Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI. Investment managers […]

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management 92

Portfolio Management Management Portfolio Funds 92

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management 52

Risk Management Valuation Portfolio Management 52

PE Hub

MARCH 4, 2024

The post CD&R names Machida as managing director of portfolio talent appeared first on PE Hub. Most recently, she was a partner at PwC.

Portfolio 40

Portfolio Management 40

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. Currently, ICE ETF Hub supports US-listed equity, fixed income, derivative, commodity and multi-asset ETFs. “Our

Portfolio Management 62

Portfolio Management Portfolio Management Architecture 62

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

PE Hub

DECEMBER 5, 2023

Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada. The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub.

Portfolio 81

Portfolio Funds Acquisitions Management 81

JD Supra: Mergers

MAY 14, 2024

In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. By: Proskauer - Private Market Talks Podcast

Asset Management 148

Asset Management Portfolio Funds Management 148

CNBC: Investing

AUGUST 10, 2023

Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio.

Portfolio 98

Portfolio Management IT Equities 98

The TRADE

MARCH 13, 2024

BTIG has made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. The post BTIG appoints new head of Americas portfolio trading and director for electronic trading sales appeared first on The TRADE.

Electronics 70

Electronics Portfolio Trading Sale 70

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. It's a tool to manage and diversify risk while seeking returns. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

The TRADE

OCTOBER 25, 2023

BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency. The post BNY Mellon launches new FX platform to help manage execution and access to price transparency appeared first on The TRADE.

Management 108

Management Financial Institution Portfolio Investment Manager 108

CNBC: Investing

NOVEMBER 18, 2023

The new ETF has the same management team as a five-star GMO mutual fund with a strong track record.

Portfolio Management 114

Portfolio Management Management Portfolio IT 114

PE Hub

JULY 13, 2023

Brookfield will invest in and manage the portfolio. The post Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield appeared first on PE Hub.

Portfolio 70

Portfolio Investment Management Funds 70

PE Hub

NOVEMBER 14, 2023

Prior to joining BayPine, Eaves was one of the first operating partners at General Atlantic and Currier was managing director and CFO for Audax Private Equity. The post BayPine appoints Eaves as portfolio operations head and Currier as CFO appeared first on PE Hub.

Portfolio 73

Portfolio Private Equity Equities Management 73

The TRADE

JULY 27, 2023

Bloomberg AIM and Bloomberg Vault have been adopted by India-based NJ Asset Management to help enable its enterprise-wide digital strategy across the entire investment workflow. According to the firms, Bloomberg AIM addresses NJ Asset Management’s specific needs for tools to support rule-based investment decision-making.

Asset Management 52

Asset Management Management Portfolio Investment Manager 52

The TRADE

DECEMBER 6, 2023

Market data provider big xyt has launched its new portfolio liquidity analysis solution, developed in partnership with Baillie Gifford, to address dilution levy guidance impacting the buy-side. The new solution provides buy-side firms with an independent view of the liquidity of equity portfolios by using market data.

Portfolio 57

Portfolio Investment Manager Trading Management 57

Global Newswire by Notified: M&A

JUNE 20, 2023

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

Portfolio Management 40

Portfolio Management Portfolio Management Business 40

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Upon completion, Impax’s newly combined global team will have pro-forma fixed income assets under management and advice of £1.6 The sum has not been disclosed.

Asset Management 98

Asset Management Corporation Management Business 98

The Guardian: Mergers & Acquisitions

JANUARY 12, 2024

Global Infrastructure Partners, whose portfolio includes Gatwick, sold to BlackRock in $12.5bn deal From the humble luggage tray to filters that mask smells at sewage plants, the sale of some of Britain’s most pedestrian assets to the world’s largest money manager is to bring a multimillion-dollar payday to a small clutch of little-known bankers.

Sale 110

Sale Management Portfolio Investment 110

CNBC: Investing

DECEMBER 29, 2023

Baron Fifth Avenue Growth (BFTIX) has rallied more than 58% this year, taking the No.1 1 spot for a winning stock fund in 2023, according to Morningstar.

