Contact: Investor Relations ir@acadian-inc.com (617) 369-7300 // ACADIAN ASSET MANAGEMENT INC Exhibit 99.1 Kelly Young, Acadian Asset Management Inc.'s President and Chief Executive Officer, said, "Acadian achieved a significant milestone in the second guarter of 2025, with a record $13.8 billion of net client cash flows, and $151.1 billion of AUM as of June 30, 2025, the highest in the firm's nearly 40 year history. Our continued organic growth reflects strength and momentum in the business driven by outpe ...

Financial Performance - Total revenue for Q1 2025 was $119.9 million, an increase of 13.4% from $105.7 million in Q1 2024[114] - Pre-tax income attributable to controlling interests rose to $28.4 million in Q1 2025, up from $20.7 million in Q1 2024, reflecting a growth of 37.2%[114] - Economic net income (ENI) for Q1 2025 was $20.3 million, compared to $17.4 million in Q1 2024, representing a 16.6% increase[114] - The diluted earnings per share (EPS) increased to $0.54 in Q1 2025, up from $0.44 in Q1 2024, a rise of 22.7%[114] - The company reported a net income of $23.8 million for the three months ended March 31, 2025, an increase of $8.1 million or 51.6% from $15.7 million in 2024[124] Assets Under Management (AUM) - Assets under management (AUM) reached $121.9 billion as of March 31, 2025, up from $110.4 billion a year earlier, marking an increase of 10.8%[114] - Total assets under management (AUM) increased to $121.9 billion as of March 31, 2025, up $4.6 billion or 3.9% from $117.3 billion at December 31, 2024[121] - The U.S. client segment accounted for 63.2% of total AUM, with $77.0 billion as of March 31, 2025, compared to 63.7% with $74.7 billion at December 31, 2024[121] - Institutional client AUM rose to $96.3 billion, up from $93.0 billion, with net flows of $3.1 billion for the three months ended March 31, 2025[120] - The average AUM for the three months ended March 31, 2025, was $120.7 billion, compared to $107.6 billion in 2024, indicating a growth of 12.9%[119] Revenue Streams - ENI revenue for Q1 2025 was $118.2 million, a 12.2% increase from $105.3 million in Q1 2024[114] - Management fees for the three months ended March 31, 2025, were $112.9 million, an increase of $10.7 million or 10.5% compared to $102.2 million in 2024[124] - Performance fees increased to $5.3 million for the three months ended March 31, 2025, up from $3.1 million in 2024, marking a growth of 70.9%[124] - Management fee revenue for Q1 2025 was $112.9 million, up from $102.2 million in Q1 2024, representing a growth of 10.9%[163] - Performance fees increased by 71.0% due to strong performance relative to the market in certain strategies during the three months ended March 31, 2025[184] Operating Efficiency - The U.S. GAAP operating margin improved to 26.6% in Q1 2025, up from 21.7% in Q1 2024, an increase of 494 basis points[114] - The ENI operating margin for Q1 2025 was 28.3%, slightly up from 27.7% in Q1 2024, an increase of 61 basis points[114] - The operating margin improved to 26.6% for the three months ended March 31, 2025, compared to 21.7% in 2024, reflecting enhanced operational efficiency[125] - The U.S. GAAP operating margin, excluding the effect of consolidated Funds, was 26.1% for Q1 2025, compared to 21.5% for Q1 2024[173] Expenses - Total U.S. GAAP compensation and benefits expense increased by $2.7 million, or 4.6%, from $58.1 million in Q1 2024 to $60.8 million in Q1 2025, with variable compensation rising by $3.8 million, or 14.4%[138] - General and administrative expenses increased by $2.3 million, or 11.5%, from $20.0 million in Q1 2024 to $22.3 million in Q1 2025, primarily due to higher systems and outside services costs[140] - ENI operating expenses were $54.3 million in Q1 2025, an increase from $49.5 million in Q1 2024, which is a 9.7% increase[166] - Quant & Solutions segment ENI expenses increased by $9.4 million, or 12.7%, from $73.9 million in Q1 2024 to $83.3 million in Q1 2025[186] Cash Flow and Financial Ratios - Net cash used in operating activities decreased by $9.4 million, from $(39.3) million in Q1 2024 to $(48.7) million in Q1 2025[190] - Net cash from investing activities changed by $13.2 million, from $(1.4) million in Q1 2024 to $11.8 million in Q1 2025[190] - Net cash from financing activities increased by $65.3 million, from $(3.7) million in Q1 2024 to $61.6 million in Q1 2025[190] - As of March 31, 2025, the company had $119.6 million in cash and cash equivalents and $91.5 million in seed capital investments[196] - The Leverage Ratio was 0.4x and the Interest Coverage Ratio was 109.7x as of March 31, 2025[200] Market Risks - The company does not hedge against interest rate risk, and as of March 31, 2025, there were no borrowings under the revolving credit facility[217] - The company has not adopted a corporate-level risk management policy regarding client assets, exposing it to market risks affecting overall AUM value[216] - Market risks include equity market risk, interest rate risk, and foreign currency risk, which could significantly impact management and performance fees[214] - Changes in the composition of AUM towards lower fee rate strategies could negatively impact the overall weighted average fee rate[215]

