Early reports for fiscal year 2021 (ended June 30) suggest very robust investment gains for endowments and pension funds. What does this imply for Harvard Management Company’s (HMC) results in investing the University’s endowment—by far the largest source of University revenues?
Aquatine IV is Lakemore’s fourth CLO fund within the Aquatine platform, which invests in control equity positions in U.S. CLOs, and is currently one of the market’s largest dedicated CLO control equity funds.
This fund provides Star Mountain with additional capital to make value-added debt and equity investments in established U.S. small and medium-size businesses that generally have between $15 million and $250 million in annual revenues.
Two U.S. advisory firms have joined forces with one in Hong Kong, with an eye toward helping global-minded investors maximize their assets—and minimize their taxes.
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.