Track recorded fund announcements, transactions, leadership appointments and strategic developments from DataBane's published research.
Carlyle and Sungage Financial expanded their partnership through an agreement to purchase up to $425 million of new residential solar loans. Goldman Sachs provides financing. The programme extends their existing relationship and supports homeowner solar and battery financing.
In a September 10, 2026 Oaktree podcast, co-CEOs Robert O'Leary and Armen Panossian discuss changes in the direct-lending market, risk assessment and investment opportunities across credit markets. This is investor market commentary.
David Kabiller and Francesca Cornelli argue that creativity, judgment and leadership remain distinctive capabilities for quantitative investment firms as artificial intelligence automates more analytics.
ADIA published its 2025 Review on 10 September 2026. Long-term strategic allocation ranges changed to 15%-20% for private equity, 7%-12% for financial alternatives and 2%-7% for real estate. Its 20-year and 30-year annualised time-weighted returns to 31 December 2025 were 6.6% and 7.2%, respectively. ADIA explicitly states that 2025 performance remains provisional until final data for non-listed assets is included. The allocation bands are strategic ranges, not observed portfolio weights. No total AUM amount is disclosed in the review.
Total group AUM €33.3bn and separate fee-paying AUM €21.2bn as of 30 June 2026. Corporate balance-sheet cash and equivalents €326m, distinct from investment allocations.
Amundi appointed John O’Toole as CIO Asia ex Japan while retaining his Solutions responsibilities. The announcement also detailed Asia roles for Andriy Boychuck, Ray Jian, Nick McConway and Siddharth Sanghvi.
PensionDanmark acquired Absalons Gaard on Copenhagen’s Rådhuspladsen from Savills Investment Management. The 7,687-square-metre building contains office and retail space. No transaction consideration was disclosed.
Bridgepoint Credit and Pantheon announced completion of a secondary transaction involving a new continuation vehicle holding commitments from Bridgepoint Direct Lending II. Pantheon led the vehicle alongside new and existing investors. Bridgepoint Credit continues to manage the European middle-market credit portfolio through realisation.
PennantPark announced the closing of PennantPark Credit Secondary Fund, a continuation vehicle led by Pantheon. It acquired a mature private-credit portfolio and provides liquidity to legacy investors plus capital for follow-on financings. PGIM, reinvesting limited partners and PennantPark also invested. The vehicle's overall size is not Pantheon's individual commitment.
Carlyle Credit Solutions, Inc. publicly filed an N-14 registration statement proposing a merger into New Carlyle Credit Solutions, a Delaware statutory trust. The transaction would reorganize the existing Maryland corporation and requires stockholder approval. The proposal retains the investment objective, strategy, management team, investment adviser, and management and incentive fee structure. The successor would operate with a 150% asset coverage requirement, compared with the existing fund’s 200% requirement, allowing greater borrowing. The reorganization was proposed and had not completed at this announcement.
AQR discusses research suggesting tax-aware long-short investors may access some portfolio liquidity without full liquidation, while seeking to preserve portfolio characteristics and accumulated tax benefits.
Goldman Sachs opened a new dedicated engineering office in Bellevue, Washington, designed to accommodate more than 125 technologists focused on artificial intelligence and cloud transformation. The move expands its U.S. technology talent footprint.
UBS Fund Management (Switzerland) announced plans to combine its Swissreal and Interswiss commercial property funds, with a proposed effective date of 31 December 2026. The combined vehicle would retain the Swissreal name and focus on commercial property. Completion remained subject to regulatory approval; transaction terms were expected in March 2027.
BlackRock Private Credit Fund disclosed that Philip Tseng resigned as trustee or director, chair, CEO and co-chief investment officer of BDEBT, BlackRock Direct Lending Corp. and BlackRock TCP Capital Corp., effective August 31, 2026. Jason Mehring became chair and CEO of the three vehicles on September 2, and Dan Worrell became president. The filing stated that Tseng would remain a BlackRock employee through October 1 to support the transition.
Sixth Street announced a minority investment supporting the Khosla family's purchase of the Seattle Seahawks. The NFL approved the investment on August 26, 2026. The announcement did not disclose Sixth Street's investment amount or ownership percentage.
