The mechanics of a PM deal are complex. Contracts are increasingly nuanced and bespoke, including caveats and clawbacks.

Investment managers already juggle client relationships, market trends, and fund performance—you wouldn’t want the added ...

Jonathan Simon, one of JPMorgan American investment trust’s portfolio managers, will retire on 3 March 2025 after 45 years in ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

On February 7, 2025, the SEC issued an order postponing compliance requirements with Rule 13f-2 under the Securities Exchange Act and ...

Cincinnati’s investment fund resulting from the sale of the city-owned railway has grown by nearly $100 million over the past ...

A US-based private fund commonly uses either a Delaware limited partnership or a Delaware LLC as its legal entity. However, it's typical to see a nested structure in which the fund is a limited ...

Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating ...

BP shares rose sharply after it was revealed that activist hedge fund Elliott Investment Management had taken a stake in the ...