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Big Daddy Of Wall Street 'Aligns' AI Plans With Nvidia, Microsoft
Investors· 2025-10-17 14:14
Core Insights - BlackRock, in collaboration with Nvidia and Microsoft, has acquired Aligned Data Centers for $40 billion, marking the largest data center deal to date, driven by the ongoing AI revolution [1][2]. Group 1: Company Developments - BlackRock reported earnings that led to a spike in its stock price, indicating improved financial performance [1]. - The acquisition of Aligned Data Centers positions BlackRock strategically within the growing data center market, which is essential for supporting AI infrastructure [1][2]. Group 2: Industry Trends - The deal reflects the increasing demand for data centers fueled by advancements in artificial intelligence, highlighting a robust investment trend in this sector [1][2]. - The acquisition is part of a broader trend where major investment firms are consolidating resources to capitalize on the AI boom [1].
Cohen & Steers(CNS) - 2025 Q3 - Earnings Call Presentation
2025-10-17 14:00
Assets Under Management (AUM) - Ending AUM increased to $90.9 billion as of September 30, 2025, compared to $88.9 billion at the end of Q2 2025[2] - Average AUM for Q3 2025 was $89.7 billion, up from $87.2 billion in Q2 2025[2] - Market appreciation contributed $2.4 billion to AUM in Q3 2025, slightly higher than the $2.3 billion in Q2 2025[2] Net Flows - The company experienced net inflows of $233 million in Q3 2025, a turnaround from net outflows of $131 million in Q2 2025[2] - Open-end funds saw net inflows, while advisory and subadvisory segments experienced net outflows[2] Financial Performance (As Adjusted) - Net income reached $41.7 million in Q3 2025, an increase from $37.3 million in Q2 2025[2] - Diluted EPS rose to $0.81 in Q3 2025, compared to $0.73 in Q2 2025[2] - Operating margin improved to 36.1% in Q3 2025, up from 33.6% in Q2 2025[2] Revenue (As Adjusted) - Total revenue was $140.9 million in Q3 2025, compared to $135.3 million in Q2 2025[4] - Open-end fund fees generated $73.5 million in revenue in Q3 2025[8] - Institutional fees contributed $33.3 million to revenue in Q3 2025[8] Expenses (As Adjusted) - Total expenses amounted to $90.1 million in Q3 2025, compared to $89.9 million in Q2 2025[4] - Employee compensation and benefits accounted for $56.1 million of expenses in Q3 2025[11]
The Case For JAAA: When Stability Becomes Alpha
Seeking Alpha· 2025-10-17 13:58
Financial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market. On Seeking Alpha, we combine insights from rigorous data analysis with actionable opinions and ratings on ETF ...
Eaton Vance Short Duration Diversified Income Fund and Eaton Vance Limited Duration Income Fund Announce Changes to Principal Investment Strategies
Businesswire· 2025-10-17 13:25
BOSTON--(BUSINESS WIRE)--Eaton Vance Short Duration Diversified Income Fund (NYSE: EVG) and Eaton Vance Limited Duration Income Fund (NYSE American: EVV) (each a "Fund†and, together, the "Funds†) announced that, effective October 17, 2025, each Fund will revise its principal investment strategies to: (i) remove the Fund's 25% minimum investment requirement in each of the Fund's stated investment categories; (ii) remove the Fund's current weighted average credit quality restriction; and, for EV. ...
This Is One Roach And Not An Infestation
Seeking Alpha· 2025-10-17 12:51
Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management . He also manages the Focused Growth portfolio on the new fintech platform called Dub , which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the ...
