NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency. AdvisorEngine announced a new integration with Charles Schwab's iRebal® platform, one of the most adopted trading and rebalancing tools among registered investment advisors, according to the 2023 T3/Inside Information Software Survey. The company also rolled out ne ...

金融投资公司比较 - Franklin Resources (BEN) 和 BlackRock (BLK) 都是金融 - 投资管理股票中备受投资者关注的公司[1] - BEN 目前拥有 1 (Strong Buy) 的 Zacks Rank，而 BLK 则为 2 (Buy)，这意味着 BEN 的盈利预期正在改善[3] - BEN 目前的前瞻 P/E 比率为 11.77，而 BLK 为 20.52，此外，BEN 的 PEG 比率为 0.94，而 BLK 为 2.16[6] 价值投资指标比较 - 价值投资者通常会关注传统的估值指标，以帮助他们找到被低估的股票[4] - Style Scores 系统中的价值类别通过一系列关键指标来识别被低估的公司，包括 P/E 比率、P/S 比率、盈利收益率、每股现金流等[5] - 另一个值得注意的估值指标是 BEN 的 P/B 比率为 1.15，而 BLK 为 3.04[7] - 这些指标帮助 BEN 获得了 B 的价值评级，而 BLK 则获得了 D 的价值评级[8] - 基于以上估值指标，我们认为 BEN 目前可能是更优质的价值选择[9]

资产管理规模 - Franklin Resources, Inc.（BEN）于2023年12月报告的资产管理规模（AUM）为1.46万亿美元，较11月30日的1.41万亿美元增长了3.1%[1]。 资产类别 - BEN的固定收入资产总额为5117亿美元，比上个月的水平增长了3.4%[2]。 - 股票资产为4675亿美元，比2023年11月增长了4.4%[2]。 - 多资产类别达到1546亿美元，环比增长了3.8%[2]。 - 现金管理基金总额为655亿美元，比上个月的水平增长了3.6%[3]。

文章核心观点 - 富兰克林天templeton公司推出了首只数字资产支持的交易所交易基金(ETF),名为富兰克林比特币ETF,代码为EZBC [1][2][3] - 该基金旨在跟踪比特币价格的表现,收取29个基点的费用 [1][3] - 该基金是富兰克林天templeton数字资产和ETF平台的最新扩展 [1][3] 公司概况 - 富兰克林天templeton是一家拥有75年资产管理经验的全球投资管理机构 [4] - 公司在区块链技术和传统资产管理的融合方面一直处于前沿 [2] - 公司在数字资产生态系统中进行深入研究和技术开发,开发投资产品、技术平台和策略差异化,帮助客户实现投资目标 [2] - 公司的美国ETF平台成立于2016年,提供各种市场条件和投资目标下的主动、智能贝塔和被动管理的ETF产品 [3] - 公司最近收购了Putnam Investments,目前全球ETF资产管理规模超过200亿美元 [3] 产品特点 - 该ETF是一只比特币现货ETF,面向美国投资者 [1][3] - 该ETF旨在反映比特币价格的表现,扣除基金运营费用 [1][3] - 该ETF在Cboe BZX交易所上市,收取29个基点的费用 [1][3] 投资风险 - 该ETF持有比特币和现金,不适合所有投资者,波动性较高 [7] - 比特币价格的大幅波动可能对该ETF的价值产生重大不利影响 [7] - 数字资产市场存在监管不确定性,可能对比特币价值产生不利影响 [8][9] - 该ETF采用被动管理策略,不会主动买卖比特币以获取价格上涨 [10] - 随着时间推移,每份份额代表的比特币数量会下降,如果比特币价格不能弥补这一下降,份额价格也会下降 [11]

SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Resources, Inc. (Franklin Templeton) (NYSE: BEN) today reported preliminary month-end assets under management (AUM) of $1.46 trillion at December 31, 2023, compared to $1.41 trillion at November 30, 2023. This month’s increase in AUM reflected the impact of positive markets and long-term net inflows. For the quarter ended December 31, 2023, AUM reflected the positive impact of markets, partially offset by long-term net outflows of $5.0 billion, which include $10 ...

Lexington Partners, a unit of Franklin Resources Inc.’s BEN, +1.56% Franklin Templeton arm, on Tuesday said it raised $22.7 billion in capital commitments for Lexington Capital Partners X LP, for investments in private-equity fund stakes. The fund’s original target was $15 billion. Fund X surpassed its predecessor Fund IX, which closed on $14 billion in 2020. Fund X will acquire private-equity and alternative asset partnership portfolios from large-scale investors as they rebalance their allocations or see ...

Lexington Capital Partners X - 完成了筹资，总资本承诺达到了 227 亿美元，超过了 150 亿美元的目标[1] - 策略主要集中在从大型投资者那里收购私募股权和另类资产合作伙伴组合，同时也利用 Lexington 深厚的行业关系进行较小机会的交易[2] - 预计 2023 年将是继续超过 1000 亿美元的第三个连续年份，全球二级市场将继续经历显著增长[4]

SAN MATEO, Calif.--(BUSINESS WIRE)--On Monday, January 29, 2024 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the “Company”) [NYSE:BEN] will release its first quarter operating results. A written commentary on the results will also be available via investors.franklinresources.com at approximately 8:30 a.m. Eastern Time. In addition, Jenny Johnson, President and CEO; Matthew Nicholls, Executive Vice President, CFO and COO; and Adam Spector, Executive Vice President - Global Advisory Ser ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Franklin Resources (BEN) . This company, which is in the Zacks Financial - Investment Management industry, shows potential for another earnings beat.This investment manager has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for th ...

The offering enables a white-labeled solution for plan advisers to deliver an AI-powered, actionable advice platform for workplace benefits and financial wellnessBOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management, have announced a partnership to launch TIFIN @Work, a groundbreaking financial wellness solution designed to empower employees and enhance their financia ...