Money manager performance
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Legg Mason's AUM inches up in quarter, rises 8% for year
trueLegg Mason reported $707.8 billion in assets under management as of Sept. 30, up 0.5% from the end of the previous quarter and up 8% from a year earlier.
Oaktree Capital posts 2.3% AUM gain in quarter
trueOaktree Capital Group’s assets under management rose to $93.2 billion for the quarter ended Sept. 30, up 2.3% from the second quarter of 2014 and up 16.8% from Sept. 30, 2013, said Oaktree’s quarterly report released Thursday.
Invesco's AUM down 1.6% in quarter, up 5.9% for year
truevesco on Thursday reported assets under management of $789.6 billion as of Sept. 30, down 1.6% from the end of the previous quarter but up 5.9% from a year earlier.
Carlyle AUM dips in quarter, but up 10% for 12 months
trueThe Carlyle Group's assets under management totaled $202.6 billion as of Sept. 30, down 0.5% from three months earlier but up 10% from a year earlier, said the alternative investment firm's third-quarter earnings report released Wednesday.
BlackRock's new Asia-Pacific chief focusing on growth
trueBlackRock Inc.'s Asia-Pacific operations are poised to make a more significant contribution to the money management giant's overall business in coming years, the firm's new regional head says.
'Amazing' problems hit in one week
trueGlobal equity market volatility in mid-October might have left the worst burn marks since 2008 on many hedge funds, but the stress has created performance dispersion that will help investors better distinguish producers of true alpha.
Federated Investors reports slight AUM gain in quarter
trueFederated Investors reported $352.3 billion in assets under management as of Sept. 30, a 0.2% increase from the previous quarter but down 3.9% from the previous year.
KKR's assets drop 1.9% in quarter, up 6.5% for year
trueKKR & Co.'s assets under management totaled $96.1 billion as of Sept. 30, a 1.9% drop from three months earlier but a 6.5% increase from a year earlier.
Northern Trust AUM dips for quarter, rises 9.1% for year
trueNorthern Trust Corp. reported total assets under management of $923.3 billion as of Sept. 30, a 0.1% decrease from three months earlier but up 9.1% from a year earlier, said its third-quarter earnings release Wednesday.
Wyoming Retirement Systems swaps midcap funds in 457 plan
trueWyoming Retirement System is adding Vanguard Group's S&P 400 Mid Cap Value Fund to the investment lineup of its $530 million 457 plan.
Private equity performance not dictated by how fast capital called — study
truePrivate equity funds that called a greater percentage of capital than other funds in the same vintage year did not outperform their peers, a new study shows.
S&P: 60% of U.S., 75% of international active equity mutual funds fail to outperform benchmarks for year
trueData released by S&P Dow Jones Indices on Monday showed 60.2% of U.S. domestic equity mutual funds failed to outperform their benchmark for the year ended June 30. The number jumps even higher over longer time periods, with 85.9% and 73.6% of domestic funds trailing their benchmarks over three- and ...
Moody's: Market gains lead to positive growth for pure-play managers
trueThe aggregate assets under management of 14 pure-play money managers reviewed by Moody's Investors Service totaled $10.13 trillion as of June 30, up 3.6% from March 31, said Moody's quarterly update.
Allianz AUM up 4.4% in first half; outflows top €37 billion
trueAssets under management at Allianz’s money management arm increased 4.4% to €1.8 trillion ($2.4 trillion) in the six months ended June 30, despite third-party net outflows of €37 billion during the period.
Apollo Global's assets jump 49%
trueApollo Global Management's assets under management totaled $168 billion as of June 30, up 49% from $113 billion as of June 30, 2013.