Key Takeaways Franklin's AUM rose 1.7% month over month to $1.69 trillion as of Oct. 31, 2025.Growth was driven by market gains and the Apera Asset Management acquisition.Equity, alternatives, multi-asset, and cash balances increased, while fixed income dipped slightly.Franklin Resources, Inc. (BEN) reported its preliminary assets under management (AUM) of $1.69 trillion as of Oct. 31, 2025, which increased 1.7% from the prior month.The increase in the AUM balance was due to the positive impact of markets a ...

Key Takeaways State Street is in advanced talks to acquire a stake in an Indian mutual fund.The deal will combine STT's technology with the partner's distribution network.STT's expansion aligns with its broader global growth and restructuring efforts.After partnering with smallcase earlier this year to expand in India’s fintech sector, State Street’s (STT) investment management division now seeks to expand in the country’s rapidly growing $900-billion asset management market. Per a Bloomberg report, citing ...

We ended the quarter with a record $87 billion of assets under management, a 9% increase compared to the end of 2024. Investment performance remained solid across each of our business verticals. Absolute Return Strategies has delivered particularly strong performance to clients, with our multi-strategy composite generating a 14.2% gross rate of return over the last twelve months. In addition to the strong ARS performance, we also enjoyed year-over-year portfolio appreciation across each of our private marke ...

美联储利率政策动向 - 美联储在10月底刚刚宣布降息，但主席杰罗姆·鲍威尔对12月是否会再次降息表态不明确[1] - 美联储下一步决策将基于未来几周通胀、就业和增长数据的演变[4] - 根据CME Group的FedWatch，交易员对12月降息的预期概率从90%降至67%[4] 利率变化对收益投资的影响 - 当美联储降息时，现金类资产的回报率会下降，货币市场基金和短期国债的收益率将从去年超过5%的水平开始下降[5] - 这使得股息股票和股息ETF显得更具吸引力，因为过去24个月作为投资组合稳定锚的“安全”现金收益正在失去优势[6] - 在风险和估值较高的时期，股息成为总回报中更重要的组成部分，有助于抑制波动并支撑股价[6] 股息ETF的市场表现与产品 - 随着投资者为增长放缓和收益率降低重新配置投资组合，股息ETF（尤其是那些专注于股息增长的）已经重新受到关注[6] - ProShares S&P 500 Dividend Aristocrats (NOBL) 收益率为2.13%，历史上在波动时期表现优异，持有艾伯维和卡特彼勒等公司[7] - Schwab U.S. Dividend Equity (SCHD) 提供3.90%的收益率，而JP Morgan Equity Premium Income (JEPI) 通过备兑认购策略提供8.42%的收益率[7]

PRESS RELEASE | November 6th, 2025 N° 02- 2025 SCOR Investment Partners reaches USD 5 billion in Assets Under Management for its Insurance-Linked Securities strategy SCOR Investment Partners announces it has surpassed USD 5 billion in assets under management on its investment platform dedicated to Insurance-Linked Securities (ILS), with catastrophe bonds being the most well-known category, confirming its position as a leading global player in this asset class. The steady growth of assets under management ...

业绩总结 - 截至2025年9月30日，资产管理总额(AUM)为1.62万亿美元，同比增长7%[6] - 2025年第三季度的基础净收入为10.47亿美元，同比增长3%[29] - 报告的净收入为11.06亿加元，同比下降18%[163] - 2025年第三季度的每股账面价值为40.86加元，同比增长3.3%[182] - 基本净收入同比下降1%，主要由于净投资收入减少[194] 用户数据 - 个人保护业务的销售额同比增长25%，达到3.61亿美元[29] - 2025年第三季度的个体销售额为9.87亿美元，同比增长35%[29] - 加拿大的健康和保护业务净保费为71亿美元[52] - 个人保险业务的资产管理规模为840亿美元，净保费为63亿美元[52] - 在菲律宾，保险销售额为2.42亿美元，连续14年在总保费中排名第一[64] 未来展望 - 资产管理净流入和净财富销售额为28亿美元，反映出MFS的净流出改善[31] - 2025年第三季度的股息支付比率为47%，符合40-50%的目标区间[17] - 2025年9月30日，市场对净收入的潜在影响为：25%下降时，净收入减少5.75亿加元[105] - 2024财年，公司的业务在多个指标上仍为领先的福利提供者[134] 新产品和新技术研发 - 新业务的合同服务金额（CSM）为4.46亿加元，同比增长16%[163] - 资本募集为56亿美元，反映Crescent Capital、BGO和SLC固定收益的强劲活动[198] 市场扩张和并购 - 公司在亚洲的销售增长强劲，推动新业务的CSM同比增长16%[32] - 美国市场FY24的基础净收入为5.66亿美元，员工人数超过6400人[56] - 加拿大资产管理与财富的管理资产总额为2130亿美元，同比增长11%[199] 负面信息 - 集团健康与保护业务的利润为2.84亿美元，同比下降18%[29] - 零售净流出为47亿美元，反映投资者偏好无风险利率投资的持续转变[194] 其他新策略和有价值的信息 - SLF Inc.的LICAT比率为154%，较上一季度上升3个百分点[29] - 财务杠杆比率为21.6%，较上季度上升1.2个百分点[182] - 74%的投资组合为固定收益，98%的固定收益评级为投资级[97] - 截至2025年9月30日，Sun Life的总资本为445.43亿加元[84]

共同基金资本利得分配 - 2025年底共同基金计划进行资本利得分配 可能导致应税账户投资者面临巨额税单 [1] - 超过10只共同基金预计分配比例至少为25% 多数分配预计在11月下旬至年底进行 [2] - 共同基金在经纪账户中的资本利得分配需纳税 即使投资者将收益进行再投资 [2] 交易所交易基金的税务优势 - 交易所交易基金能解决共同基金存在的年度税务问题 [3] - 资产管理公司专家指出交易所交易基金是应对共同基金高额资本利得分配的有效策略 [1][3]

P10 (NYSE:PX) Q3 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Hello and welcome to the P10 Third Quarter 2025 conference call. My name is Latif, and I will be coordinating your call today. Currently, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. As a reminder, today's conference call is being recorded. I will now pass the call to your host, Mark Hood, EVP and Chief Administrative Officer. Mark, please go ahead.Speaker2T ...

Third Quarter 2025 Results Earnings Presentation Important Disclosures IMPORTANT NOTICES The inclusion of references to P10, Inc. ("P10" or the "Company") in this presentation is for information purposes only as the holding company of various subsidiaries. P10 does not offer investment advisory services and this presentation is neither an offer of any investment products nor an offer of advisory services by P10. By accepting this presentation, you acknowledge that P10 is not offering investment advisory ser ...

Australia risks losing its competitive edge in global capital markets as other jurisdictions accelerate tokenization of financial assets, with the nation's securities regulator warning that inertia could force Australian issuers and investors offshore. While other countries rapidly embrace blockchain-based market infrastructure, Australian institutions remain "too comfortable with the status quo,” Australian Securities and Investments Commission Chair Joe Longo said, while speaking at the National Press C ...