Group 1 - The Charles Schwab Corporation (NYSE:SCHW) is one of the largest publicly traded asset managers [1] - UBS raised its price target for Charles Schwab to $125 from $123 while maintaining a Buy rating, following Q4 2025 results that showed earnings per share in line with expectations but revenues slightly below expectations [1] - UBS increased its forecasts for 2026, 2027, and 2028 by approximately 2% due to strong guidance and key performance metrics such as cash generation and capital growth [3] Group 2 - UBS noted that management's guidance is conservative, indicating potential for growth across various categories [4] - UBS projects a 17% compound annual earnings-per-share growth rate for Charles Schwab through 2028, with additional growth opportunities not yet reflected in consensus projections [4] - The Charles Schwab Corporation engages in securities brokerage, wealth management, custody, asset management, and financial advisory services [5]

BlackRock, Inc. (NYSE:BLK) ranks among the biggest publicly traded asset managers. UBS boosted its price target for BlackRock, Inc. (NYSE:BLK) to $1,280 from $1,218 on January 16, maintaining a Neutral rating on the company’s shares. The company reported fourth-quarter earnings that exceeded forecasts, with UBS emphasizing BlackRock’s solid 12% annualized organic base-fee growth as especially notable. BlackRock, Inc. (NYSE:BLK) also announced earnings per share of $13.16, which beat the estimated $12.44, a ...

Core Insights - Investors demonstrated strong interest in U.S.-listed bitcoin ETFs, with a total net inflow of $561.8 million, marking the largest single-day buying since January 14 [1] - BlackRock's iShares Bitcoin Trust and Fidelity's FBTC were the top performers, attracting inflows of $142 million and $153.3 million respectively, indicating sustained demand despite recent price declines [2] - The recent inflows ended a nearly ten-day streak of outflows, during which bitcoin's price fell from approximately $98,000 to under $75,000 [3] Market Dynamics - Spot bitcoin is currently about 40% below its all-time high from October, while bitcoin ETFs hold around 1.3 million BTC in assets, only about 5% below their October peak of 1.37 million BTC [3] - The average cost basis for U.S. bitcoin ETFs is approximately $84,099, while spot bitcoin is trading near $78,000, indicating a significant divergence [4] - Historical data shows that bitcoin has traded below ETF cost bases before, particularly in the latter half of 2024, which raises questions about the conviction of ETF buyers [4]

Blackstone Inc. (NYSE:BX) ranks among the biggest publicly traded asset managers. On January 30, Goldman Sachs reduced its price target for Blackstone Inc. (NYSE:BX) to $158 from $166 while keeping a Neutral rating on the asset manager. The revision came as Goldman Sachs forecasted a 12% compound annual growth rate in Blackstone’s core management fees between 2025-2028, with a 16% fee-related earnings (FRE) CAGR during the same timeframe. According to the firm, Blackstone Inc. (NYSE:BX) is trading at abo ...

Core Insights - Ameriprise Financial, Inc. reported strong fourth-quarter earnings with adjusted earnings per share of $10.83, surpassing market expectations of $10.30 due to robust asset growth and effective expense management [1] - The company's revenue for the quarter reached $4.96 billion, exceeding the average forecast of $4.77 billion, marking a 10% year-over-year growth [1] Financial Performance - The Advice & Wealth Management division achieved pretax adjusted operating earnings of $926 million, reflecting a 13% increase and an overall margin of 29.3% [2] - Total client assets increased by 13% to a record high of $1.2 trillion, supported by strong client inflows of $13.3 billion [2] - The company enhanced its capacity to generate free cash flow, returning $1.1 billion to shareholders, which is 101% of adjusted operating earnings [2] Company Overview - Ameriprise Financial, Inc. is a diversified financial services firm based in Minneapolis, Minnesota, established in 1894, providing wealth and asset management, financial planning, insurance, and annuity services globally [3]

Core Viewpoint - The forum highlighted the transformative impact of artificial intelligence (AI) on the asset management industry, while also addressing the challenges that lie ahead in its implementation and integration [3][5][17]. Group 1: Key Insights from Keynote Speakers - Liang Dingbang emphasized that different asset management firms are leveraging AI in varied ways, with large firms using proprietary AI platforms for risk analysis, while smaller funds utilize third-party tools to enhance investment insights [3]. - Yang Qiang discussed the evolution of AI towards multi-modal integration and intelligent systems, stressing the need for decentralized models to address challenges in various sectors, including finance [5]. - Wu Chao pointed out the symbiotic relationship between quantitative trading and AI, highlighting the shift from linear models to end-to-end AI models that enhance data processing capabilities [7][8]. Group 2: Roundtable Discussions - Zhang Wei noted that the asset management industry is transitioning from experience-based decision-making to data-driven approaches, driven by advancements in AI technology [10]. - Gao Bin argued that AI cannot fully replace human judgment in investment activities due to the inherent complexities and unpredictability of the market [12]. - Zhong Hong highlighted the importance of human-machine collaboration in the future of asset management, where AI's computational efficiency complements human insight and judgment [17]. - Xia Chun pointed out that even as AI becomes more integrated into investment processes, human oversight will remain crucial for accountability and regulatory compliance [19].

Amundi, Europe’s largest asset manager, reported fourth-quarter pretax profit that beat expectations and said it’s benefiting from investors seeking to diversify away from US dollar assets https://t.co/MDdQggynkY ...

Core Points - eQ Plc will hold its Annual General Meeting (AGM) on 24 March 2026 at 5:00 p.m. in Helsinki, Finland, with registration starting at 4:30 p.m. [1] - The AGM will be a hybrid meeting, allowing shareholders to participate either in person or via remote connection [2] - Shareholders can submit written questions prior to the meeting as per the Finnish Companies Act [3] Agenda of the AGM - The meeting will cover the opening, calling to order, election of scrutineers, and legality recording [4] - Presentation of the annual accounts, Board of Directors' report, and auditors' report for 2025 will occur, with documents available by 3 March 2026 [5] - Adoption of the annual accounts and resolution on profit distribution, with a proposed dividend of EUR 0.52 per share, totaling EUR 21,531,742.96 [6][7] - The dividend will be paid in two installments: the first on 2 April 2026 and the second in October 2026 [8][9] - The Board of Directors will propose the discharge of liability for the financial year 2025 and handle the Remuneration Report and Policy [11][12] - The Board proposes to maintain the current remuneration for Board members and the number of members [14][15] - Election of current Board members and auditor KPMG Oy Ab for a term ending at the AGM 2027 [16][20] Shareholder Participation - Shareholders must register by 17 March 2026 to participate, with options for online registration or via email/mail [29] - Nominee-registered shareholders must ensure temporary registration by 19 March 2026 to participate [32] - Proxy representatives can register and vote on behalf of shareholders, with specific identification requirements [35][36] Remote Participation and Voting - Remote participation is available, requiring registration and provision of contact details [39][44] - Advance voting is permitted from 24 February to 17 March 2026, with options for online or email/mail submission [46] - Votes cast in advance will be counted in the AGM decision-making process [47] Company Overview - eQ Plc specializes in asset management and corporate finance, managing approximately EUR 13.8 billion in assets [53]

Asset manager Eurazeo has collected €480 million for a private credit continuation fund, partnering with secondaries investor Pantheon https://t.co/iJVsBkDFZG ...

Europe's largest asset manager, Amundi , on Tuesday reported higher-than-expected net inflows in the fourth-quarter, and the CEO said clients were seeking diversification in Europe and away from the U... ...