Brookfield Asset Management Investor Presentation February 2026 Brookfield Asset Management Today 125-year owner-operator and leader across real asset investing Brookfield Asset Management is a leading pure-play global asset manager Long term, structural tailwinds and strong business fundamentals will propel our business, enabling our success today and tomorrow BROOKFIELD.COM 2 Strong fundraising capabilities across flagships and complementary strategies, with continual product expansion Leadership position ...

Co-CEO Marc Lipschultz said Blue Owl experienced “significant growth” in 2025 with record fundraising across a more diversified set of strategies and geographies. The firm raised $56 billion of capital in 2025 , including over $17 billion during the fourth quarter , and crossed $300 billion of AUM during the quarter.Blue Owl declared a fourth-quarter dividend of $0.225 per share , payable March 2 to shareholders of record as of Feb. 20. The firm also announced an annual fixed dividend of $0.92 for 2026 , or ...

Financial Data and Key Metrics Changes - Ares Management achieved a record $994 million in management fees for Q4 2025, totaling $3.7 billion for the full year, reflecting a 27% and 25% year-over-year growth respectively [30] - Fee-related earnings (FRE) for the full year increased by 30%, with a record $528 million in Q4, and FRE margins improved to 41.7% [32] - Realized income for Q4 reached a record $589 million, exceeding $1.8 billion for the full year, marking a 26% increase from 2024 [34] Business Line Data and Key Metrics Changes - The wealth management business saw AUM grow to over $66 billion, a 69% increase year-over-year, driven by strong performance across various strategies [9] - The real estate group raised more than $16 billion for the year, including over $7 billion in Q4, with significant commitments in various funds [19] - The secondaries group raised $12.9 billion for the full year, with AUM increasing by 45%, nearly doubling in size since the acquisition of Landmark [23] Market Data and Key Metrics Changes - Ares Management's total AUM reached over $622 billion, a 29% increase year-over-year, with significant fundraising activities contributing to this growth [7] - The company reported a record $36 billion in fundraising for Q4, contributing to a total of $113 billion for the year [6] - Deployment across real assets more than doubled from approximately $10 billion in 2024 to over $23 billion in 2025 [11] Company Strategy and Development Direction - Ares Management is focused on expanding its investment platform and geographic reach, with strategic enhancements including new products and operational efficiencies [9] - The acquisition of GCP has positioned Ares as a top three global owner and operator of industrial real estate, enhancing its real estate and digital infrastructure offerings [9] - The company aims to leverage its diversified product suite to capture growth opportunities across various asset classes and geographies [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the improving transaction environment and pent-up demand for private equity sponsors seeking liquidity solutions [12] - The company anticipates strong demand for its investment strategies in 2026, supported by a substantial dry powder of $156 billion [29] - Management highlighted the resilience of its credit portfolios, with strong fundamentals and improving metrics across various strategies [46] Other Important Information - Ares Management plans to launch its fourth U.S. Senior Direct Lending Fund later in 2026 and its seventh European Direct Lending Fund in early 2027 [18] - The company has initiated over 25 AI projects aimed at enhancing investment decision-making and operational efficiency [9] - Ares has been added to the S&P 500 Index, reflecting its growth and market position [9] Q&A Session Summary Question: Impact of software AI disruption on deployment efforts - Management expressed confidence in their software investments, emphasizing the differentiation between various software companies and their resilience against disruption [49][51] Question: Wealth channel performance and sentiment - Management noted strong flows in January and February, with broad-based demand across private credit and core infrastructure products, indicating a positive sentiment despite market volatility [56][62] Question: Outlook for fundraising and deployment in real assets and secondaries - Management confirmed plans for significant fundraising in their flagship credit vehicles, with expectations for strong deployment opportunities in real estate and secondaries [68][70]

As such, it could pay to look for steady wealth-building vehicles, bolstered by your risk tolerance applied across a 30 or 40 year investment horizon. But the first step to doing so is finding the right brokerage platform to set up your investment account.Employer-sponsored 401(k) plans can be a great place to start. But they might not be enough, given that the retirement rule of thumb is to have at least 10 times your annual income for your golden years (2). With a salary of $70,000, that means at least $7 ...

Blackstone Reports Fourth Quarter and Full Year 2025 Results New York, January 29, 2026: Blackstone (NYSE:BX) today reported its fourth quarter and full year 2025 results. Stephen A. Schwarzman, Chairman and Chief Executive Officer, said, "Blackstone's extraordinary fourth-quarter results capped a record year for the firm. We delivered again for our limited partners, leading to $71 billion of inflows in the quarter — the highest in over three years. Our focus on investing at massive scale in the buildout of ...

JPMorgan Chase & Co. (NYSE:JPM) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. RBC Highlights JPMorgan’s Diversified Strength and Long-Term Payoff pcruciatti / Shutterstock.com On January 14, RBC Capital analyst Gerard Cassidy reiterated his Outperform rating on JPMorgan Chase & Co. (NYSE:JPM) and kept his $330 price target after the bank’s Q4 results. Cassidy said JPMorgan continues to put up best-in-class performance, supported by a diversified business mix and years of heavy in ...

