Hints and tips:
...Morgan Stanley acquired Eaton Vance and its affiliates, including Calvert Research and Management, and Parametric Portfolio Associates in 2021. Morgan Stanley declined to comment....
...The New York-based firm has just raised $17.3bn, the largest fund in its 57-year history, joining a handful of established players such as Clayton, Dubilier & Rice, GTCR, CVC Capital Partners and TA Associates...
...The head of GMO’s focused equity team, Thomas Hancock, along with portfolio managers Ty Cobb and Anthony Hene, will manage the ETF....
...Fees for the ETFs were not disclosed. 21Shares co-founder and president Ophelia Snyder will serve as portfolio manager on the funds, according to the filings....
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...This month, Korus was reassigned as a research director, and Dan White, formerly a client portfolio specialist, was elevated to associate portfolio manager....
...Tulchinsky became one of its top portfolio managers, and in 2007 spun out a quantitative investment manager, WorldQuant, to manage money for the now roughly $60bn-in-assets hedge fund group....
...They are promoting a growing number of associates to be salaried partners, who do not share in a law firm’s profits....
...The magazine profile chronicles Wood’s rise from precocious student at the University of Southern California — where she first encountered Laffer — to her stints at Jennison Associates, Tupelo Capital and...
...Other private equity firms such as KKR, Hellman & Friedman and TA Associates have been acquiring investment adviser groups....
...losers and also reducing tax exposure,” said Tom O’Shea, research director at Cerulli Associates....
...Ark set out to have a portfolio that has little overlap with the Nasdaq and the S&P 500....
...Parametric, a division of investment group Eaton Vance and the global leader in direct indexing, was acquired by Morgan Stanley last year in a deal that kickstarted a flurry of activity....
...“[Trump’s] was an unconventional campaign with no person running the foreign policy portfolio,” said a person briefed on the issue by the Gulf state....
...Some rivals have likened its portfolio to an index of the private tech market....
...Bridgewater Associates and Renaissance Technologies, both considered among the best hedge funds in the world, suffered steep losses....
...His title was associate, one of the lowest ranks in banking, but his colleagues gave him the unofficial status of “managing associate”, one former banker recalls, after noticing that he often provided answers...
...Element Capital recently cut around a tenth of its staff and closed its portfolio manager programme....
...The court found that Mr Rashid employed a similar technique, “deliberately us[ing] the happenstance of [two business associates] presence in New Orleans at or about the time of the Super Bowl as a false...
...She will continue to be based in London and maintain her existing role, head of portfolio operations and chief operating officer of Investcorp’s European private equity business....
...Associates say his affable style helped to soften Apollo’s cut-throat image. The other, James Zelter, is a decade older, and joined from Citigroup in 2006....
...Schwarzman’s group isn’t alone in struggling with some of its portfolio companies’ debts....
...Mr Druley’s route to Cambridge Associates was idiosyncratic....
...“We are convinced that ‘liquid markets’ are not necessarily liquid,” Robert Koenigsberger, chief investment officer, wrote in a letter with senior adviser Mohamed El-Erian and two other associates of the...
...In private equity, some Blackstone and Carlyle portfolio companies have been encouraged to draw their lines of credit to avoid a credit crunch, according to people familiar with the discussions....
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