Investment manager

Dubai-based investment manager grows despite recession

Despite the turmoil in the global economy, the Dubai Investment Fund (DIF) delivered an outstanding performance for the 2021 financial year. The global investment firm manages a portfolio worth $320 billion on behalf of over 7,300 customers located in 61 different countries. The company’s head office is located in Dubai and is present in 17 […]

Investment manager

Barings announces acquisition of real estate investment manager

Global investment manager Barings has signed a share sale agreement to acquire 100% of Australian property company Altis Property Partners. The deal, which is expected to close next month, will see Barings add $6 billion in assets under management (AUM) as well as 44 professionals specializing in real estate equities. “We are delighted to welcome […]

Investment manager

Investment Manager job at West Midlands Pension Fund

An opportunity has arisen to appoint an investment manager to join one of the largest local government pension schemes and play a key role in leading the investment function of the West Midlands Pension Fund. The West Midlands Pension Fund is a local authority pension fund based in Wolverhampton, West Midlands. The Fund is one […]

Investment manager

2022 marks a successful year for BC public sector pension investment manager

It was a big year for the British Columbia Investment Management Corporation (BCI). The Victoria-based investment firm is the investment manager for many of British Columbia’s public sector pension plans, as well as insurance funds that provide more than three million Autoplan insurance policies each year and a benefits coverage to more than two million […]

Investment manager

2022 marks a successful year for BC public sector pension investment manager

It was a big year for the British Columbia Investment Management Corporation (BCI). The Victoria-based investment firm is the investment manager for many of British Columbia’s public sector pension plans, as well as insurance funds that provide more than three million Autoplan insurance policies each year and a benefits coverage to more than two million […]

Investment manager

Chubb’s ABR Re raises $210 million and adds a new investment manager

ABR Reinsurance Capital Holdings Ltd., the parent company of Chubb’s strategically important total return reinsurance and third-party capitalized reinsurance joint venture, ABR Re, has raised an additional $210 million in capital through an equity investment in a new investment manager who will also manage part of the reinsurers’ assets.The move brings ABR Re’s equity to […]

Investment manager

Lender Considerations Relating to the Rights of an Investment Manager – Fund Management/REIT

July 25, 2022 Cadwalader, Wickersham & Taft LLP To print this article, all you need to do is be registered or log in to Mondaq.com. When we think of the parties to a subscription credit facility (the “Facility”), all eyes are usually on the fund and the general partner (the “GP”), but the […]

Investment manager

Lender considerations related to the rights of an investment manager

When we think of the parties to a subscription credit facility (the “Facility”), all eyes are usually on the fund and the general partner (the “GP”), but the investment manager (the “Manager”) is also a part to Watch. For the reasons explained here, the role of the manager may vary from transaction to transaction and, […]

Investment manager

Altive appointed by Morgan Stanley as underlying investment manager for “Global Pre-IPO Fund, 2022 series”

SYDNEY and HONG KONG, July 19, 2022 /PRNewswire/ — AltifHong Kong’s leading alternative investment platform backed by PCG Group and Alibaba Entrepreneurs Fund, has been officially appointed by Morgan Stanley as one of the underlying investment managers of the “Global Pre-IPO Fund, 2022 series” ( the bottom). The Fund, which should be launched in September […]

Investment manager

Altive appointed by Morgan Stanley as underlying investment manager for “Global Pre-IPO Fund, 2022 series”

SYDNEY and HONG KONG, July 19, 2022 /PRNewswire/ — AltifHong Kong’s leading alternative investment platform backed by PCG Group and Alibaba Entrepreneurs Fund, has been officially appointed by Morgan Stanley as one of the underlying investment managers of the “Global Pre-IPO Fund, 2022 series” ( the bottom). The Fund, which should be launched in September […]

Investment manager

British Steel’s New Regime Appoints Investment Manager – DB & Derisking

By Roxanne Thielemans | July 13, 2022 Ready to go: The new £9.9bn British Steel Pension Scheme has agreed in principle to appoint Legal & General Investment Management to manage all of its scheme assets. The newly selected investment manager will replace the previous internal team, with a number of staff transferring to LGIM to […]

Investment manager

Evelyn Partners appoints Cornwall-based investment manager

Integrated wealth management and professional services group, Evelyn Partners, has announced the appointment of Matt Dickinson as the firm’s first investment manager in Cornwall. It is reported that Dickinson began his career in the financial industry in 2003, progressing rapidly to become a risk assessor for a US multinational before securing a place as a […]

Investment manager

Celsius Network was a ‘Ponzi scheme’, says company’s former chief investment officer in lawsuit

By Lukas I. Alpert Jason Stone, who managed Celsius’ Defi investments, said the company did little to protect client assets and used deposits to back its own coin. Embattled crypto lender Celsius Network was operating like a classic ‘Ponzi scheme’, the firm’s former head of key investment strategy claims in a lawsuit, claiming the company […]

