Investment manager

UK boutique hires investment manager for sustainable infrastructure team

[ad_1] Gresham House hired Ana Janine as an investment manager for its sustainable infrastructure team led by Peter Bachmann. Prior to joining the UK-based asset manager, Janine worked as a consultant at the Boston Consulting Group, where she worked on private equity transactions across multiple industries. She will work both within the British Sustainable Infrastructure […]

Investment manager

Union Investment Manager admits insider trading in court

[ad_1] A senior portfolio manager at Union Investment admitted to having committed numerous insider trading during the Frankfurt court hearing on Wednesday. According to Financial Time, the 45-year-old, who cannot be named, told judges he was frustrated with his € 440,000 salary in 2019 and “offended” by a smaller-than-expected salary increase. The fund manager said […]

Investment manager

Union Investment Manager admits insider trading in court

[ad_1] A senior portfolio manager at Union Investment admitted to having committed numerous insider trading during the Frankfurt court hearing on Wednesday. According to Financial Time, the 45-year-old, who cannot be named, told judges he was frustrated with his € 440,000 salary in 2019 and “offended” by a smaller-than-expected salary increase. The fund manager said […]

Investment manager

“No reason to be alarmed”: the investment manager explains the decline in the stock market

[ad_1] WRIGHTSVILLE BEACH, NC (WWAY) – The stock market fell on Monday, hitting about 3% at a low. What does this mean for the average investor? “It’s kind of normal market volatility, really,” said David Allison. “We haven’t had a drop of more than 5% from the top of the market since last October. “ […]

Investment manager

Foundation Wealth Capital provides market advisory solutions to traders, investment managers and asset managers to improve business operations

As a global leader in business development, Foundation Wealth Capital LLC provides financial markets advisory services to traders, investment managers and advisors looking to improve their operations and performance by providing various business structures that will achieve their goals. Miami Beach, Fla., Sept. 20, 2021 (GLOBE NEWSWIRE) — A strategic debt monetization and investment financing […]

Investment manager

Private equity investment manager injects £ 1.75million into Loughborough University spin-out

[ad_1] Foresight Group, a publicly traded private equity and infrastructure investment manager, has made a £ 1.75million growth capital investment in Previsico Limited, developer of an accurate forecasting and reporting system. flood warning. The investment is jointly funded by the Midlands Engine Investment Fund and Foresight Williams Technology and will allow the Loughborough University spin-out […]

Investment manager

Oregon AG: Investment manager loots millions of PERS | Local

[ad_1] Support local media coverage and those who report it by subscribing to the Corvallis Gazette-Times. At Talmage’s suggestion, PERS became one of the top three investors in this new fund, according to the lawsuit, which then lured an additional $ 55 million from an unidentified foreign insurance company and a pension from ‘a private […]

Investment manager

Oregon AG: Investment manager loots millions from PERS | Local

ZANE SPARLING Pamplin Media Group A “bid-rigging” scheme devised by a New York fund manager has diverted millions from Oregon’s retirement program, state officials say. Instead of protecting the public employee pension system, investment manager Edward Shugrue III and his companies staged a series of phony debt auctions — enriching the CEO and his close […]

Investment manager

Investment Manager brings turnkey fund launching solution to market for digital hedge fund and venture capital investment strategies

[ad_1] Digital board The DigitalArray platform offers the efficiency and economies of scale of a fund platform, providing extraordinary flexibility through an innovative structure that can accommodate virtually any type of regulated fund. HAMILTON, Bermuda (PRWEB) September 15, 2021 The investment management company DigitalArray ISAC Ltd. (“DigitalArray”) today announced the creation of its DigitalArray fund […]

Investment manager

Pamplin Media Group – Oregon AG: Investment manager loots millions from PERS

The allegations of financial trickery prompted Attorney General Ellen Rosenblum to file a civil suit against New York fund manager Ed Shugrue. A “bid-rigging” scheme devised by a New York fund manager has diverted millions from Oregon’s retirement program, state officials say. Instead of protecting the public employee pension system, investment manager Edward Shugrue III […]

Investment manager

Tiffany Young Joins YFM as Investment Manager

[ad_1] Tiffany Young YFM Equity Partners (YFM) continues to expand its team with the appointment of Tiffany Young as Investment Manager, based in its London office. Tiffany will join the YFM investment team to support the origination and execution of new investments in both growth capital and buyout opportunities. Tiffany is an experienced investor having […]

