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Articles from F/m Investments

F/m Investments CEO Alex Morris Named Finalist for CEO of the Year at 2025 Wealth Management Industry Awards
F/m Investments ("F/m"), an $18 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced that CEO Alex Morris has been named a finalist for Chief Executive Officer of the Year (Asset Manager) at the 2025 Wealth Management Industry Awards. This prestigious recognition honors executives who exemplify vision, creativity, and integrity while demonstrating measurable business impact and thought leadership within the financial services industry.
By F/m Investments · Via Business Wire · June 23, 2025
F/m Investments Files Amended Application for ETF Share Class Relief
F/m Investments ("F/m"), a $17 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced it has amended and updated its application with the U.S. Securities and Exchange Commission (the “SEC”) for exemptive relief. The updated filing seeks an order that would permit all existing and future funds advised by F/m through The RBB Fund – including the US Benchmark Series, a suite of 10 ETFs designed to simplify access to the US Treasury market – to offer both exchange-traded and mutual fund share classes.
By F/m Investments · Via Business Wire · April 17, 2025
F/m Investments Launches High Yield ETF Focused on Top 100 Issuers (ZTOP)
F/m Investments ("F/m"), a $17 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced the launch of the F/m High Yield 100 ETF (Ticker: ZTOP). This passively managed ETF is designed to provide investors with a more precise, high-quality exposure to U.S. high-yield corporate bonds by targeting the 100 largest and most liquid issuers in the market, with lower volatility than traditional products.
By F/m Investments · Via Business Wire · April 15, 2025
F/m Investments' TBIL Surpasses $5 Billion in AUM as Total ETF AUM Exceeds $7 Billion in Under 3 Years
F/m Investments ("F/m"), a $17 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced that the US Treasury 3 Month Bill ETF (Ticker: TBIL) has surpassed $5 billion in AUM, reinforcing its position as the leading short-duration Treasury ETF. At the same time, F/m’s total ETF AUM has now exceeded $7 billion, reflecting continued investor demand for efficient fixed-income investment solutions. This remarkable growth has been achieved in only 30 months since F/m Investments debuted its suite of US Treasury ETFs, called the US Benchmark Series.
By F/m Investments · Via Business Wire · March 13, 2025
F/m Investments Launches Industry First Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL)
F/m Investments ("F/m"), a $16 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced the launch of the F/m Ultrashort Treasury Inflation-Protected Security ETF (Ticker: RBIL). This passively managed TIPS ETF provides inflation protection while minimizing interest rate risk, providing an inflation-protected alternative for the $7 trillion of cash held today in money markets and more than $18 trillion of bank deposits and other cash equivalents.
By F/m Investments · Via Business Wire · February 25, 2025
F/m Investments' ZTEN Earns Nomination for Best New US Fixed Income ETF at 2025 ETF.com Awards
F/m Investments ("F/m"), a $16 billion multi-boutique investment firm and innovative provider of exchange-traded funds (ETFs), is honored to announce that ETF.com has shortlisted ZTEN, part of the US Credit Series, for 2025 Best New US Fixed Income ETF Award.
By F/m Investments · Via Business Wire · February 6, 2025
A Sales Pro Steps Up: F/m Investments Promotes Kimberly LaVigne to Head of Distribution
F/m Investments ("F/m"), a $16 billion multi-boutique investment firm and innovative provider of exchange-traded funds (ETFs), is pleased to announce the promotion of Kimberly LaVigne to the newly created role of Head of Distribution, alongside several other strategic promotions across its sales leadership team.
By F/m Investments · Via Business Wire · January 8, 2025
F/m Investments Wins 2024 ThinkAdvisor Luminaries Award for Innovation
F/m Investments ("F/m"), a $16 billion multi-boutique investment firm and innovative provider of exchange-traded funds (ETFs), is honored to announce that it has been selected as the winner in the Innovation category at the 2024 ThinkAdvisor Luminaries Awards. This industry recognition reflects F/m's ongoing dedication to driving financial innovation and delivering impactful solutions for investors.
By F/m Investments · Via Business Wire · December 16, 2024
F/m Investments Announces Listing Exchange Change for US Credit Series ETFs to Nasdaq
F/m Investments (“F/m”), a $16 billion multi-boutique investment firm and innovative provider of exchange-traded funds (ETFs), today announced that effective December 19, 2024, it will transfer the stock exchange listing for the F/m US Credit Series ETFs (ZTWO, ZTRE, ZTEN) from NYSE Arca, Inc. to The Nasdaq Stock Market LLC ("Nasdaq"). Shareholders in the funds will not be required to take any action as a result of this change.
By F/m Investments · Via Business Wire · December 6, 2024
F/m Investments Earns Multiple Nominations at the 2024 Mutual Fund & ETF Awards
F/m Investments is honored to be on the shortlist in four categories at the With Intelligence 2024 Mutual Fund & ETF Awards, an accolade that underscores the firm's innovation and leadership in the financial sector. This marks the second consecutive year F/m Investments has been nominated.
By F/m Investments · Via Business Wire · June 3, 2024
Ziegler Capital Management Combines with F/m Investments
F/m Investments has completed its reorganization with Ziegler Capital Management (dba ZCM). Both firms are majority-owned by F/m Managers Group. This simplifies our brands and brings F/m Investments’ total assets to $14 billion dollars as of March 31, 2024 and offers clients and partners access to 40 plus strategies across ETFs, mutual funds, and separately managed accounts.
By F/m Investments · Via Business Wire · April 30, 2024
F/m Investments Launches US Credit Series ETFs
F/m Investments (“F/m”), a $6 billion multi-boutique investment advisor based in Washington, D.C., is proud to announce the launch of the US Credit Series ETFs (“the ETFs”)–a suite of ETFs that track the industry’s first investable index in investment grade credit and offer investors precise maturity exposure. Trading began on January 11, 2024.
By F/m Investments · Via Business Wire · January 17, 2024
US Benchmark Series Announces Launch of the US Treasury 6 Month Bill ETF
F/m Investments (“F/m”), a $4 billion multi-boutique investment advisor based in Washington DC, is proud to announce the launch today of the US Treasury 6 Month Bill ETF (Ticker “XBIL”). F/m and its affiliates are part of The Diffractive Managers Group, a multi-affiliate asset manager and centralized distribution platform of the 1251 Capital Group, supporting managers with collective AUM over $22.9 Billion.
By F/m Investments · Via Business Wire · March 7, 2023