Financial Performance - Acadian reported positive net cash flow (NCCF) of $3.8 billion in Q1 2025, the strongest quarter in nineteen years, reflecting a significant increase of 850% compared to the previous year[34]. - Economic net income (ENI) for Q1 2025 was $20.3 million, a 17% increase from $17.4 million in Q1 2024, with ENI earnings per share rising 23% to $0.54[4][7]. - U.S. GAAP net income attributable to controlling interests was $20.1 million, a 38% increase from $14.6 million in Q1 2024, with diluted EPS rising 46% to $0.54[7][34]. - Total revenue increased by 13.4% to $119.9 million in Q1'25, driven by higher management fees and performance fees[85]. - Management fees rose by 10% to $112.9 million, reflecting a 12% increase in average AUM due to market appreciation and positive net cash flow[95]. - Performance fees surged by 71% to $5.3 million in Q1'25 compared to Q1'24[94]. - Net income attributable to controlling interests increased by 37.7% to $20.1 million in Q1'25[86]. - Diluted earnings per share rose by 45.9% to $0.54 in Q1'25[86]. - Consolidated revenue increased from $105.7 million in Q1'24 to $119.9 million in Q1'25, representing a growth of 13.5%[129]. - Economic net income (ENI) for the Quant & Solutions Segment rose from $31.4 million in Q1'24 to $34.9 million in Q1'25, an increase of 11.1%[129]. - Income before income taxes grew from $21.8 million in Q1'24 to $32.1 million in Q1'25, marking a significant increase of 47.0%[129]. Assets and Management - Total assets under management (AUM) reached $121.9 billion as of March 31, 2025, marking a 10% increase from $110.4 billion a year earlier[32][34]. - Assets under management (AUM) increased from $110.4 billion in Q1'24 to $121.9 billion in Q1'25, reflecting a net flow of $3.8 billion[112]. - Enhanced Equity strategies, a key product initiative, saw AUM double to approximately $12 billion year-over-year, targeting the $16 trillion global passive equity market[59]. Shareholder Returns - Acadian repurchased 0.8 million shares of common stock for a total of $19.4 million in Q1 2025, resulting in a 2.0% reduction in total shares outstanding since the end of 2024[6][7]. - The Board of Directors declared a quarterly interim dividend of $0.01 per share, payable on June 27, 2025[8]. - The company returned $1.4 billion in excess capital to stockholders over the last five years through share buybacks and dividends[78]. Operational Efficiency - The operating margin improved to 27% in Q1'25, up from 22% in Q1'24, reflecting enhanced operational efficiency[86]. - Earnings after variable compensation for Q1'25 increased to $33.5 million, a 15% rise from Q1'24[107]. - Fixed compensation and benefits expenses rose from $21.6 million in Q1'24 to $22.9 million in Q1'25, an increase of 6.0%[129]. - Variable compensation expenses increased from $26.0 million in Q1'24 to $29.4 million in Q1'25, reflecting a rise of 13.1%[129]. - Unallocated corporate expenses remained relatively stable, decreasing slightly from $4.6 million in Q1'24 to $4.5 million in Q1'25[129]. Debt and Leverage - The leverage ratio stood at 2.0x, with a net leverage ratio of 1.3x[72]. - The leverage ratio increased from 1.5x in Q1'24 to 2.0x in Q1'25, indicating a rise in debt relative to earnings[110]. Tax and Expenses - The company reported an income tax expense of $6.1 million in Q1'24, which increased to $8.3 million in Q1'25, a rise of 36.1%[129]. - Interest income slightly decreased from $1.3 million in Q1'24 to $1.1 million in Q1'25, a decline of 15.4%[129]. - Net consolidated funds' investment gains increased from $1.7 million in Q1'24 to $3.6 million in Q1'25, representing a growth of 111.8%[129]. Other Financial Metrics - The company maintained a cash balance of approximately $120 million and an outstanding balance of $80 million on its revolving credit facility as of March 31, 2025[6]. - Total assets decreased from $703.2 million in December 2024 to $677.3 million in March 2025[110]. - Total liabilities also decreased from $616.1 million to $584.8 million during the same period[110]. - Adjusted EBITDA increased from $31.9 million in Q1'24 to $35.2 million in Q1'25[116]. - The ENI management fee rate remained stable at 38% for both Q1'24 and Q1'25[112]. - The Acadian LLC key employee distribution ratio rose to 9.3% in Q1'25, an increase of 172 basis points from Q1'24[107].