Investment manager

Patrizia acquires infrastructure investment manager Whitehelm | New

[ad_1] Patrizia expands its infrastructure business with the acquisition of Whitehelm Capital. The real estate asset manager is paying an initial amount of 67 million euros to buy Whitehelm, in a deal that triples Patrizia’s infrastructure assets under management to 5 billion euros. All in all, Patrizia expects to pay “a small triple-digit amount” once […]

Investment manager

Transformational Acquisition of Infrastructure Investment Manager Whitehelm Capital Strengthens PATRIZIA as a Premier Partner for Global Real Estate Assets

DGAP-News: PATRIZIA AG / Keyword(s): Takeover/Mergers & Acquisitions13.09.2021 / 08:01 The issuer is solely responsible for the content of this announcement. Transformational Acquisition of Infrastructure Investment Manager Whitehelm Capital Strengthens PATRIZIA as a Premier Partner for Global Real Estate Assets The acquisition of Whitehelm, an international infrastructure asset manager, triples PATRIZIA’s infrastructure assets under management […]

Investment manager

Alberta investment manager AIMCo to administer $ 19.3 billion teachers’ pension plan

[ad_1] Alberta Premier Jason Kenney takes off his mask during a press conference in Calgary on September 3. Todd Korol / The Canadian Press Alberta teachers have been granted the right to retain final say over investments made for their $ 19.3 billion pension plan in a deal that anticipates a move by Premier Jason […]

Investment manager

Macquarie sells local grain company to global forest investment manager

[ad_1] On Monday, the company confirmed that an agreement had been reached between New Forests and Alberta Investment Management Corporation (AIMCo), on behalf of certain clients, to acquire Lawson Grains. Lawson Grains is one of Australia’s largest grain producers and includes 90,500 hectares of arable land in New South Wales and Western Australia. “We are […]

Investment manager

Airborne Capital in a Japanese company with Mercuria, investment manager in the Far East

[ad_1] Irish aviation financier Airborne Capital is teaming up with a Japanese firm with Far Eastern investment manager Mercuria to take advantage of the likely increased institutional demand for aircraft leasing opportunities. Founded in 2017, Airborne specializes in the leasing and management of aircraft and has assets of approximately $ 1 billion (850 million euros). […]

Investment manager

With 250 employees in Hartford, investment manager Conning won’t return to work until January

Investment manager Conning Inc. will not require employees to return to its offices, including its headquarters in downtown Hartford, until at least Jan. 3. The company, which employs about 250 people in the city and 460 globally, had tentatively set its return to the office for September or October, said CEO and chairman of the […]

Investment manager

Global Forestry Investment Manager adds a senior duo

[ad_1] Global forest investment manager New Forest has announced two senior appointments as part of broader sustainable investing ambitions. New Forests appointed Jo Saleeba as responsible for sustainable development and Lauren stewart as head of communications, according to a statement. Saleeba has extensive sustainability experience with asset owners, having previously worked for Investor Group on […]

Investment manager

People’s Pension CIO leaves the group to join impact investment manager

[ad_1] Nico Aspinall will be leaving as CIO of UK multi-employer defined contribution scheme The People’s Pension to join impact investment firm Connected Asset Management as CIO, a spokesperson for Connected confirmed. Mr. Aspinall will lead the company’s sustainable investment strategy. Upon his arrival at the end of November, Mr. Aspinall will replace the current […]

Investment manager

Trending growth stocks are heading for bubble-like crash, investment manager says

[ad_1] Eugene Barbaneagra told Proactive that 2020 has seen an acceleration in the inflow of new money into asset bubbles and “speculative investments, including in unprofitable hype stocks,” which could all reverse. when the bubble finally bursts Overpriced growth stocks in markets around the world are heading for a reversal similar to the stock market […]

Investment manager

Investment Manager Brevan Howard Inks 21K SF at 1345 Avenue of the Americas – Trade Observer

Currently located at 590 Madison AvenueBrevan Howard will move to Midtown in early 2022. The 10-year lease will provide the company with ample space on the 28th floor of the Avenue of the Americas tower between 54th and 55th streets. This agreement follows on from recent renovations within the building complex. In May Fisher Brothers […]

