TCW Group

F.L.Putnam Expands Atrato Consulting Group with Senior Hire

Retrieved on: 
Monday, April 29, 2024
RVK, Duff & Phelps, Investment, Albany Law School, Atrato, Business administration, Kroll Inc., Operational due diligence, TCW Group, Pepperdine University, ODD

LYNNFIELD, Mass. and NEW YORK, April 29, 2024 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that Nicole Ford has joined the firm's consulting division, Atrato Consulting ("Atrato") as Director, Operational Due Diligence. She will report to Danny Santos, who oversees Atrato's operational due diligence (ODD) team.

Key Points: 
  • and NEW YORK, April 29, 2024 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that Nicole Ford has joined the firm's consulting division, Atrato Consulting ("Atrato") as Director, Operational Due Diligence.
  • Ms. Ford joins Atrato with more than 20 years of operational and consulting experience.
  • "Atrato has a phenomenal research culture and works with some of the most sophisticated investors in the world.
  • I am honored to join the team to help grow their ODD capabilities and contribute to great client outcomes," commented Ms. Ford.

TCW Files for New Active Fixed Income ETFs and ETF Conversions

Retrieved on: 
Monday, April 8, 2024
Asset Management, Professional Services, Finance, TCW Group, ETF, TCW, Security (finance), Ticker

The TCW Group, a leading global asset management firm, filed an initial registration statement in connection with two new active fixed income exchange-traded funds (ETFs) and the conversion of four active fixed income funds to ETFs.

Key Points: 
  • The TCW Group, a leading global asset management firm, filed an initial registration statement in connection with two new active fixed income exchange-traded funds (ETFs) and the conversion of four active fixed income funds to ETFs.
  • “We are excited to come to market with our first TCW branded fixed income ETFs, which is a natural extension of our distinguished fixed income business and existing ETF platform,” said Jennifer Grancio, Global Head of Distribution at TCW.
  • Shareholders should read the combined prospectus/information statement, which will contain important information about the proposed conversions, when it becomes available.
  • Following their registration with the Securities and Exchange Commission, the ETFs will join TCW’s existing ETF offerings, which includes the TCW Transform Systems ETF (Ticker: NETZ), the TCW Transform Supply Chain ETF (Ticker: SUPP), and the TCW Transform 500 ETF (Ticker: VOTE).

TCW Global Real Estate Fund Recognized in 2024 Refinitiv Lipper Awards

Retrieved on: 
Thursday, March 14, 2024
Asset Management, Professional Services, Finance, COVID-19, Stock, TCW Group, Lipper

The TCW Group, a leading global asset management firm, announced today that its TCW Global Real Estate Fund (TGREX) was honored with a Lipper Award in the Global Real Estate Funds category for the 5-year period, ended November 30, 2023.

Key Points: 
  • The TCW Group, a leading global asset management firm, announced today that its TCW Global Real Estate Fund (TGREX) was honored with a Lipper Award in the Global Real Estate Funds category for the 5-year period, ended November 30, 2023.
  • The TCW Global Real Estate Fund provides highly concentrated positions in the global real estate universe with an opportunistic and long-term focus.
  • “The key to this Fund’s success has been the team’s focus on long-term secular trends that impact the real estate market which has led to underweight positions in office and retail commercial real estate since before Covid and strategically adding in areas such as data centers, cell towers, and residential.”
    Refinitiv Lipper Fund Awards pay tribute to outstanding fund performance.
  • Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.

Morningstar Announces Agenda for 2024 Morningstar Investment Conference

Retrieved on: 
Wednesday, March 13, 2024
Professional Services, Business, Other Professional Services, Finance, Asset Management, Consulting, Day One, GTM, Conference, FAQ, TCW Group, FTX, Sensory overload, CRD, Research, Eddie C. Brown, Artificial intelligence, BlackRock, McCormick Place, AlphaSimplex Group, Morningstar, Inc., Adviser, Machine learning, Marketing, Navy, Financial adviser

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference , set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago’s Navy Pier.

