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Virtual Meetings to be held June 23-24 hosted by [...]

Pzena Investment Management reports AUM $30.8B as of May [...]

JPMorgan holds a conference call with CFO Smith and CIO Toms for Voya Investment Management on June 11 at 10:45 am. [Webcast [...]

Equity Stratgist Trahan discusses how to overweight cyclicals and manage portfolio risk on an Analyst/Industry conference call to be held on June 2 at 10:30 [...]

THL Credit announced that its shareholders have approved entry into an investment management agreement between the Company and First Eagle Alternative Credit, LLC, formerly known as THL Credit Advisors LLC. [...]

As part of its continuing strategy to provide integrated products, services and technology across the entire investment lifecycle, Northern Trust (NTRS) has entered into a strategic alliance with BlackRock (BLK) [...]

BMO Capital analyst James Fotheringham downgraded PayPal (PYPL) to Market Perform from Outperform with an unchanged price target of $156. The analyst cites a shift in investment strategy towards 'credit-sensitive [...]

Cross-Asset Strategist Sheets and Global Head of Quantitative Investment Strategies Research Kessler explores new diversifiers for multi-asset portfolios from both a fundamental and quantitative perspective on an Analyst/Industry conference call [...]

Reports Q1 revenue $80.8M, consensus $80.59M. Wilson Eglin, CEO, commented, 'Our portfolio has performed well during the Covid-19 pandemic, demonstrating resilience that is a hallmark of our investment strategy. In [...]

Appian announced the United States Marine Corps has included Appian's low-code automation platform on its list of approved Platform as a Service tools for application development within the organization. According [...]

The company states: 'We believe we will have adequate liquidity over the next 12 months to operate our business and to meet our cash requirements. As of February 23, 2020, [...]

AerCap Holdings has announced its major business transactions during the Q1: Signed lease agreements for 28 aircraft, including 10 widebody aircraft and 18 narrowbody aircraft; purchased 7 aircraft, including 5 [...]

Byline: Matt M. Johnson A speculative office tower currently under construction in St. Louis Park's West End has attracted its first tenant. Hopkins-based CarVal Investors will move into about 35,000 [...]

Credit Suisse analyst Susan Roth Katzke lowered the firm's price target on Morgan Stanley to $46 from $60 to factor in the cost of recession - the cyclicality of capital [...]

Kudu Investment Management, LLC, a New York-based provider of long-term capital solutions to asset and wealth managers worldwide, announced it has made a strategic investment in Creation Investments Capital Management, [...]

BlackRock CEO Larry Fink said in a letter to shareholders that the company's 'work is not done' and that BlackRock's growth would be driven in part by building on its [...]

The Federal Reserve on Tuesday tapped BlackRock's Financial Markets Advisory unit to manage billions of dollars in bond and mortgage-backed security purchases as the central bank works to cushion the [...]

Global Co-Head of Quantitative Investment Strategies Kessler and Global Oil Strategist Rats discuss commodity strategies for today's macro environment on an Analyst/Industry conference call to be held on March 25 [...]

Affiliated Managers Group announced it has entered into a strategic partnership with iCapital Network, a financial technology platform providing innovative solutions for advisors and their clients, asset managers, and banks [...]

Goldman Sachs BDC provides a business update amid the COVID-19 Exigency. One of the core tenets of our investment strategy is to maintain regular, ongoing contact with our portfolio companies [...]

Reports Q4 revenue $85.7M, consensus $84.22M. In 2019, our contract purchases grew 11% over the prior year and reached $1.0 billion for the first time since 2016, reported Charles E. [...]

Pzena Investment Management reported its preliminary assets under management as of February 29, 2020. AUM for month-end February 2020 was $34.8B versus $37.6B on February 28, [...]

Byline: Scott Schlange Now than ever, the combination of the current interest rate environment along with some economic uncertainty calls for a more active approach to managing cash. In fact, [...]

Byline: Dan Heilman [dropcap]K[/dropcap]ristin Brandli Printon shares a characteristic with the name of her company she co-founded: moxie. At 4-year-old Moxie Wealth Management, she and partner Joe Burgess offer ongoing [...]

Reports Q4 revenue $443.68M, consensus $553.72M. 'Our investment strategy continues to improve the safety and reliability of our system, provide value to our customers and drive our financial performance,' said [...]

