03/09/2022
Bain Capital Ventures launches US$560m crypto fund
"We have high conviction we are at the beginning of a multi-decade technology shift,"
Alternative Investments
03/09/2022
Carlyle to Acquire CBAM Partners’ Portfolio of Assets
Carlyle is also acquiring certain other CBAM assets across private credit that fit strategically into Carlyle’s Global Credit platform.
03/08/2022
CME Group Announces First Trades for 20-Year U.S. Treasury Bond Futures
"We are pleased with the broad client participation in our new 20-Year U.S. Treasury Bond futures contract on day one,"
03/07/2022
Apollo Global Has Explored Launching Sports Private Equity Fund
The people familiar are unclear if the strategy has been abandoned or simply put on the back burner since the asset manager is consumed with more pressing business, such as closing mergers with asset management businesses Athene and Griffin Capital.
03/07/2022
BlackRock funds ride high on ethical investment inflows
Younger investors who manage their own accounts drive demand for ESG-themed funds
03/04/2022
SEI and Association of Governing Boards of Universities and Colleges Unveil New Data on Foundation Investment Landscape
Joint Study Addresses Investment and Operational Priorities, Policies, and Governance
03/04/2022
Capital Group was among top exposed to Russia
Russia calls its actions in Ukraine a "special operation."
03/03/2022
Stone Asset Management Limited Announces Mutual Fund Merger
The Manager believes that this Fund merger is in investors’ best interests.
03/03/2022
TD Bank Group Reports First Quarter 2022 Results
This analysis is dated March 2, 2022.
03/02/2022
Principal Financial Group Announces 2022 Outlook
The guidance includes the expected impacts of the reinsurance transactions announced in January for the company’s in-force U.S. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and ad
03/01/2022
Manulife Investment Management Announces Management Fee Reductions for Seven Mutual Funds
Manulife Investment Management is committed to continuously reviewing its product lineup to ensure it is evolving to meet the needs of investors and advisors
03/01/2022
Mercer Advisors Acquires Benemark, Inc.
Acquisition of Benemark, Inc. Expands Mercer Advisors' Northeast Presence
03/01/2022
Value stages a big comeback in 2021
Equities: Small-cap strategies lead way among domestic equity managers in Morningstar data
03/01/2022
Zacks Investment Ideas feature highlights: The Russia Equity ETF
Substantial volatility involving severe fluctuations in exchange rates is also a grave concern.
02/28/2022
2021 Q4 Hedge Fund Report – Quarterly Review
Q4 was another solid quarter for hedge funds
02/28/2022
BlackRock Is Among Russia Bond Holders Tangled in $15 Billion Rout
The selloff on Thursday alone wiped out about $11 billion.
02/28/2022
Buffett laments lack of good investments even as Berkshire profit sets record
Noting generally the risks of changes in world politics, terrorism and cyberattacks, Berkshire remains wary.
02/28/2022
TD to Expand in the Southeastern U.S. with Acquisition of First Horizon
Accelerates U.S. growth strategy, creating top 6 U.S. bank with immediate presence and scale in fast growing TD-adjacent markets
02/28/2022
Focus Financial Partners adds Azimuth Capital Management
“Our scale advantages, permanent capital, and extensive resources will assist Azimuth Capital in further accelerating the growth of its business.”
02/25/2022
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2021 Financial Results
Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.