The company has received a letter outlining a non-binding acquisition proposal submitted jointly by Trian Fund Management and General Catalyst Group Management and their respective affiliated funds.
The appointment follows the recent launch of three actively managed ETFs designed to bring the firm’s AI-driven quantitative and thematic strategies to U.S. financial advisors and investors.
Two leaders of the outsourced cio practice at an institutional advisory firm are seeing the importance of communicating and building trust in relationships with both clients and staff, particularly as their investment needs evolve.