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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CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
September 29 -
Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
September 29 -
The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
September 29 -
From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
September 29 -
As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.
September 28 -
Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.
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