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Viewing stories published on November, 13, 2017. Click here to view latest.

Endowments get needed bounce but cautioned to stay nimble

Endowments

Endowments

After a dismal 2016, U.S. endowments had a good year, thanks to strong markets and smart asset allocation.

Money Management

Money Management

Lorenzo Garcia was named head of Europe, Middle East and Africa client investment solutions at Columbia Threadneedle Investments.

Alternatives

Alternatives

Scott Kleinman and James Zelter were named co-presidents of alternative money manager Apollo Global Management.
CalPERS' private equity fees stable, but faces hurdles in negotiating lower fees

Private Equity

Private Equity

CalPERS paid $689.6 million in base and profit-sharing fees to private equity general partners in the fiscal year ended June 30.
Uber approves SoftBank multibillion-dollar investment offer

Private Equity

Private Equity

Uber Technologies Inc. approved SoftBank Group Corp.'s offer to buy a multibillion-dollar stake in the ride-hailing company.
Money manager bonuses expected to be 5% to 10% higher this year — Johnson Associates

Money Management

Money Management

Money management professionals can expect to see a 5% to 10% increase in bonus payouts from last year, said projections from Johnson Associates.
European plans stepping into more active allocations

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

DC plans across Europe increasingly consider actively managed allocations as low-cost diversification is harder to achieve.

Money Management

Money Management

Carl W. Pappo Jr. was named CIO for U.S. fixed income and Frank Salem was named senior portfolio manager for fixed income at AllianzGI.
European Commission seeks feedback on how institutional investors can include ESG

ESG

ESG

The EC has launched a consultation on how money managers and institutional investors could include ESG factors into their decision-making.

Money Management

Money Management

John Howland-Jackson was named Europe, Middle East and Africa CEO at Nikko Asset Management.
WisdomTree to acquire ETF Securities' European business

Money Management

Money Management

WisdomTree Investments will buy ETF Securities' European exchange-traded commodity, currency and short-and-leveraged business.
Fixed-income ETFs can supercharge ESG investing

ETF

ETF

The growth of investing in green bonds and fixed-income strategies weighted by ESG factors is an emerging trend among money managers.
Managing pension risk: More firms make move, but targets shifting

RISK MANAGEMENT

RISK MANAGEMENT

More U.S. corporations than ever are offloading pension fund liabilities, and doing so more strategically.
House, Senate differ on treating carried interest

REGULATION/LEGISLATION

REGULATION/LEGISLATION

House and Senate lawmakers are taking diverging paths when it comes to how carried interest is treated.
Global firms see promise with Japan

INVESTING

INVESTING

Money managers around the globe are upping exposure to Japanese equities following strong earnings growth and the outcome of recent elections.