETF potential and allow them to model ETFs alongside

other asset classes in risk and other analytics.

About State Street

State Street Corporation (NYSE: STT) is one of the world’s leading

providers of financial services to institutional investors, including

investment servicing, investment management and investment research and

trading. With $27 trillion in assets under custody and administration

and $2 trillion* in assets under management as of March 31, 2016, State

Street operates in more than 100 geographic markets worldwide, including

the US, Canada, Europe, the Middle East and Asia. For more information,

visit State Street’s website at

* Assets under management were $2.30 trillion as of March 31, 2016.

AUM reflects approx. $32.6 billion (as of March 31, 2016) with respect

to which State Street Global Markets, LLC (SSGM) serves as marketing

agent. SSGM and State Street Global Advisors are affiliated.

Important Information

ETFs trade like stocks, are subject to investment risk, fluctuate

in market value and may trade at prices above or below the ETFs net

asset value. Brokerage commissions and ETF expenses will reduce returns.

The information provided doesn't constitute investment advice and it

shouldn't be relied on as such. It shouldn't be considered a

solicitation to buy or an offer to sell a security. It doesn't take

into account any investor’s particular investment objectives,

strategies, tax status or investment horizon. You should consult your

tax and financial advisor. All material has been obtained from sources

believed to be reliable. There is no representation or warranty as to

the accuracy of the information and State Street shall have no liability

for decisions based on such information.


1 Northfield Information Services, data as of May 2016.