#AssetManagers

Alquity and Ashmore collaborate on social impact initiatives - PA Future Urging more asset managers to get involved

1 month ago

Alquity Investment Management has teamed up with Ashmore on the groups’ respective foundation work to fund social projects in emerging markets and is urging other asset managers to get involved.

future.portfolio-adviser.com/alquity-and-...

#PAFuture #EmergingMarkets #AssetManagers #Funds

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MainStreet Partners names ESG 'champions' for 2026 - PA Future Methodology updated to reflect evolving regulatory landscape and heightened scrutiny

2 months ago

Nordea, Sycomore Asset Management and Evenlode Investment were among the asset manager names recognised in the sixth ESG and Sustainability Champions by MainStreet Partners.

future.portfolio-adviser.com/mainstreet-p...

#PAFuture #MainstreetPartners #ESG #Sustainability #AssetManagers

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Asset managers failing to address climate risk can 'expect to lose clients' - PA Future Most seem willing to turn a blind eye to fiduciary duty, finds Reclaim Finance research

3 months ago

Asset managers are continuing to make substantial investments into fossil fuel developers’ bond issuance.

future.portfolio-adviser.com/asset-manage...

#PAFuture #AssetManagers #ClimateRisk #Investors #FossilFuel

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'Natural capital is no longer peripheral': Asset manager report explores rising portfolio integration - PA Future Report says natural capital is being used to strengthen portfolios

5 months ago

Report says natural capital is being used to strengthen portfolios

Learn more: future.portfolio-adviser.com/natural-capi...

#FinancialPortfolios #Investors #AssetManagers

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7 months ago

Glad to see coverage of our latest research on the growth of National Accounts / Key Accounts teams at #AssetManagers.

www.mfwire.com/article.asp?...

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What does the ‘new’ flexible working look like? - PA Future Since the end of the Covid lockdowns, many investment firms have started to call workers back into the office full-time

7 months ago

What does the ‘new’ flexible working look like?

Since the end of the Covid lockdowns, many investment firms have started to call workers back into the office full-time.

Learn more: future.portfolio-adviser.com/what-does-th...

#AssetManagers #DEI #FlexibleWorking

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ETF Boom Drives New Era in Distribution ETF Boom Drives New Era in Distribution

8 months ago

Glad to see our research featured in this sharp Ignites article on the rising importance to #AssetManagers of the highest-priority distributor partnerships -- which we delve into in our forthcoming National Accounts Benchmark Report.
www.ignites.com/c/4914954/67...

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Goldman Sachs turns bullish on select asset managers, upgrades BEN, AMG Investing.com -- Goldman Sachs has turned bullish on select traditional asset managers, upgrading Franklin Resources (NYSE:BEN) and Affiliated Managers Group (NYSE:AMG) to Buy, citing improving organic growth prospects and compelling valuations. The bank also shifted its view on AllianceBernstein (NYSE:AB) and WisdomTree, Goldman Sachs said in a note published Monday. “We upgrade BEN to Buy from Neutral with a 12-month price target of $29,” wrote Goldman analysts, pointing to the company’s growing alternatives platform and “moderating outflows from Traditional products leading to a break-even organic base fee growth.” The note also highlighted cost reductions at Western Asset and projected BEN’s EPS growth to accelerate to 8% CAGR through 2027. At 9x 2026E P/E, Goldman believes the improvement “is yet to be fully captured in the stock’s valuation.” Affiliated Managers Group also earned an upgrade to Buy, with Goldman citing “an inflection in organic base fee growth” driven by AQR platform flows and sustained momentum in private markets. The firm raised its price target on AMG to $218, projecting 7% annual core EBITDA growth in 2026–27. “We see runway to high-single-digit total EBITDA growth,” Goldman added. Meanwhile, AllianceBernstein was downgraded to Neutral, with Goldman noting signs of slowing growth in both equities and fixed income. “We see limited scope for the stock to outperform,” analysts wrote. WisdomTree was upgraded to Neutral from Sell, with analysts citing “broadening out and acceleration of flows” and a more stable fee trajectory. Goldman raised its price target to $11.90, expecting mid-to-high single-digit organic base fee growth through 2027.

Click Subscribe #GoldmanSachs #AssetManagers #StockMarket #Investing #FinanceNews

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How asset managers like BlackRock took over the world - LSE Review of Books BlackRock may not be as much of a household name as other mega-corporations, but its influence over global finance is staggering. In this extract from her book, Vulture Capitalism, Grace Blakeley expo...

8 months ago

Today's MFWire covers our research findings about the expanding numbers of top-priority distributors with which #AssetManagers work — typically a mix of wirehouses and independent broker-dealers.
mfwire.com/article.asp?...

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LSE Blogs

@lseblogs.bsky.social

8 months ago

How did #AssetManagers take over the world?

