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  • ‘Direct Indexing Has Been Overhyped’

    ‘Direct Indexing Has Been Overhyped’

    • Michael Thrasher

    August 31, 2020

  • ‘I Can’t Believe I’m Saying This, But I’m Passing on Seth Klarman’

    ‘I Can’t Believe I’m Saying This, But I’m Passing on Seth Klarman’

    • Leanna Orr

    August 31, 2020

  • Coatue’s Lucrative Solar Deal

    Coatue’s Lucrative Solar Deal

    • Stephen Taub

    August 31, 2020

  • Bridgewater and Tekmerion, the Startup Accused of Stealing Its Secrets, End Legal Wrangling

    Bridgewater and Tekmerion, the Startup Accused of Stealing Its Secrets, End Legal Wrangling

    • Alicia McElhaney

    August 31, 2020

  • Why the Dow Reshuffle Matters

    Why the Dow Reshuffle Matters

    • Christine Idzelis

    August 31, 2020

  • Who’s Left Holding Herbalife?

    Who’s Left Holding Herbalife?

    • Michelle Celarier

    August 28, 2020

  • Marble Ridge’s Battle With Neiman Marcus Heats Up

    Marble Ridge’s Battle With Neiman Marcus Heats Up

    • Amanda Cantrell

    August 28, 2020

  • ‘An Antidote to Economic Sclerosis’— Short-Term Investors Aren't All Bad, Study Finds

    ‘An Antidote to Economic Sclerosis’— Short-Term Investors Aren't All Bad, Study Finds

    • Amy Whyte

    August 28, 2020

  • Enjoying Your Vacation? Then You Should Read This Story.

    Enjoying Your Vacation? Then You Should Read This Story.

    • David Sterman

    August 27, 2020

  • What Stakeholders Wanted, Got, and Were Denied in the SEC’s New Accredited Investor Rules

    What Stakeholders Wanted, Got, and Were Denied in the SEC’s New Accredited Investor Rules

    • Michael Thrasher

    August 27, 2020

  • ‘Seven Years of Being Just Tortured’: Why This Longtime Active Management CEO Started an Index Firm

    ‘Seven Years of Being Just Tortured’: Why This Longtime Active Management CEO Started an Index Firm

    • Christine Idzelis

    August 27, 2020

  • How Citi Got (Some Of) Its Money Back

    How Citi Got (Some Of) Its Money Back

    • Alicia McElhaney

    August 27, 2020

  • Former Goldman and Blue Harbour Honchos Team up for SPAC

    Former Goldman and Blue Harbour Honchos Team up for SPAC

    • Michelle Celarier

    August 27, 2020

  • These Stocks Have the Most Concentrated Hedge Fund Ownership. Here’s Why That’s Important.

    These Stocks Have the Most Concentrated Hedge Fund Ownership. Here’s Why That’s Important.

    • Stephen Taub

    August 27, 2020

  • Webcast: Is Your Portfolio Ready for the New Reality?

    Sponsored

    Webcast: Is Your Portfolio Ready for the New Reality?

    • Invesco

    August 26, 2020

  • The Final Barriers Between RIAs and Insurance Policies Just Fell

    The Final Barriers Between RIAs and Insurance Policies Just Fell

    • Michael Thrasher

    August 26, 2020

  • Did the SEC Set the Bar Too Low for Private Market Investors?

    Did the SEC Set the Bar Too Low for Private Market Investors?

    • Christine Idzelis

    August 26, 2020

  • Investment Chief Quits $4B Memorial Hermann Health Fund

    Investment Chief Quits $4B Memorial Hermann Health Fund

    • Leanna Orr

    August 26, 2020

  • It Pays To Invest in Unpopular Hedge Funds

    It Pays To Invest in Unpopular Hedge Funds

    • Alicia McElhaney

    August 26, 2020

  • Bridgewater Is Having a Bad Year. David McCormick Has a Plan.

