12/17/2014
MRM wins SEI Wealth Platform account
MRM has won the UK account for the Wealth Platform of SEI, the global financial firm.
12/17/2014
MRM has won the UK account for the Wealth Platform of SEI, the global financial firm.
12/16/2014
The initial offering on the InvestX beta site allows accredited investors the opportunity to invest in Cleveland HeartLab’s Series C financing.
12/16/2014
The loss for the three months ended Nov. 30 was driven by a writedown of goodwill at Bache, which Jefferies acquired in 2011
12/16/2014
The California Public Employees’ Retirement System, the biggest U.S. pension, may change the benchmark it uses to measure private equity performance as $31.3 billion in investments underperform.
12/16/2014
Two pension funds are engaged in discussions with Bank of America about the bank’s decision in October to hand the chairman title to CEO Brian Moynihan.
12/15/2014
This is an unprecedented amount of sovereign wealth capital flowing toward direct investing in assets and companies.
12/15/2014
Bank of New York Mellon Corp. an investment management and investment services firm, Monday announced that it has been appointed delegate, principal paying agent, registrar and transfer agent for a Sukuk launched by DIFC Investments LLC.
12/15/2014
Disenchantment over high fees and lacklustre performance may finally be turning the tide against hedge funds, fresh data suggest.
12/15/2014
KPMG Capital, a specialist data and analytics investment fund for KPMG member firms around the globe, has taken a substantial equity stake in Bottlenose Inc., a Los Angeles-based real-time trend intelligence company.
12/15/2014
Manulife Contributing 80% of Two Core Office Properties as First Venture
12/15/2014
New filings by the liquid alts mutual fund manager offer details for its long-anticipated ETF debut
12/15/2014
Many Americans have no idea what they pay for investments. Get smart and track these stealthy fees.
12/15/2014
The mergers have received the approval of the Independent Review Committee of the HSBC Pooled Funds.
12/15/2014
Providence Global has completed the acquisition of Guernsey fund administrator Fund Corporation and rebranded it as Lumiere Fund Services.
12/14/2014
Alternatives as an asset class became popular after the 2008 equity-market meltdown.
12/14/2014
The company has been under pressure from activist hedge fund Jana and longstanding investor Longview Asset Management since July, with both calling on the board to pursue a sale.
12/14/2014
Tracy Alloway and Eric Platt in New York and Richard Waters in San Francisco
12/14/2014
A measure included in Congress’s mammoth spending bill permits benefit cuts for retirees in one type of pension plan, a big shift that lawmakers and others believe could set a precedent for other troubled retirement programs.
12/12/2014
SCA offers streamlined technology for independent advisors, including turnkey asset management portfolios (TAMP) that adopt a multidimensional approach to investing by embedding alternative opportunities.
12/12/2014
Leading international law firm Walkers has completed another season of its acclaimed series of investment funds seminars, which were held this year in New York, San Francisco and London.