Workflow
Asset management
icon
Search documents
Baker Hughes Completes Divestiture of Its PCI Unit to Crane
ZACKS· 2026-01-08 18:21
Key Takeaways BKR completed the divestiture of its PSI unit to Crane for $1.15B.Baker Hughes transferred PSI technology, physical locations, tools and about 1,600 employees to Crane.BKR stated the move supports asset management, operational efficiency and disciplined investment priorities.Baker Hughes Company (BKR) has completed the divestiture of its Precision, Sensors and Instrumentation (PSI) unit to Crane Company (CR) . The key sensor and instrumentation brands under the PSI unit are Druck, Panametrics ...
AGF Investments Launches ETF Series for Legacy Funds: AGF American Growth Fund and AGF Global Select Fund
Globenewswire· 2026-01-08 12:30
Offerings provide investors with access to capabilities in their preferred vehicleTORONTO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- AGF Investments Inc. (AGF Investments) announced today the launch of ETF series units for AGF American Growth Fund and AGF Global Select Fund, providing investors with access to legacy funds with long-standing, proven track records in an ETF series. “This launch expands our ETF lineup and responds directly to growing investor demand for more choice in how they access our capabilities, ...
Willis Lease Finance Corporation Announces Aircraft Engine Leasing Partnership with Blackstone Credit & Insurance
Globenewswire· 2026-01-05 13:01
COCONUT CREEK, Fla. and NEW YORK, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, and Blackstone Credit & Insurance (“BXCI”) announced a strategic aircraft engine leasing partnership with plans to deploy over $1 billon in the next two years in current and next generation aircraft engines and select aircraft. This unique partnership brings together a leadi ...
Eastern Bankshares Draws $116 Million Allocation as Profits Hit $106 Million
The Motley Fool· 2026-01-01 18:34
Core Insights - HoldCo Asset Management has increased its stake in Eastern Bankshares by acquiring 1.2 million shares, raising its total investment to $116.32 million, making it the fund's fourth-largest equity holding [2][6] - Eastern Bankshares has shown strong financial performance with a net income of $106.1 million for the latest quarter, reflecting a 6% increase year-over-year, and steady loan growth of 1.3% quarter-over-quarter [8] Company Overview - Eastern Bankshares is a regional financial institution with a market capitalization of $4.15 billion and a revenue of $651.22 million over the trailing twelve months (TTM) [4][5] - The company offers a diverse range of services including traditional banking, insurance, and wealth management, primarily serving retail customers, small businesses, and commercial clients in eastern Massachusetts and southern New Hampshire [5][7] Financial Performance - The stock price of Eastern Bankshares is currently $18.43, which is up approximately 7% over the past year, although it has underperformed compared to the S&P 500, which is up about 16% [3] - Wealth management assets have reached a record high of $9.2 billion, indicating strong growth in this segment [8] Investment Context - The increase in HoldCo's investment during a period of earnings momentum suggests confidence in Eastern Bankshares' fundamentals, which are expected to perform well despite sector volatility [6][8] - The portfolio of HoldCo Asset Management is heavily weighted towards regional banks, indicating a thematic investment strategy focused on the potential for value compounding in select banks [8]
XES: Oil Volatility, Supply Glut, And Valuation Limit Potential Short-Term Drivers
Seeking Alpha· 2025-12-22 04:30
Core Insights - FinHeim Research specializes in investment analysis and portfolio management with a global perspective on financial markets [1] - The firm focuses on thematic investing research and thematic ETFs, aiming to uncover hidden value in both traditional companies and technology sectors [1] - The main goal is to provide objective analysis to assist investors in selecting optimal options for their investment strategies [1] Group 1 - FinHeim Research has a background in asset management and emphasizes expertise in portfolio construction and optimization [1] - The firm is characterized as a long-term investor with a passion for identifying value across various sectors [1] - Macroeconomics is a key area of interest for the firm, indicating a comprehensive approach to investment analysis [1]
Willis Lease Finance Corporation Announces Partnership with Liberty Mutual Investments
Globenewswire· 2025-12-18 22:51