    Bridgewater Is Having a Bad Year. David McCormick Has a Plan.

    • Kip McDaniel
    • Alicia McElhaney

    August 26, 2020

  • Hedge Funds Cashed In on These Health Care IPOs

    Hedge Funds Cashed In on These Health Care IPOs

    • Stephen Taub

    August 26, 2020

  • Venture Capital Gives Wealth Management Startups the Cold Shoulder – Again

    Venture Capital Gives Wealth Management Startups the Cold Shoulder – Again

    • Michael Thrasher

    August 25, 2020

  • Predicting a Biden Win? Consider the Taxes, Locking in Gains on Stocks

    Predicting a Biden Win? Consider the Taxes, Locking in Gains on Stocks

    • John Kimelman

    August 25, 2020

  • Four Lawsuits, 17 Companies, and $900 Million: The Story Behind Citi’s ‘Mistaken’ Loan Repayment

    Four Lawsuits, 17 Companies, and $900 Million: The Story Behind Citi’s ‘Mistaken’ Loan Repayment

    • Alicia McElhaney

    August 25, 2020

  • Watch Out for These ‘Value Traps’

    Watch Out for These ‘Value Traps’

    • Christine Idzelis

    August 25, 2020

  • The Department of Labor Is Attacking Sustainable Investments — And Harming Plan Participants

    The Department of Labor Is Attacking Sustainable Investments — And Harming Plan Participants

    • Lisa Woll and Judy Mares

    August 25, 2020

  • Venture Capitalists Expected Bargains. They’re Still Waiting.

    Venture Capitalists Expected Bargains. They’re Still Waiting.

    • Amy Whyte

    August 25, 2020

  • Dan Loeb’s Hated SPAC Deal Survives a Shareholder Vote

    Dan Loeb’s Hated SPAC Deal Survives a Shareholder Vote

    • Michelle Celarier

    August 25, 2020

  • Why Investors Won’t Miss Marble Ridge

    Why Investors Won’t Miss Marble Ridge

    • Stephen Taub

    August 25, 2020

  • Three Must-Haves for RIAs Seeking a Double-Digit Multiple

    Three Must-Haves for RIAs Seeking a Double-Digit Multiple

    • Michael Thrasher

    August 24, 2020

  • Norway’s Wealth Fund Seeks to End CEO Drama

    Norway’s Wealth Fund Seeks to End CEO Drama

    • Amanda Cantrell

    August 24, 2020

  • Why Nelson Peltz’s Trian Partners Is Having a Year to Forget

    Why Nelson Peltz’s Trian Partners Is Having a Year to Forget

    • Stephen Taub

    August 24, 2020

  • CEOs Are Gaining Power Through Sheer Luck, Study Finds

    CEOs Are Gaining Power Through Sheer Luck, Study Finds

    • Christine Idzelis

    August 24, 2020

  • Asset Managers Are Still Hurting From the Covid-19 Crash — Even if Stocks Aren’t

    Asset Managers Are Still Hurting From the Covid-19 Crash — Even if Stocks Aren’t

    • Amy Whyte

    August 24, 2020

  • Amazon.com Is (Still) the Most Popular Hedge Fund Stock

    Amazon.com Is (Still) the Most Popular Hedge Fund Stock

    • Stephen Taub

    August 24, 2020

  • An Extremely Niche Column on Asset Management Sales

    An Extremely Niche Column on Asset Management Sales

    • Kip McDaniel

    August 21, 2020

  • Citi Sues Nine More Asset Managers in $900 Million Loan Debacle

    Citi Sues Nine More Asset Managers in $900 Million Loan Debacle

    • Alicia McElhaney

    August 21, 2020

  • How University of Chicago, Howard,

    How University of Chicago, Howard, & Other Endowments Are Tackling Asset Management’s Big Problem

