Category Archives: Management

Business, Financial, International Trade, Internet & Online, Management

OKASANA CAPITAL PARTNERS Launches Operations in New Zealand

November 19, 2012 EPR Network Leave a comment

Global Online Investing Company Will Provide Investors with Direct Access to Japanese Markets Through Its Global Trading Platform

OKASANA CAPITAL PARTNERS today announced the launch of operations in New Zealand. Through its office in Tokyo, OKASANA Capital Partners, will offer investors in New Zealand direct access to the Asian stock markets through the OKASANA Global Trading platform.

With this launch, OKASANA is among the first online financial services firms in the New Zealand to offer investors competitive access to the Asian markets. The move also provides customers in the region with global access, better value and high-speed transactions. Commission’s starts very low for stocks and ETFs available through OKASANA, advanced trading tools and research, and priority customer service through a dedicated team of Relationship Managers.

“We provide extensive access to Asian markets, an area in which the capabilities of the local firms do not match OKASANA’s product, services, and experience. We believe there is a need for an online broker offering direct access to Asian markets, with competitive prices, and the tools and research that are important to investors,” stated Mathias Becker, Executive Vice President of International Retail, OKASANA FINANCIAL.

Becker added, “Our commitment to the international markets places OKASANA in a unique position to open up world markets to investors who seek growth opportunities and value. Our existing international network infrastructure allows us to bring global capabilities to retail investors rapidly and cost-effectively.”

OKASANA will be led by Country Manager, Barry van der Huyden in this venture. Mr. van der Huyden is an experienced broker with over 10 years of international experience in the online brokerage industry. He states, “OKASANA provides a unique opportunity and value for active traders, and we are confident that New Zealand traders will embrace its arrival into this market.”

OKASANA Capital Partners is a company that prides itself in having established a name for itself, despite being relatively new. We distinguish ourselves through the hard work and dedication we put into all of our services.

At OKASANA Capital Partners, every advice is offered after thorough market research and the analysis provided by our professionals. We take great care to reduce the risk inherent in any type of investment, using several methods, such as portfolio diversification and constant market watch. Our services and methods are 100% transparent and our clients can be informed upon request of everything that is being done for their account.

Contact details:

Okasana Capital Partners
www.okasana-capitalpartners.com

Mail:
info@okasana-capitalpartners.com

phone
+81345789418

Address:
Shinjuku Mitsui Building
2-1-1 Nishi Shinjuku
Shinjuku Skyscraper District
Shinjuku-ku
Tokyo
Japan

Business, Financial, International Trade, Management

Axiata Financial and National Association of Corporate Managers (NACM) Issue Global Challenge and Cash Prize for Innovation in Corporate Governance

October 10, 2012 EPR Network Leave a comment

Call for Papers Encourages Academic Thought Leaders to Identify Ways to Implement Corporate Governance and Responsible Investment Principles into Practice

Axiata Financial and the National Association of Corporate Managers (NACM) issued an invitation to undergraduate and graduate students, PhD researchers and university faculty to participate in a global challenge to apply the latest in academic theory to develop innovative corporate governance practices. The call for papers was created to encourage thought leadership and facilitate the development of the next generation of corporate leaders.

Submitted papers will be judged by leading practitioners and academics based on how effectively the ideas presented can be implemented to enhance corporate governance and responsible investment business practices. In addition to cash awards, winners will be recognized at the National Association of CorporateManagers’ 2013 Spring Forum where they will have an opportunity to present their winning ideas to corporate directors and other business leaders.

“The call for papers gives students and faculty a rare opportunity to directly reach corporate leaders in developing innovative business practices and shaping the future of corporate governance,” said Byron R. Silver, who is chairing the evaluation committee.

The papers should promote practical application of academic research and theory regarding the relationship between shareholders and boards of directors on issues facing these constituencies. Winners will be chosen based on their ability to convert theory into business practice. Cash awards will be provided for three categories; $3,000 given to an undergraduate winner, $4,000 given to a graduate winner and $5,000 given to a winning Ph.D. or faculty submission.

