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Recently, higher interest rates and stock market volatility have undermined gains.
November 14 -
Some were unable to access the firm’s website while the S&P 500 experienced its worst decline in nine months.
November 14 -
Concerns include preparing for SEC reporting rules and modernizing operational infrastructure to address evolving markets.
November 14 -
Concerns include preparing for new SEC reporting rules and modernizing operational infrastructure.
November 14 -
“I admit I’m nervous about how our clients will react,” AQR's Cliff Asness wrote following the worst run in global equities in six years.
November 8 -
A multi-year reorganization of the firm has lowered head count by more than a quarter but boosted productivity by nearly a half.
November 2 -
The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.
November 1 -
Building scale has become a key topic for asset managers across Europe amid sustained pressure from larger U.S. rivals.
October 31 -
An index of asset managers and custody banks has lost almost a quarter of its value this year.
October 30 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.
October 26 -
CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.
October 19 -
The new unit seeks to provide investors with fund-of-fund solutions.
October 12 -
It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.
October 11
Sondhelm Partners -
Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.
October 11 -
Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.
October 10 -
Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.
October 10 -
Data reported by the Investment Company Institute.
October 5 -
The winners of this year’s NICSA NOVA awards highlight how disruptive technology and product development are reshaping the space.
October 5 -
Stellar U.S. economic data, hawkish monetary expectations and strong commodity prices have pushed 10-year and 30-year Treasurys to breakout range.
October 4


















