Investment management
Professional asset management of securities for the benefit of investors
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We include updates on Family office, Asset allocation, Sector rotation, Fund of funds, Socially responsible investing, Quantitative fund, Net asset value, Style investing, Lipper average, Dynamic asset allocation, Global macro, Face-amount certificate company, Fund administration, Tactical asset allocation, Managed account, Multi-family office ... and more.
| 2024 |
Certificate in Investment Performance Measurement
Level 1 pass rates further fluctuated between 30% (March) and 35% (September). Level 2 pass rates ranged from 34% (March) to 52% (September).
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| 2023 |
Certificate in Investment Performance Measurement
Level 1 pass rates increased to 27% in March and 42% in September. Level 2 maintained a consistent 34-50% pass rate.
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| 2022 |
Market Rules to Remember
Bank of America communicated to clients about the timeless relevance of Farrell's market rules, noting their continued applicability even 20 years after his retirement from Merrill Lynch.
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| 2022 |
Multi-family office
Hottinger Group awarded Family Office of the Year for the fourth time by the City of London Wealth Management Awards.
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| 2022 |
Certificate in Investment Performance Measurement
Both March and September sessions for Level 1 and Level 2 showed consistent pass rates around 34-42%.
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| June 2022 |
Family office
Spear's Wealth Management Survey provides insights into family offices, describing them as private companies supporting wealthy families' complex wealth management and strategy needs across multiple jurisdictions.
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| 2021 |
Market Rules to Remember
Morgan Stanley emphasized Farrell's rules to their clients, stating they are prominently displayed by market professionals worldwide, with a Google search yielding 305 million results.
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| 2021 |
Family office
The implosion of Archegos Capital Management drew regulatory scrutiny, leading U.S. Representative Alexandria Ocasio-Cortez to introduce The Family Office Regulation Act of 2021 (H.R. 4620) to limit family office exemptions and prevent fraudulent associations.
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| 2021 |
Global assets under management
Pension funds assets under management recorded at $62,000 billion.
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| 2021 |
Certificate in Investment Performance Measurement
Level 1 pass rates varied between 34% (September) and 45% (March), while Level 2 pass rates ranged from 29% (September) to 43% (March).
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| June 2021 |
Passive management
By the end of June, studies showed only 25% of active funds had successfully outperformed their passive investment counterparts over the previous 10-year period.
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| January 2021 |
Family office
It was revealed that Leon Black paid Jeffrey Epstein $158 million between 2012 and 2017 for family office tax advice.
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| 2020 |
Passive management
Federal Reserve researchers published findings highlighting that the growing popularity of passive investing has both increased and reduced certain market risks, noting that some passive strategies can amplify market volatility and increase industry concentration.
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| 2020 |
Market Rules to Remember
India's The Economic Times referenced Farrell's market wisdom, highlighting the ongoing importance of his book '10 Market Rules to Remember' for investors navigating challenging market conditions.
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| 2020 |
Market Rules to Remember
CNBC highlighted Bob Farrell's investing rules as being 'immortalized', noting their enduring significance in the financial world.
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| 2020 |
Global assets under management
Global assets under management were categorized by region, with North America leading at $40,000 billion, followed by Europe at $20,000 billion, Middle East at $6,000 billion, Japan and Australia at $5,200 billion, Asia (excluding Japan and Australia) at $5,200 billion, and Latin America at $2,000 billion.
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| 2020 |
Global assets under management
Insurance companies assets under management recorded at $35,100 billion.
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| 2020 |
Socially responsible investing
Morningstar global analysis indicated sustainable funds assets reached nearly $1.7 trillion, with US sustainable funds experiencing net flows surpassing $51 billion.
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| 2020 |
Multi-family office
Hottinger Group awarded Family Office of the Year for the third time by the City of London Wealth Management Awards.
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| 2020 |
Fund of funds
Preqin published a ranking of top private-equity Fund of Funds investment managers, highlighting the leading firms by assets under management.
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| November 2020 |
Certificate in Investment Performance Measurement
Both Level 1 and Level 2 examinations achieved a consistent 59% pass rate in November.
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| September 17 2020 |
Net asset value
The Securities and Exchange Board of India issued a notice clarifying the net asset value (NAV) application timing for mutual fund unit purchases, specifying that purchases made before 1:00 PM will use the NAV from the day of investment realization, regardless of investment size.
