To achieve its investment objective, the team selected themes that advance the Sustainable Development Goals laid out by the United Nations in 2015: health, wellness and education; climate and clean energy; innovation and economic opportunity; reduced inequalities and social justice; data-driven solutions; and the circular economy.
The minimum investment for the Cornerstone Capital Access Impact Fund, distributed by Ultimus Fund Distributors LLC, is $1,000. To obtain a copy of the prospectus, call (800) 986-6187.
Delta Data Releases Discounted Online Calendar Tool
Delta Data, a Columbus, Ga.-based provider of software and data management solutions for the mutual fund industry, has released the Delta Data Dividend Calendar, an online calendar tool that can manage as many as 38,000 year-end security dividend payouts in December, as well as those scheduled for the rest of the year.
The dividend calendar is the perfect management solution for busy banks, recordkeepers, broker-dealers, insurance companies and financial professionals in the pooled investment fund industry. And for a limited time, it is available at a 10% discount during December, the busiest month of the year.
The annual calendar tracks every fund’s payout and enables exact income processing for trust companies, recordkeepers and broker-dealers. The calendar also alerts users to payouts in advance by projecting forward all dividend events over the next 13 months. Missing a dividend can have catastrophic financial consequences that the calendar can help your company avoid.
Security Benefit Launches Two New Fixed-Index Annuities
Security Benefit Life Insurance Company, known as Security Benefit, headquartered in Topeka, Kan., has launched its new Strategic Growth Series Annuities, two new fixed-index annuities (FIA) that offer contract holders the ability to safely accumulate and grow retirement assets without the risk of market losses.
These modified, single-premium deferred fixed-index annuities provide the opportunity to select between the Strategic Growth Annuity, which features accumulation-oriented caps, participation rates and spreads without a bonus, and the Strategic Growth Plus Annuity, which features a 6% premium bonus with competitive caps, participation rates and spreads.
Both annuities, offered through Security Benefit’s exclusive distribution group of select IMOs, also feature new one-year and two-year index accounts based on the Morningstar Wide Moat Focus Barclays VC 7% Index.
Financial representatives and their clients have the option to allocate the purchase payments among nine available interest crediting options. The new products both feature nursing home and terminal illness waivers in most states, as well as a free withdrawal of up to 10% of the prior year’s contact anniversary account value, beginning in the second contract year.