This content is from: Portfolio As Active Funds Struggle to Outperform, Fee Declines Get Worse Managers of U.S. large value stocks beat benchmarks by the widest margin in 2022, while U.S. fixed-income managers barely stayed ahead of indexes, according to Investment Metrics. By Hannah Zhang March 06, 2023
This content is from: Portfolio Peter Kraus’s Performance-Fee Experiment Is Working. Up Next: New Funds. Aperture Investors has grown to $4 billion in five years — and now it’s launching an emerging market debt fund just as the rate-hike cycle could be nearing its end. By Michael Thrasher March 22, 2023
This content is from: Portfolio Richard Ennis Has a Fix for Governance. No One Will Like It. “Only the trustees are in a position to fix things,” argues the former consultant. By Julie Segal February 14, 2023
This content is from: Portfolio Is a Recession Inevitable? Most Managers Have the Same Answer. Natixis found that 80 percent of allocators believe active managers are “necessary” to find alpha during a recession. By Michael Thrasher February 14, 2023
This content is from: Corner Office Goldman Sachs Boasts Asset Management Growth at Investor Day The asset and wealth management division will be key to meeting the bank’s broader goals, chief executive David Solomon said. By Michael Thrasher February 28, 2023
This content is from: Corner Office This New Bond Leader Doesn’t Have a King Actively managed bond funds at Capital Group, a huge but intentionally faceless manager, have attracted $100 billion over five years, twice the total of peers. By Michael Thrasher March 16, 2023