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| 2019 |
Socially responsible investing
Impact investing in New Zealand dramatically expanded, growing over 13 times from NZ$358 million in 2018 to NZ$4.74 billion.
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| 2019 |
Socially responsible investing
Responsible investment managers significantly increased screening of fossil fuels, with the percentage of responsible investment assets under management screened for fossil fuels rising from 5% in 2018 to 19% in 2019.
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| 2019 |
Socially responsible investing
Responsible investment assets in Australia grew to AU$1,149 billion, representing a 17% increase from 2018 and marking the 19th consecutive year of growth in funds managed under responsible investment approaches.
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| 2019 |
Asset allocation
Doeswijk, Lam and Swinkels published research analyzing the global market portfolio's performance from 1960 to 2017, revealing a compounded real return of 4.45% per year with varying performance across different economic periods.
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| 2019 |
Multi-family office
Hottinger Group awarded Family Office of the Year for the second time by the City of London Wealth Management Awards.
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| December 31 2019 |
Socially responsible investing
Responsible Investment Association Australasia completed its annual Benchmark Report, revealing responsible investment funds in New Zealand grew to NZ$153.5 billion, representing 52% of professionally managed assets.
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| 2018 |
Passive management
Vanguard reported that index funds own 15% of the value of all global equities.
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| 2018 |
Passive management
John C. Bogle warned about the potential concentration of over half of American stock ownership among three large passive management firms (Vanguard, State Street Global Advisors, and BlackRock), expressing concern that such concentration would not serve the national interest.
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| 2018 |
Socially responsible investing
Global Sustainable Investment Review published, revealing sustainable investing assets in five major markets reached US$30.7 trillion, representing a 34% increase in two years.
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| 2018 |
Quantitative fund
Quantitative fund assets projected to surpass $1 trillion under management.
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| 2018 |
Quantitative fund
Beginning of the 'quant winter' period with weak performance of several well-known quant factors, lasting until 2020.
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| 2017 |
Passive management
Bank of America estimated that 37 percent of U.S. fund value was in passive investments such as index funds and index ETFs.
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| 2017 |
Passive management
Nobel Prize-winning economist Robert Shiller criticized passive index funds, describing them as a 'chaotic system' and 'pseudoscience' due to an over-reliance on computer models and neglect of the underlying businesses.
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| 2017 |
Multi-family office
Hottinger Group first awarded Family Office of the Year by the City of London Wealth Management Awards.
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| June 30 2016 |
Quantitative fund
Total mutual fund assets employing quantitative models estimated at over US$400 billion by the end of June.
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| 2015 |
Family office
A Financial Times report noted that the term 'family office' was increasingly being replaced by alternative business names. Globally, 79,000 families controlled approximately $19 trillion in assets.
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| 2014 |
Global assets under management
Hedge funds assets under management recorded at $2,845 billion.
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| 2014 |
Asset allocation
Doeswijk, Lam and Swinkels argued that the average investor's portfolio contains crucial information for strategic asset allocation, estimating the global market portfolio from 1990 to 2012.
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| 2013 |
Global assets under management
Banks assets under management recorded at $50,600 billion.
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| 2012 |
Multi-family office
Portofino Multi Family Office established by the Giovanella Family as a private family office.
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| 2011 |
Global assets under management
Mutual funds assets under management recorded at $23,800 billion.
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| 2011 |
Global assets under management
Sovereign wealth funds assets under management recorded at $3,980 billion.
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| 2011 |
Global assets under management
Family Offices assets under management recorded between $140-$420 billion.
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| June 22 2011 |
Family office
The U.S. Securities and Exchange Commission under Mary Schapiro promulgated the final 'family office rules' after consulting with around 100 family offices.
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| 2010 |
Passive management
End of the ten-year period studied by Loring Ward, which demonstrated the effectiveness of globally diversified passive investment portfolios.
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| 2010 |
Family office
Under the Dodd-Frank Act, single family offices (SFOs) successfully lobbied for exemption from certain investment adviser criteria.
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This contents of the box above is based on material from the Wikipedia articles Family office, Net asset value, Market Rules to Remember, Passive management, Socially responsible investing, Certificate in Investment Performance Measurement, Investment control, Asset allocation, Global assets under management, Global tactical asset allocation, Fund of funds, Multi-family office & Quantitative fund, which are released under the Creative Commons Attribution-ShareAlike 4.0 International License.