Aitor Ocio

Kinterra Capital Closes Oversubscribed Debut Critical Minerals Fund with US$565 Million of Committed Capital

Retrieved on: 
Tuesday, November 21, 2023
Professional Services, Other Energy, Mining, Minerals, Alternative Energy, Natural Resources, Energy, Finance, Fund, Mineral, Investment, Allen & Overy, Consultant, Private sector, Aitor Ocio, Capital, Original equipment manufacturer, EV, McKinsey & Company, Cryptocurrency, Renewable energy

Kinterra Capital (“Kinterra” or “the Firm”), a private equity firm that invests in and develops key critical minerals assets and strategic infrastructure necessary for the energy transition, today announced the closing of its debut fund, the Kinterra Battery Metals Mining Fund, LP (“the Fund”), with committed capital of US$565 million, surpassing its US$500 million target.

Key Points: 
  • Kinterra Capital (“Kinterra” or “the Firm”), a private equity firm that invests in and develops key critical minerals assets and strategic infrastructure necessary for the energy transition, today announced the closing of its debut fund, the Kinterra Battery Metals Mining Fund, LP (“the Fund”), with committed capital of US$565 million, surpassing its US$500 million target.
  • “The structural underinvestment in critical minerals over the past decade has resulted in severely discounted valuations for excellent assets and created a massive need for capital investment, as countries transition to more sustainable energy sources,” said Brandon.
  • This differentiated capability makes Kinterra an attractive partner for public and private sector organizations that are driving the energy transition globally.
  • Allen & Overy served as lead legal counsel and Metric Point Capital served as placement advisor.

Alphemy Capital Appoints Constance Sng as Chief of Capital Formation and Investor Relations as Part of Its Strategic Expansion Program

Retrieved on: 
Tuesday, September 12, 2023
Software, Professional Services, Internet, Thought Leadership, Business, Blockchain, Fintech, Technology, Digital Cash Management, Digital Assets, Other Professional Services, Web3, Finance, Other Technology, London School of Economics, University, CFA, Moore Capital Management, Marketing, London, Aitor Ocio, Pension, Risk management, SWF, Consultant, Capital formation, Constance, Investment, Capital, TIDE, Growth, Cryptocurrency, Management, Financial services, Economics

Alphemy Capital S.A. (“Alphemy Capital”), an alternative investment manager focused on blockchain technology and digital assets investments, has appointed Constance Sng as its Chief of Capital Formation and Investor Relations.

Key Points: 
  • Alphemy Capital S.A. (“Alphemy Capital”), an alternative investment manager focused on blockchain technology and digital assets investments, has appointed Constance Sng as its Chief of Capital Formation and Investor Relations.
  • In this newly created role, Sng will work alongside the management team to develop and implement the firm’s strategic expansion and institutional offering.
  • ‘Constance is a highly valuable addition to the team,’ said Alphemy Capital CEO Roman Khrushch.
  • As Chief of Capital Formation and Investor Relations, Constance will help us identify new opportunities to take this vision forward.’
    Prior to Alphemy Capital, Sng was Global Head of Capital Formation and Investor Relations at a leading digital asset web3 platform, driving corporate strategy and investor relations.

Institutional Investors Persist, Reveal Approach to Adopting ESG Investments Despite Controversy

Retrieved on: 
Tuesday, April 25, 2023
Linda, CFOS, Generation, US Institute for Environmental Conflict Resolution, Aitor Ocio, DC, ESG, Investment, Financial services, Financial adviser, Escalation of commitment

The strongest demand for ESG investments is among $1 billion-plus defined contribution (DC) retirement plans (59%) and insurance company general accounts (35%).

Key Points: 
  • The strongest demand for ESG investments is among $1 billion-plus defined contribution (DC) retirement plans (59%) and insurance company general accounts (35%).
  • Millennial and Generation X employees are likely driving demand for DC retirement plans while risk mitigation is influencing insurers.
  • Environmental concerns continue to lead institutional investors to adopt ESG investments across all institutional categories, with 70% of respondents indicating interest due to environmental factors.
  • “Despite continuing concerns, the institutional community agrees the environmental aspect of ESG is here to stay,” said York.

