Goldman Sachs Asset Management

In a world of macro uncertainty and policy unpredictability, the pursuit of steady income streams becomes even more important. Where can these income streams be found? In Asset Management Perspectives, our CIO of public investing, Ashish Shah, shares his insights on some of the potential ways to build portfolio resilience by capturing income across equity and bond markets. Explore the edition: http://ms.spr.ly/6041qhRzS

We are pleased to share the news of our Growth Equity team’s recent investment in Fleetio, a leading provider of fleet management software. Fleetio recently announced their acquisition of AUTO INTEGRATE LLC, a premier maintenance authorization platform. We believe Fleetio's innovative fleet management platform, combined with Auto Integrate's maintenance authorization capabilities, creates a uniquely powerful solution for optimizing fleet operations. We are excited to partner with Fleetio to accelerate their growth and further enhance their customer-centric, end-to-end maintenance solutions. Read the press release: http://ms.spr.ly/6041qh6bx

What’s on the minds of our CIOs? Check out our CIO Digest for a summary of our latest quarterly Public Investing CIO Forum, which took place against a backdrop of heightened trade policy uncertainty and market volatility: http://ms.spr.ly/6040qFdhm

The private markets are undergoing a rapid evolution, with GP differentiation and value becoming increasingly important. To explore the themes driving this change, this week we welcomed over 130 private market GPs to our inaugural Private Alternatives Leadership Symposium. Participants heard from leading figures in the alternative investing industry on topics including: • Creating long-term value for an enduring GP franchise • Accelerating innovation in financing for GPs • The evolving GP-LP partnership model • Shifts reshaping the industry in areas such as public policy and AI “By delivering the full spectrum of Goldman Sachs’ capabilities to private market firms, including capital, financing, operational support and advisory solutions, we seek to be a differentiated partner that supports our alternative asset management clients' unique needs,” said Michael Brandmeyer, CIO and head of our External Investing Group, in opening the symposium. We thank everyone who took part, including our co-hosts in Goldman Sachs Investment Banking. Learn more about our alternative investing capabilities: http://ms.spr.ly/6040qxnXE

Amid ongoing geopolitical conflicts, significant policy shifts in global markets and lingering inflation, what do you believe is the greatest macroeconomic risk to your portfolio? Share your view in our poll, and learn what more than 400 insurers said in our 2025 Global Insurance Survey report: http://ms.spr.ly/6043qatqc

Tariff plans from the Trump administration on US trade partners have added to market volatility and overall uncertainty. For more on the potential economic, market, and portfolio implications, view highlights from our market brief ⬇️ Read our investment views in full: http://ms.spr.ly/6043qtJYP

For hedge fund investors, we believe today’s backdrop of higher volatility and wider dispersion is conducive to alpha generation. But as the hedge fund industry evolves in size, complexity and anatomy, how do investors select the right manager for them? Read our views on continuing role of hedge funds in portfolios and how investors can make sense of an evolving market: http://ms.spr.ly/6044qqYOY

The merits of GP stakes investing are already well understood by many institutional investors in the private markets. We believe the strategy is about to gain traction among a broader investor base too. Why now? “We are now at a point where the industry has close to two decades of track record to share,” explains Robert Hamilton Kelly, our global co-head of Petershill strategies, in a recent interview with Private Equity International. “Prospective investors are looking at data and not projections, which is clearly very helpful when explaining what this strategy has to offer.” The strategy, which makes private equity investments in alternatives firms, also offers the potential of both income and capital appreciation – a distinctive combination. “That is what makes this strategy different and what makes it so attractive,” Robert adds. Learn more about GP stakes investing, including our unique approach to sourcing opportunities: http://ms.spr.ly/6043qUeLS

We are pleased to share the news of our Sustainability team’s recent investment in Atlas-SSI, North America’s leading full-service provider of water management solutions. The increasing need for water infrastructure upgrades and the demand for reliable water management solutions positions Atlas-SSI well in the market. We are excited to support Atlas-SSI in scaling its operations and expanding its reach to meet the growing demand for sustainable water solutions across North America. Read more in the press release: http://ms.spr.ly/6048qU3Nm

Investors are increasingly drawn to private credit, and many are looking to Asia as a destination for capital deployment. At our recent Asia Pacific Alternatives Summit, we hosted over 600 delegates across Hong Kong, Taipei, Seoul, Sydney and Singapore for discussions on the evolving dynamics of alternative investing. “Many of my client conversations focus on private credit these days,” said Matt Gibson, global head of our Client Solutions Group, “yet I still find many investors under-allocated.” Investor interest in private credit is not only strong but also expanding geographically, with a notable focus on Asia. Speakers at the Summit discussed the potential opportunities in the region’s maturing market, which may offer new avenues for direct lending in key growth areas and specific industries. We believe a nuanced understanding of local markets and the need for careful due diligence is critically important when evaluating private credit investments in Asia. Thank you to all those who attended.