The private equity industry is in a position to help the economy recover from the coronavirus pandemic by investing in growing companies, helping them add employees, increasing capacity with their supply chains, investing in critical infrastructure systems and improving the communities they serve. … READ MORE >
In the confusion of a pandemic, alternative data can show the way
Alternative data increasingly influences decision-making in today’s business climate, with growing accuracy, and impact, on the economy. … READ MORE >
As coronavirus spreads, private equity contracts even as it prepares for a rebound
As the U.S. financial system and broader economy swoon from fear of the damage that the coronavirus will leave in its wake, private equity deal flow will soon begin to feel the pinch. … READ MORE >
As ESG accreditation evolves, don’t forget the Principles for Responsible Investment
The Principles for Responsible Investment is a United Nations-backed effort that demonstrates an organization’s commitment to responsible investment practices. … READ MORE >
Private equity is booming. So why are fewer middle market launches planned for 2020?
A closer look at the private equity industry shows a growing divide among firms. The largest private equity firms – those with individual funds of $1 billion or greater – are driving a disproportionate amount of capital flows. … READ MORE >
Middle market hedge funds, facing a squeeze, look to AI and alternative data
The traditional approach of using corporate earnings reports, poring over regulatory filings and mining census data is not enough anymore. Instead, hedge fund managers are looking to alternative sources of information like web-scraped data, satellite imagery, credit card tracking and social media sentiment, … READ MORE >
Private equity looks for recession-proof deals
These are flush times for American private equity funds. Through November, they have raised more capital than any other fiscal year. But a good portion of that cash has not been put to use – yet. One reason is that many takeover targets have simply become too expensive, a dynamic … … READ MORE >
In the free-for-all among retail brokers, will the middle market be left behind?
Charles Schwab Corp. announced recently that it would eliminate trading commissions for retail investors, making Schwab the latest Wall Street broker to embrace the push to zero commissions.
But with $3.75 trillion in assets, Schwab is in a position to make such an aggressive move. Like other larger retail e-brokers, Schwab is capitalizing on its scale advantage, one that allows it to attract new client assets to its platform and strengthen its market share. … READ MORE >
Passive investing reaches a milestone, surpassing value of active counterparts
For years a profound shift has been taking place in the financial community as individual investors have increasingly favored a passive, low-cost approach over the traditional actively traded assets. Last year, that shift reached a significant milestone as the value of assets under passive management surpassed the value of active … … READ MORE >
Public scrutiny over ESG holdings will cause universal reporting change
As environmental, social and governance investing continues to grow in popularity, investors need to carefully evaluate how their holdings will be viewed by the public. Asset managers must balance their desire to promote ESG consciousness with their fiduciary duty to drive financial returns. … READ MORE >