Investment manager

Celsius Network was a ‘Ponzi scheme’, says company’s former chief investment officer in lawsuit

Embattled crypto lender Celsius Network operated like a classic ‘Ponzi scheme’, the firm’s former key investment strategist claims in a lawsuit, claiming the firm used customer deposits to cover huge liabilities caused by reckless mismanagement. Jason Stone, whose company KeyFi partnered with Celsius to run its decentralized finance investment business in 2020 and 2021, said […]

Investment manager

Ex-Celsius Network Investment Manager Sues Crypto Lender For Fraud

The plaintiff claims Celsius started a Ponzi scheme to get rich. Celsius completes manufacturer protocol loan repayment. On Thursday, a former Celsius network employee filed a lawsuit against the crypto lender. The employee said the company uses customer deposits to change the price of its native token. Therefore, he could not properly hedge the risk, […]

Investment manager

Succession Planning for Founders of Alternative Investment Managers | Seward & Kissel LLP

While many founders of alternative investment managers (“founders”) choose to wind down their businesses over time, there are a growing number who instead seek to pass the baton to the next generation of investment management talent. their company (the “successor”). For this latter group of founders, succession planning requires careful consideration of many factors. Below […]

Investment manager

Boutique Investment Manager of the Year – Europe: Osmose

By targeting resource efficiency in its portfolio companies, Osmosis has managed to achieve an average reduction of 61% carbon, 68% water and 77% waste, across its strategies, compared to their references, he says. Osmosis used a proprietary environmental database it developed to find and direct its portfolios to resource-efficient companies. The database works by collecting […]

Investment manager

PLSA and Investment Association recommend emphasizing stewardship in the asset owner/investment manager relationship | New

Two UK pension industry associations recommend that asset owners and investment managers embed stewardship at the heart of their relationships. The Pensions and Lifetime Savings Association (PLSA) and the Investment Association (IA) today released a joint document – Investing with Purpose: Putting Stewardship at the Heart of Sustainable Growth – which examines issues relating to […]

Investment manager

The report presents recommendations to improve the pension fund/investment manager relationship

New recommendations to strengthen the relationship between pension funds and investment managers have been made in a report by a steering group created by the Investment Association (IA) and the Pensions and Lifetime Savings Association (PLSA) . The report made several recommendations for each stage of the relationship between investment managers and asset owners, from […]

Investment manager

Boutique Investment Manager of the Year – Americas: Campo Capital Colombia

Campo Capital seeks to combine crop and forestry projects with carbon sequestration in a portfolio in Colombia and Peru. Last year, the Colombian government included Campo in its list of growth-stage companies with impact that contribute to the achievement of the Sustainable Development Goals (SDGs) in the country. Campo’s flagship project is called Sustainable Agroforestry […]

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SFC reprimands and fines investment manager for failure to manage private funds

The Securities and Futures Commission (“SFC”) reprimanded and fined CES Capital International (Hong Kong) Co., Limited (“THESE”) HK$3.2 million for his failure to perform his duties as an investment manager between February 2015 and July 2017. CES was nominated by Worldwide Opportunities Fund SPC (“WOF”) as investment manager of two funds. The two funds managed […]

Investment manager

Investment manager takes 11,700 square feet of office space in flagship development

Developer and asset manager, MEPC, says Redmayne Bentley, one of the UK’s largest independent investment management firms, has moved its headquarters from Leeds to the urban district of Wellington Place. The organization took 11,700 square feet of Class A office space at 3 Wellington Place, completing its move last week. Founded in Leeds in 1875, […]

Investment manager

Asset and Investment Manager at East Suffolk Council

East Suffolk Council is an exciting place to work and a great place to make a real difference in people’s lives, providing vital services to a quarter of a million people in East Suffolk. You will be responsible for driving forward the investment function of Asset Management, placing the team at the heart of the […]

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Church of England investment manager launches retail fund

The Church of England investment manager has launched a global equity fund for retail investors at the request of their institutional clients. CCLA Investment Management, which also manages £7bn of assets for 30,000 charities, has launched the CCLA Better World Global Equity Fund. The Ucits fund will invest in global equities, on a bottom-up basis […]

Investment manager

Greencoat UK Wind PLC updates agreement with investment manager

Greencoat UK Wind PLC (LSE: UKW) has announced a review and extension of its investment management agreement with Greencoat Capital. Key changes include an additional tier to the cash fee structure which will see the renewable energy investment firm pay a reduced charge of 0.7% above a net asset value of £3bn. The deal will […]

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Alternative investment manager launches wealth management operation in Asia

Ares Management Corporation has hired Henry Lee as an associate in its Hong Kong office. Lee will lead the company’s wealth management solutions offering that will cater to the growing retail investment market in Asia. He will report to Raj Dhanda, Global Head of Wealth Management at Ares Wealth Management Solutions (AWMS). Lee will focus […]

Investment manager

Asset and Investment Manager at East Suffolk Council

East Suffolk Council is an exciting place to work and a great place to make a real difference in people’s lives, providing vital services to a quarter of a million people in East Suffolk. You will be responsible for driving forward the investment function of Asset Management, placing the team at the heart of the […]

Investment manager

MUUS Climate Partners Adds Logan Grizzel, Veteran Investment Manager and Sustainable Transportation Expert, as Partner

The climate investment team expands its senior management with the addition of a new partner NEW YORK, June 6, 2022 /PRNewswire/ — MUUS Climate Partners, a climate-focused investment firm, today announced the addition of Logan Grizzel as a Partner. The former partner and CTO of Blackhorn Ventures will co-lead deal execution and portfolio company support […]

Investment manager

Money Matters | Is it necessary to have an investment manager?

