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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: pension funds
China Investment Corporation – It pays to invest overseas… and in equities
The picture is simple. Sovereign funds, in Asia-Pacific and the world at large, act as a leading indicators for the investment management industry. They have long-term capital to play with and are willing to take calculated risks in alignment (hopefully) … Continue reading
Posted in alternatives, asia, black swans, Brand, Brazil, cash flows, China, distribution, E&A, Enskat Associates, information delivery, institutional investor, institutions, Latin America, multi-convergence, pension funds, SWFs, Warren Enskat
Tagged annual report, asset allocation, asset classes, china investment corp, cic, consulting, enskat associates, external, institutional investor, investment management, warren enskat
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Largest pension fund worldwide, GPIF, increases equities and foreign allocations
The largest pension fund globally, Japan’s GPIF, is increasing equity allocations and foreign investments at the expense of fixed income to move into riskier assets. It’s part of what the media has called “Abenomics”, the not too creative neologism of … Continue reading
Posted in alternatives, Brand, cash flows, E&A, enskat associates, institutional investor, institutions, management, money, multi-convergence, pension funds, regulation, Warren Enskat
Tagged Abenomics, asset allocation, asset management, bonds, enskat, enskat associates, equities, GPIF, institutional investors, investing, japan, Pension Funds, stocks, warren
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Changing paradigm for HNW investing: don’t bring sand to the beach
Younger HNW investors are much more comfortable investing in tangible assets than in stocks and other traditional asset classes. U.S. Trust in its annual Wealth and Worth study discovers a number of surprising and counterintuitive trends among HNW investors. For … Continue reading
Posted in alternatives, Brand, Brazil, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, investment banking, iPad, lifestyle, management, money, multi-convergence, pension funds, private banking, professional fund buyers, wealth management
Tagged convergence, E&A, enskat associates, hnw, infrastructure, stocks, tangible assets, ultra high net worth, us trust, Wealth, wealth management
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Multi-Convergence: BlackRock buys private equity real estate specialist MGPA – Asia focus
The era of multi-convergence. We have seen KKR/Schwab, GCS/ICBC/Dexia, Franklin Templeton/K2, Principal/Liongate, and many more examples of traditional and alternative convergence. This week BlackRock bought private equity real estate firm MGPA to boost its Asia and Europe presence, doubling its … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, Chile, consulting, E&A, EFAMA, Enskat Associates, information delivery, institutional investor, management, multi-convergence, pension funds, private equity, SWFs, wealth management
Tagged alternatives, asia, asia-pac, blackrock, E&A, enskat associates, investment management, larry fink, m&A, mark mccombe, mgpa, private equity, real estate, warren enskat
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SWFs, Family Offices and Pension Funds in the Middle East in Transition: Invesco study
The decisions of the most sophisticated pools of assets globally are studied closely for guidance on how the overall industry will evolve. The history of SWFs started with KIA in the 1950s and Middle East SWFs in the last sixty … Continue reading
Posted in alternatives, black swans, Brand, consulting, E&A, Enskat Associates, information delivery, institutional investor, LatAm, Middle East, money, multi-convergence, pension funds, private banking, private equity, SWFs, wealth management
Tagged asset allocation, asset international, enskat associates, family offices, hnw, imeam, institutional investors, invesco, KIA, Middle East, Qatar, sovereigns, SWFs, uhnw, warren
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Few surprises in European Pension Fund Asset Allocation: Equities down, Alternatives Up
The latest Mercer data on European pension funds and their asset allocation shows an aggregate decrease in equities from 43% to 39%, and over half of them now have alternatives allocations (UK leads the way with 75%). In other words, … Continue reading
Posted in alternatives, asia, cash flows, consulting, E&A, Enskat Associates, information delivery, institutional investor, investment banking, management, multi-convergence, pension funds, private banking, private equity
Tagged agriculture, alternatives, asset allocation, consultants, emd, emerging markets, enskat associates, equities, european pension funds, fixed income, Mercer, Pension Funds, warren enskat
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Lost Generation… Income and wealth building disparities in the US
The Urban Institute, founded according to LBJ ” to bridge the gulf between the lonely scholar in search of truth and the decisionmaker in search of progress” has hit on an inconvenient truth. Generation X and Y are lost… at … Continue reading
Posted in cash flows, consulting, E&A, Enskat Associates, information delivery, money, pension funds, wealth management
Tagged 401k, AEI, Ariel, E&A, enskat associates, great recession, John Rogers, retirement, Urban Institute, Wealth
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Principal is buying majority stake in hedge fund manager. Alternatives, LatAm and more in E=MC2
E=MC2 The era of multi-convergence for investment management. A very important convergence trend for traditional asset managers has been to build up expertise in alternatives, to present holistic investment solutions and asset allocation views to institutional clients around the world. … Continue reading
Posted in alternatives, black swans, Brand, Chile, consulting, distribution, E&A, EFAMA, Enskat, enskat associates, institutional investor, institutions, Latin America, management, multi-convergence, pension funds, professional fund buyers, SWFs
Tagged asset management, CEO, cuprum, E&A, enskat, hedge funds, Liongate, McCaughan, multi-convergence, principal, retirement
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Multiconvergence: Orix buys Robeco for distribution and global brand
I am finishing a week of CEO discussions in Europe and, before flying back to NY, Orix just announced the acquisition of 90.01% of Robeco equity from Rabobank for about two billion Euros (240 billion yen) to expand the global … Continue reading
Posted in alternatives, asia, Brand, cash flows, distribution, E&A, enskat associates, institutional investor, institutions, management, Middle East, multi-convergence, pension funds, private banking, professional fund buyers, SWFs, UCITS, wealth management
Tagged asset management, brand, distribution, enskat, expansion, global, japan, m&A, Orix, Robeco
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Schroders increases US assets to $35b with STW acquisition
Global boutique investment specialist Schroders is continuing to build out business away from its UK home – today the firm announced the acquisition of STW Fixed Income Management in the US. STW is a US investment grade bond manager with … Continue reading
Posted in alternatives, asia, black swans, Brand, cash flows, distribution, E&A, enskat associates, information delivery, institutional investor, management, multi-convergence, pension funds, professional fund buyers, wealth management
Tagged acquisition, asia, asset international, daniel enskat, E&A, enskat associates, fixed income, global asset management, institutional investor, latam, Massimo Tosato, Michael Dobson, schroders, stw, us
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