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Institutional Investor News
Early 2025 market volatility—including tech selloffs, tariffs, and recession fears—has pushed many defined benefit plans toward passive strategies, per Nasdaq’s CIO Quarterly. With active U.S. large-cap strategies losing $818B in two years while passive gained $394B, demand for low-cost, rules-based exposure continues to rise. Passive holdings in public equities now total $2.2T, 90% tied to market-cap indexes, with growing interest in factor and thematic ETFs. Meanwhile, active fixed income managers remain competitive, due to indexing limitations in credit markets. As allocations to liquid alts and private markets grow, passive is no longer just displacing active—it’s part of a broader diversification shift.
Wealth Channel News
Three Raymond James-affiliated teams—Parkway Wealth, Alcyon Wealth, and Coquina Private Wealth—have registered as independent RIAs, with Parkway maintaining custodial ties to RayJay. Parkway, managing $1.09B, has offices across Texas, while Alcyon, based in Ohio, and Coquina, in Florida and Texas, are still ramping up. In M&A, EP Wealth Advisors and SB Capital Management are seeking deals, while Fidelius acquired Timothy James & Partners, and Financial Trust Asset Management added Hueston Financial Services. On the talent front, advisors from UBS, Indosuez, Julius Baer, and HSBC made notable moves across the US and Asia, reflecting ongoing talent mobility in wealth management.
Alts Asset Manager News
Despite 2024’s private markets fundraising slump, McKinsey reported renewed optimism. While PE fundraising dropped 24% to $589B, deal value rose 14% to $2T, and LP distributions surpassed capital calls for the first time since 2015. Private credit saw fundraising dip but direct lending rose 2%. Interest is growing in GP stakes, secondaries, and infrastructure, with 46% of LPs planning increases. New fund closes included Seaside Equity ($720M), Motilal Oswal ($600M), and HealthQuad ($300M). VC activity stayed slower, but launches from Lioncrest, Planeteer, and MVF Partners showed traction. In private credit, Mizzen Capital and BEB Capital advanced new strategies.
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