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Alternative Investments

05/22/2024

Conservative investor pulls JPMorgan resolution, cites changes addressing 'politicized finance'

JPMorgan's meeting was to include Proposal 11, a call for the bank to report on how the bank's policies impact employees "based on their religion (including religious views) or political views."

05/21/2024

Allspring adds global equity fund to climate transition suite

The main change is the introduction of a formal net-zero 2050 target.

05/21/2024

Finfluencers loom large in world of ETFs

Asset managers are keen to increase brand awareness but recent enforcement action highlights difficulties

05/21/2024

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

TAMP now has over 280 strategies from 46 asset managers

05/21/2024

CI Financial Reports Total Assets of $467.9 Billion for April 2024

All financial amounts in Canadian dollars unless stated otherwise.

05/20/2024

Churchill Asset Management and Dawson Partners Complete $425 Million Structured Liquidity Solution Transaction

The structure provides Dawson vehicles with downside protection and upside participation, and Churchill investors with immediate liquidity and future upside potential.

05/20/2024

Goldman Sachs Seeks Private Equity Credit Lines Growth

The move comes as part of its efforts to fill the void left by the turmoil seen at regional banks last year, and the collapse and subsequent sale of Credit Suisse to UBS.

05/17/2024

Baker Tilly Strengthens Bay Area Presence with Seiler Acquisition

Strategic combination underscores commitment to serving family offices and ultra-high-net-worth clients, positioning Baker Tilly as a Top 5 firm in the Bay Area

05/17/2024

UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans

The company's investment staff will join GSAM, following one of the largest OCIO mandates to date.

05/17/2024

Money managers adding execs to exploit new opportunities in insurance

As of March 31, Blackstone’s credit and insurance AUM totaled $329.6 billion, of which insurance comprises over $200 billion.

05/17/2024

Goldman Sachs Asset Management Appointed Outsourced Chief Investment Officer for UPS's $43.4 Billion North American Pension Portfolios

The mandate affirms Goldman Sachs’ position as the largest OCIO manager in the US, with over $325 billion in OCIO assets under supervision globally.

05/17/2024

Gregory FCA Acquires BackBay Communications to Forge a Powerhouse in Financial Services Strategic Communications

Combined Firm Is Now 6th Largest U.S. Financial Services PR Agency and 36th Overall

05/16/2024

State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”

State Street Corporation announced a cash dividend on each of the below outstanding series

05/16/2024

The Impact of Current Trends on Investment Firm Risk Management

In this article, discover how each of these trends—as well as a few others—can increase the level of risk investment firms face, and what appropriate insurance coverages your firm may need.

05/15/2024

Consider portfolio hedges amid macro uncertainty

Gold typically acts as a haven asset, while oil can help insulate portfolios from certain risks.

05/15/2024

Michael Saylor Predicts Pension Funds Will Need Some Bitcoin

SWIB's Bitcoin investment is very notable considering how risk-averse pension funds are.

05/15/2024

Greenside Capital Advisors Launches as Investment Banking Firm

Firm offers middle market companies a compelling alternative for M&A and investment banking services

05/13/2024

NCM Asset Management Ltd. Announces Results of Special Meeting of Securityholders

Securityholders of the Terminating Fund have the right to redeem securities of, and make switches out of, the fund up to the close of business on May 17, 2024.

05/10/2024

Gen II Announces The Rebranding of its Portal to Sensr Portal

The secure and modern portal enables GPs to provide increased transparency and enhanced reporting to LPs

05/10/2024

Bridgewater’s new CEO says hedge fund must be ‘rewired’ following Ray Dalio’s exit

In an interview with the Financial Times, Nir Bar Dea vowed to overhaul the Westport

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