Group 1 - The Annual General Meeting of Shareholders for Patria Investments Limited is being conducted primarily on a virtual online platform to provide convenient access to all shareholders [3] - Olímpio Matarazzo Neto serves as the Chairman of the Board of Directors and is accompanied by the Chief Finance Officer and the VP of Shareholder Relations [2] - A quorum has been established for the meeting, allowing it to proceed with the transaction of business [4]

BlackRock is exploring how to give one of Wall Street’s biggest investment products a digital makeover https://t.co/5j3IgfzBGM ...

Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as CEO and CIO, leading the investment team and managing multiple ETFs [1] - The company is frequently featured in major financial media outlets, enhancing its visibility and credibility [1] Company Overview - Infrastructure Capital manages a range of investment products including the InfraCap Small Cap Income ETF, InfraCap Equity Income Fund ETF, and others [1] - The firm publishes various market reports, commentaries, and educational resources to support investors [1] - Infrastructure Capital engages in educational initiatives through monthly webinars and participation in industry conferences [1]

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $844 billion in August 2025, up from $830 billion at the end of July, representing a 2% increase driven by firmwide net inflows and market appreciation [1] Summary by Category Assets Under Management - AUM increased to $844 billion in August 2025 from $830 billion in July 2025, reflecting a 2% growth [1] - Net inflows from Institutions and Private Wealth were partially offset by Retail net outflows [1] Breakdown of AUM - Total Equity AUM reached $351 billion, up from $348 billion in July 2025 - Actively Managed Equity: $276 billion (up from $274 billion) - Passive Equity: $75 billion (up from $74 billion) [1] - Total Fixed Income AUM increased to $307 billion from $299 billion - Taxable Fixed Income: $214 billion (up from $208 billion) - Tax-Exempt Fixed Income: $83 billion (up from $81 billion) [1] - Alternatives/Multi-Asset Solutions AUM rose to $186 billion from $183 billion [1] Ownership Structure - As of June 30, 2025, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.6% economic interest in AllianceBernstein [5]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Three co-founders with experience across investment management for ultra-high-net-worth clients, alternative asset management and private banking have launched a New York-based registered investment advisor focused on high-level financial executives. Nathan Romano, Jonathan Bergman, and Charles Friedberg are launching Collaborative Capital after careers overseeing more than $50 billion in alterna ...

Core Viewpoint - State Street Investment Management has launched the State Street Short Duration IG Public & Private Credit ETF (PRSD), aiming to provide a blend of risk-adjusted returns and current income through short-term investment-grade debt [1]. Group 1: Fund Overview - PRSD is an actively managed ETF with a net expense ratio of 59 basis points [1]. - The fund primarily invests in short-term investment-grade debt, including both public and private credit instruments [1]. - The average duration targeted by PRSD is one to three years, focusing on a short-duration bond strategy [2]. Group 2: Private Credit Allocation - Approximately 10%-35% of PRSD's portfolio will consist of private credit instruments, sourced by Apollo Global Securities [3]. - The inclusion of private credit is intended to diversify the portfolio, offer new returns, and provide access to a less accessible market [3]. Group 3: Market Context and Demand - The launch of PRSD follows the earlier introduction of PRIV, the SPDR SSGA IG Public & Private Credit ETF, indicating a growing demand for such investment vehicles [4]. - State Street currently manages over 170 funds in the U.S., with significant assets under management in its largest ETF, the Technology Select Sector SPDR Fund (XLK), which has over $84 billion [4].

Core Insights - Binance has formed a strategic partnership with Franklin Templeton to develop new digital asset initiatives and investment solutions for a wide range of investors [1] - The collaboration aims to integrate Franklin Templeton's expertise in compliant tokenization of securities with Binance's global trading infrastructure [2] Leveraging Tokenization and Market Infrastructure - The partnership seeks to enhance transparency, efficiency, and accessibility in global capital markets by combining Franklin Templeton's tokenization experience with Binance's market infrastructure [3] - The companies plan to co-create products that offer competitive yields and improve settlement processes [3] Bridging Traditional and Decentralized Finance - The executives from both firms emphasized the potential of tokenization to connect traditional finance with decentralized finance [5] - Franklin Templeton has made significant investments in blockchain solutions, including its Benji Technology Platform for tokenized securities [5] Industry Implications - The partnership is timely, as institutional adoption of digital assets is increasing, driven by interest in tokenized funds and blockchain-enabled investment vehicles [8] - Both companies view the collaboration as a response to rising client demand for secure, regulated, and scalable digital asset products [8]

Partnerships - Binance partners with investment giant Franklin Templeton to build tailored crypto initiatives [1]

Core Insights - Beacon Pointe Advisors has acquired three firms managing $1.1 billion in client assets, expanding its reach across three states [1][2] - With these acquisitions, Beacon Pointe's total client assets under advisement and management have reached $48 billion [2] - The firm aims to enhance client service through its integrated 'allWEALTH' platform, which includes comprehensive wealth management services [3] Acquisition Details - The acquired firms are Alderfer Bergen & Co. in Indiana, Moser Wealth Advisors in Washington, and Amore Ambro in New York [2][5] - Alderfer Bergen will serve as Beacon Pointe's second office in Indiana, focusing on clients in the orthopedic industry [5] - Moser Wealth Advisors specializes in tax-efficient wealth management and was founded in 2006 [5] - Amore Ambro, established in 2018, targets retirees, families, and business owners with a focus on disciplined investment strategies [5] Market Position - Beacon Pointe's recent activity has positioned it among the top acquirers in the investment advisory sector, as reported by Fidelity Investments [4] - The firm completed six acquisitions in a 60-day period, with client assets ranging from $1 billion to $210 million [3]

Investment Opportunity - SNC shares offer an attractive dividend yield of 6.2%, which grossed up for franking is 8.2%[10, 18] - The SNC portfolio can be acquired at a 7.2% discount to its Net Tangible Assets (NTA)[11, 18] - SNC's current profit reserves and franking balance are sufficient to sustain the current dividend for approximately 4 years[18] Performance & Portfolio - SNC has consistently paid fully franked dividends since its inception[24] - Since inception, SNC has distributed 65.8 cps in dividends and 24.9 cps in imputation credits[24] - SNC's investment selection and portfolio discipline are highlighted by a win/loss ratio of approximately 67%[31] Key Portfolio Companies - Carbon Conscious Investments Ltd (CCIL) holds approximately $3.0 million in cash[34] - QPM Energy Ltd (QPM) has gas reserves exceeding 400 PJ[39] - COG Financial Services Ltd (COG) has an approximate 21% share of Australia's SME finance broker network[52]