Asset management

Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.

The purchase comes as active asset managers feel intensifying pressure to bulk up as they face stiff competition from passive and index-tracking funds.

The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.

Even some of the industry’s cheapest products “may be overpriced” in that they’re “mirroring a passive index,” an expert says.

As policymakers fear a deflation spiral reminiscent of the Great Depression, contrarians wonder if ultra-loose monetary policies can inspire growth.

It’s the latest example of how firms who spent the past decade battling low yields are now raising cash to seize on deep discounts from the coronavirus.

This year’s honorees discuss how their firms are coping with the coronavirus pandemic and how this period may reshape the industry.

Hedge fund managers, market academics and risk experts are channeling their data-mining smarts to the world of clinical sciences.

With the industry facing ridicule for high fees and low returns, clients have pulled a net $33 billion from the industry in the first quarter, the most over a decade.

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

CEO Larry Fink announced a new focus on ESG in January, however the coronavirus has pushed a separate set of urgent issues into the forefront.

The firm’s chief investment officer spent as much as a third of that on high-yield funds, according to people with knowledge of the matter.

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

It’s impressive how quickly a two-day plunge affects the tone of bulls.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

By extending their working years, seniors can see an increase in their Social Security payouts.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.