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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.