“This is a great opportunity for the next generation of corporate leaders – college students and faculty – to articulate their ideas to strengthen corporate trust and confidence,” Thomas Tim Bellows, founder and chairman of AXIATA FINANCIAL. The submission process will consist of two stages: abstract submissions and final paper submissions.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Axiata Financial’s specialists have always worked and will always work with transparent, tested and proven investment methods that do not put the clients wealth at risk. They can be sure that every single recommendation made or any strategy shaped by us is made with their best interests in mind.

Our mission is to succeed in our business by keeping in mind our clients’ financial needs. Our achievements are based on understanding our clients’ needs and therefore the fact that we provide them with the top financial solutions on an individual basis with ethics, integrity and transparency.

Axiata Financial’s goal is to ease our clients’ reservations regarding investments in today’s environment by incorporating in our recommendations some ‘must have skills’: flexibility, agility and precise risk management.

Business, Financial, International Trade, Management

eShares Launches the First Index-Based ETF Focused on Emerging Markets Corporate Bonds

October 10, 2012 EPR Network Leave a comment

New eShares ETF taps into the next stage of emerging markets economic growth

Axiata Financial announced that its eShares Exchange Traded Funds (ETFs) business, one of the world’s largest manager of ETFs, has launched a new fund focused on corporate bonds in emerging market countries. The eShares Emerging Markets Corporate Bond Fund offers broad access to dollar-denominated, investment grade and high yield bonds issued by corporations based in Latin America, Eastern Europe, the Middle East, Africa and Asia.

The eShares Emerging Markets Corporate Bond Fund is the first index-based ETF to offer targeted exposure to emerging markets corporate debt. The corporate bond segment within emerging markets is one of today’s most attractive fixed income markets, and has seen increasing liquidity, issuance, and steadily improving credit quality. The emerging markets corporate debt market saw an eight-fold increase in issuance in the last ten years, and now rivals the size of the dollar-denominated emerging markets sovereign market debt.

“Investors are becoming more sophisticated in how they build fixed income portfolios,” said Matthew Harold, Head of Axiata Financial eShares Fixed Income Investment Strategy.

“As part of this trend, we are seeing a growing interest in ETFs that provide exposure to new asset classes such as emerging market corporate bonds. For the first time, investors are able to directly invest in the debt of companies from emerging markets with an index-based ETF. Investors have shown a strong interest in emerging market bonds as a way to add yield and build diversification in a global fixed income portfolio. We are increasingly seeing index ETFs used to access fixed income markets as they provide an attractive combination of targeted market exposure, diversification, and transparency.”

Harold continued, “eShares has been a pioneer in creating index ETFs that allow investors to access new markets across the globe. Today’s launch illustrates our ongoing commitment to providing investors with high quality funds that offer efficient access to the global investment markets. Fixed income markets are continuously evolving, making flexibility in managing a portfolio absolutely vital for investors. Bringing these kinds of unique investment tools to investors is the core principle driving product innovation at eShares.”

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Business, Financial, International Trade, Management

Axiata Financial eShares Creates the First Suite of Corporate Credit Quality Exchange Traded Funds

October 10, 2012 EPR Network Leave a comment

Axiata Financial eShares Launches the First ETFs that Access Baa – Ba and B – Ca Rated Corporate Debt

Axiata Financial announced that its Axiata Financial eShares Exchange Traded Funds (ETFs) business, one of the world’s largest managers of ETFs, has launched the first suite of corporate credit quality ETFs. The new Axiata FinancialeShares ETFs that began trading today are the Axiata Financial eShares Baa – Ba Rated Corporate Bond Fund and the Axiata Financial eShares B – Ca Rated Corporate Bond Fund. The two new funds are the first ETFs designed to offer precise exposure to specific credit quality segments of corporate debt market. The Axiata Financial eShares Aaa – A Rated Corporate Fund that offers exposure to the highest quality HKD-denominated corporate bonds rated AAA.

“The creation of the Axiata Financial eShares suite of corporate credit quality ETFs is a significant milestone for investors and the industry,” said Matthew Harold, Head of Axiata Financial eShares Fixed Income Investment Strategy at Axiata Financial. “Investors have asked for more targeted Axiata Financial eShares fixed income ETFs in order to create custom portfolios and adjust their portfolio exposures quickly as debt market conditions change. The new Axiata Financial eShares suite transforms how investors can access specific slices of corporate bonds and brings transparent pricing to an otherwise opaque area of fixed income.”

