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CEO projects share of sales will double as companies integrate technology into operations
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...Fraser told investors last month that the wealth management business “isn’t where it needs to be”....
...Whenever there’s a study that dunks on active portfolio management, we’ll be here to cut and paste. Today’s active management dunk comes from Morningstar....
Jump in flows that began in February suggests region has overcome its traditional reluctance to invest in arms
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Roaring equity markets and the popularity of a new spot bitcoin exchange traded fund powered BlackRock to record assets under management of $10.5tn and net income that rose by more than one-third....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...Activist investor Sparta Capital Management is calling on London-listed engineer Wood Group to consider a US listing to address the “continued underperformance of its shares”....
...At the end of March, assets under management in European ETFs stood at €1.81tn, up 10 per cent on the previous quarter....
Passive beneficiaries, aggressive margins
...This is the first in a series exploring the company and the management team that will one day lead Berkshire into a new era....
...It’s amazing to think quite how recently private capital management was a pretty-much-nothing industry. Back in 2003, the entire sector’s AUM was less than $500bn....
...He or she has to be kept happy because of the money they bring in, but nobody in their right mind would put someone like this in a management role....
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...Investors pumped $65.6bn into active ETFs in the three months to the end of March — more than 50 per cent higher than the previous record of $41bn in the fourth quarter of 2023 — as assets under management...
...BlackRock Riyadh Investment Management will be a wholly owned subsidiary of the $10.5tn US asset manager....
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...As a result, the financial effects of management quality are often measured by treating them as a residual....
...Okuda has pushed the wholesale business unit to reduce its reliance on volatile trading and increase revenues from more stable sources, such as wealth management, which also performed strongly in its fourth...
...Per Bloomberg: Apollo Global Management Inc bet on the longevity of senior citizens by acquiring illegal life insurance policies and funneling the payouts through shell entities, according to a new lawsuit...
...J&J will give claimants the opportunity to vote on the plan over a three-month period before putting its subsidiary LLT Management through the pre-packaged process....
Data suggests they make up 51% of assets and rebalancings can send billions sloshing through markets
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
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