Chester County News and Community Website
VALLEY FORGE, PA — Vanguard has taken sole control of the roughly $10 billion Vanguard Long-Term Investment Grade Fund, ending Wellington Management’s advisory role and cutting the fund’s expense ratio …
Vanguard Takes Full Control of $10 Billion Bond Fund Read More
WAYNE, PA — Conestoga Capital Advisors recently reopened its Small Cap Fund to new investors on July 28 after an eight-year closure, citing increased strategy capacity and valuations the firm …
Conestoga Reopens Small-Cap Fund After Eight-Year Closure Read More VALLEY FORGE, PA — Wellington Management, Vanguard and Blackstone (NYSE: BX) launched two closed-end funds through Bank of America’s wealth platforms, widening access to portfolios that combine publicly traded securities …
Vanguard Expands Into Private Markets With New Fund Alliance Read More
BERWYN, PA — Envestnet Inc. has expanded its alternative investment research platform by introducing analyst-approved interval funds, a move aimed at helping financial advisors evaluate private market investments as demand …
Envestnet Expands Private Markets Research for Advisors Read More
OAKS, PA — SEI (NASDAQ: SEIC) has expanded its transfer agency business to support SEC-registered retail and alternative investment funds, positioning the financial technology company to capitalize on growing demand …
SEI Expands Transfer Agency as Private Markets Grow Read More
CONSHOHOCKEN, PA — Hamilton Lane (Nasdaq: HLNE) has launched a new credit income fund and converted its private infrastructure fund to an interval fund structure to expand access to private …
Hamilton Lane Launches Credit Fund, Converts Infrastructure Fund Read More CONSHOHOCKEN, PA — Hamilton Lane (Nasdaq: HLNE) has closed its Infrastructure Opportunities Fund II with nearly $2 billion in total commitments, far surpassing its original target and signaling surging global …
Hamilton Lane Closes $2 Billion Infrastructure Fund, Tripling Prior Vehicle Read More
PHILADELPHIA, PA & ZURICH, Switzerland — Future Standard, an $86 billion global alternative asset manager, has launched the FS Mid Market Private Equity Fund, a semi-liquid strategy designed to give …
Future Standard Debuts Semi-Liquid Fund Targeting U.S. and European Middle Markets Read More PHILADELPHIA, PA — A new $25 million class action settlement has been proposed for investors in Vanguard’s Investor Target Retirement Funds (Investor TRFs), according to an announcement approved by the …
Vanguard Investors May Receive Additional $25 Million Settlement Payout Read More VALLEY FORGE, PA — Vanguard announced it will expand its Investor Choice program in 2026 to include three additional funds, most notably its flagship 500 Index Fund. The expansion will …
Vanguard Expands Investor Choice Program to Include Flagship 500 Index Fund Read More