Eva Thomas

New York

News Reporter at Citywire

https://t.co/jM8tZ9J4av Local news journalist

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Articles

Fund Files: Morgan Stanley, BNY to convert funds to ETFs

1 week ago | citywire.com | Ian Wenik |Tania Mitra |Eva Thomas |Sam Bojarski

Morgan Stanley Investment Management (MSIM) is set to convert the $617m Morgan Stanley Mortgage Securities fund (MTGDX) on August 1, according to a filing with the Securities and Exchange Commission (SEC). The resulting ETF will be called the Eaton Vance Mortgage Opportunities ETF.
SEC’s Peirce wants to ease restrictions on private markets access

3 weeks ago | citywire.com | Eva Thomas

Commissioner Hester Peirce wants to amend the definition of accredited investors as she pushes for retail investors to have more access to private markets. ‘Commission rules and regulations, along with commission staff positions, have contributed to keeping retail investors out of the private markets,’ Peirce during the Securities and Exchange Commission’s (SEC) Emerging Trends in Asset Management conference on Thursday morning.
BlackRock removed from Texas' ESG blacklist

3 weeks ago | citywire.com | Eva Thomas

After three years on the state of Texas’ ESG blacklist that prevents certain companies from winning state contracts and managing money for Texas pension funds, BlackRock has been removed from the list. On Tuesday, Texas’ comptroller of public accounts, Glenn Hegar, revealed that BlackRock is no longer on the list of companies that the state believes boycott the oil and gas industry, which is prominent in Texas and the reason the state initially gave for putting the firm on the list.
Wall Street tech analyst Dan Ives now has an ETF

3 weeks ago | citywire.com | Eva Thomas

Wedbush Fund Advisors has launched an ETF based on the research of the firm’s well-followed tech stock analyst Dan Ives. The Dan IVES Wedbush AI Revolution ETF (IVES), which launched this week, invests in 30 US technology names that Ives and his team believe are poised to benefit the most from the rapid growth of AI. The fund currently includes Microsoft, Nvidia, Broadcom, and Tesla.
First Eagle's alts head has a plan for Trump's tariffs

3 weeks ago | citywire.com | Eva Thomas

Asset-based lending (ABL) has benefited from recent tariffs and presents a unique opportunity, says James Fellows, president of First Eagle Alternative Credit. ‘Companies need to build inventory in this tariff world, so essentially, they need incremental financing to do that, and that’s why there is going to be more opportunity from an asset-based lending perspective,’ Fellows said during a Tuesday panel at the firm’s New York City offices (pictured).
BlackRock removed from Texas' ESG blacklist

3 weeks ago | citywire.com | Eva Thomas

After three years on the state of Texas’ ESG blacklist that prevents certain companies from winning state contracts and managing money for Texas pension funds, BlackRock has been removed from the list. On Tuesday, Texas’ comptroller of public accounts, Glenn Hegar, revealed that BlackRock is no longer on the list of companies that the state believes boycott the oil and gas industry, which is prominent in Texas and the reason the state initially gave for putting the firm on the list.
Morgan Stanley fixed income CIO to retire, come off $4.6bn fund

3 weeks ago | citywire.com | Eva Thomas

Morgan Stanley Investment Management portfolio manager and chief investment officer of broad markets fixed income is retiring after 38 years with the firm. Michael Kushma joined Morgan Stanley in 1987 and will remain on the funds he currently manages until the end of the year, Colleen McElhinney, a spokesperson for the firm, confirmed with Citywire in an email. He will retire in early 2026. McElhinney declined to comment further. Already have an account?
MSIM broad markets bond CIO to retire and step off $4.6bn fund

3 weeks ago | citywire.com | Eva Thomas

Morgan Stanley Investment Management portfolio manager and chief investment officer of broad markets fixed income is retiring after 38 years with the firm. Michael Kushma joined Morgan Stanley in 1987 and will remain on the funds he currently manages until the end of the year, Colleen McElhinney, a spokesperson for the firm, confirmed with Citywire in an email. He will retire in early 2026. McElhinney declined to comment further. Already have an account?
These are the small-cap funds that caught the eye of D.A. Davidson's top gatekeeper

3 weeks ago | citywire.com | Eva Thomas

D.A. Davidson’s top gatekeeper, Scott Haigh, has added two small-cap growth funds to the firm’s model portfolio suite, one from Goldman Sachs Asset Management and the other from Allspring Global Investments. Haigh believes both of the funds are able to deliver alpha without taking on ‘significant risk.’ As director of managed assets research, Haigh leads the firm’s due diligence team of four, which includes Jeff Hume, Bob Fischer and Jack Dolan.
Ameriprise launches UMA program

1 month ago | citywire.com | Eva Thomas

Ameriprise Financial on Wednesday launched a new unified managed account (UMA) program that will give its more than 10,000 financial advisors increased access to products from some of the world’s top investment firms. The new UMA program is called the Ameriprise Signature Wealth Program, and gives advisors access to 10 investment firms, including BlackRock, Franklin Templeton, Goldman Sachs and JP Morgan, as well as more than 85 institutional investment models.