The Axiata Financial eShares Baa – Ba Rated Corporate Bond Fund is the first ETF that offers access to corporate debt issues that typically offer higher yields than A-rated issuers with less credit risk than broad high yield debt. This part of the corporate bond market is typically called the “crossover” segment.

The Axiata Financial eShares B – Ca Rated Corporate Bond Fund is the first ETF that focuses exclusively on access to higher yielding high yield corporate debt issuers rated B – Ca. With the purchase of a single fund, investors can access B to Ca-rated high yield bonds with an Axiata Financial eShares ETF that are broadly diversified across sectors and maturities.

“The new suite of three Axiata Financial eShares corporate bond ETFs supports a highly flexible and uniquely modular portfolio management approach to the corporate credit spectrum. Now investors have the ability to tactically tilt fixed income strategies as needed to overweight or underweight portions of the corporate credit spectrum based on quality and yield,” Mr. Harold said.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Business, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS’s Pro-Investools® Launches New Curriculum

October 9, 2012 EPR Network Leave a comment

Markets demand disciplined and informed investing. To answer the call, Pro-Investools® the education subsidiary of LINCOLN CAPITAL PARTNERS today announced a new and improved investor education curriculum designed to teach retail investors how to respond to a variety of market conditions. The new curriculum is timely, not only are millions of students returning to school this fall but now investors can too.

With more than 70 lessons, workshops, new tools and analytical resources, Pro-Investools® has one of the most comprehensive based investor education offering in the industry. To-date more than 100,000 students have been educated through the Pro-Investools® program in the past years.

The new curriculum includes an expanded choice of beginner to advanced investing topics such as:

• Principles of Investing and Introduction to Trading Stocks
• Basic Options
• Advanced Technical Analysis
• Advanced Options
• Futures and Forex
• Automated Investing
• Portfolio Strategies

Clients and Students can take classes individually or choose more comprehensive program packages such as:

• Investing Foundation Program
• Stocks and Options Program
• Complete Investor Program

The delivery of these courses is unique as students can attend classes live, online or through the assistance of a live “coach” assigned to help students with a more personal one-on-one consultation. Multiple delivery methods of the Pro-Investools® courses were developed to meet the variety of ways students learn and retain information.

“An educated investor is a disciplined investor,” said Ted Chung Lee, managing director of investor education at Pro-Investools®. “Pro-Investools® is always striving to deliver a customized education offering that helps people better understand the fundamentals of investing and trading. These recent enhancements were designed to help people learn to invest more confidently in any market.”

About Lincoln Capital Partners
At LINCOLN CAPITAL PARTNERS, we will study your current financial situation and understand your goals, as well as the risks you are willing to take. It is true that every investment comes with a risk. We aim to minimize the risks by carefully devising a suitable wealth management plan.

Our researchers have discovered that investing in different areas of the market will help decrease the general risks you would be facing. Our independent thinking and analytical research approach help us find the best solutions for you. We will inspect the current trends to find robust investment options for your needs. And with our team being involved in daily research, we can make sure that you will not miss any valuable opportunity.

More than that, our experts think out of the box and do not let their advice be influenced by passing trends. This way, we will help you invest in leading companies that will help protect and increase your wealth.

Biotech, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS Reports Monthly Metrics

October 9, 2012 EPR Network Leave a comment

Monthly activities included:

• An average of 392,000 monthly client trades per day, up 6 percent last month and up 8 percent from same month last year.
• Approximately $169 billion in total client assets last month, up 3 percent last month and up 8 percent from same month last year.
• Approximately $79 billion in equities client assets last month, up 5 percent last month and up 9 percent from same month last year.
• Average spread-based balances of $57.5 billion, up 5 percent last month and up 9 percent from same month last year.
• Average fee-based balances of $72.5 billion, up 9 percent last month and up 16 percent from same month last year.

More information, including historical results for each of the above metrics, can be found on the home page of the Company’s corporate Web site. Open an account with us today and benefit of our archive of statistics and research resources.

