Harbor Capital is an asset manager focused on curating an intentionally select suite of active ETFs that they believe have the potential to produce compelling, risk-adjusted returns within a portfolio. Note: This account is not managed or monitored by Harbor Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Harbor Capital's official channels. ...

CHICAGO--(BUSINESS WIRE)-- #assetmanagement--Northern Trust supported the launch of the Brandes Global Value Fund in Australia with global custody and fund administration servicing. ...

资产配置调整 - 全球最大资产管理公司将其1850亿美元模型投资组合平台中的股票配置比例提高至超配2% [1][2] - 公司减少对国际发达市场股票的配置 转而加倍增持美国股票 [2] - 周二调整导致数十亿美元资金在相应ETF间流动 公司发言人确认此次配置调整 [2][6] 业绩表现与市场观点 - 美国企业盈利表现最佳 自2024年第三季度以来实现11%的盈利增长 而其他发达市场同业增长不足2% [3] - 美国股市在盈利实现、销售增长和分析师预估修正趋势方面表现突出 [4] - 非美国发达市场在盈利和销售表现方面缺乏竞争力 特别是销售增长趋势 [4] 产品资金流动 - iShares S&P 100 ETF(OEF)周二录得34亿美元资金流入 创该基金最大单日流入纪录 [6] - iShares Core S&P 500 ETF(IVV)和iShares US Equity Factor Rotation Active ETF(DYNF)分别吸收23亿美元和近20亿美元资金 [6] - 模型投资组合资产规模从今年初的约1500亿美元增长至1850亿美元 [5] 人工智能主题投资 - 公司转向增持人工智能主题基金 减少对宽基科技ETF的配置 [7] - iShares AI Innovation and Tech Active ETF(BAI)周二获得14亿美元资金流入 [7] - iShares US Technology ETF(IYW)同日出现27亿美元资金流出 [7] 市场背景与驱动因素 - 标准普尔500指数今年创历史新高 受人工智能支出热情和美联储降息预期推动 [3] - 模型投资组合将基金打包成现成策略出售给财务顾问 近年来规模迅速扩大 [5] - 资产配置调整可能引发产品间大规模资金流入和流出 [5]

战略合作概述 - 富兰克林邓普顿与哥本哈根基础设施合作伙伴(CIP)、DigitalBridge及Actis达成战略合作 旨在扩展私人客户基础设施投资产品[1] - 合作聚焦能源安全、电气化、数字化等主题 覆盖数据中心、超大规模开发、可再生能源、光纤与铁塔、数字电力等高增长领域[2] - 通过整合三家机构的基础设施投资专长 共同捕捉全球私人市场对可持续能源和数字基础设施的上升需求[3] 合作伙伴专业领域 - DigitalBridge专注全球数字基础设施 包括数据中心、通信铁塔、光纤网络、小基站和边缘设施 重点布局人工智能和下一代连接技术趋势[4] - CIP作为专业绿色能源基金管理者 运用其专业知识支持推动全球能源转型的项目[4] - Actis（现属General Atlantic可持续基础设施业务）聚焦关键基础设施投资 包括电力、输电、交通和数字领域 重点关注快速增长的新兴市场[4] 市场机遇与战略逻辑 - 全球基础设施需求预计在2040年前突破94万亿美元 为私人资本创造约15万亿美元投资机会[5] - 合作整合互补优势以应对上升需求 为私人财富投资者提供具吸引力的基础设施投资机会[5] - 公司CEO指出私人市场趋势为扩大资本准入和推进能源安全、电气化及数字化投资提供独特机遇[6] 产品特性与投资目标 - 扩展后的私人财富产品将提供机构级私人基础设施准入 目标获得稳定、通胀挂钩的现金流和跨经济周期的长期韧性[7] - 投资组合聚焦推动未来能源、交通和数字连接的高增长行业[7] 战略影响与竞争优势 - 联盟使公司能立即获取优质交易流和专业经验 扩大在私人基础设施领域的覆盖[8] - 通过获取长期通胀挂钩现金流并超越传统股债市场多元化 可实现更高利润率收入、扩大投资者基础并获取更具韧性的费用收入[8] - 此举强化公司在快速扩张的全球另类投资市场中的竞争优势[8] 行业动态比较 - 高盛与普信集团合作推出公私市场综合解决方案 高盛投资约10亿美元获取普信约3.5%股权[14] - 该联盟重点扩大个人、顾问和计划赞助人的私人市场准入 提供目标日期策略、模型组合及多资产产品[15] - 合作使高盛能触达普信的退休客户群体 结合稳定收入与增长潜力[15] 公司市场表现 - 公司股价年内上涨26.3% 超越行业15.6%的涨幅[10] - 公司当前获Zacks第3评级（持有）[13]

Harbor Capital is an asset manager focused on curating an intentionally select suite of active ETFs that they believe have the potential to produce compelling, risk-adjusted returns within a portfolio. Note: This account is not managed or monitored by Harbor Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Harbor Capital's official channels. ...

Fred Alger Management, LLC (“Alger”) is a privately held $27.4 billion growth equity investment manager. Alger is a pioneer of actively managed, growth equity investing. Their journey over the past six decades has been defined by navigating change, embracing disruption, and investing in innovation.​​ Note: This account is not managed or monitored by Fred Alger Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fred Alger Management's o ...

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies OAKS, Pa. , Sept. 17, 2025 /PRNewswire/ --Â SEI ® (NASDAQ:SEIC) today announced that Symmetry Partners has selected the Advisors' Inner Circle Fund® (AIC) platform to launch its first ETF, the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM) on Sept. ...

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 ...

业务里程碑与市场动态 - 公司普通股于2025年9月15日在纳斯达克资本市场开始交易 股票代码为"MLCI" [1] - 交易启动源于2025年9月12日与180 Degree Capital Corp完成全股票战略业务合并 [1] - 公司从加拿大Cboe交易所退市 交易自2025年9月11日收盘起暂停 并于2025年9月12日正式除牌 [2] 战略定位与业务架构 - 公司专注于北美市场公私债务证券及年金产品再保险业务 通过全资子公司Mount Logan Management LLC和Ability Insurance Company运营 [3] - 投资策略集中于贷款、债务证券及其他信贷工具 追求风险调整后收益且本金减值风险较低 [3] - ML Management成立于2020年 是美国SEC注册投资顾问 为豁免注册的私募基金、业务发展公司、保险公司及封闭式区间基金提供投资管理服务 [4] - Ability为内布拉斯加州注册保险商 主营长期护理保单和年金产品再保险 于2021财年第四季度被收购 目前已停止承保新长期护理风险 [5] 管理层战略视角 - 首席执行官Ted Goldthorpe指出纳斯达克上市提升公司在美国资本市场的能见度与融资渠道 强化跨替代资产管理和保险解决方案的增长机会 [2]

The market's gearing up uh for this decision. Maybe we'll stay with this J. You want to talk over this.You can do that. Absolutely. Happy to do it.All right, let's keep looking at pictures. That's a great idea. But joining us now, and we'll get a shot of her later with her take on the market, just so you know it's really her, not someone imitating Jenny Johnson.Really is the CEO of Franklin Templeton. Has $1.6% trillion dollars in assets under management. That might be bigger than uh the UK.No, I'm kidding. ...