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Alternative Investments

12/13/2023

Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments

Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.

12/13/2023

The first banks announce their bonuses this week

Spending on bonuses across the bank was up nearly 10% in Q4, and 7% for the full year.

12/13/2023

How focus on underserved Canadians has fueled Edward Jones' growth

President David Gunn unpacks the firm’s strategic investments, appeal to advisors, and holistic wealth approach

12/13/2023

Financial Harvest Wealth Advisors Honors Grace Medical Home

Dr. Hardy earned his medical degree from Emory University

12/13/2023

RBC Global Asset Management (U.S.) Named One of Pensions & Investments' Best Places to Work in Money Management

The second part was an employee survey submitted to all of RBC Global Asset Management's U.S. employees to measure the employee experience and this part was worth approximately 75% of the total evaluation.

12/12/2023

tru Independence Opens East Coast Headquarters

The Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.

12/09/2023

CAPTRUST expands presence in Pacific Northwest with Trutina financial

Trutina translates to balance in Latin, and the firm works to provide balance to clients with its holistic service model—from investment strategy to financial planning, plus giving back to the local community.

12/07/2023

Sagard acquires a strategic stake in Performance Equity Management

The transaction is expected to close during the first quarter of 2024

12/06/2023

Manulife Investment Management Announces $1.2 Billion Industrial Recapitalization with Scannell Properties and StepStone Real Estate

Manulife Investment Management's real estate platform provides investment solutions globally as part of its comprehensive private markets' capabilities.

12/05/2023

Hub International strengthens Wealth Management and Retirement consulting services with AFS 401(K) Retirement Services LLC and AFS Financial Group LLC in Maryland

AFS 401(k) supports mid- and large-sized organizations in managing employer-sponsored retirement plans and financial wellness programs, including complex fiduciary oversight, plan design, and employee advice coaching services.

12/05/2023

Warburg Pincus Expands Footprint in Asia - Names Next Generation of Leaders for the Region

As one of the earliest investors, with nearly 30 years of investing experience in Asia, Warburg Pincus has committed more than $30 billion in China, India, and more recently in Southeast Asia.

12/04/2023

Aspen likely to list in New York

Greater liquidity in the United States was also an important factor, it added.

12/04/2023

Amundi CIO warns market is unprepared for further inflation

Amundi’s chief investment officer Vincent Mortier said markets are overlooking any bad surprises on inflation data.

12/04/2023

BancTrust & Co. Investment Bank and ITMO Ltd Announce a Joint Distribution and Settlement Partnership

This collaboration marks a significant step forward in facilitating the development of a robust and transparent carbon credit trading market.

12/02/2023

DWS Announces iCapital Partnership to Deliver Global Alternative Asset Strategies to the US Private Wealth Sector

The partnership will enable US-based wealth managers and high-net-worth investors to access the return and diversification opportunities offered by DWS’s Alternative solutions.

12/02/2023

Gateway Bank, F.S.B. Completes $15.0 Million Private Placement

The Bank plans to use the additional capital to bolster regulatory capital ratios and support organic growth and further expansion into new markets in the Bay Area, as well as for general corporate purposes.

11/30/2023

Sun Life Global Investments' Oricia Smith named one of Wealth Professional's Top 50 Leading Women in Wealth

Recognized as a leader reducing the gender gap across the financial industry to meet Canadians' diverse needs

11/29/2023

State Street Global Advisors to Launch New Company Board-Aligned Voting Policy

Similar to separately-managed accounts, shareholders of all our funds that are eligible for the program can continue to delegate their votes to the State Street Global Advisors Asset Stewardship team

11/29/2023

Alternative Allocations: Alternatives by Franklin Templeton—access granted

Franklin Templeton recently hosted approximately 200 advisors in Nashville, TN, for due diligence meetings, which focused on providing insights about allocating to alternative investments.

11/29/2023

Six One Commodities Successfully Expands and Renews Revolving Credit Facility

The Facility includes a $300 million accordion feature, bringing total capital available to $1 billion.

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