Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
AQR announced 2026 LSEG Lipper awards covering nine mutual funds across alternative and equity categories. Awards recognized risk-adjusted performance over three-, five-, or ten-year periods ending November 30, 2025.
CAA's FY2025 investor presentation detailed its investment portfolio and asset allocation.
Sweden's financial regulator Finansinspektionen issued Alecta a warning and SEK 50 million administrative penalty over deficiencies in risk control and the handling of its Heimstaden Bostad investment. The sanction concerns investment governance; it is not a current AUM or cash allocation item.
Hamilton Lane disclosed a strategic investment in private-markets tokenization and investing platform Republic. Investment size and ownership percentage were not announced.
Fortress launched a new 1031 real estate exchange platform providing access to institutional quality real estate through Delaware Statutory Trusts. Initial focus areas include senior housing, student housing and multifamily.
ADIA subsidiary committed to Dignari Capital Partners' newly established APAC developed-market real estate private credit strategy, particularly Hong Kong financing. Amount undisclosed.
Antin reported 31 December 2025 total AUM €33.8bn and investments across flagship, mid-cap and NextGen.
Christofferson Robb & Company and ADIA subsidiary agreed to establish SRT-focused fund. ADIA will also acquire a participation interest in CRC; amounts and stake percentage undisclosed.
Carlyle agreed on 11 March 2026 to sell SierraCol Energy to Prime Infrastructure Capital. SierraCol’s issuer notice confirms that Prime acquired 100% of the company’s share capital from Carlyle on 24 March 2026. Carlyle’s International Energy Partners platform had invested in 2020. Consideration and Carlyle’s individual proceeds were not disclosed.
CCR appointed Amundi to manage a EUR350 million private equity and private debt multi-management mandate using Amundi Alpha Associates' capabilities. A separate ancillary portfolio can receive CCR's existing assets. The disclosed amount concerns the main mandate; the announcement does not identify a named fund commitment.
HOOPP reported a 7.7% net return for 2025, CAD 9.7 billion of net investment income and a funded status of 109% at year-end. Its ten-year annualized net return was 7.8%, compared with a 5.9% benchmark. This records the latest annual-results release; audited net-assets observations are stored separately under their exact reporting measure.
Ardian and an ADIA subsidiary agreed on the creation of a dedicated real estate secondaries platform. Neither disclosed an ADIA contribution size.
Carlyle announced structured financing for Unifi Aviation to simplify ownership and support expansion. The Credit Opportunities team leads the investment. The release does not specify the financing instrument or amount; Unifi remains part of Argenbright Group.
AQR Managed Futures Strategy Fund won the Alternative Mutual Fund of the Year category at the 2026 With Intelligence Mutual Fund and ETF Awards. The Equity Market Neutral Fund was shortlisted as a finalist.
The Board authorized a program allowing StepStone to repurchase up to $100 million of Class A common stock as part of its capital-allocation framework.
Schroders published its annual report and accounts for the year ended 31 December 2025, covering group assets under management, its public-markets businesses, Schroders Capital, wealth management, financial results, governance and material joint ventures.
Wells Fargo announced that the Federal Reserve terminated its 2018 consent order concerning governance oversight, compliance and operational risk management. This is a separate regulatory milestone from the June 2025 removal of the order’s asset-growth restriction.
Schroders Greencoat and Greencoat Renewables plc established a 50:50 joint venture in green digital infrastructure and acquired a site in Ireland with approval for an initial 36MW data-centre development. Acquisition pricing was not disclosed.
Monroe announced that Private Debt Investor selected the firm as the 2025 CLO Manager of the Year.
Hamilton Lane-managed funds and Ardian acted as lead investors in Latour Capital's single-asset continuation vehicle for Gutor, a Swiss critical-power solutions provider. Hamilton Lane's own investment amount was not disclosed.
AES agreed to be acquired by a consortium led by Global Infrastructure Partners and EQT Infrastructure VI, with CalPERS and Qatar Investment Authority as co-underwriters. Shareholders would receive $15 per share in cash. The release described approximately $33.4 billion enterprise value including debt. Wells Fargo advised AES and provided a fairness opinion; it was not identified as an acquiring equity investor.
For year-end 2025, Alecta reported group-managed assets of SEK 1,405 billion versus SEK 1,315 billion at end-2024. The 2025 investment portfolio included SEK 508 billion in listed equities, SEK 646 billion in fixed-income assets and SEK 251 billion in combined alternative investments. These are SEK-denominated group portfolios, not Alecta's corporate cash.
Private Debt Investor recognized Golub Capital as Senior Lender of the Year, Americas for the seventh time. Golub stated it had won 26 PDI awards since 2014. This is an industry award announcement and is not a source of manager AUM or fund returns.
HarbourVest announced 15 Managing Director, 15 Principal and 17 Senior Vice President promotions across its global business.
Hamilton Lane appointed Mika Tashiro to lead Japan private wealth distribution efforts, strengthening the firm's Asia private wealth footprint.
Netflix disclosed that WBD terminated their merger agreement on February 27, 2026. Paramount Skydance paid Netflix the USD 2.8 billion termination fee on WBD’s behalf. Netflix’s bridge, incremental bridge, revolving-credit and delayed-draw loan commitments associated with the transaction automatically terminated. The fee was paid to Netflix; it was not a Wells Fargo advisory fee or loan. This ends the proposed acquisition announced in December 2025.
Carlyle presented three-year targets for the end of 2028: fee-related earnings of at least $1.9 billion, inflows of at least $200 billion and distributable earnings per common share of at least $6.00. Its board also approved a new $2 billion share repurchase authorization. These figures are future management objectives and an authorization, not realized earnings, inflows or completed repurchases.
Man Group announced its 2025 annual results on 26 February 2026. Assets under management were USD 227.6 billion at 31 December 2025, compared with USD 168.6 billion a year earlier, excluding USD 4.9 billion of non-fee-paying committed capital. Net inflows totalled USD 28.7 billion. Run-rate net management fees were USD 1,182 million and core performance fees reached USD 281 million. The company reported diluted statutory earnings of 15.0 cents per share and proposed a final dividend of 11.5 cents, bringing the annual total to 17.2 cents. During the year it completed the Bardin Hill acquisition, seeded twelve strategies and launched four active ETFs.
Wells Fargo announced that Jeff Brown would join as Independent Solutions Platform Growth Director. The new role supports FiNet and planned RIA Solutions practices through strategic planning, talent development, succession and capital decisions. Brown previously served as president of Stratos Private Wealth and earlier worked as a Wells Fargo Advisors financial adviser. The release did not specify an effective joining day.
CPP Investments appointed David Colla global head of Credit Investments effective April 1, 2026, succeeding Andrew Edgell, who would remain as senior adviser. Colla joined in 2010.