    • Amy Whyte

    August 21, 2020

  • Valiant Capital’s Covid-19 Windfall

    Valiant Capital’s Covid-19 Windfall

    • Stephen Taub

    August 21, 2020

  • Lessons Learned After 13 Prospects Said No to a Financial Plan

    Lessons Learned After 13 Prospects Said No to a Financial Plan

    • Michael Thrasher

    August 20, 2020

  • Bausch Is Adding to Glenview’s Woes

    Bausch Is Adding to Glenview’s Woes

    • Michelle Celarier

    August 20, 2020

  • Academics Attack ESG for Failure to Outperform During Crisis

    Academics Attack ESG for Failure to Outperform During Crisis

    • Amy Whyte

    August 20, 2020

  • REITs Struggle After Landlords Faced Toughest Ever Quarter

    REITs Struggle After Landlords Faced Toughest Ever Quarter

    • Christine Idzelis

    August 20, 2020

  • Out of Chaos Comes Order — and Consequences

    Out of Chaos Comes Order — and Consequences

    • Nic Winterstorm

    August 20, 2020

  • Starboard Joins the SPAC Pack

    Starboard Joins the SPAC Pack

    • Stephen Taub

    August 20, 2020

  • Buy Stocks Because This Bull Market Has Legs, Says UBS

    Buy Stocks Because This Bull Market Has Legs, Says UBS

    • Greg Bartalos

    August 19, 2020

  • Against Recommendations, Advisors Are Spending More Time Playing Portfolio Manager

    Against Recommendations, Advisors Are Spending More Time Playing Portfolio Manager

    • Michael Thrasher

    August 19, 2020

  • Venture Capital Is Faring Better Than Other Parts of the Economy

    Venture Capital Is Faring Better Than Other Parts of the Economy

    • Christine Idzelis

    August 19, 2020

  • Pandemic Makes Investors Like Hedge Funds Again

    Pandemic Makes Investors Like Hedge Funds Again

    • Amy Whyte

    August 19, 2020

  • Citi Has Filed Two More Lawsuits Following Its $900 Million Mistake. More Could Come.

    Citi Has Filed Two More Lawsuits Following Its $900 Million Mistake. More Could Come.

    • Alicia McElhaney

    August 19, 2020

  • An Unusual Move for Stan Druckenmiller’s Family Office

    An Unusual Move for Stan Druckenmiller’s Family Office

    • Stephen Taub

    August 19, 2020

  • A Looming Threat to Wealth Managers Has Arrived

    A Looming Threat to Wealth Managers Has Arrived

    • Michael Thrasher

    August 18, 2020

  • ‘The Longest Unprofitable Short I’ve Ever Seen.’

    ‘The Longest Unprofitable Short I’ve Ever Seen.’

    • Christine Idzelis

    August 18, 2020

  • Brigade Capital Claims It’s ‘Not Believable’ That Citi’s $900 Million Transfer Was a Mistake

    Brigade Capital Claims It’s ‘Not Believable’ That Citi’s $900 Million Transfer Was a Mistake

    • Alicia McElhaney

    August 18, 2020

  • Fund Managers Believe This Is a Whole New Cycle

    Fund Managers Believe This Is a Whole New Cycle

    • Amy Whyte

    August 18, 2020

  • Darsana Capital Loses Money for Year-to-Date

    Darsana Capital Loses Money for Year-to-Date

    • Stephen Taub

    August 18, 2020

  • Is This the End of Investing in the Office Sector?

    Sponsored

    Is This the End of Investing in the Office Sector?

