Investors’ aversion to paying taxes is as strong as ever, and asset managers are expanding their toolkits to provide more solutions in separately managed accounts. SMAs have one big advantage over tax ...

A new report from market research firm Cerulli Associates finds that a majority of financial advisors expect to prioritize the use of model portfolios over funds of funds going forward because of the ...

Ray Dalio is challenging one of the hedge fund industry's most powerful trends, warning that the dominant "pod shop" model may be brilliant at generating returns today but poorly suited to surviving ...

Over time, investment portfolios can drift away from their original allocation. This can happen for a range of reasons. A new fund manager could deviate from a fund’s original process. Fund managers ...

There are 40,000 families globally with $100 million or more in wealth. These families could play a catalytic role in a 21st-century renaissance, in the same way that wealthy Italian families ...

SHANGHAI/SINGAPORE (Reuters) - Tiger Brokers said on Tuesday it embedded DeepSeek's model into its AI-powered chatbot, as brokerages and money managers race to capitalise on the Chinese start-up's ...

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund (HLVCG) ...

With the creation of the first private investment funds that were intended to pursue social goods in addition to financial returns—commonly referred to as “impact funds”—impact-oriented investors were ...

(Bloomberg) -- BlackRock Inc., fresh off a $28 billion deal spree to transform into a major player in alternative assets, is integrating complex private investments into its ready-made portfolios for ...

Source BlackRock as of 6/30/2025. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so ...