Investment manager

Bursary in Eye of the Storm for a correction: Investment Manager

[ad_1] Michael Gayed takes a bearish view of the stock market and says he’s ready for a correction. It uses intermarket indicators to determine which direction the stock market might be heading. He suggested investors diversify by adding treasury bills, gold and even cash to cushion a correction. The stock market experienced its longest bull […]

Investment manager

$ 400 billion investment manager Neuberger Berman to allow crypto exposure through commodity-focused fund

New York-based investment management firm Neuberger Berman has applied for a commodity-focused fund so they can gain indirect exposure to crypto investments. In a filing today with the United States Securities and Exchange Commission (SEC), the investment firm noted its Commodity Strategy Fund would allow investors to gain indirect exposure to cryptocurrencies and digital assets […]

Investment manager

CEO of investment manager announces retirement

[ad_1] Challenger Limited Managing Director Richard Howes has informed the board of directors of his intention to retire in March 2022. “On behalf of the Board of Directors, I would like to express our deep gratitude to Richard for his leadership and integrity and for the instrumental role he played in making Challenger the company […]

Investment manager

$ 364 billion investment manager Invesco files Bitcoin ETF

[ad_1] Independent investment firm Invesco, which currently operates 233 ETFs in the United States, quietly requested a Bitcoin ETF on Thursday. Filing a Bitcoin Strategy ETF falls under Law 40, a notable move that follows public recommendations from SEC Chairman Gary Gensler. Gensler spoke about potential avenues to a Bitcoin ETF earlier this week, saying […]

Investment manager

Man killed in Ridgefield accident was a highly regarded investment manager

A Fairfield County man killed in a single-vehicle crash was a popular investment manager in the area. Carl “Pepper” Whitbeck, 43, of Ridgefield, was killed around 2 p.m. Thursday, July 29 in the accident on Branchville Road in Ridgefield. Whitbeck, a native of Columbia County in upstate New York, was head of US fixed income […]

Investment manager

AIFs consider increased tax expenditure on performance fees of investment managers

[ad_1] A recent ruling by an indirect tax tribunal regarding alternative investment funds (AIFs) has the industry on edge. The Bengaluru Customs, Excise and Service Tax Appeals Tribunal, in the ICICI Econet Internet and Technology Fund (ICICI Funds) case against the Central Tax Commissioner, ruled that “ deferred interest ”or performance fees – a portion […]

Investment manager

Envestnet Selected as Investment Manager for Sallus Retirement Common Employer Plan

[ad_1] CHICAGO, July 22, 2021 / PRNewswire / – Envestnet Retirement Solutions, a subsidiary of Investnet, Inc. (NYSE: ENV), announces that it has been selected by Sallus Retirement LLC (Sallus Retirement) to serve as investment manager for the common employer 401 (k) from Sallus Retirement) for small business owners and the financial advisors who serve […]

Investment manager

Bitcoin’s supply shock is coming, says multibillion-dollar investment manager By BTC Peers

[ad_1] © Reuters. Bitcoin supply shock is coming, says multi-billion investment manager A supply shock could be imminent, according to Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital. Gayeski told Bloomberg on Monday that the on-chain signals suggest that Bitcoin’s “hodlers” have resumed accumulation with the intention of holding the flagship […]

Investment manager

$ 7.5 billion hedge fund investment manager predicts bitcoin supply shock

[ad_1] Troy Gayeski, co-chief investment officer and senior portfolio manager at SkyBridge Capital, a hedge fund with $ 7.5 billion in assets under management, revealed he believes a Bitcoin supply shock could be imminent. In an interview with Bloomberg, Gayeski noted that the on-chain signals indicate that “strong holders” are once again accumulating bitcoin while […]

Investment manager

Investment manager announces new Australian CEO and COO

Kris Walesby will join the Asia-based company and take over as CEO after serving five years as CEO at ETF Securities. Mr Walesby previously worked for a number of investment managers in London, including BlackRock, before returning to Australia in 2015 as Head of Capital Markets for Europe, Middle East and Africa at Invesco Powershares. […]

Investment manager

Athene and Apollo take stake in Australian investment manager – The Royal Gazette

[ad_1] Updated: Jul 12, 2021 3:24 PM Athene Holding Ltd led a minority investment in Challenger Ltd, an Australian investment management company. The Bermuda-based financial services firm said it has agreed, together with its strategic partner, Apollo Global Management, to acquire a 15% stake in Challenger from an existing shareholder, of which 3% is subject […]

