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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”....
...In other words, it seems possible that the management team is just not very good.”...
...It is investing heavily to build data centres and has struck deals to purchase a $17bn portfolio of bank loans and privatise a Canadian multifamily real estate business, partially by using Breit....
...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....
...Dec Mullarkey of SLC Management sent along a 2023 OECD study looking at the productivity-jobs relationship across 13 countries....
...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....
...For one, management mentioned last year’s 90-per-cent (!!) slowdown in originations of loans for multifamily housing. But its steep and surprising decline in net interest margin is key....
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....
...US hedge fund Elliott Management has instead been on a buying spree, betting that the market has grown too pessimistic over potential losses....
...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....
...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...
...Fundsmith’s assets under management dropped from £28.9bn at the end of December 2021 to £23.7bn two years later....
...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...
...Brookfield has bid on $4.4bn in affordable housing loans to apartment buildings in New York City that the FDIC is selling as part of the auction of New York-based Signature’s assets, which mostly comprise multifamily...
...We’re in risk-management mode. Powell’s posture was remarkably relaxed....
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
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