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...The fund held about $2bn in assets at the start of 2020 but took in nearly $8bn in net new flows over the second half of that year, ending 2020 with more than $17bn in assets, according to Morningstar Direct...
...The proxy firm’s analysis paves the way for a potential investor backlash at the FTSE 250 asset manager’s annual meeting on April 24....
...GMO, which has $60bn in assets under management, has held shares for 13 years in Toyota Industries (TIC), the world’s largest manufacturer of forklift trucks and also a producer of cars, textiles and electronics...
...These structured products are frequently offered to retail investors by banks, which are often dealers....
...Last week we wrote about how the BIS thinks the explosion of structured products like ETFs built for derivatives-derived income could be the real cause for the decline in the Vix....
...From Barclays: Accordingly, it is only prudent that CLO investors are wary of other potential CLO assets which could face the possibility of suffering Caa/CCC downgrades, or even defaults....
...You actually have to part with an asset. There’s no other business type in the world that is structured that way. Real estate is designed to generate income, farmland is designed to generate income....
...David Stevenson is an active private investor. He has written for the UK Structured Products Association and Tempo. Email: adventurous@ft.com. X: @advinvestor....
...Founded more than 40 years ago, Thoma Bravo has nearly $140bn in assets under management and is renowned as one of the world’s leading software investment groups....
...Surging investor interest in these ETFs has spurred large asset managers such as BlackRock and AllianceBernstein to enter the market to compete with established buffered ETF issuers, including Innovator...
...These products can hold digital assets by being structured as exchange traded commodities or exchange traded notes and, technically, they are debt instruments, rather than funds....
...Izzy Englander’s New York-based Millennium, which runs $61.4bn, gained 10 per cent last year, while Steve Cohen’s Point72 Asset Management, which has $31.4bn in assets, was up 10.6 per cent, investors said...
...The classic principal and agent relationship — where an investor outsources management of their assets to an outside party — is rife with potential conflicts of interest....
...It will combine the work of public company investor activism with any subsequent control buyouts....
...Still, some are being cautious, and one group of investors doesn’t seem convinced: private equity is sitting on a record number of assets....
...“Poorly structured” pay arrangements prompted it to withhold support, BlackRock said. Expedia declined to comment....
...Vanguard chief executive Tim Buckley plans to retire from the asset manager by the end of the year....
...The research found that the top 20 managers had created $755.4bn in profits since they were set up — more than the $655.5bn in assets they are at present managing....
...The products are fixed-income derivatives that promise bond-like coupons and early redemptions based on the performance of assets, but investors can suffer heavy losses if the underlying asset falls below...
...It’s only been around since 2021 and has already amassed assets of over $50bn — making it larger than the 10 biggest public BDCs combined. In fact, by net assets it seems to be as large as the top 15....
...Those may grab attention, but advertising on platforms such as Google are more efficient tools for asset managers trying to raise capital from investors, said Ben Johnson, head of client solutions for asset...
...Asset Match, for example, is an electronic platform that runs auctions every three months for companies including football club Tottenham Hotspur. Pisces is not aimed at private investors....
...He says this “shakeout process” is already under way as investors try to unlock capital invested in private assets, sometimes by offloading stakes in private funds at knockdown prices....
...But Schonfeld walked away from the discussions after its investors said they would give it about $3bn more to manage, helping it replenish assets....
...group Accor is in talks with investment vehicle Dubai Holding to fund the roughly €800mn development of two upmarket cruise liners under the Orient Express brand, in the latest example of Middle Eastern investor...
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