Chestnut Advisory Group Expands Asset Manager Consulting Expertise

Retrieved on: 
Wednesday, April 19, 2023
Consulting, Asset Management, Professional Services, Finance, Venkataraman, Partnership, MFS Investment Management, Aitor Ocio, MFS, Partner (business rank), Central Waqf Council, CIO, EFront Alternative Investment Solutions, Financial adviser, Cryptocurrency, Chestnut

Chestnut Advisory Group, LLC, a boutique strategy consultant dedicated to asset managers and OCIOs, is proud to announce Ravi Venkataraman has joined the firm as Managing Partner and co-owner.

Key Points: 
  • Chestnut Advisory Group, LLC, a boutique strategy consultant dedicated to asset managers and OCIOs, is proud to announce Ravi Venkataraman has joined the firm as Managing Partner and co-owner.
  • This represents a major milestone in the firm’s development as an independent, practitioner-led management consulting firm serving the asset management industry.
  • Venkataraman will lead the firm’s strategic advisory work with asset managers and solutions providers in partnership with Amanda Tepper, Chestnut’s Founder and co-owner.
  • “Ravi’s deep expertise across OCIO and solutions, distribution leadership, and consulting will be a huge benefit for our clients,” said Tepper.

Matthews Asia Launches Emerging Markets Ex China Active ETF

Retrieved on: 
Wednesday, January 11, 2023
Matthews, RIA, NYSE Arca, Aitor Ocio, MCH, Risk, MEM, MEMX, Growth, ETF, SAN, Financial adviser, Security (finance)

SAN FRANCISCO, Jan. 11, 2023 (GLOBE NEWSWIRE) -- Matthews Asia launched the Matthews Emerging Markets ex China Active ETF (MEMX) on the New York Stock Exchange today, adding the “power of choice” for investors to the firm’s active ETF suite.

Key Points: 
  • SAN FRANCISCO, Jan. 11, 2023 (GLOBE NEWSWIRE) -- Matthews Asia launched the Matthews Emerging Markets ex China Active ETF (MEMX) on the New York Stock Exchange today, adding the “power of choice” for investors to the firm’s active ETF suite.
  • The Matthews Emerging Markets ex China Active ETF provides investors with the ability to separate China from their core emerging markets allocations and thereby take control over the level of China exposure they have in their portfolios.
  • With this launch, investors now have a broader set of options to control their China exposure, either as part of a core emerging markets portfolio with MEM or excluding it with MEMX and using MCH to add dedicated China exposure.”
    Michael Barrer, Head of ETF Capital Markets commented: “The launch of the Matthews Emerging Markets ex China Active ETF provides investors with the power of choice in how they gain exposure to the important growth regions of emerging markets.
  • This ETF leverages our expertise in emerging markets in order to offer a suite of actively managed investment solutions that enable investors to take a more customized approach to their emerging market portfolio and meet their risk return objectives.”
    Matthews active ETFs provide investors with the same active management expertise that has served investors for over 30 years with the lineup of its mutual funds, adding benefits that include lower fees, increased tax efficiency and intra-day liquidity:
    Matthews Emerging Markets Equity Active ETF (NYSE Arca: MEM)
    Matthews Emerging Markets ex China Active ETF (NYSE Arca: MEMX)
    Matthews Asia Innovators Active ETF (NYSE Arca: MINV)
    Matthews China Active ETF (NYSE Arca: MCH)

Backstop Solutions and CENTRL Partner to Take the Pain Out of Manager Due Diligence for Asset Owners

Retrieved on: 
Thursday, September 22, 2022
Technology, Fintech, Other Technology, Professional Services, Software, Networks, Internet, Data Analytics, Data Management, Pension, ESG, Efficiency, Investment management, PTC Integrity, ODD, Aitor Ocio, Knowledge, IDD, Senior, Consultant, Partnership, Industry, Foundation, Technology, Solution, API, Research, Backstop, Risk management

These robust data sets are integrated into the research management system for both Backstops and CENTRLs client bases through an API-enabled system.

Key Points: 
  • These robust data sets are integrated into the research management system for both Backstops and CENTRLs client bases through an API-enabled system.
  • This integration enables a unified picture of qualitative and quantitative diligence attributes of managers, providing greater visibility and transparency to manager research and diligence teams.
  • This enables asset owners and their research teams to stick to their core strengths: building relationships, managing deals, and continuing to evolve their firms.
  • We chose to partner with CENTRL because they offer the leading form and diligence solution purpose-built for this industry, said Chris Anderson, Senior Vice President of Integrations at Backstop Solutions.

