Core Insights - PGIM has been recognized by the 2026 LSEG Lipper Fund Awards for strong, risk-adjusted performance across multiple categories, marking the 16th consecutive year of such recognition [1][2] Fund Performance Highlights - PGIM Select Real Estate Fund was awarded 1 Global Real Estate Fund (Class R6) for the 10-year period out of 105 funds, with total return rankings of 69 out of 126 for 1 year, 6 out of 124 for 3 years, and 9 out of 119 for 5 years as of 11/30/2025 [1] - PGIM U.S. Real Estate Fund received 1 Real Estate Fund (Class R6) for the 5-year period and (Class Z) for the 10-year period out of 164 and 130 funds respectively, with Class R6 total return rankings of 37 out of 211 for 1 year and 9 out of 204 for 3 years as of 11/30/2025 [1][2] - PGIM Jennison Natural Resources Fund was recognized as 1 Global Natural Resources Fund (Class R6) for the 10-year period out of 54 funds, with total return rankings of 10 out of 61 for 1 year and 22 out of 56 for 3 years as of 11/30/2025 [2] - PGIM Jennison Health Sciences Fund was awarded 1 Health/Biotechnology Fund (Class R6) for the 5-year period out of 91 funds, with total return rankings of 46 out of 129 for 1 year and 18 out of 126 for 3 years as of 11/30/2025 [2] - PGIM Quant Solutions International Equity Fund was recognized as 1 International Large-Cap Core Fund (Class R6) for the 3-year period out of 254 funds, with total return rankings of 7 out of 322 for 1 year and 22 out of 294 for 5 years as of 11/30/2025 [2] Company Overview - PGIM is the global investment management business of Prudential Financial, Inc., managing $1.5 trillion in assets and offering over 200 product solutions across various asset classes and investment styles [1]

Core Insights - Federated Hermes has been recognized for its strong risk-adjusted performance, winning multiple LSEG Lipper Fund Awards in 2026 for its investment strategies [1] - The company reported record assets under management of $902.6 billion as of December 31, 2025, reflecting the effectiveness of its investment portfolios [1] Performance Recognition - Four strategies from Federated Hermes received accolades for consistent performance across various time periods, including the MDT quantitative strategies and Multi-Asset Group [1] - The Federated MDT Mid Cap Growth Fund outperformed 99.5% of share classes and 98.6% of portfolios over a 10-year period [1] - The Federated Hermes Capital Income Fund outperformed 99.6% of share classes and 98.7% of portfolios in the Mixed-Asset Target Allocation Conservative category over three years [1] Investment Strategies - The MDT investment team employs a disciplined, bottom-up quantitative investment process to minimize human bias in stock selection [1] - The Federated Hermes Multi-Asset Group has been recognized for balancing income opportunities and risk through active management, with a focus on diverse asset classes [1] - The Corporate Bond Strategy Portfolio aims for total return by investing in a diversified portfolio of investment-grade corporate fixed-income securities [1] Fund Performance Metrics - The Federated Hermes MDT All Cap Core Fund outperformed 99.7% of share classes and 99.2% of portfolios in the Multi-Cap Core category over 10 years [2] - The Corporate Bond Strategy Portfolio outperformed 99.4% of share classes and 97.8% of portfolios in the Corporate Debt Funds BBB-Rated category for 10 years [2]

Risk-adjusted performance continues to improve for $STRC.Sharpe Ratio: 3.1 — all-time high30-day volatility: 2.5% — all-time low1-month VWAP: $99.93 — all-time highYou can now track these metrics live on the STRC page. https://t.co/lWGmTRtNlI ...

Core Insights - AGF Investments Inc. has announced that seven of its funds received the 2025 Fundata FundGrade A+® Awards, highlighting excellence in Canadian investment management [1][3] Fund Performance Recognition - The FundGrade A+® Award is given to investment funds that demonstrate consistent, outstanding, risk-adjusted performance over the year, based on up to 10 years of history [2][4] - The following AGF funds received the 2025 FundGrade A+® Award: - AGF American Growth Fund in U.S. Equity - AGF Fixed Income Plus Fund in Canadian Core Plus Fixed Income - AGF Global Balanced Growth Portfolio Fund in Global Equity Balanced - AGF Global Conservative Portfolio Fund in Global Fixed Income Balanced - AGF Global Convertible Bond Fund in High Yield Fixed Income - AGF Global Moderate Portfolio Fund in Global Neutral Balanced - AGF Global Select Fund in Global Equity [3][4] Company Overview - AGF Management Limited, founded in 1957, is an independent asset management firm with over $59 billion in total assets under management, serving more than 820,000 investors [5][7] - AGF Investments operates as a group of wholly owned subsidiaries, focusing on investment advisory services and mutual fund management in Canada [8][10]

