Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Small/Mid Cap Equity Manager of 2022: Congress Asset Management Company
By Jeff BermanCongress Mid Cap Growth was up 30.6% last year, topping the Russell Mid Cap Growth Index by 17.9%, according to Envestnet.
June 16, 2022
Fixed Income Manager of 2022: Federated HermesThe total return bond fund topped both the Bloomberg Aggregate Bond and Bloomberg U.S. Universal benchmark indexes in 2021.
June 16, 2022
Global, International, Emerging Market Equity Manager of 2022: Acadian Asset ManagementIn 2021, the portfolio returned 17.4%, outpacing the MSCI ACWI ex-US Index by 9.6 percentage points, according to Envestnet.
June 16, 2022
Specialty Manager of 2022: LazardThree key areas of portfolio's success in 2021 included investments in the railway sector, toll roads and utilities based in the United Kingdom.
June 16, 2022
Liquid Alternatives Manager of 2022: Capital Wealth PlanningTypically, covered calls are written on 30% to 60% of stocks in the portfolio, says manager Kevin Simpson.
June 16, 2022
Multi-Asset Strategist Manager of 2022: SSI Investment ManagementThe boutique firm says its 12-member portfolio team relies on fundamental analysis and quantitative research to generate consistent performance.
June 16, 2022
Meet the 2022 Asset Manager of the Year WinnersThe top active managers, picked by judges from Envestnet and ThinkAdvisor, stand out for their consistent ability to create alpha for investors.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.