The disadvantage of investing in stocks is that the stock market does not provide a predictable return. Photo: File PERSONAL FINANCES EVA WRITTEN: I am constantly told that having my pension invested in a fixed deposit at the bank is a big mistake. Those who tell me this say they are invested in stock portfolios […]

Investment manager

Asset and Investment Manager at East Suffolk Council

East Suffolk Council is an exciting place to work and a great place to make a real difference in people’s lives, providing vital services to a quarter of a million people in East Suffolk. You will be responsible for driving forward the investment function of Asset Management, placing the team at the heart of the […]

Investment manager

The UK Investment Manager Exemption and Crypto-Assets – Consultation Paper | Dechert LLP

As part of wider efforts to make Britain a global hub for crypto-asset technology and investment, on 4 April 2022 the government publicly committed to consultations on extending the scope of the UK investment manager exemption (theBritish EMI“) include direct crypto-assets as part of the investment transaction list to promote the UK investment management industry […]

Investment manager

The UK Investment Manager Exemption and Crypto-Assets – Consultation Paper

As part of wider efforts to make Britain a global hub for crypto-asset technology and investment, on 4 April 2022 the government publicly committed to consultations on extending the scope of the UK investment manager exemption (theBritish EMI“) include direct crypto-assets as part of the investment transaction list to promote the UK investment management industry […]

Investment manager

SimCorp Signs Non-Binding Memorandum of Understanding with Leading Investment Manager and Existing Client in APAC

Company Announcement No. 22/2022 SimCorp and a current client and leading investment manager based in APAC today signed a non-binding Memorandum of Understanding setting out key terms for entering into a strategic business partnership between the parties. The intention being to form a new company to provide leading, fully integrated, end-to-end investment administration services for […]

Investment manager

KCP appoints investment manager | Yorkshire Business News

Hannah Kirkup Private equity firm Key Capital Partners (KCP), headquartered in Leeds, has appointed an investment manager. After joining Deloitte as an audit graduate, Hannah Kirkup joined the debt and capital advisory team where she gained extensive experience advising private clients, private equity backed and corporates on raising of funds focusing on the Yorkshire, North […]

Investment manager

What a Chinese-American investment manager would tell his parents

Mindy Yu grew up in Queens, New York, in a working-class family that lived paycheck to paycheck. Today, she is an investment manager and helps people grow their wealth. If she could go back in time, Yu would give her parents three pieces of advice. Loading Something is loading. As Chief Investment Officer at Improvement, […]

Investment manager

Slate Asset Management to buy specialist investment manager for $1.1 billion

The Canadian company Slate Asset Management has sign an agreement to buy the Montreal company specializing in investment management Presima. The deal, the financial terms of which were not disclosed, will further strengthen Slate’s investment management business. Presima is a specialist asset manager focused on global real estate securities. After launching its first investment strategy […]

Investment manager

x2 Planned Investment Manager Job at Clarion Housing Group

We are recruiting two Planned Investment Managers to cover the North London region. You will be part of the Asset Management, responsible for implementing Clarion’s £111 million investment plans nationwide. These investment plans are designed to deliver Clarion’s asset and sustainability strategies, which include achieving the goals of the Clarion 2040 strategy. multiple capital assets, […]

Investment manager

Global Investment Manager Joins Net Zero Initiative

T. Rowe Price announced that he has joined the Net Zero Asset Managers initiative to support the goal of achieving net zero greenhouse gas emissions by 2050 or earlier. Signatories to the initiative, which was launched in 2020, pledge to reduce emissions in line with global efforts to limit warming to 1.5 degrees Celsius. “A […]

Investment manager

Mercer Advisors ranked best Colorado-based investment manager

National firm RIA is ranked by the Denver Business Journal as the state’s top investment manager, with more than $37 billion in total assets under management DENVER (PRWEB) May 02, 2022 Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Advisors (RIA) firm, today announced that the firm has been ranked by the Denver Business […]

Investment manager

LDC appoints investment manager for East of England | Economic news from the Center and East

Mid-market private equity firm LDC has strengthened its team in the East of England with the appointment of a new investment manager. Nicole Wong, who is based in Cambridge, joins the firm after six years with business advisory firm Grant Thornton, where she was an associate director in its Central and Eastern corporate finance team. […]