Key Points: 
  • Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference , set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago’s Navy Pier.
  • “We are reimagining our conference this year to coincide with Morningstar’s 40th anniversary,” said Kunal Kapoor, chief executive officer at Morningstar.
  • More information about the Morningstar Investment Conference, including the full agenda, hotel accommodations, continuing-education credits, and an FAQ is available here .
  • Morningstar is pleased to implement several accessibility measures at the Morningstar Investment Conference.

TCW Closes $400 Million CLO, Adding to Strong Growth in Alternative Credit

Retrieved on: 
Monday, February 26, 2024
Banking, Asset Management, Professional Services, Finance, CLO, Growth, TCW, AUM, Trust, Jefferies Group, TCW Group, Lisp (programming language), Partnership

TCW now manages 11 CLOs with over $4.5 billion of dedicated CLO assets under management (AUM) and over $6.5 billion of broadly syndicated loans.

Key Points: 
  • TCW now manages 11 CLOs with over $4.5 billion of dedicated CLO assets under management (AUM) and over $6.5 billion of broadly syndicated loans.
  • Over the past four years, TCW has more than doubled its alternative credit assets under management.
  • Across TCW’s private credit platform, private asset-backed finance business, CLO liabilities and CLO AUM, TCW now manages nearly $20 billion in alternative credit products.
  • As previously announced, TCW recently entered into a strategic CLO equity investment partnership with Lakemore Partners Ltd., a leading private credit investment firm, to support the growth of TCW’s CLO platform.

CME Group Inc. Names Slate of Director Nominees

Retrieved on: 
Thursday, February 8, 2024
S&P Dow Jones Indices, NYMEX, Metal, Treasurer, Board of Trade, New York Mercantile Exchange, TCW Group, B-2, OTC, Class, Department of the Treasury, Senior advisor, S&P, Fellow, Principal, Policy, Freddie Mac, CME Group, Financial services, Standard, CME, EBS, Congress, LTD, Senior, ABN, COMEX

CHICAGO, Feb. 8, 2024 /PRNewswire/ -- CME Group Inc., the world's leading derivatives marketplace, today announced its slate of candidates for its board of directors for election at the company's annual meeting to be held Thursday, May 9, 2024.

Key Points: 
  • CHICAGO, Feb. 8, 2024 /PRNewswire/ -- CME Group Inc., the world's leading derivatives marketplace, today announced its slate of candidates for its board of directors for election at the company's annual meeting to be held Thursday, May 9, 2024.
  • In addition, the CME Group Nominating and Governance Committee is recommending the following individuals for election by CME Group's Class B shareholders.
  • CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates , equity indexes , foreign exchange , energy , agricultural products and metals .
  • In addition, it operates one of the world's leading central counterparty clearing providers, CME Clearing.

TCW Launches New Asset-Backed Finance Business

Retrieved on: 
Thursday, January 25, 2024
Asset Management, Professional Services, Finance, TCW, CLO, Partner, Partnership, TCW Group, Growth

The TCW Group, a leading global investment firm with over $200 billion of assets under management, announced today the launch of a dedicated Asset-Backed Finance (“ABF”) business that will be anchored with over $1 billion in capital commitments from TCW, partners, and affiliates.

Key Points: 
  • The TCW Group, a leading global investment firm with over $200 billion of assets under management, announced today the launch of a dedicated Asset-Backed Finance (“ABF”) business that will be anchored with over $1 billion in capital commitments from TCW, partners, and affiliates.
  • Dylan Ross joined The TCW Group earlier this month as a Managing Director and Portfolio Manager to lead the asset-backed finance investment efforts.
  • Mr. Ross brings to TCW almost 20 years of experience in alternative credit investing with a primary focus on structured credit and asset-backed finance.
  • “Our new asset-backed finance team will complement our existing securitized business and drive synergies across the platform.”

