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...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
CEO projects share of sales will double as companies integrate technology into operations
...Somerset Capital Management, the boutique fund manager co-founded by Tory MP Sir Jacob Rees-Mogg, is to wind down after large client redemptions made the business unsustainable....
...JPMorgan Asset Management and State Street Global Advisors both confirmed they were leaving Climate Action 100+....
...The group agreed this week to take a 26.1 per cent interest in Victory Capital Holdings, a $2.8bn US-listed fund manager....
...Neil Purslow Chief Investment Officer, Therium Capital Management, London WC1, UK...
...At the end of March, assets under management in European ETFs stood at €1.81tn, up 10 per cent on the previous quarter....
...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....
...It also looks as if it makes more sense to invest in companies in developed markets, which tend to have higher management scores and are less likely to be state-owned, which results in a lower management...
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...Demands for a separate chair have come up at companies where management is under scrutiny for other reasons....
...While the group has invested $3.5bn in more than 350 Chinese start-ups, it somehow hasn’t come under fire in Washington yet, even while rivals like Sequoia Capital and GGV Capital have faced scrutiny....
...In a few days, it lost JPMorgan Asset Management, State Street and Pimco. BlackRock has moved its membership from the huge corporate entity to its much smaller international business....
...BlackRock has scaled back its commitment to Climate Action 100+ while State Street, JPMorgan Asset Management, Pimco and Invesco have withdrawn entirely....
...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....
...Diego Megia is targeting $4bn to $5bn of investor capital for the launch of macro hedge fund Taula Capital....
...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”....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...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...
...Investment banking revenue increased despite a “decline in global fee pools”, said Nomura, with a particularly strong performance in Japanese equity capital markets....
...It “provides a significantly better data point around management’s commitment to deliver cost savings over the next few years”, Erickson added....
...US hedge fund Elliott Management has been buying the bonds of troubled British utility company Thames Water, in a bet that markets have grown too pessimistic over the size of losses that investors may have...
...As MSCI’s chief executive Henry Fernández said at an RBC Capital Markets conference earlier this month: . . . We’re in a journey of becoming a very large, giant data gathering, data building company....
...It would continue to use capital and expertise to support clients in their energy transition and managing climate risk....
...In fact, it’s almost a third of the entire private capital industry’s overall $13tn of assets under management (zoomable version)....
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