Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

11414

Montage Investments adds asset manager and mutual fund to offering

RELATED TOPICS​

Montage Investments, which provides institutional investment managers to a wide range of investors, has added Giralda Advisors to its offering.



In addition, the firm will be adding The Giralda Fund to its suite of mutual funds.

Giralda Advisors is an asset management firm committed to delivering investment solutions with a particular focus on achieving long-term growth. The Giralda Fund currently has USD220m in assets and is designed to seek long-term capital appreciation through risk-managed exposure to the equity markets.

"Montage was founded with an objective of bringing together sophisticated investment managers specifically to meet the needs of intermediaries and their clients," says Gary P Henson (pictured), president and chief investment officer of Montage. "The addition of Giralda Advisors and The Giralda Fund to our family enhances our ability to help advisors achieve their goals."

Jerry Miccolis, chief investment officer of Giralda Advisors, says: “I am excited about this change and the opportunities it brings to our investors and associates. Montage’s vast distribution resources and its focus on providing innovative solutions that meet the needs of advisors and their clients have the potential to greatly enhance our growth. I look forward to what the next several years will bring."

The addition of The Giralda Fund brings the number of mutual funds offered by Montage to six. Since the beginning of 2011, Montage has grown its assets under management from USD7.3bn to now more than USD12bn, illustrating a trend among financial intermediaries to augment their clients’ portfolios with distinct alternative investment solutions.
 

Latest News

Bequant has announced that it has launched a new capital introduction platform designed specifically for..
ndosuez Wealth Management has announced the launch of Indosuez Funds - Chronos Green Bonds 2028,..
New global research from industry association Global Digital Finance (GDF) shows most major financial institutions..

Related Articles

graph
The exodus from hedge funds continues with investors questioning unswayed by relatively strong performance from the alternative asset class...
The exodus from hedge funds continues with investors questioning unswayed by relatively strong performance from the alternative asset class...
Waves
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published, entitled The urgent need for better ocean-related data to make informed investment decisions...
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published,..
Frozen soap bubble
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct Authority says has a simple aim: “Financial products that are marketed as sustainable should do as they claim and have the evidence to back it up.”..
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct..
Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by