Asset manager unveils new series of passive-populated model portfolios.
Andrew Lill will take on his new role in late January 2019 with Matt Wacher taking on Lill's previous position as Morningstar's chief investment officer for Asia Pacific.
Based in New York, James Ocasio joined the firm in July. He reports to Don Evans, head of investment consulting at HighTower’s wealth management division.
BOK Financial’s Liu Liu, Melissa Lord and Carrie Clasen Porter understand the power of uniting their different perspectives on manager research.
The bank is to create new leadership positions reporting to the head of wealth and investment management.
Michael Brandmeyer, co-chief investment officer of the AIMS group and co-head of private equity strategies as well as Chris Kojima, global head and co-chief investment officer of the AIMS group will now join Julia Feldman to co-manage the fund.
Your daily round-up of the latest fund launches, manager moves and strategy shifts.
Norwalk, Connecticut-based Rocaton Investment Advisors had more than $600 billion in assets under advisement as of September 30.
Carlyle and JPMorgan join Blackstone, UBS, Morgan Stanley, BlackRock, BNY Mellon and Credit Suisse as investors in the firm, although iCapital's own management team still remains its largest shareholder.
In an interview with Citywire, DoubleLine portfolio manager Jeff Mayberry, explains the risks and rewards of commodities and why a peak is some way off.