|
Week 41: 10/7/2024- 10/11/2024- Grantham Mayo registers two fund of funds, including the GMO Multi-Asset Credit fund, which will utilize quantitative forecasts of fixed income asset class returns and proprietary risk modeling for corporate defaults, credit risk, and interest rates
- Eric Schoenstein, Jensen Investment Management's CIO, will retire and will no longer help manage the Jensen Quality Growth fund ($9.1B), effective March 1, 2025; concurrently, Schoenstein will sell his entire 33% equity interest back to Jensen Investment Management
- BNY Mellon will replace State Street Bank and Trust as administrator, custodian, and transfer agent to 77 WisdomTree funds, including the WisdomTree Floating Rate Treasury fund ($17.1B) and WisdomTree US Quality Dividend Growth fund ($14.6B)
- Saturna Capital registers the socially conscious Amana Real Estate Securities fund, which will seek real estate-related companies and Islamic income-producing investments linked to real estate that demonstrate sustainable characteristics
- Hamilton Lane Advisors files the HL Scope RIC LLC fund, which will invest directly and indirectly in private assets in the primary or secondary market (Direct Credit Investments)
MORE>>
|
|