Managers of Wealth Americas

CAIS Announces $225 Million Financing Round

New Capital, Including Investment from Franklin Templeton, to Accelerate the Digitization of Alternative Investments Access, Education, and Execution

State Street Launches Three SPDR ETFs to Enhance ESG Portfolio Construction

The SPDR S&P SmallCap 600 ESG ETF seeks to track an index that is designed to provide exposure to securities that meet certain sustainability criteria (criteria related to ESG factors) while maintaining similar overall industry group weights as the S

Manulife Investment Management Launches the Manulife Real Asset Investment Fund

The management of the fund will be led by Eric Menzer, Senior Portfolio Manager, Global Head of OCIO and Fiduciary Solutions.

TMF Group bolsters its presence in Latin America

The acquisition is a key milestone in TMF Group’s strategy to grow its global fund services business and bolster its capabilities in the Americas.

Apollo Debt Solutions BDC Launches with More Than $1 Billion in Assets Under Management

Continuously Offered BDC Breaks Escrow with Approx. $657 Million of Equity

Invenergy Announces Approximately $3 Billion Investment from Blackstone Infrastructure Partners to Accelerate Renewable Development Activities

Blackstone’s commitment is one of the largest renewable investments in North American history

New York City asset manager Blackstone to invest $3bn in Invenergy Renewables

Apart from that, despite Blackstone’s latest investment on privately owned Invenergy Renewables

Big banks are booming. Now here come earnings

Banks will benefit from rising rates

Manulife Investment Management Launches the Manulife Real Asset Investment Fund for Canadian Accredited Investors

Manulife Real Asset Investment Fund expands on Manulife Investment Management's existing offering to meet the growing and diverse needs of investors

BlackRock profit beats estimates as assets cross $10 trillion

Net inflows for the quarter were at $212 billion, of which long-term net flows accounted for $169 billion, up from $116 billion a year earlier.

Brazil’s Best-Known Hedge Fund Stumbles to a Rare Annual Loss

Verde’s flagship fell 1.1% after bad bet on domestic stocks

Barings Forward Funds 50,409 Sq M French Logistics Asset

Not only does the area have very limited vacant stock and increasing occupier demand, but there is also almost no land available on which to develop new supply.

US boutique buys $8bn high yield rival

DDJ will become Florida-based group’s fourth ‘autonomous investment team’ as part of the deal.

'Poor execution strategies' cost ETFs $1.7bn in rebalancing costs

The research analysed US ETFs tracking US equity indices and found that a majority of these (56%) fall under the sunshine banner

EP Wealth Advisors buys Northern California-based Mindful Money

The Mindful Money team brings years of experience in all aspects of planning for life’s major events to the table, as well as robust marketing and a strong culture.

Byron Wien and Joe Zidle Announce the Ten Surprises of 2022

Byron defines a “surprise” as an event that the average investor would only assign a one out of three chance of taking place but which Byron believes is “probable,” having a better than 50% likelihood of happening.

Virtus closes acquisition of $15bn EM debt boutique

Stone Harbor will maintain autonomy over its investment processes and brand following the deal, Virtus said.

Franklin Templeton Completes Acquisition

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities

Regions Financial Closes on its Acquisition of Clearsight Advisors

Clearsight will be incorporated into Regions Bank’s Capital Markets division.

How BlackRock Made ESG the Hottest Ticket on Wall Street

In short, an apparent BlackRock-led rush of investors into ESG in the past two years has been something of a self-fulfilling prophecy