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Related Special Reports
...US investment firm Harris Associates, which has more than $100bn in assets under management, “sold the stock last year as [we] lacked confidence that management could repair the business”, David Herro, the...
...Insight Partners, the New York-based tech investment firm, has also raised a continuation fund, while New Enterprise Associates, a venture investor with $25bn in assets under management, had been talking...
...The announcement came as Amundi, created in 2010 by the merger of the asset management companies of Crédit Agricole and Société Générale, reported net inflows of €26bn in 2023, boosted by a strong fourth...
...Rokos Capital Management, which manages about $16bn of assets, is up 8.8 per cent in 2024 to February 16. It told investors that the gains were largely driven by the recent sell-off in bond markets....
...Assets under management increased by about 2 per cent during the year to £750.6bn, including total net new business of £9.7bn, excluding joint ventures and associates....
...According to Morningstar data, JPMorgan is only the eighth-largest third-party provider of model portfolios in the US, a market led by BlackRock and Capital Group, followed by index providers Wilshire Associates...
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...Management....
...Andrew Dean, co-chief of the SEC enforcement division’s asset management unit, said in a statement: “Van Eck Associates’ disclosure failures concerning this high-profile fund launch limited the board’s ability...
...A group of global institutional investors with a collective $77tn of assets under management, among them Norges Bank Investment Management, Calpers and AustralianSuper, are warning that a proposed overhaul...
...Active assets remain about 70 per cent of the market when alternative investments such as private equity and private credit are taken into account, said Matt Apkarian, associate director of product development...
...Other large firms that have refashioned mutual funds as ETFs include JPMorgan Asset Management and Fidelity. JPMorgan Asset Management launched its first ETF a decade ago....
...*Ignites Asia is a news service published by FT Specialist for professionals working in the asset management industry. Trials and subscriptions are available at ignitesasia.com....
...Cerulli Associates estimates that assets in direct indexing might hit $800bn by 2026, but that’s still pretty modest compared to the size of the global investment industry, or even just the passive bit of...
...And one upcoming event: I hope to see lots of you tomorrow and Wednesday at our Future of Asset Management Europe event, taking place at the Carlton Tower Jumeirah, London....
...But good asset allocation practice is to avoid any “home bias” of investing too much in UK shares....
...It was followed by Samsung Asset Management, which added $1.9bn in ETF assets, a 9 per cent increase, bringing total assets to $23.4bn....
...*Ignites is a news service published by FT Specialist for professionals working in the asset management industry. Trials and subscriptions are available at ignites.com....
...Nor did it file in Delaware, where most of its entities are incorporated....
...David Herro, deputy chair of US investment firm Harris Associates, said the firm sold its stake in Abrdn last year because it “lacked confidence that management could repair the business.”...
...Troost had long claimed he had no management role in Paramount DMCC and that, as a separate legal entity incorporated in the UAE, its activities were not subject to western restrictions....
...and how this reflects on the owner’s reputation,” explains Caroline Russell, senior associate at London law firm Wedlake Bell, adviser to the wealthy around the world....
...Troost had long claimed that he was not involved in establishing Paramount DMCC, that he had no management role in the business and that, as a separate legal entity incorporated in the UAE, its activities...
...The Texas Retirement System incorporated leverage within its individual asset allocations in 2019 to improve the “risk return profile” of the fund....
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