Managers of Wealth Americas

SS&C GlobeOp Forward Redemption Indicator: July

"July's forward redemptions decreased by over 1%, but remain in line with historical averages," said Bill Stone , Chairman and Chief Executive Officer, SS&C Technologies.

Natixis To Fund Research On Investing

Investors worldwide are caught between a desire to achieve greater investment returns and an aversion to taking risk.

Asset Managers Post Strong Recovery From Crisis, With Record Assets and Near-Peak Profits

Global Assets Under Management Hit a Record $68.7 Trillion and Profits Surge to $93 Billion, Yet There Is Little Room for Complacency, Annual BCG Study Finds

More Than Half of High-Net Worth Missourians Engage in Some Form of Hobby Investing: BMO Private Bank Study

BMO Private Bank today released the results of a study on high-net worth Missourians and hobby investing.

Wirehouses Face Unique Challenges in Adding More Investor Relationships

According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships.

Hispanic Share Of Wealth To Possibly Triple By 2025, Study Says

Hispanic wealth in the United States is expected to triple by 2025 – provided we are not hit by another mega recession and trends continue more or less as they are today.

Global Wealth 2014: Riding a Wave of Growth

The global wealth-management industry delivered a few surprises in 2013. Excellent growth did not always translate into higher profits.

Hedge Fund AUM Hits Another Record In H1 2014

The total size of the industry now stands at US$2.12 trillion.

Investors Positioning Aggressively for Recovery in H2 - BofA Merrill Lynch

A net 61 percent of global asset allocators are now overweight equities. This ranks as the survey's highest reading on this measure since early 2011 and represents the panel's second-strongest response ever.

How much do U.S. brokers make? Their business cards provide clues

Titles are conveyed virtually automatically to brokers who bring in enough money, even if they are relative newcomers, as long as they have not run afoul of regulations or internal rules.

Surprisingly, Millionaires Don't Always Enjoy Investing

Sixty percent of millionaire investors say they are fairly knowledgeable about investing but still have a lot to learn

Competition forcing funds to scrabble for new territory

Intense competition among global fund managers is forcing them to invest in a broader range of instruments, products and geographical areas to squeeze out extra performance, a survey on Monday showed.

SS&C GlobeOp Hedge Fund Performance Index

June performance 1.16%; Capital Movement Index: July Net Flows Decline 1.77%

Centralized Asset Management Product Teams Boost Efficiency

New research from global analytics firm Cerulli Associates finds that centralizing retail and institutional product teams can boost impact and efficiency.

Assets Top $42 Trillion at America's Largest Money Managers, Institutional Investor Survey Finds

Roughly 10 Percent of That Total Is Managed by BlackRock; Vanguard Picks Up Another $444 billion

Private Equity and Alternative Shops Move Down Market to Support Retail Clients

New research from global analytics firm Cerulli Associates finds that private equity and alternative firms are moving down market to support the retail marketplace

Most Investors Simply “Follow Their Gut” When Making Decisions - RESEARCH

Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asset Managem

Comment, Analysis & Research