President Donald Trump signed an executive order in August 2025 that allows 401(k) investors to access alternative assets for better returns and diversification. This includes private equity, crypto, real estate, private credit and commodities. While that’s a good thing, it raises a fair question: should regular savers consider these options or stick with traditional investments? To make an informed decision, here are the pros and cons of adding alternative investments to a retirement plan. Pros of Alt ...

Core Insights - The article emphasizes the importance of financial prudence, particularly regarding car purchases and debt management, suggesting that individuals should avoid taking on additional debt when already struggling with existing payments [2][3][4]. Debt Management - Credible offers a platform for personalized debt consolidation loans, allowing users to streamline their debt repayment at a fixed rate, which can help manage multiple debts more efficiently [1]. - Americans typically borrow an average of $42,332 for new vehicles and $27,128 for used vehicles, highlighting the significant financial burden associated with car loans [2]. Financial Advice - Financial expert Dave Ramsey advises against purchasing a second car, arguing that it leads to increased monthly bills and can hinder financial stability [3][4]. - Ramsey suggests that individuals should limit their spending on depreciating assets like cars to no more than 50% of their income to build wealth effectively [8]. Wealth Building Strategies - Establishing an emergency savings account is recommended as a financial safety net, which can help individuals avoid debt during unforeseen circumstances [9]. - High-yield savings accounts, such as the Wealthfront Cash Account, offer competitive interest rates (base APY of 3.25%, with a potential boost to 3.90% for new clients), making them suitable for growing emergency funds [11][12]. Investment Opportunities - The article discusses alternative investment options, such as real estate, which can provide passive income and potential appreciation, contrasting with the depreciation of car purchases [15][16]. - Platforms like Arrived allow individuals to invest in shares of vacation and rental properties with minimal initial investment (as low as $100), providing access to real estate without the responsibilities of being a landlord [17][18].

Core Insights - The retail channel for professionally managed assets in the U.S. is nearing parity with the institutional channel, driven by client demand and strong equity markets [1] - Retail client channels held $36.6 trillion in assets, while institutional channels held $37.1 trillion, marking a combined all-time high of $73.7 trillion for professionally managed assets in the U.S. [2][3] - The retail channel's resurgence is attributed to corporate defined benefit plans transferring assets to insurers and 401(k) savers rolling over assets into individual retirement accounts [3] Retail and Institutional Asset Management - The retail channel had previously surpassed the institutional channel in 2020 and 2021 but declined after the 2022 stock market pullback; however, analysts expect retail to overtake institutional assets again [3][4] - The year-over-year growth rate in 2024 indicates a return to long-term growth trends favoring retail channels, with expectations for continued growth as corporate DB plans pursue pension risk transfers [4] Subsegments Analysis - In the institutional channel, the largest subsegments include corporate defined contribution plans at $8.9 trillion, insurance general accounts at $8.7 trillion, and state and local government defined benefit plans at $5.9 trillion [4] - In the retail channel, the largest subsegments are direct investor platforms at $10.5 trillion, wirehouses at $6.1 trillion, and independent RIAs at $3.5 trillion [5] - The total independent and hybrid RIA channel is estimated at $5.9 trillion, with a caution regarding consolidation of assets to "mega firms" due to private equity-fueled M&A [5] Industry Trends - The asset management industry is increasingly focusing on serving the retail channel, particularly the RIA sector, with an emphasis on improving penetration of alternative assets [5] - Institutional client channels account for 61.5% of less-than-fully liquid alternative investments, while retail accounts for 38.5% [5]

Core Insights - The article discusses the financial challenges faced by retirees, particularly focusing on Jim and Helen, who have $1.5 million in savings but may struggle to maintain their lifestyle in retirement due to rising costs and longevity risks [4][28][29] Retirement Planning - The average life expectancy for a 65-year-old woman in the U.S. is 20.12 years, while for a man it is 17.48 years, indicating that retirees need to plan for potentially long retirement periods [2] - The average retirement age has increased by three years since the 1990s, with nearly 20% of Americans aged 65 and older still employed as of 2024 [3] Financial Assessment - Jim and Helen's combined income before retirement was $300,000, and they have no debt, but their savings of $1.5 million are below the recommended target of 8 to 10 times their annual income, which would be between $2.4 million and $3 million [4][15] - If they withdraw 4% from their savings, they could expect about $60,000 annually, which is significantly lower than their current income [17] Budgeting and Cost Management - The article suggests that Jim and Helen should create a detailed retirement budget that includes healthcare, housing, and discretionary spending [24] - Tools like Rocket Money can help track expenses and identify areas for cost-cutting, which can be redirected into their retirement fund [19][20] Social Security Considerations - Claiming Social Security benefits at 62 results in a 30% reduction compared to waiting until full retirement age at 67, and delaying until 70 can yield even higher benefits [21] - Helen's decision to delay retirement could significantly enhance their income through Social Security benefits [22] Investment Strategies - Alternative assets, such as gold and commercial real estate, are highlighted as potential hedges against inflation and market volatility [6][11] - Investing in a gold IRA can provide tax benefits while protecting retirement funds from economic uncertainties [9] Conclusion - With careful planning and potentially one spouse continuing to work, Jim and Helen can transition into retirement with financial security [28][30]