Northern Trust Front Office Solutions Enhances Transparency into Investment Analysis Process

Retrieved on: 
Tuesday, June 21, 2022
Technology, Finance, Fintech, Banking, Professional Services, Software, Networks, Internet, Data Management, Doctor of Philosophy, Industry, Finance Secretary (India), Pension, Foundation, Head Office, Northern Trust, Investment, Trust, Aitor Ocio, Nasdaq, Twitter, Risk, Risk management

Northern Trust (Nasdaq: NTRS) has enhanced the Investment Analysis module of its Front Office Solutions platform to optimize decision-making for institutional investors managing sophisticated portfolios, including alternative investments.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) has enhanced the Investment Analysis module of its Front Office Solutions platform to optimize decision-making for institutional investors managing sophisticated portfolios, including alternative investments.
  • Multi-asset class investors have complex investments that require resources and time to evaluate and monitor, said John Turney, head of Northern Trust Front Office Solutions.
  • As of March 31, 2022, Northern Trust had assets under custody/administration of US$15.5 trillion, and assets under management of US$1.5 trillion.
  • Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S.

Northern Trust Announces Leadership Changes to Front Office Solutions and Global Foreign Exchange Businesses

Retrieved on: 
Wednesday, June 1, 2022
Finance, Banking, Accounting, Professional Services, Other Professional Services, Head, Transition management, GFX, Capital market, Transition, FX, Security (finance), Nasdaq, Solution, Growth, Aitor Ocio, Pension, Foundation, Twitter, Industry, Head Office, Bank, Management, Turney, Northern Trust

Northern Trust Asset Servicing President Pete Cherecwich said, John Turneys exemplary leadership has transformed Global Foreign Exchange into a tech-forward strategic service business.

Key Points: 
  • Northern Trust Asset Servicing President Pete Cherecwich said, John Turneys exemplary leadership has transformed Global Foreign Exchange into a tech-forward strategic service business.
  • Kurk, with nearly two decades of institutional foreign exchange experience globally, joined Northern Trust as Chief Operating Officer for GFX in 2019 and was named Chief Strategy Officer in 2021.
  • Global Foreign Exchange provides a range of liquidity, trading, transaction processing and outsourced FX solutions for institutional investors.
  • Front Office Solutions and Capital Markets are divisions of Northern Trust Asset Servicing, which provides asset servicing, fund administration and middle office solutions to institutional asset managers and asset owners around the globe.

Top asset owners’ $23 trillion the real key to unlocking net zero

Retrieved on: 
Tuesday, November 23, 2021
Zero, Government, Thought, Industry, Climate, Aitor Ocio, Solution, Research, Investment, Risk, GLOBE, Organization, Ecosystem, NASDAQ, WLTW, Growth, Renewable energy, Risk management, Cryptocurrency, Management

Leading asset owners have the power to drive change in the investments industry and hold the keys and pathways to net zero.

Key Points: 
  • Leading asset owners have the power to drive change in the investments industry and hold the keys and pathways to net zero.
  • As the research shows, there are three accredited net zero committed organizations in the top 20 and only 14 in the top 100.
  • While the pledges from Glasgow Financial Alliance for Net Zero (GFANZ) organizations are critical, the largest asset owners hold the keys to the castle, said Urwin.
  • But to successfully manage the complexity and challenges of sustainable investment and net zero pathways, asset owners will need to develop enhanced governance and investment sophistication.

Northern Trust Launches Machine Learning Module for Asset Owner Research Management

Retrieved on: 
Wednesday, November 10, 2021
Banking, Professional Services, Finance, Learning, Efficiency, Northern Trust, Industry, Aitor Ocio, Head Office, Pension, Machine learning, Automation, Artificial intelligence, Research, Workflow, Twitter, Solution, Blockchain, Nasdaq, Foundation, Cryptocurrency, Risk management

Northern Trust previously announced document procurement and document digitization solutions to provide more efficiency and improved oversight for asset owners investing in alternatives.

Key Points: 
  • Northern Trust previously announced document procurement and document digitization solutions to provide more efficiency and improved oversight for asset owners investing in alternatives.
  • Machine learning promotes significant efficiencies to the administrative work that goes into portfolio management, reducing staff time and improving research results.
  • Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.
  • As of September 30, 2021, Northern Trust had assets under custody/administration of US$15.8 trillion, and assets under management of US$1.5 trillion.