Latest posts tagged with #InvestmentManagement on Bluesky
Overbrook 13F Filed April 9, 2026: Overbrook filed Form 13F on Apr 9, 2026, nine days after the Mar 31 quarter-end; 13F filings are required for managers with $100m+ in Section 13(f) securities (SEC 17 CFR… 👈 Read full analysis #Overbrook #13Ffilings #SEC #InvestmentManagement #FinanceNews
West Financial Advisors Files 13F on Apr 8, 2026: West Financial Advisors filed a Form 13F on Apr 8, 2026 reporting positions as of Mar 31, 2026; 13F rules apply to managers with $100M+ AUM and… 👈 Read full analysis #FinancialAdvisors #InvestmentManagement #13FFilings #WestFinancial #AssetManagement
InvesTrust Files Form 13F on Apr 7, 2026: InvesTrust filed Form 13F on Apr 7, 2026; SEC requires managers with >$100M to report within 45 days — review quarter-end exposures and potential sector… 👈 Read full analysis #InvesTrust #Form13F #SECReporting #InvestmentManagement #FinancialRegulations
On March 27, 2026, the SEC issued a notice of intent to issue an order that would adjust for inflation the dollar amount thresholds to be a “qualified client” in Rule 205-3 under the Investment Advisers Act of 1940.
View our full alert here: https://bit.ly/4miL274
#InvestmentManagement
Confluence Investment 13F Filed Apr 1, 2026: Confluence filed Form 13F on Apr 1, 2026 reporting holdings as of Mar 31, 2026; 13F rule applies to managers with $100M+ AUM and a 45-day filing… 👈 Read full analysis #ConfluenceInvestment #13F #InvestmentManagement #FinanceNews #InvestmentStrategy
When a “fixer” role lives in finance, expect pressure and pace—not soft landings. #InvestmentManagement #WorkCulture #Hiring
This week’s episode is on YouTube, Spotify, Apple Podcasts, or your favourite podcast app : buff.ly/AsPbbbB
Steward raises $5M to automate AML compliance for the $100B investment management market #Technology #Business #FinTech hashtag 1: #FinancialTechnology 2: #InvestmentManagement 3: #Compliance
thenextweb.com/news/steward-ai-5m-aml-c...
Morningstar’s 2025 year‑in‑review has landed to the now all-too-familiar round of hand-wringing over the “death” of sustainable investment.
future.portfolio-adviser.com/clearing-the...
#PAFuture #Sustainability #InvestmentManagement
Addepar Launches Addison: The New AI Experience for Enhanced Investment Workflows #USA #AI #New_York #InvestmentManagement #Addepar
Fixed Income Assets Management Market Trends Analysis, Sales Revenue, Competitive Landscape and Market Expansion Strategies 2035
www.marketresearchfuture.com/reports/fixe...
#FixedIncomeAssetsManagementMarket #AssetManagement #InvestmentManagement #FinancialServices
The New Mexico Senate Rules Committee has advanced two powerhouse nominees for the State Investment Council, promising a future of growth and integrity in managing the state’s $70 billion sovereign wealth fund.
Learn more here!
#NM #CitizenPortal #InvestmentManagement #EconomicGrowth
Akin was a lead partner at the Financial Times Future of Asset Management Middle East conference in Dubai this week.
Find out more on sovereign & government investor capabilities here: https://bit.ly/3ZS6w0l
#InvestmentManagement
Akin is proud to be lead partner at the Financial Times Future of Asset Management Middle East conference in Dubai this week.
See the agenda here: https://bit.ly/4raojf6
#InvestmentManagement
Fixed Income Assets Management Market Trends Analysis, Sales Revenue, Competitive Landscape and Market Expansion Strategies 2035
www.marketresearchfuture.com/reports/fixe...
#FixedIncomeAssetsManagement #AssetManagement #FixedIncome #InvestmentManagement
What Is CRM for Real Estate Investors? Features, Benefits & Use Cases
#CRMforRealEstateInvestors #RealEstateInvestorCRM #CRMfeatures #CRMbenefits #InvestorUseCases #DealManagement #LeadManagement #PortfolioTracking #RealEstateTechnology #InvestmentManagement
Akin investment management partner Max Karpel authors an article for Bloomberg Law on the key capabilities lawyers need when advising hedge fund managers in current market conditions.
Read more of Max’s insights here: https://bit.ly/4a3bJZ4
#InvestmentManagement
Beginning March 1, the California Fair Investment Practices by Venture Capital Companies Act.
Our team is available to advise on this new and complex obligation.
🔗Read the full client alert for key details and considerations: https://bit.ly/4rr9eFK
#InvestmentManagement
In a significant decision for the investment funds industry, the Fifth Circuit has officially rejected the IRS’s “passive investor” test for the limited partner self-employment tax exception.
Read the analysis from Akin's tax team here: https://bit.ly/4afeiac
#InvestmentManagement
$CNS Q4 Results: 2.9% Revenue Growth to $143.8M, EPS in Line with Estimates
Cohen & Steers meets Wall Street expectations despite margin compression
#CNS #InvestmentManagement #EarningsReport
http://zip1.io/Kq6Arn
In this installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin discuss the importance of thoughtfully structuring hedge fund management companies.
Watch the full video: bit.ly/43OOO0u
#InvestmentManagement
Family Offices Industry Market Emerging Market Trends Reshaping Industries in 2026 www.marketresearchfuture.com/reports/fami...
#FamilyOffice #PrivateWealth #InvestmentManagement #UHNW #WealthStrategy
Masters in Finance programs provide in-depth knowledge of financial theory, quantitative analysis, and practical applications.
Read More : - tinyurl.com/2vxs7kv2
#MastersInFinance
#FinanceCareers
#TopFinancePrograms
#InvestmentManagement
#FinanceEducation
#CareerSuccess
Consistent with the ongoing trend towards deregulation of the investment management industry in the United States, the Commodity Futures Trading Commission (CFTC).
Read more in our recent alert: https://bit.ly/3YH8gIU
#InvestmentManagement
In this installment of the Akin Emerging Manager Minute, partners Max Karpel and Ira Kustin delve into the essential legal considerations for hedge fund managers raising capital.
Watch the full video series in the alert: bit.ly/43OOO0u
#InvestmentManagement
On December 3, 2025, the SEC announced that it was providing a second temporary exemption from compliance with Rule 13f-2, the short sale reporting rule, and related Form SHO and Rule 10c-1a.
Read more: https://bit.ly/48Dm3oy
#InvestmentManagement
What’s keeping your wealth management business from going digital? Read how financial firms can benefit from building the right wealth management platform:
www.excellentwebworld.com/wealth-manag...
.
.
#wealthmanagement #fintechsolutions #investmentmanagement #excellentwebworld
Akin investment management partner Ann Tadajweski speaks with Private Funds CFO about the expanded role of private equity firm CFOs as strategic operations leaders, and how CFOs are now hired, supported and succeeded.
Check out the full piece here: https://bit.ly/47XPnao
#InvestmentManagement
CalPERS just approved a staggering $237.6 million budget increase, revealing both challenges and opportunities for California's public employees’ retirement system.
Click to read more!
#CA #PublicFinance #CitizenPortal #InvestmentManagement #PensionReform
View our 4Q25 business update, "Technology Skills Requirement Accelerating Across All Functions as a Result of AI Focus." Also covering recruiting trends, industry best practices: wilbankspartners.com/wilbanks-par...
#recruiting #AssetManagement #wealthmanagement #investmentmanagement #inclusion