因未按规定将从业人员等变化事项报告,承天资本被监管责令改正
Bei Jing Shang Bao· 2025-10-17 12:49
| 索 | bm56000001/2025-00012024 | ਜੋ | 崇 | 行政执法;行政监管措施 | | --- | --- | --- | --- | --- | | 发布机构 | 辽宁局 | 发文日期 | | 2025年10月17日 | | ਸਮ 称 | 关于对沈阳承天资本管理有限公司采取责令改正措施的决定 | | | | | 文 | (2025) 29号 | 主题词 | | | 北京商报讯(记者李海媛)10月17日,辽宁证监局发文称,经查,沈阳承天资本管理有限公司(以下简称"承天资本")未按规定将从业人员和办公地址变化事项 向中国证券投资基金业协会报告及履行变更手续,违反了相关规定。根据有关规定,辽宁证监局决定对承天资本采取责令改正的监管措施,并记入证券期货 市场诚信档案,同时要求其提交整改情况报告。 ...
Westwood Holdings Group, Inc. to Host Third Quarter 2025 Conference Call/Webcast
Globenewswire· 2025-10-17 12:00
DALLAS, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2025 earnings after the close of the New York Stock Exchange on Thursday, October 30, 2025. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To join the conference call, please register here: https://register-conf.media-server.com/register/BI168009bacb7044b4a4f4f99ad9059393. After registering, you will be provid ...
Which Index Funds Are Best for Beginners
Medium· 2025-10-17 10:33
Which Index Funds Are Best for BeginnersSavemite2 min read·Just nowJust now--Press enter or click to view image in full sizeWhich Index Funds Are Best for BeginnersStarting your investment journey can be confusing — especially when you’re unsure where to begin. The good news? You don’t need to be an expert or have thousands of dollars to start investing wisely. 🌱 In fact, index funds are one of the simplest and most effective ways for beginners to build long-term wealth.🌍 Why Index Funds Are Great for Begin ...
海南跨境资管试点正式落地 首批6家试点机构完成备案
南方财经记者 庞成 近日,海南证监局公布了参与海南自由贸易港跨境资产管理试点业务机构名单,共有6家机构入选,率 先布局。 这是自8月21日《海南自由贸易港跨境资产管理试点业务实施细则》(下称《实施细则》)正式实施 后,首批公布的跨境资产管理试点业务试点机构,标志着这一试点进入实质性落地阶段。 根据《实施细则》,境外投资者可通过该试点投资试点机构发行的理财产品、证券基金期货经营机构私 募资产管理产品、公开募集证券投资基金、保险资产管理产品,初期试点总规模上限为100亿元。 多家试点机构表示,看好入围跨境资管试点带来的业务机遇,已做好充分准备,将重点开发、销售面向 境外投资者的特色资管产品,为境外投资者提供多元化、专业化、国际化的资产管理服务。 具体来看,6家试点机构分别为金元证券、万和证券,汇百川基金、鹏安基金,兴业银行海口分行、浦 发银行海口分行。 从机构类型与功能分工来看,首批试点机构涵盖发行、销售两类主体,且本土金融机构占比显著。 按备案类型来看,金元证券、万和证券、汇百川基金和鹏安基金作为发行机构备案,将设计并管理面向 境外投资者的跨境资管产品。兴业银行海口分行和浦发银行海口分行作为销售机构备案,承担产 ...
固收+期权产品近半年净值平均涨近2%,5只产品半年涨超3%
| 10 4 4 | 产品名称 | 净值障 管理人 长率 | 最大回撤 | SE ( SEPT 部 | 卡测 | | --- | --- | --- | --- | --- | --- | | | 恒容沪深300 指数挂钩固定 收益类6个月 | 工银理财 4.72% | 0.88% | 2.21% | 10.456 | | | 定期开放理财 | | | | | | | 产品 | | | | | | | 稳享优加挂钩 大类指数三年 517 28 5 5 | 交银理财 4.18% | 0.42% | 3.06% | 19.756 | | | 财产品 | | | | | | | 招睿全球资产 动量两年定开 11号固定收益 | 招银理财 3.82% | 2.10% | 2.94% | 3.513 | | | 类理财计划A | | | | | | | 款 | | | | | | 4 | 稳享优加挂钩 钱朋二年到闭 式8号(泰隆专 | 交银理财 3.79% | 0.29% | 2.85% | 25.850 | | | 属)理财产品 | | | | | | 招容焦点联动 | 稳进大类资产 | | | | | | | --- ...