Global SWF Annual Report 2024: 653 State-Owned Investors with $49.7 Trillion AUM, Top 3 Investors 10-Year Annualised Returns NZ Super +12.1%, CPP +10.9%, AP Fonden +10.4%, Top 8 Sector Allocation for Deals in 2023 are Real Estate 26%, Infrastructure 19%,
The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.
Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.
Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.