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
Alternative Investments
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.
11/28/2023
Principal Asset Management℠ Real Estate Strategies Receive 4-Star Rating
This year’s ratings place all three Principal strategies in the top 40% of GRESB participants worldwide
11/28/2023
Women-owned and Operated Integrity Wealth Management Latest Firm to Choose Osaic
Former Ameriprise Team Joins Osaic Through Affiliated Advisors
11/28/2023
Sovereign wealth funds take record share of global asset ownership
In absolute terms, sovereign wealth funds within the AO100 now represent $9.1 trillion.
11/27/2023
How COVID Impacted Commercial Real Estate
It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios
11/24/2023
Scotia Global Asset Management announces estimated year-end reinvested distributions for Scotia ETFs
These distributions are typically reinvested in additional units of the respective Scotia ETF at year end
11/23/2023
CIBC Asset Management sets December cash distributions for ETFs
The firm is recognized for its extensive investment services
11/23/2023
Lockerbie & Co. Implements Software Asset Management for Clients to Reduce Risks and Decrease Costs
This strategic move aims to mitigate risks while significantly reducing operational costs associated with software licensing and usage which has been helping their clients grow and scale.
11/23/2023
Dream Chasers raises its offer to $3.25 per share for 35% of Nasdaq listed Carver Bancorp symbol: CARV
A public company's stock price and market capital is a reflection of how the markets sees you.
11/22/2023
Aspen Reports Results for the Three and Nine Months Ended September 30, 2023
Net Income Available to Common Shareholders of $86 million and Operating Income of $79 million for the Three Months Ended
11/22/2023
State Street Partners with Diverse Firms to Underwrite $1 Billion of Senior Debt and $0.5 Billion of Senior Subordinated Debt
The offering was structured in keeping with State Street’s ongoing inclusion, diversity, and equity efforts
11/22/2023
Duncan Williams Asset Management Named 25th Fastest Growing RIA by SmartAsset
The financial advisory industry comprises more than 15,000 SEC-registered investment advisors.
11/22/2023
Hedge fund Schonfeld's crazy hiring & crazy pay
As AUM climbed, Schonfeld urgently needed people to manage them.
11/21/2023
Blackstone Top Bidder for Signature’s Commercial Property Loans
The report noted that the banking regulator is now in final discussions to declare Blackstone’s bid as the one that will bring it the lowest costs.
11/21/2023
Edward Jones Opens the Door for Advisors to Take Discretion
A former senior manager at the firm said that Edward Jones had historically only allowed portfolio managers in the home office to have discretion out of concern for potential liability
11/21/2023
U.S. Treasury Outflow a Strong Sign of Investor Confidence
Investors are starting to jump into the stock market again
11/21/2023
Blackstone to shut multi-strategy fund after assets fall 90%
Fund suffers £1.5bn fall in assets since end of 2019 as performance lags