09/15/2021
Savant and Absolute Engagement Explore the Death of "Retirement"
New Research Documents the Evolving Nature of the "Next Chapter"
Alternative Investments
09/15/2021
David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs
Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.
09/15/2021
Inveniam closes out Series A, led by global financial services provider Apex Group
Our operating platform unlocks value across private equity, commercial real estate, private credit, and infrastructure.
09/15/2021
Ravenscroft founder and former chairman Andy Stewart passes away
He was fiercely loyal to our shareholders and our clients and was forever grateful to them for making Ravenscroft a success,’ said group CEO Jon Ravenscroft.
09/15/2021
Mark Sutton named North American CEO of the Year Winner
How International Paper 'turned up the dial' on Covid, spinning off its global paper business and generating $2 billion in asset sales
09/14/2021
MSCI Completes Acquisition of Real Capital Analytics
The acquisition was originally announced on August 2, 2021.
09/14/2021
SS&C GlobeOp Hedge Fund Performance Index: August performance
This result continues the strong asset growth and retention trend by hedge funds that have emerged since the COVID-19 outbreak.
09/14/2021
PNC Bank Launches Project 257: Accelerating Women's Financial Equality
Partnership with SheEO Aims to Help Close Economic Gender Gap
09/13/2021
Demand for advice rises as not all investors go it alone
Alongside a surge in retail share trading, traditional and ‘robo’ advice is being sought
09/13/2021
Aegon AM will manage $1.1bn responsible investment mandate
The portfolios will be managed by Aegon Asset Management UK plc (Aegon AM UK) under the US Sustainable Equity Income strategy, beginning December 1, 2020.
09/13/2021
Stellex Capital Management Makes Additional Investment in Paragon to Support Growth
The timing of the added investment is driven by Stellex’s belief in Paragon and its strategic plan to continue to grow both organically and through its targeted acquisition strategy.
09/13/2021
Levine Leichtman Capital Partners Portfolio Company Monte Nido & Affiliates Acquires Walden Behavioral Care
Walden opened the Walden Behavioral Care Center for Recovery in 2020, one of the largest 24-hour inpatient and residential care facilities dedicated to the treatment of eating disorders in the U.S.
09/10/2021
Kudu Investment Management Buys Stake in Third Eye Capital
Founded in 2015, Kudu has more than US$650 million (C$823 million) in capital commitments to date.
09/10/2021
How new investment dealer offers advisors 'pure independence'
New firm's CEO says she and business partner are in it for long haul and want to offer a truly customized experience for advisors
09/10/2021
RF Capital Announces Revolving Credit Facility of up to $200 Million to Pursue Aggressive Growth Strategy
The Facility also includes an accordion provision that will enable the Company to request increases in the total commitment, under the same terms, by an aggregate amount of up to $75 million, subject to the Lenders' approval.
09/10/2021
CAIS Welcomes Carlyle to SALT NY Alternative Investments Track
CAIS Platform manager Carlyle to provide insights during CAIS' exclusive alts track at SALT NY
09/09/2021
Citco Opens Centre of Excellence Office in Hyderabad as Part of Regional Expansion
The new office is located in HITEC City, Hyderabad’s international technology hub, with Citco set to move into the new state of the art building in Salarpuria Sattva Knowledge City once construction completes in Q3 2022.
09/09/2021
Apex provides fund administration, accounting services to US Gold Opportunity Fund
Through their partnership with Apex, USGO will benefit from the flexibility, responsiveness and expertise provided by Apex’s team and underpinned by a range of ‘best in class’ technologies, a connected approach that supports all asset cl
09/08/2021
RBC Canadian Core Real Estate Fund Adds 12 New Assets to its Portfolio
The Fund is designed to provide investors with an attractive income stream and total returns with limited volatility
09/08/2021
Citizens Financial Group, Inc. to Acquire JMP Group LLC
Expands capital markets capabilities for commercial clients