Hints and tips:
Related Special Reports
...Cathie Wood’s Ark Investment Management is launching its first three active exchange traded funds in Europe, courting a new continent of investors after a run of poor performance and outflows in the US....
...Castlelake has taken advantage of recent market turmoil to expand its credit portfolio beyond aircraft leases, buying up billions of dollars of consumer instalment loans from fintech group Upstart....
...Investors have been drawn to multi-manager funds because they offer tighter risk management, intervening quickly when their portfolio managers begin to lose money, in a bid to limit losses....
...Citi bankers have had to file some call logs in the past for compliance reasons but have not previously had to do so to track performance....
...It has about 160 portfolio managers. The job cuts were first reported by Bloomberg....
...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....
...“Familiarity bias” means investors tend to have more exposure to stocks they know and less diverse portfolios, academic research shows....
...trade their clients’ portfolios in line with BlackRock’s models”....
...I also receive hundreds of emails about portfolio measurement. Not only has the absence of returns data in the table below annoyed people, so do the performance numbers most fund managers provide....
...Substantial financial and governance changes would be necessary to improve its financial performance, it added....
...Dell’s family office, DFO Management, has agreed to provide the first outside capital to 5C Investment Partners....
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...Fink also said BlackRock was seeing “accelerating momentum” because it was winning new business from “marquee” clients for its technology, retirement and portfolio management services....
...But according to the platform, this approach may no longer be enough to sustain a comfortable standard of living in later life, especially given the poor performance in recent years of purportedly safer...
...Walsh said the “ultimate decision makers” on managing the shift to T+1 should be the fund board because of the cost and performance implications....
...Individual portfolio managers are incentivised and expected to max out their risk budget in the hope of collecting performance fees....
...BNP Paribas Asset Management launched its first active ETFs in Europe in February....
...Good planning and good portfolio management aligned with an efficient middle and back office....
...The board had previously asked for an opinion from Hipgnosis Song Management (HSM), the company’s investment manager run by Mercuriadis and majority-owned by Blackstone....
...Many due diligence specialists want a mutual fund or ETF to have a lengthy performance record before they will consider putting it on a recommended list or a brokerage platform....
...However, the rating agency did say that it saw the suspension of debt payments as “a portfolio management exercise by BPY, not a default”, and that parent Brookfield Corporation, with $850bn of assets under...
...This makes it harder to encourage better long-term performance and risk management at portfolio companies, potentially leading to worse outcomes for members....
...A portfolio manager at Izzy Englander’s Millennium Management is preparing to launch what would be the biggest new hedge fund in more than a year after securing $3bn of capital from his employer and taking...
...Scottish Mortgage’s public and private portfolio is delivering strong operational results, evidenced in part by free cashflow from the portfolio companies having more than doubled over the past year....
...“We know, unfortunately, that investor behaviour — reallocating for performance — tends to follow performance rather than precede it.”...
International Edition