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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Category Archives: Brand
Institutional investors: SWFs in the spotlight – CIC… LatAm, Africa and Alternatives
China at the 18th Party Congress starting this week is electing a new leader – a busy year of change for China and the world. On the investment side, CIC with now some $485 billion in AUM similarly is undergoing … Continue reading
Posted in alternatives, beauty, black swans, Brand, Brazil, cash flows, Chile, China, Enskat Associates, information delivery, LatAm, Latin America, management, multi-convergence, private banking, regulation, SWFs, UCITS, wealth management
Tagged Africa, andre esteves, asia, asset holders, asset international, asset management, btg, CBRC, China, cic, Csrc, E&A, enskat associates, institutional investors, latin america, morgan stanley, sao paulo, shanduka, swf
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After #Sandy: Speeches and meetings in Asia and Latin America
After a week without power or water, thanks to Sandy, I am about to fly over to Asia for two weeks, followed by a week in Latin America later in November. The week here showed NY and the world how … Continue reading
Posted in alternatives, asia, beauty, black swans, books, Brand, Brazil, cash flows, Chile, China, consulting, EFAMA, Enskat, Enskat Associates, information delivery, LatAm, Latin America, management, money, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, wealth management
Tagged asia, asset international, Brazil, cash flows, Chile, China, cic, E&A, enskat associates, europe, gic, HK, institutional investors, latam, latin, petrobras, Sandy, Selic, SG, strategic insight, swf, SWFs, United States, us
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Gender and race inequalities in retirement savings – changing the future
John Rogers is an icon not only in finance, but also in education. Thirty years ago he founded Ariel Investments, changing finance in the process (he today is an advisor and on boards of many of the most prestigious companies, … Continue reading
Posted in alternatives, black swans, Brand, cash flows, Enskat, Enskat Associates, India, information delivery, Latin America, multi-convergence, professional fund buyers, wealth management
Tagged 401k, AEI, African American, aon, Ariel, Asian, auto enrollment, diversity, E&A, endowment, enskat associates, finance, foundation, gender, Hispanic, in living color, John Rogers, Latino, policies, Race, retirement, white
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Global retirement themes: target returns, DB/DC, LDI, plan design, education, risk
As I am spending more and more time on the institutional side of the business in recent years – as part of the overall theme of multi-convergence in the industry -, I am always intrigued with the work done by … Continue reading
Posted in alternatives, beauty, black swans, Brand, Brazil, distribution, Enskat, Enskat Associates, lifestyle, management, Middle East, money, private banking, wealth management
Tagged 401k, aon Hewitt, db, DC, E&A, enskat, enskat Associat, hot topics, institutional investors, LDI, long duration, mutual funds, plan, retirement, SMA
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Customized beta… Rethinking alpha creation around factor- and risk-based investing
In my keynote speech in Aberdeen this summer, I referred to my firm’s research around volatility and risk management as “ROVO” – Return Optimization around VOlatility. In the overall risk-on/risk-off approach by institutions and private wealth managers post-crisis, volatility considerations, … Continue reading
Posted in alternatives, apps, black swans, Brand, cash flows, Chile, consulting, distribution, EFAMA, Enskat, Enskat Associates, information delivery, institutions, Latin America, management, multi-convergence
Tagged active, Alpha, alternatives, aqr, ATP, beta, blackrock, BMACS, bridgewater, customized beta, Dalio, daniel enskat, E&A, enskat, enskat associates, etfs, factor investing, hedge funds, Keller, LODH, multi convergence, natixis, northern trust, on off, passive, quarterly, risk, risk parity, ROVO, solvency, SPDR, state street
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Earnings season: Blackstone reports record AUM and strong performance fee growth
Blackstone reported a 7% appreciation in its private equity funds and a 5% increase in real estate. Chairman and CEO Stephen Schwarzman confirmed “gross organic inflows of $38 billion over the last year, with $14 billion returned to our investors, … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, consulting, Enskat, Enskat Associates, information delivery, institutions, management, money, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged advisory, alternatives, asset management, bep, blackstone, brep, capital trust, credit, dry powder, E&A, energy, eni, enskat associates, hedge, hfs, performance fees, private equity, real estate, Schwarzman, tactical, water mark
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Earnings season: Blackrock powers forward with iShares and equities
Blackrock this week reported an almost 25% increase in year on year quarterly earnings. Adjusted EPS stood at $3.47, with net income growth of 8% (17% as adjusted) from Q3 2011 on revenue of $2.3 billion. The most interesting statistic … Continue reading
Posted in alternatives, asia, Brand, Brazil, cash flows, consulting, distribution, Enskat, Enskat Associates, information delivery, institutions, lifestyle, management, movement, multi-convergence, pension funds, private banking, professional fund buyers, UCITS, wealth management
Tagged alternatives, asia, asset management, blackrock, E&A, earnings, east west, enskat associates, etfs, europe, fink, hedge funds, ishares, newcits, passive active, performance fees, quarterly results, solutions, ucits
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Where is the industry going to grow? US/Europe vs Asia/Latam
Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading
Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged asia, asset international, aum, BBH, blackrock, Brazil, distribution, E&A, enskat associates, Franklin Templeton, industry, institutional investor, investment, julius baer, latin america, mexico, ml, outlook, pictet, principal, private banking, schroders, strategic insight, ucits, world wealth report, wwr
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Learning from Chile: Principal buys AFP, the growth of Latin America retirement investing and Chile educating the US
Latin America is high on the list of priorities for asset managers. Mostly, that includes expanding investment management in and for the region to build out product ranges and investment capabilities, but we also see a much stronger business push … Continue reading
Posted in alternatives, asia, Brand, Brazil, cash flows, Chile, consulting, Enskat, Enskat Associates, information delivery, Latin America, lifestyle, management, Uncategorized
Tagged afores, afp, America, asia, asset international, Brazil, Chilecon valley, E&A, economist, enskat associates, institutional investor, latin, mexico, principal, retirement, Silicon Valley, singapore, strategic insight, talent, zimpleman
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4 hour work week? Balancing productivity perceptions: leadership, google, outliers, and Gangnam style work life balance
Who works the hardest and who works the smartest? Comparing global average work hours from the OECD (not a complete data set, but the most complete available), shows that developing countries work a lot longer/harder than their US and European … Continue reading
Posted in alternatives, asia, books, Brand, Chile, consulting, distribution, Enskat Associates, information delivery, Latin America, lifestyle, management, multi-convergence
Tagged better life, enskat associates, Eric Schmidt, four hour work week, Gangnam style, gladwell, google, Justin Bieber, Leadership, lifestyle, MIT, OECD, productivity, PSY
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