Investment manager

A look at the strategy of a private real estate manager SFR

Quinn Residences, an Atlanta-based single-family rental real estate (SFR) investment firm, has raised nearly $1 billion from investors eager to back Quinn’s plan to develop and operate new home subdivisions rent. “Based on the company’s success to date and our confidence in its future, we are delighted to have deepened our partnership with Quinn,” said […]

Investment manager

Mercer Names Glenmore Top Performing Investment Manager

The second best performing equity manager during the period was Melbourne-based Collins Street Value Fund, which returned 37.3% net of fees. According to the Collins Street Fund’s December quarter update, it held 20% of its assets in energy companies, with 21% in consumer discretionary. He also disclosed that he had an unspecified allocation to the […]

Investment manager

Investment manager denies firing chief financial officer due to age

By Christopher Crosby (April 21, 2022, 3:51 p.m. BST) – A director of a London-based investment manager gave evidence at the start of an employment discrimination trial on Thursday that a former chief financial officer had been expelled not because of his age but because of the urgent need to cut costs during the pandemic. […]

Investment manager

Investment manager denies firing chief financial officer due to age

By Christopher Crosby (April 21, 2022, 3:51 p.m. BST) – A director of a London-based investment manager gave evidence at the start of an employment discrimination trial on Thursday that a former chief financial officer had been expelled not because of his age but because of the urgent need to cut costs during the pandemic. […]

Investment manager

Investment manager to launch financial inclusion index

Principal Financial Group has announced the upcoming launch of the Global Financial Inclusion Index which will seek to uncover the key drivers shaping financial inclusion and exclusion in over 40 markets around the world. Produced in collaboration with the Center for Economics and Business Research, the index will combine employer and consumer surveys with verified […]

Investment manager

Tatton buys 50% stake in investment manager 8AM

Tatton Asset Management has entered into a sale and purchase agreement to acquire 50% of investment manager 8AM Global. The deal is for a total consideration of £7 million which will see Tatton acquire half of the issued share capital. As part of the deal, there is also an option to acquire an additional 50% […]

Investment manager

Acquisition of investment manager keeps it on its ‘roadmap for growth’

Tatton Asset Management has taken a 50% stake in independent asset manager 8AM Global. The Wilmslow-based investment manager paid £7million and has an option to acquire the remaining 50%. Paul Hogarth, Managing Director of Tatton Asset Management, said: “After completion, this will be the second acquisition in less than a year for the group, demonstrating […]

Investment manager

Kinara Capital Raises Rs 380 cr Funding Led by Investment Manager Nuveen; to disburse Rs 2,000 cr of loans to MSMEs in FY23

Credit and financing for MSMEs: Collateral-free MSME loan provider Kinara Capital said on Tuesday it had raised 380 crore rupees (nearly $50 million) in the latest funding round led by new investors – global investment manager Nuveen based in Chicago with over $1.3 trillion in assets under management (AUM) and Dutch microfinance fund ASN Microkredietfonds, […]

Investment manager

Former Walker Crips investment manager loses employment tribunal hearing

A former investment manager has failed in his bid to get an employment tribunal to confirm he was, in fact, an employee of Walker Crips Investment Management and not self-employed as stipulated in his contract. Anthony Manning joined Walker Crips from JM Finn in April 2015 as an independent partner/agent, responsible for his own tax […]

Investment manager

Takeover of Distell: the court rejects the request of the investment manager

Heineken is about to acquire Distell for 38.5 billion rand. In February, Distell held an extraordinary general meeting during which the shareholders voted on the resolutions related to the operation. Sand Grove Capital Management, told the Western Cape High Court that the meeting where shareholders voted was not properly constituted. But the court opposed it, […]

Investment manager

Editor, investment manager Everyone takes 40K SF at 7 WTC – Trade Observer

The alternative investment manager corner stone Investment Advisors will expand its offices to 7 World Trade Center of 40,000 square feet just like fast company editor Mansueto Ventures renewed its 40,000 square foot tower. The two transactions are part of four recent agreements covering more than 104,000 square feet in the 52-story building, leaving only […]

Investment manager

Investment manager creates M&A advisory service

UK-based Ebi Portfolios has launched a matchmaking service called Affinity to allow advisers to express interest in selling their business or acquiring other financial advisory firms. The firm said it “has identified that succession and acquisition can be a challenge for advisory businesses, where ongoing client support and care is paramount.” Affinity was designed to […]

Investment manager

China Fund: Call for shareholders with the investment manager

Call to shareholders of The China Fund, Inc. with the investment manager Date May 32022 Weather 8:00am PDT / 11:00am EDT / 4:00pm BST AUDIOCONFERENCE INFORMATIONUS toll-free number: (833) 819-1914UK phone number: 02031070289International dial-in number: (636) 812-6673 Conference ID # 3257716 A replay of the call will be available on the website. MODERATOR Brian KinganInstitutional […]

