Tag: privateequity

Only a third of active equity funds (34%) beat a passive alternative this year, according to a new report from AJ Bell. The company’s latest ‘Manager versus Machine’ report analysed about 800 retail funds, finding that active funds performed particularly poorly in the US, Global, and Asia Pacific regions. The…

The year’s top-performing actively managed U.S. equity fund was the Bridgeway Small-Cap Value fund which posted a 61.5% return, according to Morningstar data through Dec. 15, while eight out of the top 10 funds also had small-caps as a strategy. This content was originally published here.

By Reuters Staff 2 Min Read (Reuters) – Global equity funds witnessed higher inflows in the week ended Feb. 24, on optimism that global central banks would keep interest rates lower to prop up their economies, undeterred by rising inflation concerns. FILE PHOTO: Dividers are seen inside a trading post…

WASHINGTON ­– The U.S. Department of Labor today released a Supplemental Statement clarifying a June 2020 Information Letter on private equity investments as a component of a professionally managed asset allocation fund offered as an investment option in participant-directed retirement savings plans, such as 401(k) plans. The statement from the…

Private equity funds are a major contributor in the rapid growth of the private credit market, according to global law firm Dechert. In its 2021 private equity outlook, the law firm reported that 45 percent of surveyed private equity firms have increased their use of private credit financing in buyouts…