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BLUE OWL CAPITAL INC. (NYSE: OWL) DEADLINE ALERT – Bernstein Liebhard LLP Reminds Blue Owl Capital Inc. Investors of Upcoming Deadline
Globenewswire· 2026-01-22 15:45
NEW YORK, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP: Do you, or did you, own shares of Blue Owl Capital Inc. (NYSE: OWL)? Did you purchase your shares between February 6, 2025 and November 16, 2025, inclusive? Did you lose money in your investment in Blue Owl Capital Inc.? Do you want to discuss your rights? Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL) investors of an upcoming deadline involvin ...
Strive Announces Pricing of Upsized Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes
Globenewswire· 2026-01-22 14:51
Core Viewpoint - Strive, Inc. has announced a follow-on offering of 1,320,000 shares of its Variable Rate Series A Perpetual Preferred Stock at an offering price of $90 per share, which is an increase from the previously announced $150 million transaction size [1][2]. Group 1: Offering Details - The total issuance represents up to 2.25 million shares of SATA [1]. - The offering proceeds will be used to finance the redemption and repayment of Semler Convertible Notes, acquire bitcoin and bitcoin-related products, and for working capital [2][3]. - Strive plans to enter into exchange agreements with holders of Semler Convertible Notes, exchanging $90 million principal amount for approximately 930,000 new shares of SATA Stock [3]. Group 2: Dividend Structure - The SATA Stock accumulates cumulative dividends at a variable rate of 12.25% per annum on a stated amount of $100 per share, payable monthly in arrears starting February 15, 2026 [4][5]. - Strive has the discretion to adjust the monthly regular dividend rate, subject to certain restrictions, and intends to maintain the stock price within a long-term range of $95 to $105 per share [4][6]. Group 3: Redemption Rights - Strive has the right to redeem all or any number of shares of SATA Stock at a cash redemption price of $110 per share, plus any accumulated and unpaid dividends [7]. - Redemption can occur if the total number of outstanding shares falls below 25% of the total shares issued or if certain tax events occur [7][8]. Group 4: Company Background - Strive is the first publicly traded asset management Bitcoin treasury company, holding approximately 12,797.6 bitcoin as of January 16, 2026, and managing over $2.3 billion in assets since launching its first ETF in August 2022 [13].
Asset Manager F/m Seeks SEC Approval to Tokenize Treasury ETF Shares
Yahoo Finance· 2026-01-22 14:50
F/m Investments has asked the United States Securities and Exchange Commission to allow it to tokenize shares of its flagship Treasury exchange-traded fund. Key Takeaways: F/m wants SEC approval to tokenize ownership of its $6B Treasury ETF. Tokenized shares would be identical to existing ETF shares, not a new asset. The move signals growing adoption of tokenization in regulated funds. The $18 billion asset manager filed an application on Wednesday seeking exemptive relief that would permit owner ...
Franklin Templeton Launches Templeton Emerging Markets Debt ETF (TEMD)
Businesswire· 2026-01-22 14:45
Core Viewpoint - Franklin Templeton has launched the Templeton Emerging Markets Debt ETF (NYSE Arca: TEMD), aimed at investors seeking interest income and capital appreciation from emerging market debt while managing currency risk dynamically [1] Group 1 - The ETF is actively managed, expanding Franklin Templeton's lineup of actively managed fixed income ETFs [1] - The new fund is designed to provide a strategy focused on emerging markets debt [1]
A Value ETF Skips High Dividend Yields, Focuses on ESG, and Underperforms
Yahoo Finance· 2026-01-22 14:44
Core Insights - The Nuveen ESG Large-Cap Value ETF (NULV) provides a solution for investors seeking quality companies without chasing momentum, focusing on established, dividend-paying businesses with ESG standards [2][3] Portfolio Functionality - NULV acts as a large-cap value anchor with an ESG overlay, relying on cash flows from mature companies in sectors like financials, consumer staples, and industrials, while maintaining diversification across 120+ holdings [3] - The fund has returned 54% over the past five years, underperforming the S&P 500's 79% gain but outperforming pure value benchmarks like IWD (68%) when considering ESG constraints [4] ESG-Value Dynamics - NULV's dual mandate of value investing and ESG criteria creates friction, as traditional value sectors like energy and materials are often excluded or underweighted, with NULV holding only 3.5% in energy compared to 8-10% in traditional value indexes [5] - The fund's significant 7.71% position in Alphabet raises concerns about concentrated single-stock risk, being four times larger than its next holding, alongside recent insider selling of $58 million [6][7]
Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
Businesswire· 2026-01-22 14:08
Group 1 - Custom Premier is designed to meet the evolving needs of advisors [1] - The platform enables advisors to deliver highly customized investment strategies at scale [1]
Fidelity Promotes Longtime Executive to Oversee Clearing and Custody Unit
Barrons· 2026-01-22 14:00
Fidelity Investments has promoted longtime Fidelity executive Stephen Richard to serve as head of Fidelity Institutional Wealth Management Services, placing him in charge of the company's large clearing and custody business. ...