Lazard said in yesterday morning's earnings release, 'We conducted a review of our business, which resulted in a realignment that included employee reductions and the closing of subscale offices and [...]

The company said, 'We delivered another solid quarter of originations with record Q3 total fundings of $177 million and remain on pace to achieve another record year on multiple fronts. [...]

CEO Tom Wilson says: 'Results were also strong on the five Operating Priorities, which focus on near-term performance and long-term value creation. Customer Net Promoter Scores improved, and growth in [...]

Reports Q3 revenue $85.5M, consensus $84.67M. 'In our third quarter just ended, we marked our fifth consecutive quarter of year over year increases in originations volume and the fifth consecutive [...]

Reports Q3 revenue $252M, consensus $212.72M. Jeffrey M. Solomon, Chairman and Chief Executive Officer of Cowen, said, 'The third quarter of 2019 demonstrated the value of increasing diversity in our [...]

Raymond James analyst Robert Dodd downgraded Main Street Capital to Market Perform from Outperform without a price target, citing valuation rather than fundamental concerns regarding the company, its portfolio, or [...]

Deutsche Bank analyst Liam Fitzpatrick upgraded First Quantum Minerals to Buy from Hold citing strategic interest in the company as well as its 'de-risking potential.' The upgrade follows Pangaea Investment [...]

Reports Q3 global banking revenue $5.21B. Reports Q3 global markets revenue $3.86B. Reports Q3 global wealth and investment management revenue [...]

FTE Networks announced that senior lender Lateral Investment Management took possession and ownership of FTE's principal subsidiary Benchmark Builders by means of a strict foreclosure citing certain events of default [...]

AerCap Holdings has announced its major business transactions during the Q3: signed lease agreements for 72 aircraft, including 13 widebody aircraft and 59 narrowbody aircraft; pPurchased 16 aircraft, including 9 [...]

DA Davidson analyst Peter Heckmann upgraded Envestnet to Buy with a price target of $67, saying the stock is offering an 'attractive' risk-reward setup over the coming year following a [...]

Charles River Development, a State Street (STT) company, and Tradeweb Markets (TW) announced an expansion of their collaboration to provide mutual clients with direct access to fixed income inventory and [...]

AXA Investment managers is acquiring NorthStar Realty Europe in a transaction expected to be completed soon pending final [...]

BofA/Merrill analyst Derek Hewett initiated PennyMac Mortgage with a Buy rating and a price target of $23. The analyst is positive on the company's growth potential, book value stability, and [...]

Meetings to be held in the Midwest area on September 18-19 hosted by Sandler [...]

Citi analyst Alicia Yap expects Alibaba's September 23 and 24 investor days to focus on new chairman and CEO Daniel Zhang's vision and strategy, the CFO's comments on investment strategy [...]

UBS is facing backlash from clients of its securities unit over a complex investment strategy pitched as low-risk by stockbrokers, The Wall Street Journal's Gretchen Morgenson reports. The Yield Enhancement [...]

Bryn Mawr Trust announced that Jeffrey Mills has joined their wealth division as SVP and chief investment officer. Mills reports directly to Jennifer Dempsey Fox, president of BMT Wealth Management, [...]

Woodford Investment Management sold its entire stake in Alkermes during the second quarter, according to a filing of the fund's holdings as June 30, 2019. Woodford sold 2.64M shares of [...]

Ladenburg Thalmann Financial Services announced an investment in Newday Financial Technologies, 'a San Francisco-based startup focused on delivering easily accessible, low-cost impact investing strategies that align with the values of [...]

The company has updated the following earnings guidance ranges to reflect the results of the UDR/MetLife Investment Management transaction, inclusive of estimated gains from the transaction, and the company's recent [...]

China Lending announced that its subsidiary, China Industrial Financial Holding Group Co., Ltd. has entered into a framework agreement with Zhejiang Zhongfeng Investment Management Co., Ltd., pursuant to which Zhongfeng [...]

UDR, Inc. announced that it has entered into an agreement with MetLife Investment Management (MET) to: acquire the approximately 50% interest not previously owned in 10 UDR/MetLife Investment Management Joint [...]

In commenting on Main Street's results, Dwayne Hyzak, Main Street's CEO, stated, 'We are pleased with our operating results for the second quarter, a quarter during which the continued execution [...]