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HSF advises HIH Invest Real Estate as financial investment manager of the Benelux Commercial Real Estate Fund and its asset manager EDR

The HSF team accompanied both the financing of the acquisition of a 4000 m² office building in the Luxembourg financial district of Kirchberg, and the refinancing of two buildings in Brussels. The lender was Postbank, a subsidiary of Deutsche Bank AG. EDMOND DE ROTHSCHILD REIM (Benelux) BV acts as asset manager for the Benelux Commercial […]

Investment manager

Judge refuses to dismiss lawsuit against DST Systems and Investment Manager

In 2019, the Ministry of Labor filed one of the several trials alleging mismanagement of investments in DST Systems Inc.’s 401(k) profit-sharing plan. While DST, the DST Advisory Committee, and the DST Compensation Committee exercised discretionary power or control over the plan, the company hired Ruane, Cunniff & Goldfarb & Co. to serve as investment […]

Investment manager

Investment manager of Seraphim Space Investment Trust PLC bolsters expertise in financial services with appointment of Bob Wigley

Bob Wigley was formerly Chairman of Merrill Lynch EMEA, Member of the Court of the Bank of England, and chaired the Green Investment Bank Commission The investment manager of Seraphim Space Investment Trust PLC (LSE: SSIT) has appointed Bob Wigley, chairman of UK Finance, as lead adviser to deepen his expertise in financial services following […]

Investment manager

Investment manager faces continuation of DOL’s 401(k) plan

By Kellie Mejdrich (March 29, 2022, 6:36 PM EDT) – A New York federal judge has refused to let investment manager Ruane Cunniff & Goldfarb Inc. and information processor DST Systems Inc. out of a lawsuit Federal government on benefits, judging the companies must deal with claims by the US Department of Labor that they […]

Investment manager

UNITED CORPORATIONS LIMITED ANNOUNCES CHANGE OF INVESTMENT MANAGER

TORONTO, March 28, 2022 /CNW/ – United Corporations Limited (TSX: A C) (TSX: UNC.PR.A) (TSX: UNC.PR.B) (TSX: UNC.PR.C) (“United”) announces the appointment of Neuberger Berman Canada ULC (“Neuberger Berman Canada”), a investments headquartered in Toronto, to provide portfolio management services for a portion of its assets. Neuberger Berman Canada will manage the portfolio by investing […]

Investment manager

Standish Management improves its client service with Yardi Investment Manager

SANTA BARBARA, Calif., March 28, 2022 Real estate investment fund administrator Standish Real Estate (a division of Standish Management) will make it easier for its general partner clients to obtain timely investment information by adopting Yardi® Investment Manager, a unique connected platform that centralizes data and automates the management of capital calls and distributions. Yardi […]

Investment manager

ANZ hires first responsible investment manager as carbon reporting deadline approaches

Getty Images KiwiSaver managers responded to investor concerns about investments in fossil fuels, tobacco and controversial weapons. ANZ has hired its first responsible investment manager as its $19.5 billion KiwiSaver program prepares for carbon emissions reporting. Helen Skinner has been named the new head of responsible investing for ANZ Investments, which runs the country’s largest […]

Investment manager

AllianceBernstein buys investment manager for at least $750 million | Finance

Based in Nashville global asset management company AllianceBernstein on Thursday announced the acquisition of CarVal Investors for $750 million upfront plus future performance-based payments. CarVal will retain its headquarters and management team in Minneapolis. The firm has 190 employees, including 68 investment professionals. CarVal has five offices in four countries and focuses on distressed credit, […]

Investment manager

Investment Manager Brevan Howard Turns to Behavox for Compliance Solutions

The investment manager will also deploy Behavox on its affiliated crypto trading and portfolio management platforms Behviourwhich provides a suite of security products that help compliance, human resources and security teams protect their organizations and their colleagues, announced today that Brevan Howard Asset Management LLPa leading global investment manager, engaged Behavox for its services. Elwood […]

Investment manager

Investment Manager Brevan Howard Turns to Behavox for Compliance Solutions

NEW YORK–(BUSINESS WIRE)–Behviourwhich provides a suite of security products that help compliance, human resources and security teams protect their organizations and their colleagues, announced today that Brevan Howard Asset Management LLPa leading global investment manager, engaged Behavox for its services. Elwood Technologies Services Limited and Coremont LLP, which are affiliates of Brevan Howard, will also […]

Investment manager

Shen Yun dancers amaze the chief investment officer

LONDON, UK — “I think dancers are rubber! They are so flexible. It’s amazing,” said Ibtissem Cole, an investment manager. She and her husband James Cole, president of a waste management company, were among the audience at the Shen Yun Morning of the performing arts on March 13. Shen Yun is a New York-based performing […]

Investment manager

Shen Yun dancers amaze the chief investment officer

LONDON, UK — “I think dancers are rubber! They are so flexible. It’s amazing,” said Ibtissem Cole, an investment manager. She and her husband James Cole, president of a waste management company, were among the audience at the Shen Yun Morning of the performing arts on March 13. Shen Yun is a New York-based performing […]