BlackRock-linked wallets move over $430 million in bitcoin, ether to Coinbase Prime
Yahoo Finance· 2026-01-22 13:52
Group 1 - BlackRock's spot bitcoin and ether ETFs have seen significant outflows, with $708.71 million in net outflows for bitcoin ETFs and $297.51 million for ether ETFs, indicating a trend of redemption-driven settlement rather than discretionary selling [2][4] - Over the past few hours, wallets linked to BlackRock's ETFs transferred more than $430 million worth of crypto to Coinbase Prime, marking one of the largest ETF-related transfer clusters this week [1][3] - The transfers included approximately 3,070 bitcoin valued at $276 million and about 52,800 ether worth around $157 million, reflecting substantial operational flows rather than direct market selling [2][4] Group 2 - BlackRock's iShares Bitcoin Trust (IBIT) remains the largest institutional holder of bitcoin, with hundreds of thousands of BTC held on behalf of clients, while the iShares Ethereum Trust (ETHA) is one of the largest regulated vehicles for ether exposure [6] - The recent transfer activity follows a previous transfer of roughly $300 million in bitcoin and ether tied to BlackRock wallets, which coincided with a brief price surge for bitcoin [5] - As of mid-January, bitcoin was trading just under $90,000 and ether near $3,000, with the broader crypto markets attempting to stabilize after a period of volatility [7]
STEPH JACKSON TO RETIRE FROM T. ROWE PRICE INVESTMENT MANAGEMENT
Prnewswire· 2026-01-22 13:45
Leadership Transition - T. Rowe Price announced a leadership transition within its T. Rowe Price Investment Management division (TRPIM), with Steph Jackson retiring at the end of 2026 after impactful leadership [1][3] - Steven Krichbaum will assume the role of associate head of TRPIM effective January 22, 2026, and will succeed Jackson as head of TRPIM on January 1, 2027 [4][5] Background of Steph Jackson - Jackson has been with T. Rowe Price since 2007, holding various influential roles, including portfolio specialist and director of research for the Equity Associate Analyst Program [2] - He played a pivotal role in establishing TRPIM in 2022, enhancing the firm's ability to serve clients [2] Contributions and Legacy - Jackson has championed multiple business resource groups and promoted inclusivity within the firm [3] - He has deepened community ties in Baltimore through initiatives like the T. Rowe Price Foundation's Moonshot initiative [3] Background of Steven Krichbaum - Krichbaum joined T. Rowe Price in 2006 and has nearly two decades of investment and leadership experience, including roles as analyst and head of strategic initiatives [5] - He has served as TRPIM director of equity and fixed income research prior to his new role [5] Company Overview - T. Rowe Price Investment Management (TRPIM) was established in 2022 to enhance the firm's ability to deliver specialized investment solutions globally [6] - As of December 31, 2025, T. Rowe Price manages $1.78 trillion in client assets, with about two-thirds being retirement-related [7]
Why Wall Street's most data-obsessed investors are taking it slowly with generative AI
Business Insider· 2026-01-22 13:30
Core Insights - A majority of quants at top-tier asset managers have not yet started integrating generative AI into their investment strategies, with 54% of respondents indicating they do not use it in their workflows [2][3] Group 1: Survey Findings - A Bloomberg survey conducted between April and November last year interviewed 151 quants to assess their use of generative AI tools in investment research [2] - The skepticism towards generative AI's ability to outperform the market was echoed at a London-based conference, where quants expressed doubts about its value in investment processes [3] Group 2: Data Challenges - The slow adoption of generative AI is attributed to challenges related to data formatting and structure, as quants require their data to be meticulously cleaned and organized due to the complexity of their strategies [3][4] - Angana Jacob, global head of research data at Bloomberg, emphasized the need for explainable and repeatable models in a controlled research environment, highlighting the importance of data integrity [4] Group 3: Future Prospects - Jacob noted that while the work to prepare datasets for AI use is "unglamorous," it is foundational, and there is significant enthusiasm for AI's potential once data quality improves [5] - Other data firms, such as Kirk McKeown's startup Carbon Arc, are also focusing on structuring datasets to facilitate easier integration into AI models, indicating a broader industry recognition of this issue [6]