Assets Under Management (AUM) - Acadian LLC manages approximately $117 billion in assets under management (AUM) as of December 31, 2024[20]. - The institutional channel accounts for over 80% of Acadian LLC's AUM, with public/government pension market representing 43% and corporate plan market 13%[26]. - As of December 31, 2024, Acadian LLC manages $52 billion in assets, with 45% concentrated in three investment strategies: Acadian Global Equity ($19 billion, 16%), Acadian Emerging Markets Equity ($18 billion, 16%), and Acadian All-Country World ex-US Equity ($15 billion, 13%)[61]. - Approximately 80% of assets under management are in non-U.S. denominated currencies, exposing the company to foreign currency exchange risks[62]. - Total assets under management (AUM) increased to $117.3 billion as of December 31, 2024, representing a growth of $13.6 billion or 13.1% compared to $103.7 billion in 2023[186]. - Developed Markets AUM reached $91.0 billion, up from $80.7 billion in 2023, while Developing Markets AUM increased to $26.3 billion from $23.0 billion[186]. - Institutional client AUM rose to $97.9 billion in 2024, with gross inflows of $17.9 billion and net flows of $4.3 billion[184]. - Average AUM for 2024 was $112.3 billion, compared to $98.4 billion in 2023[182]. Financial Performance - Revenue for the year ended December 31, 2024, was $505.6 million, an increase of 18.5% from $426.6 million in 2023[178]. - Economic Net Income (ENI) revenue for 2024 was $502.5 million, up 18.6% from $423.6 million in 2023[178]. - Pre-tax economic net income for 2024 was $146.2 million, representing a 41.3% increase from $103.4 million in 2023[178]. - ENI diluted earnings per share (EPS) for 2024 was $2.76, an increase of 55.1% from $1.78 in 2023[178]. - Net client cash flows for 2024 were $1.8 billion, a turnaround from a net outflow of $2.3 billion in 2023[178]. - The U.S. GAAP operating margin for 2024 was 27%, an increase of 195 basis points from 25% in 2023[178]. - Adjusted EBITDA for 2024 was $177.1 million, up 32.4% from $133.8 million in 2023[178]. - Economic net income for 2024 was $105.8 million, a 39.7% increase from $75.7 million in 2023[178]. Client Relationships - Acadian LLC's client base is diverse, with the top five client relationships representing approximately 13% of total run rate gross management fee revenue[29]. - The top five client relationships account for approximately 13% of total run rate gross management fee revenue, while the top 25 clients represent about 35%[73]. Investment Strategies and Performance - The firm has over 120 investment and research professionals, focusing on systematic investment strategies across more than 65,000 securities[21]. - The company has a strong track record of investment performance, with competitive near- and long-term results[34]. - Investment performance relative to benchmarks is crucial for attracting and retaining client assets, with poor performance potentially leading to significant outflows[58]. - A significant portion of revenue is derived from a limited number of investment strategies, making the company vulnerable to performance fluctuations in these areas[61]. Operational and Regulatory Risks - The company operates in a highly regulated environment, with compliance requirements that can change and impact business operations[113]. - The integrity of the company's brand and reputation is critical, with potential harm from operational failures or regulatory issues leading to loss of clients and revenue[68]. - The company faces risks related to conflicts of interest, which could arise from overlapping investment objectives among client accounts[69]. - The company is subject to evolving data protection laws, with potential fines of up to 4% of total annual worldwide turnover for non-compliance[101]. - The company must comply with various anti-corruption laws, including the U.S. Foreign Corrupt Practices Act and the U.K. Bribery Act, with non-compliance potentially leading to significant penalties[104]. - The company is subject to the California Consumer Privacy Act (CCPA), which imposes civil penalties for violations and increases operational costs due to compliance requirements[102]. Technology and Innovation - The firm utilizes advanced technological capabilities to support its systematic investment process, enhancing operational efficiency[50]. - The company is increasingly reliant on technology, including machine learning and artificial intelligence, to maintain competitiveness in the investment