Chicago Buyer Opens Arms To Institutional Clients

A Chicago-based asset manager is ramping up its outreach to institutional clients.

  • 18 Feb 2005
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A Chicago-based asset manager is ramping up its outreach to institutional clients. Shay Assets Management, which runs $4.37 billion in fixed income, previously reached out to banks, thrifts and credit unions. Now, Shay is looking to attract more institutional clients such as insurance companies, pension plans, foundations, endowments and corporations.

To attract these clients, the asset manager is ramping up its efforts to market its fixed-income strategies rather than investment in its mutual funds. "We've historically been exclusively focused on managing and marketing our mutual funds products. Next year we hope to market our investment strategy rather than just a single vehicle," said Derek Casteel, marketing director. He said it is too early to determine how an increased institutional client base would affect the investments Shay purchases.

  • 18 Feb 2005

All International Bonds

Rank Lead Manager Amount $m No of issues Share %
  • Last updated
  • Today
1 Citi 358,291.38 1348 9.06%
2 JPMorgan 320,704.66 1461 8.11%
3 Bank of America Merrill Lynch 318,128.31 1104 8.04%
4 Goldman Sachs 236,643.87 789 5.98%
5 Barclays 231,197.41 895 5.84%

Bookrunners of All Syndicated Loans EMEA

Rank Lead Manager Amount $m No of issues Share %
  • Last updated
  • Today
1 HSBC 35,007.57 165 6.53%
2 Deutsche Bank 34,880.53 120 6.51%
3 Bank of America Merrill Lynch 31,805.65 97 5.93%
4 BNP Paribas 27,920.60 169 5.21%
5 SG Corporate & Investment Banking 24,398.89 138 4.55%

Bookrunners of all EMEA ECM Issuance

Rank Lead Manager Amount $m No of issues Share %
  • Last updated
  • Today
1 JPMorgan 19,745.92 80 8.85%
2 Morgan Stanley 16,334.63 83 7.32%
3 Citi 15,972.34 95 7.16%
4 UBS 15,487.17 60 6.94%
5 Goldman Sachs 14,053.61 76 6.30%