Investment manager

Appian sold to UK investment manager Gresham House

[ad_1] UK asset manager Gresham House has completed the acquisition of Dublin-based investment group Appian Asset Management in a deal that values ​​it up to € 10 million. Appian was founded in 2002 by Managing Director Patrick Lawless, who is a key shareholder alongside Greg Lawless and Kevin Menton. The company manages approximately € 350 […]

Investment manager

US Should Ban Chinese Digital Yuan: Kyle Bass, Investment Manager

The communist regime in China will use its new state-controlled digital currency as a Trojan horse to project its authoritarianism around the world, hedge fund manager Kyle Bass warns, and it could become a ‘cancer’ plaguing people. United States if not prohibited. “Imagine a currency that almost has a mind of its own,” Bass said […]

Investment manager

Ninety One becomes first South Africa-based investment manager to sign Net Zero Asset Managers initiative

[ad_1] Posted 07-08-21 Proposed by Ninety-one Hendrik du Toit, CEO of Ninety One July 8, 2021 / CSRwire / – Ninety One, an active global investment manager, is proud to announce that it has joined the Net Zero Asset Managers Initiative, which supports investments aligned with the global goal of net zero emissions. ‘by 2050 […]

Investment manager

Colony Group agrees to acquire investment manager with $ 2.8 billion in assets under management

[ad_1] The Colony Group, a national wealth management and corporate company based in Boston, has announced the acquisition of New Providence Asset Management LP. New Providence, a New York-based investment advisory firm, managed $ 2.8 billion in client assets at the end of March, according to the company’s ADV filing. As of March 31, Colony […]

Investment manager

XP Inc. partners with Jive, one of the leading alternative investment managers in Brazil

[ad_1] São Paulo, Brazil – (COMMERCIAL THREAD) –XP Inc. (Nasdaq: XP), a leading technology-driven platform and trusted provider of low-cost financial products and services in Brazil, yesterday signed the acquisition of a minority stake in Jive Investments, the largest independent alternative investment manager in Brazil, offering credit recovery services, real estate, and other distressed asset […]

Investment manager

Upside AI Technology-Based Investment Manager Raises $ 1.2 Million Led by Endiya Partners

[ad_1] New Delhi: Technology-based investment management firm Upside AI has raised a $ 1.2 million funding round led by venture capital fund Endiya Partners. Other investors on the tour included veteran stock market investor Vijay Kedia; Ajay Nanavati, Chairman of Quantum Advisors and previously Chairman of 3M’s Syndicate Bank & MD; and Gopichand Katragadda, CEO […]

Investment manager

CRUX Hires Baillie Gifford Investment Manager to Lead Asian Equity Expansion

[ad_1] LONDON–(COMMERCIAL THREAD) – CRUX Asset Management Ltd. (“CRUX”), Equity Investment Manager, Announces Appointment of Baillie Gifford’s Asia Investment Director, Ewan Markson-Brown, to Lead Company Expansion in Asia with Two New Investment Strategies . Ewan will work with CRUX to establish a new office in Edinburgh. The AAA * rated manager regularly outperformed the MSCI […]

Investment manager

Aberdeen Duo Launch Investment Manager

[ad_1] Two former Aberdeen Standard Investments (ASI) investment managers have launched a new investment management firm focused on global private markets. Alex Barr and James Witter said Bread Street Capital Partners Ltd will provide investors with access to global private equity, infrastructure, debt and real assets. The duo said Bread Street will initially focus on […]

Investment manager

XP Inc. Partners with Giant Steps, One of Brazil’s Leading Quantitative Investment Managers

[ad_1] SÃO PAULO – (COMMERCIAL THREAD) –XP Inc. (Nasdaq: XP), a leading technology-driven platform and trusted provider of low-cost financial products and services in Brazil, has announced an agreement to acquire a minority stake in Giant Steps, the leader in systematic funds in Brazil. With approximately R $ 7 billion in assets under management, Giant […]

Investment manager

Del Monte joins forces with infrastructure investment manager

[ad_1] Fresh Del Monte Produce has partnered with independent global infrastructure investment manager I Squared Capital as part of its “Acceleration in the New Digital Age”. By creating this partnership and investing in the I Squared Global InfraTech fund, Fresh Del Monte says it is taking a new step “by transforming itself into a digital […]

