Portfolio Management

Announcements

ERShares Announces XOVR Shareholder Protection Plan Ahead of the SpaceX IPO to Protect Long-Term Shareholders and Preserve Fund Value

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NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...
Announcements

Dynamo Software Acquires InvestHub to Expand AI-Powered Private Markets Operations, Investor Onboarding, Compliance,...

BOSTON — May 12, 2026 Executive Summary Dynamo Software, Inc. has announced the acquisition of InvestHub as part of its strategy to expand operational capabilities for...
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Announcements
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ERShares announces a shareholder protection plan for the XOVR ETF ahead of the SpaceX IPO to support long-term investors and preserve value from SpaceX exposure

ERShares Announces XOVR Shareholder Protection Plan Ahead of the SpaceX IPO...

NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...
Announcements
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Dynamo Software acquisition of InvestHub to expand AI-powered private markets operations, investor onboarding, compliance workflows, and asset management infrastructure

Dynamo Software Acquires InvestHub to Expand AI-Powered Private Markets Operations, Investor...

BOSTON — May 12, 2026 Executive Summary Dynamo Software, Inc. has announced the acquisition of InvestHub as part of its strategy to expand operational capabilities for...
Announcements
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Thirdpath private markets solutions platform launch highlighting bespoke SMA investment strategies in private equity and private credit for institutional allocators

Thirdpath Launches Private Markets Solutions Platform to Deliver Bespoke SMA Investment...

SAN DIEGO — May 4, 2026 Executive Summary Thirdpath, LLC (“Thirdpath” or “Firm”) has announced its public launch as a next-generation private markets solutions platform designed...
Announcements
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Bitwise Asset Management and RFG Advisory introduce diversified crypto model portfolios for financial advisors enabling access to digital asset investments

Bitwise Asset Management and RFG Advisory Launch Diversified Crypto Model Portfolios...

SAN FRANCISCO — April 22, 2026 Executive Summary Bitwise Asset Management and RFG Advisory have announced the rollout of diversified crypto model portfolios designed for financial...
Announcements
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iCapital and Envestnet partnership enabling alternative investments and structured investments integration within Unified Managed Account UMA platform for financial advisors

iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured...

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...
Announcements
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Interactive Brokers platform showing crypto-asset trading including Bitcoin and Ethereum for European Economic Area investors

Interactive Brokers Launches Crypto-Asset Trading for EEA Investors to Enable Unified...

GREENWICH, Connecticut — March 31, 2026 Executive Summary Interactive Brokers Group Inc. has announced the launch of crypto-asset trading capabilities for eligible individual investors across the...
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