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...UK asset manager Jupiter is considering dumping £1bn of holdings in its own funds as one of its star managers prepares to leave the company....
...“SSGA has concluded the enhanced Climate Action 100+ phase 2 requirements for signatories are not consistent with our independent approach to proxy voting and portfolio company engagement,” SSGA said in...
...Instead, they make a commitment to provide $100mn to the manager (the General Partner, or GP) as and when the GP wants it. It can take years before all the money is invested....
...If you’re an out-of-work fund manager who’s shopping for a market where the crap can be easily identified, yet will be too big to fall out of passive portfolios, it’s recommended reading....
...It is true that actively managed institutional portfolios have, as a whole, outperformed for clients. Despite this, passive investment has flourished....
...Raffaele Savi, Robert Fisher and Anna Hawley are the portfolio managers of the global high income equity strategy, while the US-focused vehicle is managed by Savi, Fisher and Travis Cooke....
...trade their clients’ portfolios in line with BlackRock’s models”....
...“Familiarity bias” means investors tend to have more exposure to stocks they know and less diverse portfolios, academic research shows....
...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....
...“The existence of the ETF class could reduce transaction costs and adverse tax consequences for the fund as a general matter, a benefit that would be shared by all fund shareholders,” the manager said....
...The insurer-owned benefit managers argue that these rebates are passed on to patients in the form of lower premiums, but they pocket some of the discount for themselves....
...It asks: What happens if an investor adds bitcoin to their 60/40 portfolio?...
...Not all managers are big enough to do that. Another less costly solution? Good planning and good portfolio management aligned with an efficient middle and back office....
...The world’s largest money manager reported a 36 per cent year-on-year jump in net income to $1.57bn in its fiscal first quarter, on an 11 per increase in revenue to $4.7bn....
...A widely-watched survey of global fund managers by Bank of America this month showed they are at their most bullish in two years, cutting the cash allocation in their portfolios to 4.2 per cent....
...“You eliminate, for the most part, really large drawdowns in the portfolio.”...
...Several large passive fund managers declined to comment....
...It owns a large portfolio of music that includes the Red Hot Chili Peppers and Shakira....
...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....
...This makes it harder to encourage better long-term performance and risk management at portfolio companies, potentially leading to worse outcomes for members....
...Two of the UK’s largest fund managers have begun using corporate bonds to underpin their leveraged gilts trades, aiming to bolster their portfolios against the sharp moves that shook the UK government bond...
...BlackRock more than tripled its spending on home security for Larry Fink last year, after the asset manager’s chair and chief executive became a target for “anti-woke” activists and conspiracy theorists.The...
...Drawdown funds provided by insurers and platforms, or model portfolios from wealth managers, are all vulnerable to this because they hold a mix of equities and bonds....
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