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Rating:The Most Popular Stories of 2020 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 31, 2020

The Most Popular Stories of 2020

Reported by Neil Anderson, Managing Editor

Here's a look back on 2020 and the most-read stories each month in the advisor-sold asset management industry.

Jennifer M. "Jenny" Johnson
Franklin Resources, Inc.
President, CEO
January
The 16 Most-Admired Fund Firms (January 23)
A number of U.S. asset managers (and parents of U.S. asset managers) landed on a business magazine's new list.

February
Franklin Buys an $806B-AUM Rival (February 18)
The $4.5-billion, all-cash deal was expected to close in Q2.

March
Help FAs Navigate the Crisis (March 20)
A trade group offered advisors perspectives from a host of different asset managers.

April
A Consultant to Fundsters Dies (April 30)
He co-founded a consulting firm that has supported some of the world's biggest asset managers.

May
A Multi-Boutique's Ex-CEO Dies At 59 (May 28)
The executive was a founding principal at the publicly traded, acquisitive asset manager.

June
A Putnam C-Suite Alum Joins a Fund Firm's Parent's Board (June 5)
The exec also sits on a board for an ETF family and a BDC.

July
The Neuberger Team Mourns an Ex-MF Chief (July 24)
The former exec spent more than 38 years at the Gotham asset manager.

August
Time to Prepare Now for the Future of Wholesaling (August 10)
A reader shared what she was hearing from sales manager about how they're preparing.

September
A Subadvised Startup Opens, With an ESG Quant Ally (September 29)
The entrepreneurs are also teaming up with an active ETF player and a series trust.

October
Trump or Biden? Gundlach Predicts (October 29)
Yet the DoubleLine chief said he wasn't as confident as he was when he called it in 2016.

November
Victory Will Buy a 38-Year-Old Equity Team (November 5)
The deal will add a tenth investment franchise to the publicly traded multiboutique.

December
Bye, Bye, Pioneer, Except ... (December 1)
Amundi is rebranding its U.S. asset management arm. 

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  1. IDC Foundations for Fund Directors, Dec 4-5
  2. WE Boston - Women's Initiative Joint Holiday Networking Reception, December 4
  3. WE South - Wine Wednesday Holiday Celebration, December 4
  4. Nicsa webinar - Post-Election Insights: Impact on Global Policies, Markets, and Regulations, December 4
  5. WE Denver - 2024 Annual Holiday Party, December 5
  6. WE Washington D.C. - 2024 Holiday Dinner Event, December 5
  7. MFDF webinar - BDC Board Service 101, December 10
  8. MFDF webinar - ETF Product Trends: Board Implications, December 11
  9. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  10. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  11. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  12. MFDF webinar - AI and Fund Compliance, January 21, 2025
  13. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  14. FSI OneVoice 2025, January 27 - 29, 2025
  15. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  16. 2025 ICI Innovate, February 3 - 5, 2025
  17. MFDF Director Discussion Series - Open Forum, February 10, 2025
  18. MFDF Director Discussion Series - Open Forum, February 11, 2025
  19. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  20. MFDF Director Discussion Series - Open Forum, April 2, 2025
  21. MFDF Director Discussion Series - Open Forum, April 15, 2025
  22. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  23. Morningstar Investment Conference 2025, June 25 - 26, 2025
  24. MFDF Director Discussion Series - Open Forum, July 9, 2025




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