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Rating:12 of MFWire's Most Popular Stories of 2022 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 30, 2022

12 of MFWire's Most Popular Stories of 2022

Reported by Andrew Lusk

Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:

Pondering a Robo's $1.4B Price Tag (January 27)
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.

Eduardo A. Repetto
Avantis Investors
Chief Investment Officer
From $5B to $10B in 10 Months (February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.

The 29 Most Influential Women in the U.S. Fund Biz (March 8)
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.

A $231B-AUS Firm Adds a Small Cap Fund (April 6)
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.

A $2.6T-AUM Firm Debuts Its 41st ETF (May 5)
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.

An 85-Year-Old Firm Preps 8 ETFs (June 8)
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.

MMI Pushes a Conference Back Four Months (July 20)
An industry trade group moves a key in-person event to the fall at members' requests.

A Gotham PM Dies at 42 (August 11)
Insiders mourn the loss of a New York City ETF expert.

Fundsters Golf to Support DEI (September 13)
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.

20 Fund Firms Win Big With FAs (October 5)
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.

An Ex-PIMCO EVP Co-Founds an RIA (November 2)
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.

In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm (December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 

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  1. MFDF webinar - Latest Updates In Mutual Fund Litigation and Enforcement, June 6
  2. Pershing Insite 2023, Jun 6-8
  3. Nicsa webinar - The Journey From Networking to Sponsorship, June 7
  4. MFDF webinar - SEC Staff Panel, Division of Examinations — IC Issues and Considerations For Fund Boards, June 8
  5. Expect Miracles East Coast Classic, June 8
  6. 2023 MMI Alternative Investments Forum, June 13
  7. WE DC - ESG Panel Discussion, June 13
  8. Nicsa Fearless Leadership Symposium, June 14
  9. MFDF Director Discussion Series - Open Forum (Denver), June 20
  10. The Ben Graham 10th Annual Conference, Jun 20-21
  11. IDC Industry Segment Call - Governance Committee Chairs, June 21
  12. Crane Data's Money Fund Symposium, Jun 21-23
  13. IDC Industry Segment Call - Board Leaders, June 22
  14. 2023 MMI Distribution Leadership Forum, Jun 22-23
  15. MFDF webinar - Closed-End Fund Litigation Overview and Update, June 27
  16. MFDF Director Discussion Series - Open Forum (Atlanta, GA), June 28
  17. MFDF Director Discussion Series - Open Forum (Kansas City), June 30
  18. MFDF Director Discussion Series - Open Forum (New York), July 18
  19. 2023 MMI Leadership Pathway Seminar, Jul 19-20
  20. MFDF webinar - Generative AI — It's Here, July 20
  21. MFDF Director Discussion Series - Open Forum via Zoom, July 27
  22. MFDF Director Discussion Series - Open Forum (Milwaukee, WI), August 8
  23. MFDF Improving Equity Fund Alpha Estimates, September 13
  24. 4th Annual ETFGI Global ETFs Insights Summit - United States, Sep 20-21
  25. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  26. Expect Miracles Atlanta Coast Classic, October 2

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