50/50 Women on Boards Commends Its Global Sponsors for Their Commitment to Diversity on Boards

Retrieved on: 
Monday, December 18, 2023
UPS, Grey Global Group, TCW Group, AT&T, Woman, Movement, BP, McKesson Corporation, BIVA, Path, Feeding America, National Association, Comerica, Education, Citigroup, Wells Fargo, The Honest Company, TMX Group, KPMG, Organization, AbbVie, Nike

LOS ANGELES, Dec. 18, 2023 /PRNewswire/ -- 50/50 Women on Boards™ (50/50WOB), the leading global nonprofit education and advocacy campaign driving the movement toward gender balance and diversity on corporate boards, recognized its Premier Global Sponsor, EY; Global Sponsors Mastercard, Wells Fargo, Equilar, McKesson and Jamison; as well as Official Airline United Airlines for their leadership and commitment to the critical importance of tapping into diverse perspectives to create inclusive corporate boardrooms at The Global Conversation on Board Diversity™ held on Nov. 14, 2023.

Key Points: 
  • More than 4,000 women heard from expert panels of women Board of Directors on how they forged a Path to the Boardroom.
  • "Women on boards can positively impact profitability and productivity of organizations by bringing their diverse skills and experiences to organizational governance," said Kris Pederson, Americas Leader of the EY Center for Board Matters.
  • "The EY organization's support of 50/50 Women on Boards is one way we support board diversity to achieve more inclusive governance that can drive long-term value and strengthen business strategy."
  • "We are grateful for these enlightened and engaged organizations with leaders who are helping to raise awareness and drive action for the business imperative of diverse and gender-balanced boards.

TCW Completes Acquisition of Engine No. 1 ETF Business

Retrieved on: 
Monday, October 16, 2023
Asset Management, Professional Services, Finance, Ticker, Investment, Acquisition, Lead, Transform, TCW, Culture, Prospectus, ETF, Fund, Growth, TCW Group, NAV, Financial adviser

The TCW Group, a leading global asset management firm, today announced the successful completion of its previously announced agreement to acquire the exchange-traded fund (ETF) business and its infrastructure from Engine No.

Key Points: 
  • The TCW Group, a leading global asset management firm, today announced the successful completion of its previously announced agreement to acquire the exchange-traded fund (ETF) business and its infrastructure from Engine No.
  • 1’s Transform ETF platform, which includes the Transform Climate ETF (Ticker: NETZ); Transform Supply Chain ETF (Ticker: SUPP); and the Transform 500 ETF (Ticker: VOTE).
  • The acquisition expands the range of investment products available to TCW’s clients and adds a capability in the tax-advantaged ETF wrapper.
  • The Transform ETF platform expands TCW’s capabilities by providing the infrastructure and expertise for TCW to build an even larger ETF platform which may include other active core and thematic strategies.

Engine No. 1 Closes Sale of ETF Business to TCW

Retrieved on: 
Monday, October 16, 2023
Asset Management, Professional Services, Finance, Ticker, TCW Group, TCW, Transform, Sale, Acquisition, ETF, Financial adviser

1 , an alternative asset manager that provides capital and operational expertise to industries undergoing fundamental transition, today announced the close of the sale of its Transform ETF platform to The TCW Group.

Key Points: 
  • 1 , an alternative asset manager that provides capital and operational expertise to industries undergoing fundamental transition, today announced the close of the sale of its Transform ETF platform to The TCW Group.
  • “The closing of the sale of our ETF platform to TCW marks the successful evolution of a business we launched and rapidly developed to become a leader in the active thematic space,” said Chris James, Engine No.
  • With the sale’s closing, TCW has acquired the active thematic Transform Climate ETF (Ticker: NETZ); Transform Supply Chain ETF (Ticker: SUPP); and the Transform 500 ETF (Ticker: VOTE) index fund.
  • 1 who helped build the business and make this sale possible.”