Security Global Investors (SGI) has announced it is intensifying its efforts to raise capital for global equity expansion.Out of the $9 billion in assets that SGI currently manages, $1 billion is in global equity investment strategies.The current global equity team within SGI manages two programs, the Global Long Only and the Global Long/Short Long Biased, and is planning on launching the Global Market Neutral strategy later this year.The success of the long/short program has drawn the attention of hedge fund investors throughout the industry. John Boich leads the GLS with 17 years of successful global equity portfolio management experience.In addition to the promotion of new global programs, SGI hired Sanjay Yodh, an industry veteran who previously worked at JPMorgan and Deutsche Asset Management, to focus on the global equity investment expansion of SGI.
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From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
4h ago -
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
6h ago -
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
7h ago -
Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.
August 26 -
More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.
August 26 -
With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
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