mutual-funds
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Jocelyn McBride Knows What a Shareholder Vote Is Really Asking
For more than 25 years, the Sodali & Co executive has worked where governance becomes arithmetic: the shareholder meeting, the hard-to-reach investor and the vote that still has to be won.
Calastone turned the fund industry’s paperwork into a £766 million business
A fund order should not need a fax machine. Calastone built a network around that simple complaint. Now, under SS&C, it is taking the same connectivity business into tokenised funds.
North Square Built the Sales Engine Boutique Fund Managers Couldn’t - Then a $160 Billion Giant Came Calling
North Square made a business out of the least romantic part of asset management: getting good strategies onto advisers’ shelves. Eight years, several acquisitions and $4.05 billion in retail fund assets later, its distribution machine belongs to Azimut.
The $160 Billion Middleman That Made Outsourcing Its Edge
Hartford Funds built a large investment business by deciding it did not need to do every job itself. Now Wellington Management plans to buy the platform it has helped power for four decades.
Victory Capital
How a management buyout out of a Cleveland bank turned into a $300-billion-plus asset manager that collects boutiques the way other firms collect logos.
Franklin Templeton
The mutual-fund house founded in 1947 now runs a federation of specialist managers, an expanding private-markets shelf and one of Wall Street's more serious blockchain experiments. Franklin Templeton's wager is that old-fashioned distribution and new financial rails belong under the same roof.
Vanguard
For fifty years, Vanguard turned a strange ownership structure and a suspicion of fees into an investing machine for ordinary savers. Its next act mixes index discipline with advice, AI tools and private markets - without losing the low-cost bargain that made it matter.
Mahaana
Mahaana is Pakistan's first licensed digital wealth manager, a Y Combinator (W22) backed fintech that lets anyone start investing from PKR 1,000 in about ten minutes with no paperwork. Regulated by the SECP as a Non-Banking Financial Company, it offers Shariah-compliant savings, money-market funds, an index ETF and retirement plans through a mobile-first, robo-advisory platform aimed at onboarding Pakistan's largely unbanked, non-investing population.