    • Aegon Asset Management

    August 18, 2020

  • Why Oaktree Is More Conservatively Positioned Than Usual

    Why Oaktree Is More Conservatively Positioned Than Usual

    • Christine Idzelis

    August 18, 2020

  • The ‘Game-Changer for Education’ Helping 9,000 Advisors Learn Faster Than Their Peers

    The ‘Game-Changer for Education’ Helping 9,000 Advisors Learn Faster Than Their Peers

    • Michael Thrasher

    August 17, 2020

  • Hedge Funds Are Long These Three SPAC Deals

    Hedge Funds Are Long These Three SPAC Deals

    • Michelle Celarier

    August 17, 2020

  • The Consequences of Shrinking Public Markets

    The Consequences of Shrinking Public Markets

    • Christine Idzelis

    August 17, 2020

  • Hedge Funds Missed Out as Small Vaccine Companies Surged

    Hedge Funds Missed Out as Small Vaccine Companies Surged

    • Julie Segal

    August 17, 2020

  • Private Equity Was the ‘Largest Detractor’ for Texas Employees’ Retirement System

    Private Equity Was the ‘Largest Detractor’ for Texas Employees’ Retirement System

    • Alicia McElhaney

    August 17, 2020

  • Tiger Cubs Shake Up Their Portfolios

    Tiger Cubs Shake Up Their Portfolios

    • Stephen Taub

    August 17, 2020

  • Hedge Fund Managers, Prepare to Answer These Questions on Diversity

    Hedge Fund Managers, Prepare to Answer These Questions on Diversity

    • Amy Whyte

    August 17, 2020

  • The Crucifixion of Ben Meng

    The Crucifixion of Ben Meng

    • Amanda Cantrell

    August 16, 2020

  • How This SAC Vet Recovered From a Rough First Quarter

    How This SAC Vet Recovered From a Rough First Quarter

    • Stephen Taub

    August 16, 2020

  • Are Clients Leaving? It

    Are Clients Leaving? It's Not the Answers Advisors Give, It's the Questions They Ask.

    • Gary Stern

    August 14, 2020

  • GMO: The Market Looks Like Wile E. Coyote

    GMO: The Market Looks Like Wile E. Coyote

    • Alicia McElhaney

    August 14, 2020

  • A Hedge Fund Veteran Mounts a Comeback

    A Hedge Fund Veteran Mounts a Comeback

    • Julie Segal

    August 14, 2020

  • America’s Public Pension Challenges Can Be Fixed. Canada Is Proof.

    America’s Public Pension Challenges Can Be Fixed. Canada Is Proof.

    • Clive Lipshitz
    • Ingo Walter

    August 14, 2020

  • How Many Funds Outperformed in 2016, 2017, 2018, and 2019? Less Than 13%.

    How Many Funds Outperformed in 2016, 2017, 2018, and 2019? Less Than 13%.

    • Christine Idzelis

    August 13, 2020

  • Private Equity Firms Bet on Insurance

    Private Equity Firms Bet on Insurance

    • Alicia McElhaney

    August 13, 2020

  • The New ‘FICO Score’ CalPERS and NY Common Are Using to Push Managers on Diversity

    The New ‘FICO Score’ CalPERS and NY Common Are Using to Push Managers on Diversity

    • Amy Whyte

    August 13, 2020

  • Elon Musk Foils Short Sellers. Again.

    Elon Musk Foils Short Sellers. Again.

