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CEO projects share of sales will double as companies integrate technology into operations
...This has been a hallmark of their very successful investment process since inception, combining Jupiter funds with non-Jupiter funds.”...
...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”....
...Only the hardiest investor — not a hallmark of SJP’s investing clients in the past — would want to back the company now....
...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....
...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”....
...Goldman Sachs’ profits rose 28 per cent in the first quarter, as a strong performance at its hallmark trading business helped the Wall Street bank easily surpass analysts’ estimates....
...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....
Passive beneficiaries, aggressive margins
...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...
...Its probe “uncovered hallmarks of manipulated earnings and major accounting irregularities”, Hindenburg said....
...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....
...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....
...They question how long the hallmarks of Hong Kong’s system — low taxes, a transparent legal system, independent judiciary and dollar-pegged currency — can endure....
...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....
Data suggests they make up 51% of assets and rebalancings can send billions sloshing through markets
...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...
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