Hints and tips:
Related Special Reports
...Castlelake would sit in Brookfield’s recently formed credit unit, which also houses a controlling interest in Oaktree Capital Management....
...JPMorgan Asset Management and State Street Global Advisors both confirmed they were leaving Climate Action 100+....
...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....
...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scaled back its commitment to Climate Action 100+ while State Street, JPMorgan Asset Management, Pimco and Invesco have withdrawn entirely....
...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...
...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...
...This note has been amended to reflect which KPMG office was fined by the US audit regulator in 2021 Job moves CaaS Capital Management has hired Pawan Passi after the Morgan Stanley banker was previously...
...Diego Megia is targeting $4bn to $5bn of investor capital for the launch of macro hedge fund Taula Capital....
...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...
...Wall Street retail lenders, which have more diversified sources of revenues like investment banking and wealth management, can afford the fight for deposit....
...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....
...Information about return on capital and free cash flow growth are both required, just for starters....
...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)....
...If we’re investing sustainably, that psychological bias is even stronger, as it often reflects an initial wariness of the fund management industry: the desire to pursue returns regardless of how they are...
Australian pension fund CIO discusses sustainable investing amid political uncertainty
...One good read The risks of management by “hard numbers.”...
...One scoop to start: 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....
...They also believed that private capital, an industry started decades ago by small teams of mercenary dealmakers, was entering a phase of consolidation in which size, resources and the ability to win access...
...that is conscious of cost of capital and stock price”....
...More than half of BlackRock’s $10tn in assets under management are retirement savings, including institutional pension funds, corporate defined contribution plans known as 401(k)s and individual accounts...
International Edition