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. … 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. … READ MORE >
Asset management trends: Key takeaways from third-quarter earnings calls
Asset management firm executives highlighted opportunities in the insurance space, discussed the continued demand for private credit and reiterated the importance of operational excellence. … READ MORE >
Hybrid funds emerge as a growing force in venture capital: Spring 2022 outlook
As interest in venture capital continues to grow, more flexible structures including hybrid funds will emerge to cater to the needs of investors and blur the lines between open-end and closed-end structures. … 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. … READ MORE >
A Labor Department rule puts spotlight on ESG in retirement plans
The Labor Department recently affirmed that managers of retirement plans hold a fiduciary duty to evaluate investments over ESG criteria or other nonfinancial outcomes … 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 >