Investment manager

Dynamic Investment Manager will maximize your investment

San Diego, Calif., June 03, 2021 (GLOBE NEWSWIRE) — High profile individuals and corporations everywhere are sooner or later discovering the need for investment management, realizing that retail brokerages are failing to deliver the returns necessary to achieve the investment objectives. Whether you have accounts in too many places, your current investment portfolio or tax […]

Investment manager

Bob Doll resurfaces at Faith-Based Investment Manager

[ad_1] Bob Doll, former chief equities strategist and senior portfolio manager at Nuveen Asset Management, has come out of retirement again, this time joining faith-based investment management firm Crossmark Global Investments as chief investment officer. Doll, known for his bullish outlook and annual list of 10 market forecasts, will lead Crossmark’s investment team and will […]

Investment manager

Desjardins buys Canadian investment manager Hexavest, earning $ 5 billion in assets

[ad_1] Breadcrumb Links FP Investor PF Finances The Montreal firm has around fifty clients, mainly institutional investors in Asia, Australia, the United States and Canada. Author of the article: Bloomberg News Derek decloet Desjardins Group, the largest financial services cooperative in North America, has agreed to acquire the assets of Canadian investment manager Hexavest Inc. […]

Investment manager

ERShares: Why This Investment Manager Isn’t Investing in Bitcoin

By the ERShares team ERShares‘s exclusive methodology, the Entrepreneur Factor, has integrated ESG factors since its creation. ESG is an integral part of ERShares’ investment philosophy and as a result, the firm rarely faces a trade-off between investment opportunities and ESG policy compliance throughout the investment process. . The company positions itself as a thought […]

Investment manager

The American investment manager BlackRock declares to hold 3% of the capital of Bank Hapoalim

[ad_1] Global investment manager BlackRock Inc has a 3% stake worth around NIS 1 billion ($ 308 million) in Bank Hapoalim Ltd., the Israeli lender said in a filing on the Stock Exchange in Tel Aviv Sunday. BlackRock informed the bank of its holdings at the end of March 2021, in a notification dated April […]

Investment manager

Investment manager Guggenheim warns of ‘major correction’ in Bitcoin – Bitcoin Planet markets and prices

[ad_1] Guggenheim CIO Scott Minerd has warned of a near-term “major correction” in bitcoin. Claiming that bitcoin is “very sparkling,” he predicts a 50% drop in the price of the cryptocurrency. Scott Minerd’s final warning on Bitcoin Guggenheim Partners Chief Investment Officer (CIO) Scott Minerd is back with another bearish prediction for the price of […]

Investment manager

DVIDS – News – SWD Hydropower Asset Investment Manager Oldham Defends American Indian Science and Engineering Association

His childhood ambition was to be a marine biologist, following in the footsteps of Jacques-Yves Cousteau, whose show The Underwater World of Jacques Cousteau taught a generation about marine life and its protection. “Like many kids, I dreamed of being a marine biologist or a scientist like Cousteau,” said Kimberley Oldham, a 27-year federal serviceman […]

Investment manager

NYC Investment Manager Charged With Stealing Millions Through PPP Loans

[ad_1] New York City prosecutors charged a man with stealing more than $ 2.4 million through P3 loans. The man is accused of applying for five PPP loans and lying about the number of employees he had. Prosecutors alleged that he transferred the “vast majority” of the money to personal trading accounts. Loading Something is […]

Investment manager

Investment Manager Guggenheim Warns Against Bitcoin Pullback, Calls It a ‘Great Entry Point’ for Investors – Bitcoin Markets & Prices Planet

Guggenheim CIO Scott Minerd has warned crypto investors of Bitcoin’s pullback. He said bitcoin “clearly got caught in a speculative bubble that Gamestop entered.” However, he noted that it will be a “great entry point” for long-term investors. “Great Entry Point” for Bitcoin Investors Guggenheim Partners Chief Investment Officer (CIO), Scott Minerd, talked about bitcoin […]

Investment manager

CI Financial Announces the Launch of Axia Real Assets, a Global Real Estate and Infrastructure Investment Manager

TORONTO–(BUSINESS WIRE)–CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced the launch of a newly formed joint venture, Axia Real Assets LP (“Axia”), an alternative investment manager focused on global real estate and infrastructure. The joint venture is independently operated and managed by Axia’s four founding partners. Axia’s founding partners – Kelsey Boland, Darrell […]

