Explore our range of funds, investing across asset classes and regions and designed to meet a variety of needs. We partner with financial advisers to provide expert support and investment solutions. We provide resources, technology and reporting to minimise your administration and maximise positive outcomes for your clients. We see equity call overwriting as a powerful income tool and right now is a good opportunity for these types of strategies. Firstly, call overwriting strategies can add value to equity portfolios when markets are moving down, sideways, or rising more slowly.
Invested principal and respective earned interest will be transferred to your investor account after chosen time period. As the industry is shifting to a regulated and more transparent environment, we are beyond excited to announce that VIAINVEST is becoming a regulated ember of the finance market by acquiring the investment brokerage firm (IBF) license. We have a brand new look, and we’ve added new products and services on top of everything our clients loved about Nutmeg – all designed to help even more people achieve their financial goals. Represented by ICI’s member companies, spanning a diverse range of investment products. With higher inflation seemingly here to stay, the inflation-hedging elements of infrastructure come to the fore. Companies are generally able to pass the impact of inflation through to the costs of their services (often with an debt cost pass-through).
Explore our insights
- Designed to meet the evolving complexities of wealth and investment management.
- The W1M investment team takes a global, active and direct approach to investing across equities, fixed income and alternative asset classes.
- Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission.
- We have been helping individuals and families grow and preserve their wealth for decades and have expertise in working with clients in the UK, US, Europe and beyond.
- Proceeds will fund women’s training, inclusive workplaces, fertility support, and perinatal healthcare.
Investors Trust Cares seeks to expand the corporate offering by providing opportunities to those with limited resources so they too can build a sustainable life now and in the future. Drawing on the EU’s approach to investment protection agreements – and on Member States’ best practices – the Commssion has developed Model Clauses to guide Member States in their negotiation (or re-negotiation) of bilateral investment agreements. In its Trade Policy Review, the European Commission announced its intention to pursue sustainable investment agreements with Africa and the Southern Neighbourhood, focusing on investment facilitation. This initiative is being developed in negotiations for a Sustainable Investment Facilitation Agreement with Angola, and the EPA deepening negotiations with five countries of Eastern and Southern Africa. IIX has introduced two new frameworks for Indonesia that align global sustainable finance standards with national regulations, embedding gender considerations across the entire capital market lifecycle.
Sign up to receive the latest news and insights from our experts
For your protection, telephone calls are usually recorded.Companies within the ITA Group that do not carry out investment business in the U.S. are not subject to most U.S. laws. By continuing to use this site, you have read above and agree to our Term & Conditions of Use and accept our Privacy Statement. Assets under management (AUM) are represented by the value of the client’s assets or liabilities Insight is asked to manage. These will primarily be the mark-to-market value of securities managed on behalf of clients, including collateral if applicable. Where the methodology defines it, some asset reporting focuses on cash securities only.
You can even hold stocks within an income generating strategy that don’t pay any dividends, and still generate a yield from them – such as holding the big US tech stocks at market weight. Currently, if you want to invest in income paying stocks using a call overwriting strategy in the US – for example – you can earn a dividend yield of 5% vs the index yield of 2%. We think investment spending levels have reached an inflexion point, driven by systems struggling to accommodate dramatic transformational changes, such as the energy transition, pollution control, growth in streaming and AI.
Advisory services referenced herein are available in the US only through INA. Legal entity Insight North America LLC’s AUM is $137.5bn as of September 30, 2025. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. This material is provided for informational purposes only and does not constitute investment, tax, http://stacion.org/forma/2025/11/20/arbivex-2025-ki-trading-plattform-mit-fokus-auf/ legal or financial advice; or a recommendation and should not be relied upon as such. It should not be considered an offer to buy or sell any financial instrument or security.
Impact with integrity
This is because the strategies have the upfront option premiums and if the shares remain below their strike prices, there are no settlements to pay on the options, and any upside up to the level of the strike price is retained for the fund. ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy. ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time. Specializing in medium to long term unit-linked investment products, Investors Trust offers a broad range of flexible solutions specifically designed for international investors with various income levels and financial planning needs. On 15 January 2025, the Commission adopted a recommendation to Member States on reviewing outbound investments in technology areas critical for the economic security of the EU.
VIAINVEST is legally required to deduct the withholding tax from private investors’ interest income earned from investing in asset-backed securities. The current standard withholding tax rate is 20% of the interest income earned, however, this rate can be reduced down to 0% if any tax treaties are concluded between countries. Please note that withholding tax is applied only to the interest portion of the revenue, while principal repayments are not taxed. The value of your portfolio can go down or up and you may get back less than you invest.