Managers of Wealth Americas

Under the bonnet of discretionary & multi-manager allocations

Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe

Vanguard, Goldman Sachs agree that advisers face tall order in picking alts fund managers

Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds

RBC Capital Markets identifies ideal candidates for pension risk transfers

RBC Capital Markets, in its report “Pension risk transfer: Despite lower rates, still a huge opportunity,” identified 210 companies with $853 billion in projected benefit obligations that could be good candidates for pension risk transfer.

Threshold Group Creates Goals-Based Impact Investment Research Services

Our priority is to direct a portion of investments to benefit entrepreneurs and small businesses

Wealth-X Reveals: Hollywood’s Top 10 Art Collectors

In conjunction with the start of the US art season, Wealth-X today released a list of Hollywood’s top 10 art collectors, which features Tinseltown titans such as Star Wars director George Lucas and blockbuster actors Brad Pitt and Leonardo DiCaprio.

USA: The return of reasonable market optimism - LGT Capital Partners

The Nasdaq has finally closed above its historical March 2000 high, becoming the last major US equity index to break through into record territory.

Contradictions in Investor Behavior on Balancing Reward with Downside Risk - RESEARCH

State Street Global Advisors released global research today that highlights significant contradictions in investor behavior

North American Consumers Overwhelmingly Trust Banks to Securely Manage Their Personal Data, According to Accenture Report

Majority of consumers would not switch banks if their local branch closed; Millennials switch banks twice as often as other consumers

Investors Less Attracted to Mutual Funds Managed by People with Foreign-Sounding Names Says University of Miami Study

These effects are stronger for funds that have more conservative investor clienteles

Choosing A Single-Family Office Operational Structure

There are a number of different types of operational structures the ultra-wealthy are adopting when they establish their single-family offices.

ETFGI claims Q2 ETF assets will beat hedge funds

The second quarter of 2015 will see assets invested in the global ETF/ETP industry beat the global hedge fund industry

Japan Insurers Pile Into U.S. Debt

As global bond yields dry up, U.S. Treasurys become most viable alternative

Here’s the Old Nemesis Starting to Spook Bond Traders Again

Three months ago, bond traders were bracing for deflation in the U.S.

Schwab CEO Praises Fast 'Robo-Advisor' Start, Laments Low Rates

Charles Schwab Corp's automated investment product has attracted $1.5 billion of assets in over 23,000 accounts in its first six weeks

Investors wary of cyber attacks – KPMG

A cyber attack could cost a business its backing with more than three quarters of institutional investors saying they would be discouraged from financing a company that had been hacked

B/Ds, Custodians, and Asset Managers Need to Adapt as Advisor Teaming Gains Speed

According to new research from global analytics firm Cerulli Associates, broker/dealers, custodians, and asset managers need to adapt as advisor teaming grows.

SS&C GlobeOp: Forward Redemptions Dip to 3.36% in April

Published on the 15th business day of the month, the SS&C GlobeOp Forward Redemption Indicator presents a timely and accurate view of the redemption pipeline for investors in hedge funds on the SS&C GlobeOp administration platform.

American Activist Investors Take Another Charge at Europe

For many American funds, the appeal of Europe may be that it is less crowded than the U.S.

The Value of Sound and Progressive Regulation

Thoughts on the current Global regulatory agenda and the attractiveness of the Jersey Funds platform delivered at the pre conference Dinner - AIMA Global Regulatory Conference - New York

Greater Capabilities and More Competition Will Shake Up Market for OCIO Services

According to the latest research from Cerulli Associates, a global analytics firm, the need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services.

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