Investment manager

CapitaLand will restructure and launch Investment Manager

The property developer said the reorganization of its business will help “refine business focus and unlock shareholder value.” CapitaLand will consolidate its investment management platforms, as well as its hosting business, into an investment manager to be listed on the Singapore Stock Exchange, and place its real estate development business under private ownership, which will […]

Investment manager

Richard Driehaus, legendary investment manager, dead at 78

Richard H. Driehaus Courtesy of Driehaus Capital Management Richard Driehaus, founder and chairman of Driehaus Capital Management in Chicago, has died at age 78, according to a press release. Driehaus was appointed in 2000 for Barrons All-Century Team of 25 individuals identified as the most influential in the mutual fund industry during the 20th century. […]

Investment manager

Canadian regulator clears launch of world’s first bitcoin ETF : investment manager

By Fergal Smith, David Randall TORONTO (Reuters) – Canada’s top securities regulator has cleared the launch of the world’s first bitcoin exchange-traded fund, an investment manager said on Friday, giving investors greater access to the cryptocurrency that sparked an explosion of commercial interest. The Ontario Securities Commission has approved the launch of Purpose Bitcoin ETF, […]

Investment manager

Canadian regulator clears launch of world’s first bitcoin ETF – investment manager

TORONTO, Feb 12 (Reuters) – Canada’s top securities regulator has cleared the launch of the world’s first bitcoin exchange-traded fund, an investment manager said on Friday, giving investors greater access to crypto -currency that sparked an explosion of commercial interest. The Ontario Securities Commission has approved the launch of Purpose Bitcoin ETF, Toronto-based asset management […]

Investment manager

Investment manager Nuveen targets Asian growth

The $1 trillion global investment manager at financial planning firm TIAA has made seven new appointments and strengthened its Asia-Pacific management team to better serve its growing base of institutional and private clients in the region. The new hires join the Hong Kong and Sydney offices and cover client services, fund management and sales, Nuveen […]

Investment manager

UK investment manager shifts allocation to Bitcoin from gold in ‘defensive move’

A UK-based investment manager has added Bitcoin (BTC) to his portfolio, highlighting the ongoing institutional shift towards digital assets. Ruffer Investment Company Limited, an investment manager whose shares are listed on the London Stock Exchange, has unveiled its new Bitcoin strategy. In a performance update and manager commentary published on Tuesday, Ruffer said he added […]

Investment manager

Momentum Global IM acquires UK investment manager

Momentum Global Investment Management Limited (MGIM), the UK subsidiary of Momentum Metropolitan Holdings, will acquire Seneca Investment Managers (SIM). Completion of the acquisition is subject to UK regulatory approvals. The deal will create a combined global business with assets under management of £4.7 billion ($6.14 billion, €5.12 billion). Financial terms of the transaction were not […]

Investment manager

Students call on Pitzer to divest investment manager BlackRock

A major component of Pitzer’s endowment is a fund managed by BlackRock, a global investment management firm tied to fossil fuel producers and private prisons. (Amy Best • Student Life) Protests over Pitzer College’s involvement with investment manager BlackRock have continued recently, with a resolution drafted by student protesters that is expected to be submitted […]

Investment manager

OpenInvest partners with a global investment manager

OpenInvest has welcomed a global investment manager to its online marketplace, allowing self-directed investors such as SMSF trustees to access its ETFs. Andrew Varlamos, co-founder and managing director of OpenInvest, said his partnership with BlackRock was an important validation of OpenInvest’s purpose. “BlackRock manages more assets on behalf of investors than any other company in […]

Investment manager

How to Properly Select and Evaluate an Investment Manager

By David M. Haviland, Beaumont Capital Management Like clients, each advisor has a different level of knowledge of the due diligence process. Often advisors rely heavily on the due diligence efforts of a third party such as their broker or turnkey asset management platform (TAMP). Whatever your situation, we hope the process outlined below provides […]

Investment manager

Definition of investment manager

What is an Investment Manager? An investment manager is a person or organization that makes investment decisions regarding portfolios of securities on behalf of clients within the investment objectives and parameters set by the client. An investment manager can handle all activities associated with managing client portfolios, from the day-to-day buying and selling of securities […]

Investment manager

Current thinking on investment manager selection

Manager selection is often seen, if at all, as an add-on to more prestigious and glamorous functions such as asset allocation, portfolio management, stock selection and trading. Skeptics often dismiss the entire effort as theoretically ill-conceived, while pointing out that the proportion of UCI assets invested in index funds has now passed the one-third mark. […]