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Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5 All rights reserved. For personal use only.

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Investment Management Update - Q3 2024

JD Supra: Mergers

Securities and Exchange Commission (SEC) adopted amendments to certain registered investment companies (funds) reporting requirements. On August 28, the U.S. The SEC originally proposed the amendments on November 2, 2022. By: Troutman Pepper

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Carried Interest Appraisals: A Guide to Valuation Methods & Allocations

PCE

Understanding the role of carried interest in private equity, real estate, and hedge funds. Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.

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Artemis Investment Management outsources equities and derivatives trading to Northern Trust

The TRADE

UK-based asset manager Artemis has selected Northern Trust to provide outsourced trading services for its equities and derivatives activity, effective January 2025. We are based in the UK, but we have funds that operate in the US and in emerging market space and, potentially, could we do better in those areas and have better coverage?”

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Vanguard's bond chief expects a recession in 2024. Here's how she's preparing her funds

CNBC: Investing

Sara Devereux, the global head of fixed income at Vanguard's Investment Management Group, spoke exclusively to CNBC's Bob Pisani.

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Manulife Investment Management to acquire alternative credit manager, CQS

The TRADE

Manulife Investment Management is set to acquire multi-sector alternative credit manager CQS for an undisclosed sum with the deal set to close in early 2024. Following close, Manulife is set to align the CQS brand with its own as a co-branded logo – Manulife | CQS Investment Management.

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AMG Announces Investment in Verition Fund Management

Global Newswire by Notified: M&A

April 21, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Verition Fund Management LLC (Verition), a global multi-strategy investment firm.