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CEO projects share of sales will double as companies integrate technology into operations
...Some of the biggest private equity and asset management groups — including TPG, BlackRock, T Rowe Price and CVC Capital Partners — have recently acquired credit managers as they look to diversify their assets...
...JPMorgan Asset Management and State Street Global Advisors both confirmed they were leaving Climate Action 100+....
...In a statement, Disney reiterated its stance that Peltz “does not bring additive skills to the board, nor does he have a meaningful plan to deliver superior shareholder value”....
...for the entertainment group are “superior”....
...This makes it harder to encourage better long-term performance and risk management at portfolio companies, potentially leading to worse outcomes for members....
...Emerging markets fund manager Ashmore suffered a $2.1bn drop in assets under management in the first three months of the year, as institutions withdrew their money in an attempt to reduce investment risk...
...Some Chinese producers of EV battery materials are taking an even more circuitous route to western markets by setting up joint ventures with South Korean industrial groups....
...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....
...That segment is dominated by UK-listed Gym Group and private equity owned PureGym....
...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”....
...After becoming the fastest drug ever to hit $1bn in annual sales, it was rapidly supplanted by a superior treatment from rival Gilead....
...The group’s assets under management were $54bn as of January 15....
...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....
...Such factors may explain the lower defaults and superior recovery rates. We also typically deploy “patient capital”, which seeks a strong return over longer time horizons....
...But you might find yourself paying a higher fee for a mediocre active sustainable fund when a superior passive fund is doing a better job. Alice Ross is an FT contributor....
...This $13tn sector thrived in the decade and a bit that followed the global financial crisis, as ultra-low interest rates drove aggressive buyouts and in many cases superior investment returns....
...Anyway, here’s the lowdown on asset management for this week. You’ll be back in Harriet’s capable (and tanned) hands next time....
...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...
...Jens Stoltenberg, Nato’s secretary-general, has backed an overhaul in which the alliance would oversee a 5-year support plan for Ukraine and take over management of the Ramstein Group, which the US set up...
...Liontrust’s fortunes illustrate how M&A is not a panacea for the challenges facing the fund management industry....
...Elsewhere in private equity, the Blackstone Group has raised $1.3bn for a fund tailored to wealthy individual clients, signalling a revival of momentum in its efforts to reach investors beyond its base of...
...The strategist and professor Michael Mauboussin, of Morgan Stanley Investment Management, has a new paper tracing increasing returns to five separate causes: economies of scale; international trade; learning...
...Such software is part of the new and growing sector of “collaborative work management”, where providers include Asana and Monday.com....
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