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Alternative Investments

12/02/2023

DWS Announces iCapital Partnership to Deliver Global Alternative Asset Strategies to the US Private Wealth Sector

The partnership will enable US-based wealth managers and high-net-worth investors to access the return and diversification opportunities offered by DWS’s Alternative solutions.

12/02/2023

Gateway Bank, F.S.B. Completes $15.0 Million Private Placement

The Bank plans to use the additional capital to bolster regulatory capital ratios and support organic growth and further expansion into new markets in the Bay Area, as well as for general corporate purposes.

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

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 Managementâ„  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

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