Group 1 - J.P. Morgan Asset Management announced final cash distributions for January 2026 for two ETFs, with payments scheduled for February 6, 2026 [1] - The distributions per unit are $0.17508 for the JPMorgan US Equity Premium Income ETF (JEPI) and $0.25478 for the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), both paid monthly [1] - The ETFs are traded on the Toronto Stock Exchange (TSX) and are aimed at providing income to unitholders [1] Group 2 - J.P. Morgan Asset Management manages assets totaling $4 trillion as of September 30, 2025, serving a diverse clientele including institutions and high net worth individuals globally [2] - The company offers a wide range of investment management services, including equities, fixed income, real estate, hedge funds, private equity, and liquidity [2] - The legal entity in Canada is JPMorgan Asset Management (Canada) Inc., which operates as a registered Portfolio Manager and Exempt Market Dealer across Canadian provinces [6]

Core Insights - Many employees may not fully understand how their 401(k) plans are invested, potentially leading to higher costs through mutual funds without realizing it [1] Group 1: Research Findings - Analysis of the 1,000 largest 401(k) plans from 2009 to 2013 revealed that many plans include investment options that share revenue with administrators, which can conflict with the best interests of savers [2] - The average 401(k) plan offers about 22 different investment options from an average of seven companies, with approximately 40% of these investments affiliated with the 401(k) provider [3] - About 54% of plans had at least one investment fund option that shared revenue with the plan's record-keeper, and these funds were 60% more likely to be included in a plan's options [4] Group 2: Cost Implications - Administrators of 401(k) plans tend to favor funds that provide them with additional revenue, which often do not compensate for higher hidden costs with lower upfront fees or better returns [5] - Employees may unknowingly invest in funds that yield lower returns than potentially available alternatives [6] Group 3: Recommendations for Improvement - Experts suggest that companies should provide clearer explanations of 401(k) options in straightforward language rather than lengthy policy documents [7] - A study indicated that over half of 401(k) plans from 2009 to 2013 included at least one revenue-sharing investment fund, leading to higher hidden costs that could result in significant losses by retirement [8]

Core Insights - A private credit fund associated with the world's largest asset manager is experiencing significant losses, with its net asset value set to be marked down by nearly 20% [1] Company Impact - The fund's valuation decline indicates potential challenges in the private credit market, which may affect investor confidence and future fundraising efforts [1] Market Reaction - The premarket trading response suggests that investors are reacting negatively to the news, reflecting broader concerns about asset management performance in the current economic climate [1]

Ursula Marchioni, BlackRock's EMEA head for investment and portfolio solutions, discusses investors' sentiment as the US face another potential shutdown. She also talks about artificial intelligence earnings and says investors are taking into account "diversification elements" while also wanting to stay invested in the sector. ...

Now that dual share classes are a reality, what’s next for ETFs? Some say tokenization. The $18 billion issuer F/m Investments took a major step toward such a future last week by filing an application with the Securities and Exchange Commission seeking to tokenize shares of its F/m US Treasury 3 Month Bill ETF (TBIL). The move would allow TBIL, which invests in a single three-month Treasury bill and cash equivalents, to trade on both traditional brokerage platforms and digital-first ones without changing ...

Andy Burnham had been widely tipped to succeed Sir Keir Starmer as Labour Party leader - Ian Vogler/WPA Pool UK government borrowing costs have fallen after Sir Keir Starmer blocked leadership rival Andy Burnham from standing as an MP. The yield on benchmark 10-year gilts, as UK government bonds are known, fell as low as 4.47pc early on Monday, compared to a high of 4.51pc on Friday in the wake of the Gorton and Denton by-election announcement. Labour’s ruling National Executive Committee (NEC) blocked ...

The Jersey-based firm said on Monday that the deal is expected to close in the third quarter of this year, subject to regulatory approvals. Under the terms of the agreement, the initial consideration comprises around $400 million in cash and up to $800 million in CVC equity. Private equity firm CVC Capital has agreed to acquire 100% of US-based Marathon Asset Management in a transaction valued at up to $1.2 billion, marking a major expansion of its credit business in the United States. Copy link to section ...

1月26日金融一线消息，国家金融监督管理总局日前发布《关于Ajay Kumar Garg太平资产管理有限公司董事任职资格的批复》，核准Ajay Kumar Garg太平资产管理有限公司董事的任职资格。 责任编辑：曹睿潼 1月26日金融一线消息，国家金融监督管理总局日前发布《关于Ajay Kumar Garg太平资产管理有限公司董事任职资格的批复》，核准Ajay Kumar Garg太平资产管理有限公司董事的任职资格。 责任编辑：曹睿潼 ...

Franklin Templeton is folding its European private credit unit Alcentra into its US counterpart Benefit Street https://t.co/qdKSLZsIYe ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Blue Owl Capital Inc. due to allegations of violations of federal securities laws, particularly concerning misleading statements and undisclosed liquidity issues [2][5]. Company Overview - Blue Owl Capital Inc. is facing scrutiny following a federal securities class action filed against it, with a deadline for investors to seek lead plaintiff status by February 2, 2026 [2]. - The company has been reported to experience significant pressure on its asset base due to Business Development Company (BDC) redemptions, leading to undisclosed liquidity issues [5]. Legal Allegations - The complaint against Blue Owl alleges that the company and its executives made false or misleading statements regarding its business operations and prospects [5]. - Specific allegations include the likelihood of limiting or halting redemptions of certain BDCs due to liquidity issues, which contradicts previous positive statements made by the company [5]. Recent Developments - On November 16, 2025, it was reported that Blue Owl blocked redemptions in one of its private credit funds as it merges with a larger vehicle, potentially resulting in significant losses for investors [6]. - Following this news, Blue Owl's stock price fell by $0.85, or 5.8%, closing at $13.77 per share on November 17, 2025, indicating a negative market reaction [7]. Investor Actions - Investors who suffered losses are encouraged to contact Faruqi & Faruqi to discuss their legal options [1]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding Blue Owl's conduct [9].