Managers of Wealth Americas

BBVA formalizes North American Stainless’ first sustainability-linked deposit

Acerinox and BBVA signed the first sustainable loan in the steel industry in Spain in 2020.

Natixis Investment Managers Affiliated Funds Earn 2022 US Refinitiv Lipper Fund Awards

Refinitiv announced award and certificate recipients on March 10, 2022.

Franklin Resources Announces Month-End Assets Under Management

This month’s decrease in AUM primarily reflected the negative impact of markets and long-term net outflows.

American Infrastructure Group Announces Engagement of Ramsey Financial Solutions for Capital Placement of up to $20,000,000

American Infrastructure Group, Inc. is planning a going public transaction as part of its evergreen capital structure and expected mergers & acquisitions.

2022 banking and capital markets M&A outlook

Explore the trends reshaping M&A in the banking sector

Squeezed By Inflation, Small Business Owners Expect To Raise Prices; Supply Chain Disruptions To Ease, PNC Survey Shows

Nearly three in four (73%) businesses have responded to recruiting challenges with strategies for attracting and retaining employees

Bain Capital Ventures launches US$560m crypto fund

"We have high conviction we are at the beginning of a multi-decade technology shift,"

Carlyle to Acquire CBAM Partners’ Portfolio of Assets

Carlyle is also acquiring certain other CBAM assets across private credit that fit strategically into Carlyle’s Global Credit platform.

CME Group Announces First Trades for 20-Year U.S. Treasury Bond Futures

"We are pleased with the broad client participation in our new 20-Year U.S. Treasury Bond futures contract on day one,"

Apollo Global Has Explored Launching Sports Private Equity Fund

The people familiar are unclear if the strategy has been abandoned or simply put on the back burner since the asset manager is consumed with more pressing business, such as closing mergers with asset management businesses Athene and Griffin Capital.

BlackRock funds ride high on ethical investment inflows

Younger investors who manage their own accounts drive demand for ESG-themed funds

SEI and Association of Governing Boards of Universities and Colleges Unveil New Data on Foundation Investment Landscape

Joint Study Addresses Investment and Operational Priorities, Policies, and Governance

Capital Group was among top exposed to Russia

Russia calls its actions in Ukraine a "special operation."

Stone Asset Management Limited Announces Mutual Fund Merger

The Manager believes that this Fund merger is in investors’ best interests.

TD Bank Group Reports First Quarter 2022 Results

This analysis is dated March 2, 2022.

Principal Financial Group Announces 2022 Outlook

The guidance includes the expected impacts of the reinsurance transactions announced in January for the company’s in-force U.S. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and ad

Manulife Investment Management Announces Management Fee Reductions for Seven Mutual Funds

Manulife Investment Management is committed to continuously reviewing its product lineup to ensure it is evolving to meet the needs of investors and advisors

Mercer Advisors Acquires Benemark, Inc.

Acquisition of Benemark, Inc. Expands Mercer Advisors' Northeast Presence

Value stages a big comeback in 2021

Equities: Small-cap strategies lead way among domestic equity managers in Morningstar data

Zacks Investment Ideas feature highlights: The Russia Equity ETF

Substantial volatility involving severe fluctuations in exchange rates is also a grave concern.

Alternative Investments