10/04/2021
Strategic Growth. Innovative Services. Regions Bank to Acquire Sabal Capital Partners
Acquisition to support small-balance commercial real estate lending through a technology-enabled platform.
Alternative Investments
10/01/2021
How to Co-Invest Better, According to BlackRock
BlackRock Alternatives Investors CIO Jim Barry shares his outlook on co-investments and the opportunities the firm is looking to next.
09/30/2021
Franklin Templeton to Acquire O’Shaughnessy Asset Management
Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities
09/28/2021
Dimensional Unveils Expanded Separately Managed Accounts Offering
Custom-built, digital SMA Center allows financial professionals to provide more of their clients with personalized solutions based on Dimensional’s value-added investment approach
09/27/2021
State Street/Invesco: fee war fuels urge to merge
State Street has another reason to focus on regaining market share of ETFs. Its core business, custodian banking, is under increasing pressure.
09/27/2021
Small Business Optimism Hits Record High, Gaining Momentum From Vaccines And Adapted Pandemic Operations, PNC Survey Shows
Nearly half (47%) had employees shift to remote work due to the pandemic and among those businesses
09/27/2021
Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors
Senior Director of Investments Strategy and Development to Join Franklin Templeton Fixed Income Team
09/27/2021
MarketAxess Extends its Global Fixed Income Trading Network to China's Bond Market
Connection to the China Foreign Exchange Trade System (CFETS) will provide over 1,800 global investors with enhanced access to China’s onshore bond market
09/24/2021
Valley National Bancorp to Acquire Bank Leumi USA
This combination further solidifies Valley’s position as a top-tier, relationship-focused commercial bank.
09/24/2021
Should workers be allowed to invest in active funds?
In a section entitled ‘Is Active Management Worth It?’
09/23/2021
State Street’s Collateral+ Business Now Operational with Acadia
Firm continues to prioritize new capabilities for its Collateral+ Platform to better support clients with Uncleared Margin Rule
09/23/2021
SS&C Named Top Hedge Fund, Private Equity Administrator by Global Custodian
The independent annual survey asked SS&C clients to rate administrators across a number of categories, including client service, reporting and onboarding.
09/22/2021
Natixis arranges debt and equity financings for slate solar plus storage project
The Slate debt construction financing marks Natixis’s second Solar plus Storage financing in the Americas in as many months and comes on the back of Clearway’s $285 million financing for its Mililani I and Waiawa solar plus storage facilities
09/22/2021
BlackRock announces new MyMap income fund
New select income fund extends MyMap range
09/22/2021
Columbia Threadneedle Investments Expands Strategic Beta Fixed Income Suite
SBND seeks to broaden investors’ income opportunity set by tracking an index resulting in a short-duration portfolio that does not sacrifice yield or take on excessive credit risk.
09/20/2021
Hedge Fund and Private Equity Fund Administration Surveys
Market indices notwithstanding, no one is suggesting that the operating environment dictated by a yet-to-be extinguished global health crisis has been easy for hedge fund managers not by extension for their service providers.
09/20/2021
Natixis arranges debt and equity financings for slate solar plus storage project
Upon construction completion, the Project will have a capacity of 300 MWac Solar PV +140 MW / 561 MWh Battery Storage, making it among the largest solar plus storage projects in the world.
09/20/2021
Benjamin F. Edwards Continues RIA Expansion; Partners with Elkhorn Private Wealth
"The consultative, hands-on approach to getting our business successfully launched was first-class from the start. I'm grateful to the team at Edwards for helping me get this far."
09/20/2021
Neuberger Berman Announces Partnership with iCapital Network
The Access Fund invests across a variety of private equity sponsors, industries, geographies, market caps and vintage years.
09/20/2021
BCG Joins Breakthrough Energy Catalyst to Invest in Latest Climate Technology
BCG Partners with Leading Businesses in Groundbreaking Program Focused on Driving Transition to Clean Energy