Investment manager

ScotGems Plc – Resignation of Investment Manager

ScotGems plc LEI number: 549300GQHCPU9P1NYM13 March 9, 2022 Resignation of the Investment Manager The Board of Directors of ScotGems plc (“the Company”) has today received notice of termination of the Alternative Investment Fund Management Agreement (“AIFM Agreement”), dated June 2, 2017 of First Sentier Investors (UK) Funds Limited. The termination will only take effect from […]

Investment manager

FI Consulting Releases Program Investment Manager (PIM) Version 2.5 with Support for State and Tribal Management of the State Small Business Credit Initiative (SSBCI)

ARLINGTON, Va., March 8, 2022 /PRNewswire/ — FI Consulting, Inc. (FI) today announced the release of version 2.5 of its Program Investment Manager (PIM), including new functionality to support participating states and tribal governments to the Renewed Small Business Credit Initiative (SSBCI) . Program Investment Manager (PIM) is the first modular suite of FedRAMP-compliant applications […]

Investment manager

US investment manager Capital Group was among the most exposed to Russia – data

Gazprom’s logo and Russian flag are seen through broken glass in this illustration taken March 1, 2022. REUTERS/Dado Ruvic/Illustration/File Photo Join now for FREE unlimited access to Reuters.com Register NEW YORK, March 2 (Reuters) – Capital Group Companies Inc, one of the world’s largest investment management firms known for its American Funds mutual funds, had […]

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PGInvIT investment board approves investment worth Rs 644 cr for acquisitions, Energy News, ET EnergyWorld

New Delhi: Infrastructure investment trust PGInvIT will acquire stakes in various assets of Power Grid Corporation of India Ltd (PGCIL) for Rs 644.15 crore, a regulatory filing said on Monday. The board of directors of POWERGRID Unchahar Transmission Ltd – the investment manager of PGInvIT, at its meeting held on Monday, February 28, 2022, approved […]

Investment manager

Latest News | PGInvIT Investment Manager Board Approves Investment Worth Rs 644 Cr for Acquisitions

New Delhi, Feb 28 (PTI) Infrastructure investment trust PGInvIT will acquire stakes in various assets of Power Grid Corporation of India Ltd (PGCIL) for Rs 644.15 crore, a regulatory filing said on Monday. The board of directors of POWERGRID Unchahar Transmission Ltd – the investment manager of PGInvIT, at its meeting held on Monday, February […]

Investment manager

PGInvIT investment board approves investment worth Rs 644 cr for acquisitions

Infrastructure investment trust PGInvIT will acquire stakes in various assets of Power Grid Corporation of India Ltd (PGCIL) for Rs 644.15 crore, a regulatory filing said on Monday. The board of directors of POWERGRID Unchahar Transmission Ltd – the investment manager of PGInvIT, at its meeting held on Monday, February 28, 2022, approved an […]

Investment manager

ARTA TechFin Partners with Atlanfic Technology to Revolutionize Chartered Investment Manager, Family Office Business Operations and Problem Solving

Partnership Offers Clients a Complete SaaS Solution at Reduced Cost, Minimal Manual Processes, Better ESG Compliance, and Workspace Anywhere Through Financial Data Structuring, Process Automation, and Big Data Analytics . ARTA: breaking barriers for greatness HONG KONG, February 28, 2022 /PRNewswire/ — ARTA TechFin (00279.HK) (“ARTA”) and Atlanfic Technology (“Atlanfic”), a FinTech solutions provider, today […]

Investment manager

PGInvIT investment board approves investment worth Rs 644 cr for acquisitions

Infrastructure investment trust PGInvIT will acquire stakes in various assets of Power Grid Corporation of India Ltd (PGCIL) for Rs 644.15 crore, a regulatory filing said on Monday. The board of directors of POWERGRID Unchahar Transmission Ltd – the investment manager of PGInvIT, at its meeting held on Monday, February 28, 2022, approved an investment […]

Investment manager

Arkansas teachers’ retirement system clears $642 million settlement against investment manager

On Friday, administrators of the Arkansas Teachers’ Retirement System approved a $642 million settlement of a lawsuit the system filed against an investment manager. The system filed a lawsuit in July 2020 in federal court in New York seeking to recover losses the system claims to have suffered as a result of negligence and breaches […]

Investment manager

Arkansas Teachers’ Retirement System agrees to $642 million settlement against investment manager

On Friday, administrators of the Arkansas Teachers’ Retirement System approved a $642 million settlement of a lawsuit the system filed against an investment manager. The system filed a lawsuit in July 2020 in federal court in New York seeking to recover losses the system claims to have suffered as a result of negligence and breaches […]

Investment manager

Azimuth Capital Management, a leading independent investment manager in the Midwest, will join Focus as a corporate partner