management sector[110]. Employee and Compensation - As of December 31, 2024, Acadian LLC had 383 full-time equivalent employees, with no employees represented by collective bargaining agreements[49]. - Compensation and benefits expense increased by $47.6 million, or 21.8%, from $217.9 million in 2023 to $265.5 million in 2024[200]. - Fixed compensation and benefits rose by $4.7 million, or 5.0%, from $93.1 million in 2023 to $97.8 million in 2024, mainly due to new hires and cost of living increases[204]. - Variable compensation increased by $10.5 million, or 9.4%, from $112.2 million in 2023 to $122.7 million in 2024, driven by higher pre-bonus profits[204]. Market and Economic Conditions - The competitive nature of the asset management industry has led to a trend toward lower fees, impacting revenue and net income[79]. - A shift in the mix of assets under management from higher-fee to lower-fee products may decrease revenues even if total assets under management increase[80]. - The market price of the company's common stock has been volatile, influenced by economic conditions, competitive position, and financial results[130]. Shareholder Dynamics - Paulson & Co. Inc. owns 23.9% of the company's common stock, which may influence business decisions and affect stockholder dynamics[118]. - Future sales of common stock by major shareholders could lead to a decline in share price and complicate capital-raising efforts[120].

Financial Performance - Acadian reported record ENI earnings per share of $1.30 for Q4 2024, a 69% increase compared to $0.77 in Q4 2023[6]. - Economic net income (ENI) for Q4 2024 was $49.0 million, up 50% from $32.6 million in Q4 2023[6]. - U.S. GAAP earnings per share for Q4 2024 were $1.13, representing a 109% increase from $0.54 in Q4 2023[6]. - Acadian's adjusted EBITDA for Q4 2024 was $72.8 million, a 41% increase compared to $51.5 million in Q4 2023[22]. - Total revenue for Q4 2024 was $167.8 million, a 27.9% increase from Q4 2023, driven by a 51.8% rise in performance fees[92]. - Q4 2024 ENI EPS increased by 69% year-over-year, reaching $1.13, while FY 2024 ENI EPS rose by 55% to $2.25[91]. - Operating income surged by 82.6% to $65 million in Q4 2024, with an operating margin of 39%[92]. - The company reported a positive net consolidated funds' investment gain of $3.9 million for FY 2024, compared to a loss in the previous year[92]. - Earnings after variable compensation rose to $68 million in Q4'24 compared to $46.6 million in Q4'23, reflecting a significant increase in performance fee revenue[108]. Assets Under Management - Acadian's assets under management (AUM) reached $117.3 billion as of December 31, 2024, reflecting a 13% increase from the previous year[26]. - Assets Under Management (AUM) increased to $117.3 billion in Q4'24 from $103.7 billion in Q4'23, with net flows of $0.9 billion compared to a net outflow of $2.0 billion in Q4'23[113]. - Acadian's gross sales for the full year 2024 totaled $21 billion across various strategies, demonstrating strong sales performance[4]. - Management fees increased by 18% year-over-year, totaling $111.3 million in Q4 2024, supported by a 20% rise in average market appreciation[99]. Growth Initiatives - The company plans to allocate excess capital to support organic growth and return capital to shareholders, with a cash balance of approximately $95 million[5]. - The company initiated management of external assets in its Credit strategy during Q4 2024, indicating ongoing growth initiatives[4]. - The company is targeting the $3 trillion active corporate credit space with new systematic credit strategies launched in Q4 2023[71]. - Acadian's new Enhanced Equity and Equity Extensions strategies aim to provide higher returns with lower drawdown risks, appealing to institutional clients[66]. Expenses and Compensation - Total operating expenses increased by 7.5% to $102.8 million in Q4 2024, primarily due to higher compensation and benefits[92]. - ENI operating expenses increased to $57.0 million in Q4'24 from $52.7 million in Q4'23, with the Operating Expense Ratio falling to 51.2% from 55.8%[103]. - Variable compensation increased to $39 million in Q4'24 from $30.5 million in Q4'23, with the Variable Compensation Ratio decreasing to 35.7% from 39.0%[105]. - The full-year Operating Expense Ratio for 2025 is expected to be approximately 47%-49% if AUM remains stable[103]. - The full-year Variable Compensation Ratio for 2025 is projected to be between 44%-48%[106]. - The Acadian LLC Key