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Saturday, October 3, 2026The Morning Brief →Sign in
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NEWPORT BEACH, CA
CRD: 120440
In PWD coverage since August 19, 2026 · 3 stories
$32.2BRegulatory AUMSEC Form ADV · Sep 26
31EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
Deal recordFull tracker →
Aug 17, 26Deal closedRAFI Indices · Syzygy Asset Management · TMX — coverage
PWD coverage
Allocators

Arnott sold the index franchise and kept the mandates

The $490 million went to the index franchise, and the distribution question went with the seller into a tax-aware long-short business sold one taxable household at a time.
passive · Sep 1MFEM's 26% YTD makes the case for dynamic factor EM
passive · Aug 19RAFI's $200 billion anti-cap-weight business lands at TMX
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