In The News

In The News
Three-Way Merger Creates $4.3 Billion Global Wealth Manager

Two U.S. advisory firms have joined forces with one in Hong Kong, with an eye toward helping global-minded investors maximize their assets—and minimize their taxes.

08.18.21
In The News
Direct Indexing Emerges As A Must-Have Tool For Advisers

The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.

08.18.21
In The News
Op-Ed: Diversity In-State Pension Fund Management Makes Sound Financial Sense

More than 60% of the state pension fund managers represent diversity.

08.18.21
In The News
GTIS Partners And Ryan Companies Form Opportunity Zone JV To Develop Multi-Story Last Mile Industrial Project In Seattle, Wash.

The building, once completed, will span 126,646 square feet and is expected to cost around $42.5 million.

08.18.21
In The News
Kansas' Pension System Had One Of Its Best Years Ever In 2021. Where Does It Go From Here?

The Kansas Public Employees Retirement System saw its investment portfolio turn in one of the strongest years ever in the 2021 fiscal year.

08.18.21
In The News
Teachers Pension Fund Sees Record Return

The retirement system profits from a stock market rebound but is still billions short of what it will need.

08.18.21
In The News
Treasury Yields’ Grip On Emerging Markets Keeps Traders On Guard

Slowing economic recovery amid a resurgent pandemic is leaving emerging-market currencies vulnerable to a selloff if Treasury yields rise again.

08.17.21
In The News
Corporations Are Going Green, But Are They Moving Fast Enough?

From net zero commitments to green bonds, corporate America is getting louder about the environment on earnings calls.

08.17.21
In The News
American Securities’ Credit Business And Birch Grove Capital Merge To Drive Expansion And Evolution Of Debt Platform

The combined entity, which will be named AS Birch Grove, manages approximately $5 billion in assets across an opportunistic hedge fund, private credit vehicles, and par credit and collateralized loan obligation vehicles.

08.17.21
In The News
Treasury Yields’ Grip On Emerging Markets Keeps Traders On Guard

Slowing economic recovery amid a resurgent pandemic is leaving emerging-market currencies vulnerable to a selloff if Treasury yields rise again.

08.16.21