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January 25, 2024
Aware Super has appointed former Vanguard and BlackRock portfolio manager Agnes Hong as its new head of public market equities.
January 24, 2024
Agnes Hong will oversee $90 billion across systematic, managed and direct equities, and lead strategy into 2030.
April 18, 2023
Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account.
January 27, 2023
Vestmark says its fully personalized direct index offering is still in the works.
January 25, 2023
/PRNewswire/ -- Vestmark, Inc., a leading provider of wealth management software and services, today announced that it is launching six direct-index,...
May 7, 2021
Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts With Vestmark Advisory Solutions as discretionary overlay manager, UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group (home of American Funds), Dimensional Fund Advisors, J.P. Morgan, Natixis Investment Managers and Nuveen News provided by Share this article WAKEFIELD, Mass., May 7, 2021 /PRNewswire/ -- ย Vestmark, I...