11/08/2018
Alternative Managers Gravitating Toward Interval Fund Structure
That’s partly because institutional assets are shrinking.
Alternative Investments
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.
10/30/2018
State Street Global Advisors launches SPDR Bond Compass
State Street Global Advisors, the asset management arm of State Street Corporation, has launched the SPDR Bond Compass.
10/26/2018
Bill Ackman’s Pershing Square buys Hilton stake
The hedgie’s reasons for getting back into the stock weren’t clear, nor was his timing. Investors were told in a press release that they would get more details during Pershing Square’s investor call next month.
10/25/2018
State Street Battling For Low Cost ETF Ground
Composite index and are pleased to continue our collaboration with State Street Global Advisors,” said John van Moyland, head of Financial Products for Kensho.
10/23/2018
RBC to provide custody for digital asset trading firm's ETFs
This new relationship with Coin Capital Investment strongly reflects RBC I&TS’ focus to provide our clients with the knowledge and expertise needed to move their evolving business forward.
10/23/2018
Titanic treasure can be sold to hedge fund, US court rules
Titanic is perhaps the most iconic ship in history. On its maiden voyage to America in April 1912, it hit an iceberg and sank, killing more than 1,500 passengers and crew.