Investment outsourcing

Artisan Partners Asset Management Inc. Reports June 2021 Assets Under Management

Retrieved on:

Monday, July 12, 2021

Finance, Investment fund, Money, Investment, Institutional investors, Investment management, Alternative investment management companies, Investment outsourcing, Virtus Investment Partners

1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.

Key Points:

1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.
Separate account AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world.
Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.

Breckinridge Capital Advisors Names Ognjen Sosa as Chief Investment Officer

Retrieved on:

Tuesday, June 29, 2021

Banking, Professional services, Finance, Finance, Money, Economy, Chief investment officer, Financial markets, Investment management, Investment, Investment outsourcing, Virtus Investment Partners

Breckinridge Capital Advisors, an independently owned asset management firm specializing in investment grade fixed income portfolios, announced today that Ognjen (Oggie) Sosa has been named Chief Investment Officer (CIO).

Key Points:

Breckinridge Capital Advisors, an independently owned asset management firm specializing in investment grade fixed income portfolios, announced today that Ognjen (Oggie) Sosa has been named Chief Investment Officer (CIO).
Sosa has more than 15 years of asset management experience spanning across investment research, portfolio management and team leadership of investment professionals and businesses.
For nearly three decades, Breckinridge has provided clients with the highest caliber of fixed income management, said Peter Coffin, President at Breckinridge Capital Advisors.
Working through a network of investment consultants and advisors, Breckinridge offers sector-focused, multi-sector and sustainable bond strategies in customized separate accounts.

Evolution Private Investment Collective Launches Advisor-Focused Solution for Private Markets

Retrieved on:

Thursday, June 24, 2021

Finance, Money, Investment management, Economy, Financial adviser, Financial markets, Investment outsourcing

DENVER, June 24, 2021 /PRNewswire/ -- Evolution Private Investment Collective, LLC, (EPIC), an investment management firm,ispleased to announce the launch of the firm and its simple and transparent solution that brings new participants, namely financial advisors and their clients, to the growing $7.3 trillion private investment market.

Key Points:

DENVER, June 24, 2021 /PRNewswire/ -- Evolution Private Investment Collective, LLC, (EPIC), an investment management firm,ispleased to announce the launch of the firm and its simple and transparent solution that brings new participants, namely financial advisors and their clients, to the growing $7.3 trillion private investment market.
Despite the growing size of private markets, only 14% of independent financial advisors have found a viable private market solution for their clients.
Evolution Private Investment Collective (EPIC)is a Denver-based investment management firm opening up private markets by connecting three stakeholder groups with unique problems: individuals, their financial advisors, and the managers to whom the firm allocates capital.
Always carefully review all fund governing documents and discuss all risks with your investment adviser before making an investment decision.

Guardian Capital Announces June 2021 Distributions for Guardian Capital Funds

Retrieved on:

Thursday, June 17, 2021

Finance, Investment, Money, Guardian Capital Group, Investment management, Financial markets, Investment funds, Virtus Investment Partners, Investment outsourcing

Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates.

Key Points:

Guardian Capital LP is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of asset classes, geographic regions and specialty mandates.
Additionally, Guardian Capital LP manages portfolios for institutional clients such as defined benefit and defined contribution pension plans, insurance companies, foundations, endowments and investment funds.
Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
Guardian Capital Group Limited (Guardian) is a diversified, global financial services company operating in two main business segments: Asset Management and Wealth Management.

Options Solutions Appoints Advisory Board

Retrieved on:

Tuesday, June 15, 2021

Finance, Contract law, Option, Money, Investment, Institutional investors, Investment management, Virtus Investment Partners, Investment outsourcing

CHICAGO, June 15, 2021 (GLOBE NEWSWIRE) -- Options Solutions LLC, a specialized, asset management firm that was created to help high-net-worth investors add conservative options strategies to their portfolios, has appointed an Advisory Board.

Key Points:

CHICAGO, June 15, 2021 (GLOBE NEWSWIRE) -- Options Solutions LLC, a specialized, asset management firm that was created to help high-net-worth investors add conservative options strategies to their portfolios, has appointed an Advisory Board.
The Advisory Board will advise senior management on issues that are critical to the company and its clients, providing additional expertise and insight.
The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.
Options Solutions is a specialized asset management firm focused on helping clients generate additional income and enhance investment returns.

Artisan Partners Asset Management Inc. Reports May 2021 Assets Under Management

Retrieved on:

Wednesday, June 9, 2021

Finance, Investment fund, Money, Investment, Institutional investors, Investment management, Alternative investment management companies, Investment outsourcing, Virtus Investment Partners

1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.

Key Points:

1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.
Separate account AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world.
Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.

Mercer Reaches New High of $390 Billion USD of Global Assets Under Management

Retrieved on:

Thursday, June 3, 2021

Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC (Mercer Investments).

Key Points:

Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC (Mercer Investments).
2 The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC (Mercer Investments) and their global affiliates provide discretionary investment management services as of the dates indicated.
The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments.
For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

Retrieved on:

Thursday, May 20, 2021

Finance, Money, Fiduciary Trust Company International, Investment management, Wilmington Trust, Economy, Investment, Investment outsourcing, Investment policy statement

"His experience in managing client portfolios, asset allocation, and leading a team of advisors will expand the reach of our Florida team.

Key Points:

"His experience in managing client portfolios, asset allocation, and leading a team of advisors will expand the reach of our Florida team.
Previously, he was a senior investment advisor in Wilmington Trust\'s New York City office.
Prior to joining Wilmington Trust, Robert was a senior portfolio manager and member of the Investment Policy Committee at Fiduciary Trust International serving individual high-net-worth, endowment, and foundation clients.
(WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM).

Artisan Partners Asset Management Inc. Reports April 2021 Assets Under Management

Retrieved on:

Tuesday, May 11, 2021

Finance, Money, Economy, Investment fund, Asset classes, Alternative investment management companies, Institutional investors, Investment outsourcing

b"1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.

Key Points:

b"1 Separate account AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds.
Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets.
Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes.
Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.\nSource: Artisan Partners Asset Management Inc.\n"

Partners Capital Announces Expansion of Office of the CIO with Two Internal Appointments

Retrieved on:

Tuesday, May 11, 2021

Finance, Money, Investment, Economy, Financial markets, Alternative investment management companies, Partners Capital, Bain Capital, Private-equity firm, Private equity, Investment outsourcing

She joined Partners Capital from Babson Capital Management, the investment management arm of MassMutual, where she led Private Equity investments in North America, Europe and Latin America.

Key Points:

She joined Partners Capital from Babson Capital Management, the investment management arm of MassMutual, where she led Private Equity investments in North America, Europe and Latin America.
Prior to joining Partners Capital, he was a Vice President at Bain Capital in the global Private Equity group, overseeing investment due diligence, deal execution and portfolio management.
"\nFounded in 2001, Partners Capital is a wholly independent Outsourced Investment Office (OCIO) primarily serving sophisticated institutions and senior investment professionals in Europe, North America and Asia Pacific.
The firm oversees assets in excess of $40 billion.1Additional information on Partners Capital may be found at http://www.partners-cap.com\n'