Core Insights - Macro Trading Factory is a macro-driven service managed by experienced investment managers, offering two portfolios aimed at outperforming the SPY on a risk-adjusted basis [1] - The service is designed for individuals with limited time, knowledge, or desire to manage their own portfolios, providing a simple yet risk-oriented market exposure [1] Portfolio Offerings - The two portfolios offered are "Funds Macro Portfolio" and "Rose's Income Garden," both focusing on a relaxed investment approach [1] - Each portfolio spans across all sectors, providing a hassle-free and easy-to-understand investment solution [2] Market Positioning - Macro Trading Factory positions itself for an upward trajectory, indicating a positive outlook for its investment strategies [3]

Core Insights - The U.S. utilities sector has not recently provided top-tier risk-adjusted performance as the market currently favors large growth companies [1] - Investing in U.S. utilities is suggested as a strategy to reduce portfolio risk [1] Group 1: Sector Performance - The utilities sector is underperforming compared to large growth companies in terms of risk-adjusted returns [1] Group 2: Investment Strategy - Investing in U.S. utilities can serve as a derisking initiative for portfolios [1]

Core Insights - Brompton Tech Leaders Income ETF (TLF) has been awarded the LSEG Lipper Fund Awards Canada 2025 for Best Sector Equity Fund over ten years, highlighting its strong risk-adjusted performance relative to peers [1][6]. Fund Performance - TLF offers a current distribution rate of 6.2% as of November 5, 2025, and has achieved an 18.6% per annum total return over the last 10 years, as of October 31, 2025 [3]. - The fund's performance metrics include a 25.2% return over the past year, 29.6% over three years, and 18.3% over five years [8]. Fund Management - The Chief Investment Officer of Brompton, Laura Lau, emphasized the team's commitment to providing high-quality investment solutions and focusing on long-term growth and reliable income for investors [2]. About Brompton Funds - Brompton Funds, established in 2000, specializes in income and growth-focused investment solutions, including ETFs and other investment funds traded on the Toronto Stock Exchange [5].

Core Insights - BMO Global Asset Management received twelve awards at the 2025 Canada LSEG Lipper Fund Awards, highlighting its excellence in providing strong, risk-adjusted returns across various investment solutions [1][2] Fund Performance - BMO Growth & Income Fund (Series F) was recognized as the Best Canadian Dividend & Income Equity fund over 3 years and 5 years, with performance metrics of 27.88% (1 year), 23.71% (3 years), 19.8% (5 years), 11.08% (10 years) [4][14] - BMO Monthly Dividend Fund Ltd. (Series F) won Best Canadian Fixed Income Balanced fund over 3 years and 5 years, achieving returns of 16.56% (1 year), 13.69% (3 years), and 12.70% (5 years) [4][15][16] - BMO European Fund (Series F) was awarded Best European Equity fund over 10 years, with returns of 12.52% (1 year), 24.72% (3 years), and 11.81% (5 years) [4][17] - BMO Global Infrastructure Fund (Series F) received recognition as the Best Global Infrastructure Equity fund over 5 years, with performance of 18.40% (1 year), 17.00% (3 years), and 13.24% (5 years) [4][18] - BMO U.S. Small Cap Fund (Series F) was awarded Best US Small/Mid Cap Equity fund over 5 years, with returns of 16.15% (1 year), 20.58% (3 years), and 19.17% (5 years) [4][19] ETF Performance - BMO Canadian Bank Income Index ETF (Ticker: ZBI) was recognized as the Best Canadian Fixed Income ETF over 3 years, with a return of 6.59% (1 year) and 7.47% (3 years) [5][20] - BMO Mid Provincial Bond Index ETF (Ticker: ZMP) won Best Canadian Fixed Income ETF over 10 years, achieving returns of 4.34% (1 year) and 5.24% (3 years) [5][21] - BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) was awarded Best Global Fixed Income ETF over 3 years and 5 years, with returns of 4.79% (1 year) and 5.13% (3 years) [5][22] - BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) received recognition as the Best US Equity ETF over 10 years, with performance metrics of 13.88% (1 year), 27.33% (3 years), and 15.93% (5 years) [5][23] Company Overview - BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2025, serving 13 million customers across Canada, the United States, and select global markets [24]