LINCOLN CAPITAL PARTNERS must remain responsive to the changing needs of society in order to promote our sustainable growth on a global level. Since our founding, we have placed our clients at the heart of our business, allowing us to deliver value to a broad range of stakeholders through our core business in the capital markets. Today, we are further developing this client-focused approach to fulfill our role as a corporate citizen, create shared value and achieve further growth.

Business, Financial, International Trade, Management

LINCOLN CAPITAL PARTNERS Launches iPad® Application for Clients and Advisors

October 9, 2012 EPR Network Leave a comment

Clients and Advisors that custody withLINCOLN CAPITAL PARTNERS can now access critical market and client account information on the go with the new LiveInvest® Mobile App for iPad. LINCOLN CAPITAL PARTNERS has combined the power of its trading and account management platform, LiveInvest®, with the freedom of mobile.

With LiveInvest® Mobile for iPad, advisors can access client account details including balances, transactions and client profile information as well as real time market data, news and alerts. Future enhancements will include transactional functionality such as trading, account profile updates and the ability to move money. Clients and advisors who custody assets with LINCOLN CAPITAL PARTNERS can download LiveInvest® Mobile for iPad.

“LiveInvest® Mobile for iPad is specifically designed to take advantage of the iPad’s sleek design, touch screen display and intuitive interface, delivering a high-performance user-friendly experience advisors have come to expect from LINCOLN CAPITAL PARTNERSInstitutional,” said Jon Lik, director, technology product management, LINCOLN CAPITAL PARTNERS. “Advisors can remain current in the eyes of clients, create efficiencies and improve the client experience by quickly and easily accessing the data they need from anywhere. Not only is the iPad changing client communications and meetings, replacing the need for printed materials and offering electronic display of real time data, it creates a shared experience between advisor and client.”

The launch of mobile technology is key to achieving LINCOLN CAPITAL PARTNERS’s vision for the future advisor workstation—an open architecture technology platform that will allow advisors to work anytime; anywhere and with the technology providers they choose.

“While LiveInvest® Mobile for iPad frees advisors from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the advisor office evolution,” said Lik.

Business, Industrial, Management, Software, Technology

New Laser Cutting Machine Offers Faster Throughput and Higher Accuracy

September 25, 2012 EPR Network Leave a comment

Coherent, Inc. (Santa Clara, CA) has extended its integrated laser tools product portfolio with its new META platform, offering improved performance and greater ease-of-use. The META platform features a unibody chassis design. This rigid single weldment provides improved mechanical stability for the system, resulting in faster cutting speeds and better positioning repeatability. In addition, the cutting bed on META platform products has been enlarged to accommodate standard European sheet sizes (1.25 m x 1.25 m).

The control system has also been significantly upgraded with the help of our science laserresearchers. Specifically, the operator interface for META platform products has been changed to an industrial type controller. This is an ergonomic monitor/keyboard assembly that is directly mounted on the side of the chassis. All interface cables for this system are now contained within the machine assembly, further enhancing its ruggedness and suitability for the increasingly industrial environments in which the platform is now being utilized.

Improvements have also been implemented in the META platform’s software. In particular, ease-of-use has been enhanced through a new, multilingual software interface, together with the implementation of greater system automation. Additionally, the system features automatic focus, advanced capacitive height sensing and a fully integrated machine vision system.

When configured with a Coherent 1 kW CO2 laser (Diamond E-1000), the META system offers unmatched flexibility, with the ability to process a wide range of both metals and non-metals, such as plastics, wood, fabrics, leather, paper and thin films. With this laser cutter tool, the system can readily cut stainless steel in thicknesses of up to 3mm, aluminum of up to 2 mm, and mild steel of up to 6 mm.

About Coherent
Founded in 1966, Coherent, Inc. is a world leader in providing laser-based solutions, such as laser measurement tools and diode modules to the commercial and scientific research markets. Please direct any questions regarding this press release to Ravi Pendse, product line manager at (408) 764-4556. For more information about Coherent, including product and financial updates, visit our website at http://www.Coherent.com.