NEW YORK, NY/ACCESSWIRE/February 25, 2022/ Focus Financial Partners Inc.. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent fiduciary wealth management companies, today announced that Azimut Capital Management (“Azimuth Capital”), a registered investment adviser (RIA) headquartered in Bloomfield Hills, Michigan, has reached an agreement to join the Focus partnership. The transaction is expected to close in […]

Investment manager

Azimuth Capital Management, a leading independent investment manager in the Midwest, will join Focus as a partner firm

Enter Wall Street with StreetInsider Premium. Claim your one week free trial here. NEW YORK, NY/ACCESSWIRE/February 25, 2022/ Focus Financial Partners Inc.. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent fiduciary wealth management companies, today announced that Azimut Capital Management (“Azimuth Capital”), a registered investment adviser (RIA) headquartered in Bloomfield Hills, Michigan, has reached an […]

Investment manager

Azimuth Capital Management, a leading independent investment manager in the Midwest, will join Focus as a partner firm

New York, 02/25/2022 / 4:34 PM, EST/EDT – EQS Newswire – Focus Financial Partners NEW YORK, NY/ACCESSWIRE/February 25, 2022/ Focus Financial Partners Inc.. (NASDAQ:FOCS) (“Focus”), a leading partnership of independent fiduciary wealth management companies, today announced that Azimut Capital Management (“Azimuth Capital”), a registered investment adviser (RIA) headquartered in Bloomfield Hills, Michigan, has reached an […]

Investment manager

Glilot Capital appoints Vice President of Marketing, Chief Investment Officer

The venture capital firm, which manages more than $700 million in assets, made the appointments as part of its expansion The Israeli venture capital fund Glilot Capital Partners, which manages more than $700 million in assets and investments, is growing. The company recently appointed Noa Glumcher as vice president of marketing at Glilot Capital and […]

Investment manager

Room of Oran | The effect of the investment manager on your pension | Business

The pension schemes are defined contribution schemes, which means that the amount of a member’s pension is largely based on the funds in the member’s account. In this respect, the ability of the investment or fund manager to invest the pension contributions paid by and for the plan member in order to obtain attractive returns […]

Investment manager

M&G buys investment manager to enter MPS space

International savings and investment giant M&G has acquired discretionary fund management company TCF Investment for an undisclosed sum. The agreement will enable M&G to become a model wallet service provider. TCF will become part of M&G Wealth and will be rebranded in due course. DFM’s current service, called Maps, offers a collection of multi-asset portfolios […]

Investment manager

Bismarck investment manager selected as new North Dakota land commissioner – InForum

BISMARCK — Members of a North Dakota board of trustees voted Thursday, Feb. 17, to appoint a Bismarck attorney and investment manager as the state’s new land commissioner. The decision by the North Dakota Board of University and School Lands to offer the position to Joseph Heringer comes after current lands commissioner Jodi Smith announced […]

Investment manager

M&G PLC acquires investment manager TCF Investment

M&G PLC (LSE:MNG) said it had acquired investment manager TCF Investment to become a model portfolio service provider. Under the deal, which has received the green light from the Financial Conduct Authority (FCA), TCF will become part of M&G Wealth and will be rebranded in due course, M&G said in a statement. M&G Wealth will […]

Investment manager

Investment Manager Bismarck, Lawyer Appointed Land Commissioner of North Dakota | State and Region

The North Dakota College and School Lands Board has selected Joe Heringer of Bismarck to be the next state land commissioner. Heringer is a senior wealth manager at Bravera Wealth, where he oversees a $190 million trust and investment book of accounts. Much of the work of the Department of Trust Lands is to manage […]

Investment manager

Land Board selects attorney and investment manager Joseph Heringer to lead ND’s Trust Lands Department

BISMARCK, North Dakota – The North Dakota Board of University and School Lands (Land Board) voted today to offer the position of Commissioner of the Department of Trust Lands to Bismarck attorney and investment manager Joseph Heringer. “Joseph Heringer brings highly relevant experience in lands, mineral rights, trusts and investment management, as well as a […]

Investment manager

Honeycomb Investment Trust PLC’s merger with investment manager offers significant growth potential, broker says

The planned merger between Honeycomb Investment Trust plc (LSE: HONY) and unlisted asset manager Pollen Street Capital “will create a differentiated asset manager with significant growth potential,” brokerage Liberum said. Following the announcement of the all-stock merger on Tuesday, the broker said the combined entity will enjoy a resilient revenue stream through recurring fees and […]

Investment manager

International investment manager opens office in Frankfurt

Brown Advisory opened an office in Frankfurt after receiving “significant influx” of clients based in Germany, Austria and Switzerland (Dach) driven by demand for the firm’s sustainability-focused strategies. Elisa Wagnitz, head of the Dach region for the investment manager, is responsible for business development and client relations in Germany, Austria and Switzerland, and has moved […]

Investment manager

Abrn Hires WWF’s Sylvain Augoyard as APAC Sustainable Investments Manager | News | Eco-Enterprise

