GMO, a well-known U.S. asset manager with a growing U.K. and Asian business, wanted to bring its complex and technical investment philosophy to a climate change strategy. While highly differentiated, its investment approach needed to made accessible to family offices, HNWIs, and institutional investors.
Read Case StudyEaton Vance acquired the IP for a new type of fund, a hybrid that combined a ‘40 Act structure with active management with the tax efficiency of an Exchange-Traded Product (ETP). It faced three key hurdles: SEC approval, RIA adoption, and industry licensing and distribution support.
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Income Research + Management, a Boston-based fixed income manager, appointed its first CEO after operating under three managing principals. This created new opportunities for positioning its leadership to institutional investors and for raising its brand profile.
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SLC Management, the institutional asset management arm of Canadian insurer Sun Life Financial, wanted to grow awareness among U.S. liability-driven investors of its fixed income and alternative asset solutions.
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Standard Life Investments was well-known in the U.K. as a leading asset manager for its full range of institutional and retail investment strategies. Under its CEO, Keith Skeoch, the firm was looking to expand its brand presence among North American institutional and retail investors.
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