11/09/2022
CalPERS puts $500m into IDR Core Property Index Fund
CalPERS also disclosed in the meeting document that it made a $673m commitment to the DW Life Sciences Partners account.
Alternative Investments
11/08/2022
Aliph Capital appoints Apex Group for fund services
Apex Group will deliver timely, accurate and independent Fund Administration services to Aliph Capital, providing financial information, multi-currency transaction processing and flexible valuation periods.
11/08/2022
Blackford Capital's Jeffrey Johnson Named a 2022 Notable Money Manager by Crain's Detroit Business
The Crain's Detroit Business Notable Money Managers Award honors executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and relate
11/08/2022
Beyond Capital Ventures Announces Strategic New Investor: Shah Capital Partners
Globally Focused Family Office Deploys Meaningful Capital in Strong Fund Managers and Partners Closely as an Active Co-Investor
11/08/2022
SageSpring Wealth Partners Announces Official Launch of New Brand and Website
The national wealth advisory firm formerly known as Southwestern Investment Group is now SageSpring Wealth Partners.
11/07/2022
ZEDRA confirms acquisition of Curaçao and US based Atlas Fund Services
ZEDRA has an established presence in the fund services industry
11/07/2022
48% of Millennials and Gen Z’ers are investing for retirement through this account — and no, it’s not a 401(k) or IRA
A Charles Schwab report indicates that Millennials and Gen Z’ers are investing in HSA accounts.
11/03/2022
Alera Group Wealth Services Acquires Benson Blackburn
The acquisition continues Alera Group Wealth Services' strategic effort to expand by finding firms serving well-defined niches and embracing a wide range of advisor business models.
11/03/2022
Arthur J. Gallagher & Co. Acquires Doyle Mahon Insurances
Founded in 2009, Doyle Mahon Insurances is a retail insurance broker providing commercial and agricultural solutions to clients throughout Ireland.
11/02/2022
Eric Sturdza Investments launches Strategic Long Short Fund
The Strategic Long Short Fund is a UCITS-compatible fund and classified as an article 8 Fund under the SFDR.
11/02/2022
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology
11/02/2022
Cambridge Trust Commits up to $30 Million to Finance Affordable Housing with New Hampshire Housing
As part of the three-year agreement, Cambridge Trust will provide New Hampshire Housing with funds to finance the construction of rental housing
11/02/2022
Apollo Reports Third Quarter 2022 Results
Apollo issued a full detailed presentation of its third quarter ended September 30, 2022 results
11/01/2022
TD Asset Management Launches New Alternative Mutual Fund
The new TD Alternative Risk Focused Pool offers investors a comprehensive, multi-asset investment solution featuring enhanced diversification to help manage performance across market conditions
11/01/2022
Truist awarded $60 million New Markets Tax Credit allocation to support community development projects
The NMTC Program helps economically distressed communities attract private investment capital.
11/01/2022
Franklin Templeton Completes Acquisition of Alcentra, One of the Largest European Alternative Credit Managers
Transaction increases Benefit Street Partners’ assets under management to $75 billion and Franklin Templeton’s alternative assets under management to $260 billion
10/28/2022
Principal Financial Group® Announces Third Quarter 2022 Results
Declares fourth quarter common stock dividend
10/28/2022
Taurus Investment Holdings and Aegon Asset Management Close Second and Third Multifamily Investments Through Recently Established ESG-Centric Partnership
Situated in the booming Tampa and Orlando submarkets, the additional investments will focus on decarbonization retrofits through Taurus affiliate, RENU Communities
10/28/2022
Nuveen to acquire Arcmont Asset Management in $1bn deal
The combined capabilities of Arcmont and Churchill will create one of the world’s largest private debt managers, with more than $60 billion in combined committed capital, bringing Nuveen’s firmwide alternative credit assets under management to
10/28/2022
Richardson Wealth Advisors Named to List of Canada's Top Wealth Advisors
In partnership with SHOOK Research, this annual list identifies the most effective and successful financial advisors in the country.