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...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”....
...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....
...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....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
Data suggests they make up 51% of assets and rebalancings can send billions sloshing through markets
Passive beneficiaries, aggressive margins
...The management of Altice’s heavily indebted French telecoms business badly burned bondholders last month, when they carefully explained on a results call that, because modern-day debt covenants have more...
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...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....
...But Cboe is tying itself into knots attempting to show that 0DTEs are some kind of sober risk management tool. They’re not. They’re lottery tickets on financial market outcomes....
...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...
...Some businesses continued to struggle, including the wealth management division....
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...BlackRock has been the main beneficiary of the era of US spot bitcoin exchange traded funds — a move its presence helped to bring about — and has attracted nearly $19bn assets under management, according...
...As a result, the financial effects of management quality are often measured by treating them as a residual....
...Hiroshi Lockheimer, head of Android, will be moved to work on other products and is replaced by Sameer Samat, vice-president of product management for Android and Google Play....
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
...Wall Street retail lenders, which have more diversified sources of revenues like investment banking and wealth management, can afford the fight for deposit....
...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...
...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....
...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....
Reorganisation takes aim at money management industry’s poor record of innovation
International Edition