Management Portfolio Portfolio Management 
TechCrunch: M&A
JANUARY 13, 2025
Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5
CNBC: Investing
AUGUST 18, 2023
Neuberger Berman senior portfolio manager Sandy Pomeroy lays out her argument for dividend stocks and names opportunities ahead.
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CNBC: Investing
JANUARY 12, 2024
More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.
The TRADE
OCTOBER 12, 2023
Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.
JD Supra: Mergers
MARCH 7, 2025
A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP
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.
CNBC: Investing
SEPTEMBER 4, 2024
Needham's portfolio manager Chris Retzler believes the economy will continue to slow, but he is bullish on a few names insulated from the macro uncertainty.
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