Investment Partnership Announcement - Willis Lease Finance Corporation (WLFC) has closed an investment partnership with Liberty Mutual Investments (LMI) to invest up to $600 million to support WLFC's credit strategy [1] - The partnership is backed by a warehouse debt facility from Bank of America N.A. and will focus on loan and loan-like engine financings, a sector WLFC pioneered in 2021 [1] Strategic Goals and Expertise - WLFC aims to accelerate the growth of its asset management business through this partnership, leveraging LMI's long-term capital and sector expertise [2] - LMI's investment emphasizes its capability to provide comprehensive financing solutions and support strong business growth in aviation finance [3] Company Overview - WLFC specializes in leasing commercial aircraft engines and related services, including maintenance and end-of-life solutions for aviation materials [4] - The company also aims to develop projects to decarbonize aviation through its Willis Sustainable Fuels initiative [4] Liberty Mutual Investments Overview - LMI is the investment arm of Liberty Mutual Group, managing over $117 billion in long-term capital globally, focusing on building enduring businesses and driving economic growth [5]
RBC Global Asset Management Inc. announces management fee reduction for RBC Select Balanced Portfolio
Benzinga· 2025-12-15 21:35
TORONTO, Dec. 15, 2025 /CNW/ - RBC Global Asset Management Inc. ("RBC GAM Inc.") today announced a management fee reduction for certain series of RBC Select Balanced Portfolio.Effective January 1, 2026, the management fee will be reduced for certain series of RBC Select Balanced Portfolio as outlined in the table below:FundSeries  Management FeeCurrent  Effective January 1,  2026  RBC Select Balanced Portfolio            F  0.78 %0.70 %RBC Select Balanced PortfolioFT5  0.78 %0.70 %RBC GAM Inc. reviews manag ...
BlackRock (NYSE:BLK) Maintains Strong Position in Financial Market
Financial Modeling Prep· 2025-12-10 06:02
Goldman Sachs reaffirms its "Buy" rating for BlackRock (NYSE:BLK), signaling confidence in the company's future.BlackRock's stock price stands at $1,070.94, reflecting a steady increase and investor interest.The company's participation in the Goldman Sachs 2025 U.S. Financial Services Conference showcases its strategic insights into the financial sector.BlackRock (NYSE:BLK) is a global investment management corporation known for its extensive range of financial products and services. It is one of the larges ...
OTC Markets Group Welcomes Bimini Capital Management, Inc. to OTCQX
Globenewswire· 2025-12-08 12:00
Core Viewpoint - Bimini Capital Management, Inc. has successfully upgraded to trade on the OTCQX® Best Market, indicating its growth and enhanced visibility among U.S. investors [1][4]. Company Overview - Bimini Capital Management, Inc. specializes in residential mortgage-related securities, primarily investing in securities issued by Fannie Mae, Freddie Mac, and Ginnie Mae [4]. - The company's investment strategy focuses on earning returns from the spread between asset yields and borrowing costs [4]. - Bimini also serves as the external manager of Orchid Island Capital Inc., receiving management fees and dividends from its investment in Orchid Island Capital common shares [4]. Market Context - The OTCQX Market provides a premium platform for investor-focused companies, requiring high financial standards and compliance with securities laws for qualification [3]. - OTC Markets Group Inc. operates regulated markets for trading 12,000 U.S. and international securities, facilitating efficient access to financial markets [5].
Taina Kyllönen appointed as eQ’s Chief People and Communications Officer and member of the Management Team
Globenewswire· 2025-11-19 07:00
Core Viewpoint - eQ Plc has appointed Taina Kyllönen as the new Chief People and Communications Officer, effective by February 1, 2026, to enhance its management team and support the company's growth strategy [2][3]. Group 1: Appointment Details - Taina Kyllönen will report directly to CEO Jouko Pölönen and brings over 20 years of experience in communications, investor relations, and marketing from her previous roles at the University of Helsinki and other companies [2][3]. - Kyllönen's expertise includes corporate culture development and brand building, which aligns with eQ's entrepreneurial and skilled team [3]. Group 2: Company Overview - eQ Plc focuses on asset management and corporate finance, managing approximately EUR 13.7 billion in assets [5]. - The company offers a variety of asset management services, including private equity funds and real estate asset management, catering to both institutions and private individuals [5].