PensionDanmark announced that chief investment officer Claus Stampe will leave at the end of January 2027 after more than 23 years leading the investment function. He remains CIO until then. The announcement said recruitment for a successor would begin; no successor was named.
Carlyle and Dynasty Equity completed minority investments in the Seattle Seahawks in support of the Khosla family’s team purchase. The NFL approved the investments on 26 August 2026. The release does not disclose investment amounts or ownership percentages.
Goldman Sachs appointed Dinesh Keswani Partner and co-head of Core Engineering, serving as Core Engineering chief technology officer alongside Gopi Parameswaran. Keswani previously held technology and operations leadership at Nomura, HSBC, GoDaddy and Microsoft.
Goldman Sachs Alternatives and Cleanhill Partners signed an agreement to sell EPC Power to Flex for USD 4.4bn. Closing was anticipated in Q4 2026 subject to customary terms; this is an announcement, not a confirmed exit.
Pantheon announced that its Global Infrastructure Secondaries Fund was receiving subscriptions from eligible investors. The international evergreen vehicle targets a diversified infrastructure secondaries portfolio, with controlled liquidity through quarterly redemptions. This follows the fund's earlier regulatory approval announcement.
Acquisition of atNorth completed. CPP Investments' final ownership is approximately 51% following a Partners Group reinvestment and CPP Investments committed about US$1.3 billion, not the US$4 billion headline enterprise value.
Scion and Ares Real Estate funds acquired a four-community portfolio comprising 2,316 student housing beds. SCHENK+ affiliates sold the properties, which serve universities in Texas, Georgia and Tennessee.
Partners Group reported H1 2026 results and announced leadership changes effective 1 January 2027, subject to FINMA approval. Roberto Cagnati and Juri Jenkner are to become co-CEOs; current CEO David Layton is to become Chief Investment Officer and chair the Global Investment Committee. The future roles are not current appointments.
TPG Private Equity Opportunities disclosed an August 26, 2026 revolving credit agreement for T-POP Finance Holdings, LLC. Wells Fargo is administrative agent, lead arranger, letter-of-credit issuer and initial lender for USD 125 million. The agreement matures August 25, 2027, with a conditional 364-day extension. Borrowings are secured by investment distributions and specified subsidiary equity and are non-recourse to T-POP.
Wells Fargo joined 20 other institutions in committing to establish a stablecoin company in the second half of 2026, subject to closing conditions. The proposed company initially targets a U.S.-dollar stablecoin, with euro issuance a priority for later expansion and a first-half 2027 market launch objective. Participants include Bank of America, Capital One, Citi, Fidelity, Goldman Sachs, PNC, Scotiabank, TD, WisdomTree, Santander, BBVA, Commerzbank, Crédit Agricole, Deutsche Bank, Lloyds, Rabobank, UBS, MUFG, Sirius International Holding and Standard Bank. The company remained unnamed in the announcement; investment amounts and ownership stakes were not disclosed.
CPP Investments confirmed it and Permira had secured the necessary approvals and completed their investment in UK-based fund and corporate services company JTC.
Monroe supported Frontenac-backed Dealer Services Network's acquisition of GG&D Motor Vehicle Services with an undisclosed credit facility.
Carlyle appointed Jin Hwan Choi as a senior adviser to its Asia advisory team. Choi previously led Lotte Rental, SK Broadband, ADT Caps and Hyundai Life Insurance. He also became CEO and president of Chung Ho Group’s holding company following Carlyle’s acquisition.
CPP Investments announced a commitment of up to INR20.7 billion to NIIF Infrastructure Fund II, managed by India's National Investment and Infrastructure Fund Limited. Fund is the investment recipient; the manager is the GP, not CPP Investments.
Copenhagen Infrastructure Partners acquired Gawara Baya from Windlab on behalf of Copenhagen Infrastructure V. The North Queensland project combines 408 MW of wind generation with 104 MW of battery storage. The fund reached financial close with an AUD 1.7 billion financing facility from 10 banks. Construction would begin, with full operation expected in 2030.
