Showing 13 to 24 of 25 results
PSB Wealth Management Sets Ambitious Growth Targets for 2025-2028
PSB Wealth Management unveiled its 2025-2028 development strategy, aiming to double its assets under management to RUB 1.3 trillion and its active client base to over 600,000 by 2028, building on the significant success of its previous strategy which exceeded all key targets.
PSB Wealth Management Sets Ambitious Growth Targets for 2025-2028
PSB Wealth Management unveiled its 2025-2028 development strategy, aiming to double its assets under management to RUB 1.3 trillion and its active client base to over 600,000 by 2028, building on the significant success of its previous strategy which exceeded all key targets.
Progress
52% Bias Score
Alpha Asset Management's 2024 Growth: €6 Billion in Assets Under Management
Alpha Asset Management, a subsidiary of Alpha Bank Group, achieved €6 billion in assets under management in 2024, a 39% increase from 2023, driven by a 65 basis point market share increase and €1.1 billion in net inflows, placing it second in net sales among Greek collective investment managers (exc...
Alpha Asset Management's 2024 Growth: €6 Billion in Assets Under Management
Alpha Asset Management, a subsidiary of Alpha Bank Group, achieved €6 billion in assets under management in 2024, a 39% increase from 2023, driven by a 65 basis point market share increase and €1.1 billion in net inflows, placing it second in net sales among Greek collective investment managers (exc...
Progress
52% Bias Score
Cramer's Trust Buys More BlackRock Despite 5% Stock Drop
Jim Cramer's Charitable Trust bought 10 more shares of BlackRock (BLK) on Monday, despite a 5%+ decline in the stock price due to competitive fee reductions by Vanguard and broader trade war uncertainty. The purchase increased the trust's BLK holdings to 110 shares, representing roughly 3.05% of its...
Cramer's Trust Buys More BlackRock Despite 5% Stock Drop
Jim Cramer's Charitable Trust bought 10 more shares of BlackRock (BLK) on Monday, despite a 5%+ decline in the stock price due to competitive fee reductions by Vanguard and broader trade war uncertainty. The purchase increased the trust's BLK holdings to 110 shares, representing roughly 3.05% of its...
Progress
40% Bias Score
BlackRock Q4 Earnings Beat Expectations, Driving Stock Surge
BlackRock's Q4 2024 earnings exceeded expectations, with $5.68 billion in revenue and $11.93 adjusted EPS, driven by record $281 billion net inflows and strategic acquisitions in alternative investments; this fueled a stock price increase and positive market outlook.
BlackRock Q4 Earnings Beat Expectations, Driving Stock Surge
BlackRock's Q4 2024 earnings exceeded expectations, with $5.68 billion in revenue and $11.93 adjusted EPS, driven by record $281 billion net inflows and strategic acquisitions in alternative investments; this fueled a stock price increase and positive market outlook.
Progress
60% Bias Score
LA Wildfires Disrupt Asset Management Firms
Devastating wildfires in Los Angeles County have forced several major asset management firms to relocate, activate business continuity plans, and support employees who lost their homes, highlighting the industry's vulnerability to natural disasters.
LA Wildfires Disrupt Asset Management Firms
Devastating wildfires in Los Angeles County have forced several major asset management firms to relocate, activate business continuity plans, and support employees who lost their homes, highlighting the industry's vulnerability to natural disasters.
Progress
24% Bias Score
Actively Managed ETFs Surge, Driven by SEC Rule Change and Innovative Strategies
Actively managed ETFs are experiencing a surge in popularity, fueled by a 2019 SEC rule change and the success of differentiated strategies, resulting in significant inflows and new launches in 2024, with further growth expected in 2025.
Actively Managed ETFs Surge, Driven by SEC Rule Change and Innovative Strategies
Actively managed ETFs are experiencing a surge in popularity, fueled by a 2019 SEC rule change and the success of differentiated strategies, resulting in significant inflows and new launches in 2024, with further growth expected in 2025.
Progress
44% Bias Score
PQH's €0.5 Billion Sale Boosts Greek Non-Performing Loan Recovery
PQH, a Greek asset management company, completed the sale of a €4.8 billion non-performing loan portfolio for approximately €0.5 billion, increasing total recoveries to €1.7 billion since its 2016 founding, showcasing its role in resolving Greece's banking crisis.
PQH's €0.5 Billion Sale Boosts Greek Non-Performing Loan Recovery
PQH, a Greek asset management company, completed the sale of a €4.8 billion non-performing loan portfolio for approximately €0.5 billion, increasing total recoveries to €1.7 billion since its 2016 founding, showcasing its role in resolving Greece's banking crisis.
Progress
44% Bias Score
SLC Management Targets 20% Profit Growth Through Integrated Asset Management Strategy
SLC Management, Sun Life Financial's asset management arm, plans a 20 percent profit increase over the next 3-5 years by integrating its $2-billion acquisition portfolio of alternative asset managers (including BentallGreenOak and Crescent Capital) and expanding into retail markets.
SLC Management Targets 20% Profit Growth Through Integrated Asset Management Strategy
SLC Management, Sun Life Financial's asset management arm, plans a 20 percent profit increase over the next 3-5 years by integrating its $2-billion acquisition portfolio of alternative asset managers (including BentallGreenOak and Crescent Capital) and expanding into retail markets.
Progress
56% Bias Score
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
Progress
20% Bias Score
BlackRock Hits Record $11.6 Trillion in Assets
BlackRock reported record assets of $11.6 trillion in Q4 2024, driven by a 21% profit jump, $281.4 billion in net inflows, and a strong equity market rally following the 2024 U.S. Presidential election; the company's strategic acquisitions further contributed to its success.
BlackRock Hits Record $11.6 Trillion in Assets
BlackRock reported record assets of $11.6 trillion in Q4 2024, driven by a 21% profit jump, $281.4 billion in net inflows, and a strong equity market rally following the 2024 U.S. Presidential election; the company's strategic acquisitions further contributed to its success.
Progress
40% Bias Score
Vanguard Agrees to FDIC Oversight of Bank Investments
Vanguard, managing nearly $9 trillion, reached a deal with the FDIC on December 27, 2024, to increase transparency and accountability regarding its passive investments in US banks exceeding 10 percent, addressing concerns about potential conflicts of interest and undue influence.
Vanguard Agrees to FDIC Oversight of Bank Investments
Vanguard, managing nearly $9 trillion, reached a deal with the FDIC on December 27, 2024, to increase transparency and accountability regarding its passive investments in US banks exceeding 10 percent, addressing concerns about potential conflicts of interest and undue influence.
Progress
28% Bias Score
Vanguard introduces \u00a34 monthly fee for UK investors
Vanguard, the world's second-largest asset manager, is introducing a \u00a34 monthly fee for UK Personal Investing clients with under \u00a332,000 invested, starting in January 2024, impacting Sipp, Isa, and general accounts; while reducing the Vanguard Managed Isa management fee by a third.
Vanguard introduces \u00a34 monthly fee for UK investors
Vanguard, the world's second-largest asset manager, is introducing a \u00a34 monthly fee for UK Personal Investing clients with under \u00a332,000 invested, starting in January 2024, impacting Sipp, Isa, and general accounts; while reducing the Vanguard Managed Isa management fee by a third.
Progress
16% Bias Score
Showing 13 to 24 of 25 results