Employee Distribution Ratio increased to 3.0% in Q4'24 from 2.5% in Q4'23, reflecting changes in profit sharing[109]. Historical Context - The company incurred $8.6 million in restructuring costs during Q4'23[122]. - U.S. GAAP pre-tax income for Q4'23 was $34.9 million, with a pre-tax ENI of $44.4 million after adjustments[122]. - Consolidated revenue for Q4'23 was $131.2 million, with segment ENI revenue from Quant & Solutions at $131.0 million[125]. - Segment ENI for Quant & Solutions was $50.6 million, with total expenses amounting to $80.4 million[125]. - Consolidated net income attributable to controlling interests was $22.8 million for Q4'23[125]. - Interest income for Q4'23 was $1.8 million, while interest expense was $4.5 million[125]. - The leverage ratio as of December 31, 2023, was 2.0x, with a net leverage ratio of 0.9x[110]. - Total assets as of December 31, 2023, were $611.4 million, with total liabilities at $561.9 million, resulting in shareholders' equity of $49.5 million[110].

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tri ...

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with BrightSphere Investment Group (BSIG) currently holding a Momentum Style Score of B [2][3] Group 2: BrightSphere Investment Group Performance - BSIG has a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [3] - Over the past week, BSIG shares increased by 0.68%, matching the performance of the Zacks Financial - Investment Management industry [6] - In the last quarter, BSIG shares rose by 32.36%, and over the past year, they increased by 72.54%, significantly outperforming the S&P 500's gains of 9.71% and 33.24% respectively [7] Group 3: Trading Volume and Earnings Outlook - BSIG's average 20-day trading volume is 213,760 shares, which is a useful indicator of market interest and price movement [8] - In the past two months, one earnings estimate for BSIG increased, raising the consensus estimate from $2.31 to $2.59, with no downward revisions [10] - Given these factors, BSIG is positioned as a strong buy with a Momentum Score of B, making it a notable pick for potential near-term gains [11]

The October Personal Consumption Expenditures (PCE) Price Index revealed a re-acceleration of inflation, with consumer prices rising 2.3% year over year, up from September's 2.1%, raising questions about the Federal Reserve's timeline for further rate cuts. Adding to the unease, President-elect Donald Trump's tariff threats targeting major U.S. trading partners — Canada, Mexico, and China — are set to heighten market volatility.Amid this backdrop of inflationary pressures and policy uncertainty, value inves ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the ...

Core Viewpoint - BrightSphere Investment Group (BSIG) has shown significant stock performance, with a 17.3% increase over the past month and a 59.3% rise since the beginning of the year, outperforming both the Zacks Finance sector and the Zacks Financial - Investment Management industry [1][2]. Financial Performance - In the last earnings report on October 31, 2024, BSIG reported an EPS of $0.59, exceeding the consensus estimate of $0.52, and beat the revenue estimate by 7.09% [2]. - For the current fiscal year, BSIG is projected to achieve earnings of $2.59 per share on revenues of $497.42 million, reflecting a 45.51% increase in EPS and a 16.6% increase in revenues [3]. - The next fiscal year forecasts earnings of $2.90 per share on revenues of $530.45 million, indicating year-over-year changes of 11.97% and 6.64%, respectively [3]. Valuation Metrics - BSIG currently trades at 11.8X current fiscal year EPS estimates, below the peer industry average of 12.7X, and at 13.6X on a trailing cash flow basis compared to the peer group's average of 11.4X [7]. - The stock has a Value Score of B, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of A [6]. Zacks Rank - BSIG holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, aligning with the recommendation for investors to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [8][9]. Industry Comparison - The Financial - Investment Management industry is performing well, with BSIG and Federated Hermes, Inc. (FHI) both showing strong fundamentals. FHI has a Zacks Rank of 1 and is expected to post earnings of $4.23 per share on revenue of $1.63 billion for the current fiscal year [10][11]. - FHI shares have gained 8.1% over the past month, trading at a forward P/E of 13.26X and a P/CF of 10.86X, indicating favorable conditions within the industry [12].