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Asset management

The Institutes
Business

The Institutes, InsuranceAUM Launch CIIM Designation

February 21, 2026February 19, 2026 - by Timothy Alexander

MALVERN, PA — The Institutes, in collaboration with InsuranceAUM.com, has launched the Chartered Insurance Investment Manager designation, a new professional credential focused on insurance asset management, the organizations announced.

The Institutes, InsuranceAUM Launch CIIM Designation Read More

Pennsylvania Treasury
Pennsylvania

Pa. Treasury Stands Alone Nationwide With Elite Global Investment Seal

February 3, 2026February 3, 2026 - by Maryann Pugh

HARRISBURG, PA — Pennsylvania’s Treasury Department has once again passed an independent verification confirming its compliance with the Global Investment Performance Standards, a distinction that state officials say makes it …

Pa. Treasury Stands Alone Nationwide With Elite Global Investment Seal Read More
SEI Investments Company
Regional

SEI Research Highlights Data Replication Challenges in Private Market Fund Administration

June 14, 2025June 13, 2025 - by Timothy Alexander

OAKS, PA & LONDON — A new study from SEI® (NASDAQ: SEIC) reveals the operational inefficiencies and cost burdens stemming from data replication in private market fund administration. Conducted in …

SEI Research Highlights Data Replication Challenges in Private Market Fund Administration Read More

Venerable
Executives

Venerable Expands Leadership Team with Key Appointments and Promotions

March 31, 2025March 30, 2025 - by Timothy Alexander

WEST CHESTER, PA — Venerable has strengthened its leadership team with the announcement of two new executive appointments and the promotion of two long-serving team members. George Alvites has joined as …

Venerable Expands Leadership Team with Key Appointments and Promotions Read More
Envestnet
Business

Envestnet Honors 2025 Asset Manager of the Year Award Winners

March 15, 2025March 14, 2025 - by Timothy Alexander

BERWYN, PA — Envestnet announced the winners of its 2025 Asset Manager of the Year Awards during the Manager Forum at Envestnet Engage, held at the Vinoy Resort in St. Petersburg, …

Envestnet Honors 2025 Asset Manager of the Year Award Winners Read More

SEI Investments Company
Regional

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

September 15, 2024September 15, 2024 - by Timothy Alexander

OAKS, PA — SEI® (NASDAQ: SEIC) has announced a significant milestone, surpassing $1.5 trillion in alternative assets under administration within its Investment Managers business. This achievement underscores SEI’s status as a …

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration Read More
Causeway Capital Management Named 2024 Asset Manager of the Year by Envestnet
Business

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year

May 19, 2024May 19, 2024 - by Timothy Alexander

BERWYN, PA — Envestnet, Inc. (NYSE: ENV) recently announced the winners of its 2024 Asset Manager of the Year Awards at the company’s annual Elevate conference. Causeway Capital Management took …

Envestnet Honors Causeway Capital Management as 2024 Manager of the Year Read More

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