Optimism was a major theme in asset management firms’ third-quarter earnings calls, transcripts show. Firms mostly focused on increasing inflows and fee revenues, as well as growing their assets under management in Q3; some even reported the best results in their history. Driving the optimistic ... READ MORE >
asset management
Key trends from Q1 2024 asset management earnings calls
A competitive fundraising environment, shifting retirement income needs, continued private credit demand and economic headwinds are continuing to shape the landscape for asset managers. Here’s a closer look at the top trends and headwinds that emerged from asset management firms’ first-quarter earnings ... READ MORE >
Asset management trends: Key takeaways from third-quarter earnings calls
In third-quarter earnings calls, executives from asset management firms highlighted opportunities in the insurance space, discussed the continued demand for private credit and reiterated the importance of focusing on operational excellence. Here are some of the key takeaways, based on companies’ ... READ MORE >
Hybrid funds emerge as a growing force in venture capital: Spring 2022 outlook
At a glance Record fundraising from traditional investors gave U.S. venture capital funds the dry powder needed to fuel explosive growth in 2021. A growing list of nontraditional VC investors allowed startups to raise even more capital and resulted in the emergence of hybrid funds. Hybrid funds ... READ MORE >
Financial services industry outlook: Spring 2022
Emerging technologies and major shifts in the U.S. labor landscape are among the most significant forces affecting the financial services industry as we look to spring. Whether it’s exploring new ways to use automation, honing a strategic approach to technology investments, or planning employee upskilling ... READ MORE >
A Labor Department rule puts spotlight on ESG in retirement plans
As investors increasingly focus on environmental, social and governance issues in the corporate sector, an important question remains: What is the true purpose of ESG? Is it to drive returns, or to simultaneously do right by society? Along with that question has come concern over fiduciary ... 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. ESG funds ... READ MORE >