@graceblakeley.substack.com exposes how mega-investment firms like #BlackRock control trillions of dollars and exert influence over markets, corporate policy and governments @lsereviewofbooks.bsky.social

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Akin

@akingump.com

9 months ago

On 8 May 2025, the United Kingdom Financial Conduct Authority (FCA) released its findings from a comprehensive review of smaller asset managers and alternatives firms managing assets under £1 billion.

For more details, read our recent alert: bit.ly/45foM7r

#FCA #AssetManagers #AlternativesFirms

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Minerva Analytics

@minervaesg.bsky.social

10 months ago

UKSIF puts forwards recommendations to address systemic risks UKSIF offers recommendations to help asset owners, managers, and policymakers address systemic risks and protect investor interests.

The UK Sustainable Investment and Finance Association has set out recommendations to help #assetowners, #assetmanagers, and #policymakers better tackle the challenges that #systemicrisks pose to #investors.

#climatechange #biodiversityloss #incomeinequality #AI

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Blackrock and Vanguard pause engagement activities: their clients must react - Reclaim Finance The two US asset management giants, Blackrock and Vanguard, have announced a pause in their engagement activities - i.e. their dialogue with companies – a pause that lasted just a few days for Blackro...

11 months ago

I'll be speaking at the latest SME Forum conference on how #AssetManagers track progress in applying data to distribution efforts.

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Reclaim Finance

@reclaimfinance.org

1 year ago

🔴 #BlackRock and #Vanguard are pausing their engagement activities.

Their clients must take action to protect their portfolios by ensuring that their #AssetManagers credibly integrate climate risks into their activities, or be prepared to change asset managers in favor of those who do.

Read more:

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State Street loses £28bn mandate with The People's Pension over ESG rollback - PA Future Amundi and Invesco appointed managers based on a strong commitment to responsible investment principles

1 year ago

The People’s Pension – one of the UK’s largest pension funds – has appointed Amundi and Invesco Ltd. to oversee large parts of its investment portfolio.

Learn more: future.portfolio-adviser.com/state-street...

#PensionFunds #ResponsibleInvestments #AssetManagers #StrategicInvestments

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'Be prepared to revisit regulation' around stewardship efforts - PA Future Panellists at a recent IA forum discussed the proposed changes to the FRC UK Stewardship Code

1 year ago

The Financial Reporting Council (FRC) must be “open to change” and accept the cultural shift in stewardship efforts in its consultation of a revision of the code.

Learn more: future.portfolio-adviser.com/be-prepared-...

#AssetManagers #Investments #FundManagers

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@equitiesdotcom.bsky.social

1 year ago

The aspect of digital #marketing that #AssetManagers think they most need to enhance is the use of data & analytics, with 45% citing a need for "lots of" improvement (especially getting colleagues to use data-driven insights), according to a survey of marketers FUSE conducted with the IMEA.

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Equities.com

1 year ago

#Investors - US #assetmanagers are pulling back their support for #corporatesustainability. Morningstar says firms that once backed these proposals now support less than a third due to political pressure and skepticism. #ESG #sustainableinvesting #impactinvesting

www.equities.com/impact-inves...

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Don Curren 🇨🇦🇺🇦

@dbcurren.bsky.social

1 year ago

Bloomberg: #Pimco and #Apollo are among #assetmanagers looking at buying a portion of $3 billion of #debt tied to Elon Musk’s buyout of #X, according to people with knowledge of the matter.

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Ross Kerber

@rosskerber.bsky.social

1 year ago

Four ESG finance topics for 2025 Executives' concerns for environmental, social and governance (ESG) factors seems in retreat by many measures. Banks have withdrawn from climate groups, companies are toning down diversity efforts, and boardroom demographics get a lower priority in director searches.

For my @reuters.com #sustainablefinance column this week I looked at the #ESG topics that will determine the balance of power among shareholders, corporate leaders and politicians, such as whether #assetmanagers will face new restrictions and #CEO pay. What else? tinyurl.com/a2zzvt7z

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Assessment of the climate practices of asset managers - Reclaim Finance Assessment of the climate practices of asset managers In the context of the climate emergency, investors are increasingly and collectively concerned about systemic climate risks. Many of the worl...

1 year ago

Marketing budgets as a percentage of revenue for surveyed #AssetManagers range from 2% to 10%, which lags behind most other financial services firms. FUSE Research believes marketing in #AssetManagement is underutilized and often provided too few resources.

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Reclaim Finance

@reclaimfinance.org

1 year ago

#AssetManagers use their client's money to fuel the #climate crisis… While asset owners trust them to manage their #investment!

📢 Calling on asset owners to actively engage with asset managers and stop entrusting new mandates to those that support fossil fuel expansion!

Read our assessment ⬇️

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1 year ago

Why are #AssetManagers so keen to sell #alternatives to individuals? One reason is the sizable addressable market: 24.3 million households counted as accredited investors in 2022, or 18.5% of U.S. households, according to an SEC study released a year ago.

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