Abrdn has appointed Sylvain Augoyard as Head of Sustainable Investments in Asia-Pacific. His role will be to develop the firm’s sustainable investing capabilities across the region, including the APAC Sustainability Institute, a unit launched in July contribute to the development of the environmental, social and governance (ESG) investment ecosystem in Asia-Pacific. Sylvain Augoyard is Abrdn’s […]

Investment manager

UBS sees US investment manager Wealthfront as a ‘growth engine’

UBS Group AG expects American automated wealth management provider Wealthfront Corp., which it acquires in one all-cash transaction worth $1.4 billion, serve as an “engine of growth”. The Swiss bank plans to run the business for growth, number of clients, AUM and direct technology first before running it for profit and loss, UBS Group CEO […]

Investment manager

LAUNCH OF EXPERIENCED $2 BILLION ALTERNATIVE INVESTMENT MANAGER

NEWARK, New Jersey, February 3, 2022 /PRNewswire/ — On January 1, 2022, Passaic Partners (“Passaic“) launched as a newly created investment company, majority-owned by its employees, with over $2 billion of institutional assets under management in seven investment strategies. Josh Silva, Passaic Chief Investment Officer and Managing Partner, was previously Senior Portfolio Strategist and Portfolio […]

Investment manager

Investment manager Steadview opens its first US office at 817 Broadway – Commercial Observer

London-based investment manager Steadview Capital Management invades America. The company has signed an agreement to open its first US office in 817 Broadway in Greenwich Village, Commercial Observer has learned. Steadview signed a five-year lease for 9,943 square feet on the 11th floor of the 14-story building between East 11th and East 12th streets, according […]

Investment manager

St. Anthony: Retired Twin Cities investment manager knew how to make a difference

Peter Heegaard, in partnership with his wife, Anne, gave retirement and money a good name. Armed with an Ivy League MBA, Heegaard, who died this month at 85, founded and led the high-end wealth management business for a decade at Norwest Corp. before retiring in 1996 at age 60. Heegaard also invested in the have-nots, […]

Investment manager

Inside the mind of an investment manager

An investment strategy plays a vital role in managing market risk, writes Rebecca Stein, investment manager, Charles Stanley Wealth Managers, Oxford. Each client has a unique desired outcome from their investment portfolio. It can be investing to provide growth for retirement or future generations, or providing income to fund day-to-day living. It is important that […]

Investment manager

Investment manager acquires 62MW solar portfolio in UK – reNews

Property investment manager Alpha Real Capital has acquired Innova Energy, which has a solar portfolio totaling almost 62MW in the UK. The 17 PV projects, valued at £86 million, are located across the UK and include extension and expansion rights. They generate approximately 540 gigawatt hours of electricity per year, which is equivalent to powering […]

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Global investment manager launches small cap fund in Australia

American Century Investments announced the launch of the American Century Global Small Cap Fund in Australia through a unit trust structure. The global investment manager, which manages nearly $3 billion on behalf of institutional and intermediary investors in Australia, said the fund uses a fundamental, bottom-up investment process that aims to deliver superior risk-adjusted returns […]

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Assets of the world’s largest investment manager hit a record $10 billion

The New York-based multinational was propelled by a rise in ETFs BlackRock became the first public asset manager with assets reaching the $10 trillion milestone, cementing the company’s position at the top of the entire industry. Assets under management were $10.01 trillion at the end of the quarter, up from $8.68 trillion a year earlier. […]

Investment manager

Why it’s not time for big bets: investment manager

Although stock markets are expected to be positive in 2022, returns will be more subdued and risks increase as central banks begin to withdraw liquidity, said Johanna Kyrklund, chief investment officer and global head of multi-asset investing. at Schroders. Fund managers tend to have a pretty miserable disposition because even when performance is strong you […]

Investment manager

Why it’s not time for the big bets: investment manager

Although stock markets are expected to be positive in 2022, returns will be more subdued and risks will increase as central banks begin to withdraw liquidity, said Johanna Kyrklund, chief investment officer and global head of multi-asset investments. at Schröders. Fund managers tend to have a pretty miserable disposition because even when performance is strong […]

Investment manager

Cardano acquires sustainable investment manager ACTIAM

The Cardano Group has acquired sustainable investment manager ACTIAM from Athora Netherlands for an undisclosed amount, in what has been described as a “significant step” for the group. The transaction, which will see Cardano’s assets under management grow by over £18.5 billion to over £50 billion, was initially agreed in October 2021 and has since […]

Investment manager

Nordic bank appoints investment manager to lead sustainability

Evli Bank has appointed Petra Hakamo as Head of Sustainability effective January 1, 2022. She replaces Outi Helenius, who had held the position for five years. Most recently, Hakamo was an investment manager and head of sustainability at the asset management subsidiary of Finnish group Evli Growth Partners. Hakamo believes that the EU taxonomy, efforts […]