    • Michelle Celarier

    August 13, 2020

  • Red-Hot Cadian Capital Is Up 43% This Year

    Red-Hot Cadian Capital Is Up 43% This Year

    • Stephen Taub

    August 13, 2020

  • This Hedge Fund With Tiger Management Ties Is Having a Huge Year

    This Hedge Fund With Tiger Management Ties Is Having a Huge Year

    • Stephen Taub

    August 13, 2020

  • Essential Wisdom From America’s Best-Performing Stocks

    Essential Wisdom From America’s Best-Performing Stocks

    • Greg Bartalos

    August 12, 2020

  • Banned From Travel, Allocators Lean on Relationships — And Sneaky Office Trips

    Banned From Travel, Allocators Lean on Relationships — And Sneaky Office Trips

    • Leanna Orr

    August 12, 2020

  • Bridgewater Asks Court to Push Eileen Murray’s Lawsuit to Arbitration

    Bridgewater Asks Court to Push Eileen Murray’s Lawsuit to Arbitration

    • Alicia McElhaney

    August 12, 2020

  • FBI Arrests Direct Lending Firm Founder for Alleged Fraud

    FBI Arrests Direct Lending Firm Founder for Alleged Fraud

    • Christine Idzelis

    August 12, 2020

  • What AQR’s In-House Research on Proxy Voting Means for ESG

    What AQR’s In-House Research on Proxy Voting Means for ESG

    • Julie Segal

    August 12, 2020

  • A Wealth Management M

    A Wealth Management M&A Prophecy Is Becoming Reality. But Something Is Different This Time.

    • Michael Thrasher

    August 11, 2020

  • CFOs Think They Know More Than They Do

    CFOs Think They Know More Than They Do

    • Leanna Orr

    August 11, 2020

  • The Pandemic Is Spurring OCIO Growth. Transparency Will Follow.

    The Pandemic Is Spurring OCIO Growth. Transparency Will Follow.

    • Alicia McElhaney
    • Julie Segal

    August 11, 2020

  • Icahn Gets a Boost in the Second Quarter

    Icahn Gets a Boost in the Second Quarter

    • Michelle Celarier

    August 11, 2020

  • Emerging Market Investors Want Answers. These Firms Can Provide Them.

    Emerging Market Investors Want Answers. These Firms Can Provide Them.

    • Amy Whyte

    August 11, 2020

  • The Research Investors Are Counting On

    The Research Investors Are Counting On

    • Amy Whyte

    August 11, 2020

  • Viking Global Slashes Exposure to Hot Tech Stocks

    Viking Global Slashes Exposure to Hot Tech Stocks

    • Stephen Taub

    August 11, 2020

  • A Legacy of Uncommon Kindness and Shared Ownership Helped Build a $1.5 Billion RIA

    A Legacy of Uncommon Kindness and Shared Ownership Helped Build a $1.5 Billion RIA

    • Jerilyn Klein Bier

    August 10, 2020

  • Asset Management Made Bad Decisions Around Race. Now Is the Time to Change That.

    Asset Management Made Bad Decisions Around Race. Now Is the Time to Change That.

    • Ted Seides

    August 10, 2020

  • Remy Trafelet’s Next Act

    Remy Trafelet’s Next Act

    • Stephen Taub

    August 10, 2020

  • JPMorgan Warns Investors to Brace for ‘Serious’ Problem of Surging Federal Debt

    JPMorgan Warns Investors to Brace for ‘Serious’ Problem of Surging Federal Debt

    • Christine Idzelis

    August 10, 2020

  • Layoffs, Shrunken Bonuses Coming in Asset Management

    Layoffs, Shrunken Bonuses Coming in Asset Management

    • Julie Segal

    August 10, 2020

  • Norges Bank’s Governor Stands by a Controversial Hedge Fund Hire. Its Watchdog Doesn’t Entirely Agree.

    Norges Bank’s Governor Stands by a Controversial Hedge Fund Hire. Its Watchdog Doesn’t Entirely Agree.

    • Alicia McElhaney

    August 10, 2020

  • This Is a Mostly True Story About… Business Cards

    This Is a Mostly True Story About… Business Cards

    • Amanda Cantrell

    August 10, 2020

  • Light Street Is Up 40% This Year

    Light Street Is Up 40% This Year

    • Stephen Taub

    August 10, 2020

  • A Market Collapse Didn’t Blow Up Focus Financial — It Grew in the Second Quarter

    A Market Collapse Didn’t Blow Up Focus Financial — It Grew in the Second Quarter

    • Michael Thrasher

    August 07, 2020

  • The Best Deal in Markets Right Now: Talent.

    The Best Deal in Markets Right Now: Talent.

    • Leanna Orr

    August 07, 2020

  • Mid-Market Loans Have Plummeted

    Mid-Market Loans Have Plummeted

    • Julie Segal

    August 07, 2020

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