12/03/2020
Chubb Launches New Report Examining Impact of COVID-19 on Homeowners and Property Risk
Fourth annual survey of homeowners identifies which risks have increased and what new threats have emerged since the onset of a global pandemic
Alternative Investments
12/02/2020
Defined Contribution Plan Advisors Get Investment Expertise and Operational Efficiency as Wilmington Trust and Neuberger Berman Partner on Collective Investment Trusts
Through this alliance, plan advisors may also benefit from greater operational efficiencies so they can more effectively work across their entire book of business.
12/02/2020
Hedge Fund Veteran Chris James to Start Impact-Investing Firm
Engine No. 1 is expected to raise outside capital next year
12/02/2020
Why This Manager Thinks the 2020s Will Be a ‘Second Golden Age’ for Hedge Funds
Dynamic Beta’s Andrew Beer argues that the next decade will be more like the “golden years” of the 2000s than the passive-dominated 2010s.
12/01/2020
RIAs rethink compensation, benefits amid pandemic
Sekhar explains that many first-generation RIAs were launched by founders who came from a wirehouse or a similar environment
12/01/2020
Latin American private pensions fuel cross-border demand
Latin American pension funds increased their allocations to cross-border securities by 19% in 2019, according to a new report from Cerulli Associates.
11/30/2020
Top 5 FinTech funding rounds in the Americas: November 2020
Hippo Insurance Services is on a mission to transform home insurance for the modern household.
11/30/2020
Three factors in determining your ideal retirement age
Ideal retirement age is determined by your ability to meet lifestyle cash needs with guaranteed income and the cash produced by your investments.
11/30/2020
Top Retirement Strategies for Government Employees
Federal government employees are covered by different retirement systems depending on when they were hired.
11/30/2020
Arthur J. Gallagher & Co. Acquires JP Warner Associates, Inc.
Terms of the transaction were not disclosed.
11/30/2020
Blackstone Announces Agreement to Acquire DCI, a Pioneer in Technology-driven, Quantitative Credit Investing
The firm, based in San Francisco, applies a proprietary, fundamental-based, technology-driven model to deliver differentiated returns to clients.
11/27/2020
A Lesson in Captives
Although not every country within the Latin America region is excelling, Colombia and Mexico are leading the way.
11/27/2020
US Evaluating $2 Billion Investment in Indonesian Sovereign Wealth Fund
A sovereign wealth fund is a government-owned investment pool of foreign currency reserves.
11/27/2020
Scotia Global Asset Management announces estimated year-end reinvested distributions for Scotia Strategic ETF Portfolios Fran
These are estimated distributions of undistributed net income and/or capital gains.
11/26/2020
Switching from mutual funds to ETFs
Thinking about switching from high-fee mutual funds to low-fee exchange-traded funds? An investor advocate walks through the steps—and watch-outs—to follow when you're ready.
11/25/2020
Bain Capital seals $800m final close for second impact investing fund: WSJ
Bain Capital has more than tripled its capital under management dedicated to impact investing through an $800m fund close, the Wall Street Journal has reported.
11/25/2020
Latin America and impact investing: The future is right now
Impact investment in Latin America should accelerate with speed and forcefulness, says Mexico’s Rodrigo Villar. The region’s social entrepreneurs have enormous potential, but urgent social and environmental problems to solve.
11/25/2020
JPMorgan Asset Says 60/40 Rethink Needs Alternative Investments
A “new portfolio for a new decade” requires more focus on incorporating alternatives, he said in a webinar.
11/25/2020
Schroders: U.S. investors stash at least 10% away for retirement
Many retired investors appeared to have strong appetites for risk, according to the survey.
11/25/2020
Meridian Capital Acquires Seattle Division of Moss Adams Capital
This acquisition is in line with Meridian's long-term growth plan, particularly with the addition of incremental depth in complementary industries where the MAC Seattle team has expertise.