11/15/2018
IG Wealth Management recognized at 2018 Lipper Awards
Lipper® tracks 125,000 funds worldwide.
Alternative Investments
11/14/2018
2018 Global Alternative Fund Survey
Amid a shifting industry landscape, alternative asset managers continue to juggle a number of pressing strategic business issues
11/13/2018
Managers ride A-share wave to attract more investments
Firms pile on strategies to offer institutions way into hot Chinese market
11/12/2018
Family offices hungry for private equity
Based on an admittedly limited but probably quite representative poll of 75 family offices worldwide, the report predicts a 73% rise in allocation to private equity by family offices from 2017 to 2019, or US$51 million to $88 million per family office.
11/08/2018
Family Offices Continue to Favor Private Equity for High Returns
Family offices’ increasing investment in private equity is primarily driven by the consistent, oversized return of this asset class
11/08/2018
Alternative Managers Gravitating Toward Interval Fund Structure
That’s partly because institutional assets are shrinking.
11/08/2018
TD Asset Management Inc. recognized at the 2018 Thomson Reuters Lipper Fund Awards
The TD North American Dividend Fund (Investor Series) and TD U.S. Monthly Income Fund (Investor Series) were recognized in their respective categories.
11/08/2018
UBS Loses Veteran HNW Advisor to "Client- and Advisor-Friendly" Rival
Farag has been in the industry since 1995 and spent the previous 16 years at UBS, according to his BrokerCheck profile.
11/06/2018
Northern Trust Introduces New Alternatives Platform, Providing Highly Selective Hedge Fund Strategies
This platform offers exposure to recognized hedge fund managers across a range of strategies in a highly efficient and secure manner.
11/06/2018
Morgan Stanley Investment Management Raises Approximately $400 Million for Eighth Private Growth Equity Fund
The fund leverages access to the combined networks of Morgan Stanley, the Expansion Capital Team and Limited Partners of the Fund to originate investments, conduct due diligence and maximize value.
11/05/2018
State Street Acquisition of Natixis Brasil S.A.
Pinheiro Neto, Pinheiro Guimarães and Cleary Gottlieb Steen & Hamilton advised on the deal
11/05/2018
GTS to acquire Cantor Fitzgerald’s ETF and wholesale market making businesses
The transaction is expected to close in the first quarter of 2019.
11/01/2018
Delaware Expands Investment Options for Trust Fiduciaries
The beneficiaries’ personal values may now be considered, which opens up investment opportunities.
11/01/2018
J.P. Morgan Asset Management Launches Intermediate Municipal ETF
Fund seeks to provide a high level of income exempt from federal taxes--
11/01/2018
Northern Trust to Provide Discretionary Investment Management Services to Parker Ranch Foundation Trust
“The Northern Trust team fully appreciated our goal of developing an integrated approach to managing the Ranch’s assets including our operating business, landholdings, and investment portfolio.”
11/01/2018
Lazard Asset Management Launches International Equity Value Portfolio
The Fund is benchmark-agnostic, investing in companies listed outside of the US across all market capitalizations.
10/31/2018
MFS and Invesco expand Chile AFP fund offering
The CCR also approved three Amundi Ucits ETFs: the Euro STOXX 50, the MSCI EMU and the MSCI Japan.
10/31/2018
Gross withdraws shares from Janus Henderson fund
His personal stake fell to about $566 million at end of September, from $775 million a year earlier
10/31/2018
CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services
Advisors on CAIS platform can engage with Mercer for a range of customized investment services
10/31/2018
Canadian Pension Funds Post Negative Q3 Asset Returns
Funded ratio still rises as declining liabilities offset losses.