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CEO projects share of sales will double as companies integrate technology into operations
...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...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....
...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
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...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....
...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...
...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...
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
Data suggests they make up 51% of assets and rebalancings can send billions sloshing through markets
...Bitcoin ETFs from iShares, Fidelity and Cathie Wood’s Ark Investment Management have taken in the most new cash since their launch, while similar products from Wisdom Tree, Valkyrie and Franklin Templeton...
...Mutual funds have enabled millions to invest in the stock market since they were introduced 100 years ago, but newer, nimbler products are reshaping asset management....
...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...
Reorganisation takes aim at money management industry’s poor record of innovation
...The GIP purchase will immediately double BlackRock’s management fees from private markets, underscoring that Fink has found the headline grabbing deal he has been seeking....
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