Portfolio Management 103

Portfolio Management Funds Stock Portfolio 103

CNBC: Investing

JUNE 19, 2023

Veteran portfolio manager Jim Casselberry is trying to do something about that. Economic freedom has been more elusive for Black people.

Investment Manager 98

Investment Manager Management Portfolio Management Portfolio 98

Sun Acquisitions

MARCH 26, 2024

In the ever-evolving landscape of information technology, managed service providers (MSPs) are at a crossroads where augmenting their service offerings is not just an option but a necessity to stay competitive. Business acquisition is a strategic leap, allowing an MSP to acquire these capabilities and market-ready solutions instantly.

Portfolio 52

Portfolio Acquisitions IT Business 52

Global Newswire by Notified: M&A

MAY 7, 2024

May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. The acquisition marks Pacific’s fourth investment in the Denver market with the firm’s regional portfolio now totaling 884 units.

Portfolio 40

Portfolio Investors Telecommunication Acquisitions 40

PE Hub

SEPTEMBER 28, 2023

QuadReal Property Group is the real estate investment arm of British Columbia Investment Management Corp. The post QuadReal buys 50% interest in CA’s US student housing portfolio appeared first on PE Hub.

Portfolio 52

Portfolio Investment Manager Investment Management 52

CNBC: Investing

JULY 18, 2023

The Baron Opportunity Fund has soared 45% this year, and its portfolio manager believes the strong performance stems from his early investments in AI.

Funds 98

Funds Portfolio Management Management Portfolio 98

PE Hub

JANUARY 24, 2024

In this new role, Tanker will work closely with leadership to identify new investment opportunities, implement growth strategies and create value within portfolio companies. The post Renovus Capital Partners hires Tanker as managing director to oversee tech services practice appeared first on PE Hub.

Capital 67

Capital Management Portfolio Investment 67

The TRADE

JULY 25, 2023

Named Clearwater-GPT, the solution claims to be the first AI-generative tool for the investment management industry and will be available to select clients throughout the second half of this year. Users will gain insights around public securities and private market investments with relation to their own portfolios.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

The TRADE

NOVEMBER 16, 2023

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management. London-based CQS has around $13.5

Investment Manager 57

Investment Manager Management Investment Business 57

CNBC: Investing

MAY 3, 2024

Ariel Investments' Christine Phillpotts offered three reasons emerging market assets will outperform in 2024 and beyond.

Portfolio Management 63

Portfolio Management Investment Portfolio Management 63

Global Newswire by Notified: M&A

DECEMBER 4, 2023

Fengate Asset Management announces financial close on the acquisition of a significant portfolio of wireless communications towers in the U.S.

Portfolio 45

Portfolio Acquisitions Asset Management IT 45

The TRADE

FEBRUARY 20, 2024

The bank will now adopt three additional modules of the solution, making MARS its primary risk management system. The MARS market risk module integrates to offer a solution which supports risk management and data workflow, providing scalability alongside allowing increased growth of CBI’s treasury business.

Risk Management 62

Risk Management Management Bank Banking 62

Global Newswire by Notified: M&A

FEBRUARY 22, 2024

USA Water is the fourteenth company in CNL Strategic Capital’s portfolio. CNL Strategic Capital is co-investing in USA Water alongside an LLCP institutional fund and affiliate of Levine Leichtman Strategic Capital, LLC, the sub-manager of CNL Strategic Capital.

Portfolio 45

Portfolio Capital Investment IT 45

PE Hub

NOVEMBER 7, 2023

Also, the firm has promoted Managing Directors Travis Krueger and Joseph Rubino to serve as co-heads of the firm’s portfolio resources group. The post GTCR promotes Wright to managing director and Rouzer to principal appeared first on PE Hub.

Management 55

Management Portfolio 55

JD Supra: Mergers

DECEMBER 12, 2023

As background, secondary transactions have proven useful to both limited partners (LPs) and general partners (GPs) who are looking to manage their portfolios during a stale or sluggish economic market. By: Woodruff Sawyer

Insurance 130

Insurance Portfolio Economics Funds 130

Peak Frameworks

JULY 20, 2023

At the heart of financial management and investing lies a crucial question: " How can we maximize returns while minimizing risk?" This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s.

Portfolio 40

Portfolio Investors Portfolio Management Finance 40

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59