International equity
Click column headers to sort fields
| Product Name | Quarterly return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5 Yr Sharpe | Product Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| Wentworth Hauser & Violich - WHV International Equity* | 9.69 | 62.01 | 5.91 | 15.67 | 31.63 | 0.40 | 9,635 | Team | San Francisco |
| Invesco Aim Private Asset Management - AIM International ADR Growth | 7.60 | 34.60 | -1.79 | 7.59 | 18.82 | 0.24 | 1,314 | Team | Houston |
| Allianz Global Investors - NFJ International Value for Managed Accounts | 6.54 | 42.72 | 2.38 | 11.33 | 24.51 | 0.34 | 1,117 | Team | New York |
| Gratry & Co. - International Growth Equity | 6.52 | 31.84 | 0.44 | 9.14 | 21.60 | 0.28 | 104 | Team | Shaker Heights, Ohio |
| Harding Loevner - International Equity ADR | 6.38 | 35.77 | 0.13 | 8.30 | 20.22 | 0.26 | 1,528 | Team | Somerville, N.J. |
| Lazard Asset Management - Emerging Markets Equity Select ADR-SMA | 6.38 | 67.97 | 3.70 | 16.06 | 29.36 | 0.44 | 645 | Team | New York |
| Van Kampen Advisors Inc. - International Growth Equity ADR | 5.91 | 39.79 | -4.96 | 6.71 | 24.41 | 0.15 | 3,191 | Team | New York |
| NorthRoad Capital Management - Global Equity | 5.88 | 29.57 | -6.85 | 0.95 | 20.23 | -0.10 | 404 | Team | New York |
| Invesco - Invesco Global Equity | 5.23 | 31.20 | -4.39 | 2.72 | 18.68 | -0.02 | 239 | Team | Atlanta |
| Russell Developed Large Cap ex North America | 2.25 | 33.72 | -5.72 | 3.85 | 23.17 | 0.04 |
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