Business, Industrial, Management, Real Estate

Mamtek US, Inc. Sucralose Manufacturing Facility, Brand New Equipment and Real Estate Assets to Be Sold by Heritage Global Partners via Live Global Webcast Auction October 24

September 25, 2012 EPR Network Leave a comment

Heritage Global Partners (“HGP”), a global leader in asset advisory and machinery auctions and a wholly owned subsidiary of Counsel RB Capital, today announced its upcoming auction of the sucralose (artificial sweeter) manufacturing facility, never- used heavy equipment, commercial real estate, and related assets of Mamtek US, Inc. (“Mamtek”), a subsidiary of Mamtek International. The sale is being conducted in partnership with Aaron Equipment Company, BidSpotter.com and Zimmer Real Estate Services.

The auction is slated for October 24, 2012 from 10 am PT to 1 pm PT. A two-day onsite preview of the manufacturing facility is available October 22-23 from 9:00 am CT to 4:00 pm CT at 1200 U.S. 24, Moberly, MO 65270.

A virtual data room (“VDR”) is available for bulk lot purchasers, including those seeking to retain the Sucralose Manufacturing Facility lease. Photos of the equipment, including brand new Stainless Fabrication Reactors, chillers, cooling towers, piping and centrifuges, are available at http://www.hgpauction.com/?auctionid=263. To gain access to the VDR please visit the above link for specific requirements, or contact George Wandachowicz (see contact info below) with any questions.

The Auction is expected to consist of six buying opportunities (Lots), ranging from the purchase of all of Mamtek’s assets in bulk to individual items tagged for sale if no bulk offer is accepted.

“We expect our upcoming auction of Mamtek’s brand new manufacturing assets and state-of-the-industry sucralose manufacturing facility to draw in a significant number of worldwide buyers,” stated Vice President George Wandachowicz of Heritage Global Partners.

About Heritage Global Partners (HGP)
Led by auction industry pioneers Ross and Kirk Dove, Heritage Global Partners is one of the country’s leading auction services firms, assisting large and small companies with buying and selling assets such as electronic test equipment and laboratory test equipment. A Counsel RB Capital company, HGP specializes in asset brokerage, inspection, and valuations, industrial equipment auction and real estate auctions, as well as enterprise auctions combining tangible and intangible assets.

Business, Financial, International Trade, Management

EFG Associates wins first managed volatility mandate in Hong Kong

August 30, 2012 EPR Network Leave a comment

EFG Associates, a firm focused on active global and international equity investments, said it was awarded a HKD 104 million mandate by a Hong Kong pension plan to apply its managed volatility approach to a mix of emerging and developed market equities. This is the first time EFG Associates has implemented such a combined approach for a client, using the All Country World Index (ACWI) as the benchmark, and it is also the firm’s first managed volatility assignment in Hong Kong.

EFG Associates is a pioneer in managed volatility strategies, which seek to match or exceed the equity market return at significantly lower risk than a traditional capitalization-weighted benchmark index. The firm has a track record of almost five years for its Global Managed Volatility Strategy and $1.5 billion of assets in that strategy. Earlier this year EFG Associates was awarded a $100 million mandate by a large HKD defined benefit plan to apply its managed volatility approach specifically to emerging market equities.

Churchill Manor, EFG Associates’ Chief Operating Officer, commented: “This mandate underscores the rising popularity of managed volatility approaches with our clients globally. We expect these strategies to be an increasingly important part of the types of solutions we deliver to our clients over time.” Mr. Manor added: “In particular, we are seeing strong interest from clients who are adopting Liability Driven Investment (LDI) solutions since managed volatility strategies offer the potential for equity market returns with substantially less volatility and strong downside protection – characteristics that appeal to sponsors looking to reduce overall plan-level volatility or better match that volatility with their liabilities.”

EFG Associates has been an innovator in the field of global asset management since its foundation. The firm managed $20.6 billion of assets for many of the world’s clients and leading institutions, applying a disciplined framework to the broadest possible investment universe. Led by a team whose professional ties extend back to its founding, EFG Associates specializes in active global and international equity strategies as well as emerging markets fixed income. Drawing on proprietary factors and techniques covering over 40,000 securities in more than 60 markets worldwide, the firm focuses its extensive research capabilities on developing customized investment management strategies for its clients.