Ares Management Corporation, an alternative investment manager, has named Anup Agarwal as Partner and Chief Investment Officer of Ares Insurance Solutions, where he will also serve as Head of the business.Agarwal will collaborate with David Reilly, who was recently named Chairman of AIS, and with Rajesh Krishnan, the former AIS Chief Investment Officer, who will now concentrate on building out third-party insurance asset management and origination initiatives.With more than 25 years of experience in investm ...

近日，华夏理财与华夏基金正式签署指数业务合作备忘录，双方宣布携手在指数业务领域深化合作，共 同构建具有市场影响力的"双华夏"指数生态圈，助力资产管理行业高质量发展。 为顺应国内资本市场的不断成熟以及全球指数投资的快速发展的形势，华夏理财于2023年6月在业内首 创并发行特点鲜明、工具化属性强的"天工系列"指数理财产品。截至日前，天工指数理财产品一共20 只，覆盖A股、港股、可转债、REITs等资产，围绕宽基、大金融、消费医药、TMT先进制造、国企公 用事业、新能源和另类七大品类布局，已形成较为完备的指数产品矩阵；产品稳健运作超过两年，其中 天工2号(数字基础设施指数)荣获中国基金报2024年优秀权益类理财产品奖。与ETF相比，天工指数编制 方案灵活，能有效弥补市场多样性不足。华夏理财表示，作为管理规模超万亿的金融机构，期待通过此 次合作，充分发挥自身优势，有效引导居民财富进入资本市场。未来，天工指数将聚焦新质生产力主 题，围绕具身智能等新技术、新动能，为国家战略产业精准引入"耐心资本。 此次华夏理财与华夏基金的合作，将瞄准构建"指数生态圈"，通过科技赋能提升投资效率，借助策略创 新捕捉结构性机遇，最终实现由" ...

公募基金行业费率改革第三阶段背景 - 2023年7月发布《公募基金行业费率改革工作方案》明确三阶段费率改革路径 聚焦"管理费用—交易费用—销售费用" [3] - 2025年9月5日证监会发布《公开募集证券投资基金销售费用管理规定》征求意见稿 标志改革进入第三阶段 重点完善销售费用体系 [3] - 新规拟对股票、债券、混合型基金及公募FOF统一设置阶梯式赎回费率 需持有6个月以上才可能豁免赎回费 [3] 新规实施对公募基金市场的影响 - 场外产品趋向长线持有 与场内ETF短期交投定位形成清晰分化 [4] - 债券基金频繁交易成本抬升 难以承担波段功能 债券ETF迎来发展机遇 [4] - 组合短线调仓成本上调 部分公募FOF与投顾可能向ETF化投资转型 [4] - 短债基金投资定位转向 货币基金与理财等或接棒承担流动性管理职能 [4] - 高波产品影响相对较小 积极型"固收+"基金按今年业绩水平仍具短期交易价值 即使季度频率调仓 [4] 公募债基投资应对建议 - 债基投资底仓化 以长期持有体验优的场外主动纯债基金为底仓 [5] - 通过债券ETF进行市场择时波段操作 以货币替代产品管理流动性 [5] - 搭建纯债ETF/转债ETF评价体系 从流动性、跟踪复制能力、策略稀缺度等指标筛选产品 [5] - "固收+"基金投资两极化 构建"穿越周期+高波进攻"双层组合 [5] 产品布局方向与发展机遇 - 债券ETF迎来政策窗口 产品开发可着眼国内波段工具需求进行细分主题创新 [5] - 参考美国市场拓展海外市场、债券策略及另类策略方向 拓展多资产ETF及固定收入ETF等形式 [5] - ETF-FOF或迎市场机遇 2024年末以来近20家机构已上报相关产品方案 [5] - 高波"固收+"产品仍具发展潜力 当前高仓位"固收+"基金规模占比仅16% [5]

Key TakeawaysKeyrock has acquired Turing Capital for $27.8 million to launch Keyrock Asset & Wealth Management.The new division aims to deliver resilient, data-led, and scalable investment solutions with tokenisation at its core.Keyrock positions the launch as a step toward a fully tokenised economy, aligning with the future of digital finance.Keyrock Acquires Turing Capital to Build New DivisionKeyrock, a global digital asset market maker, has announced the launch of its new Asset & Wealth Management divis ...

BlackRock is doubling down on the rapidly expanding active ETF universe with the launch of two mutual fund stalwarts as ETFs. The company launched the iShares Dynamic Equity Active ETF BDYN and the iShares Disciplined Volatility Equity Active ETF BDVL on Tuesday, rounding out its large iShares stable.BDYN has a 0.42% (0.40% net) gross expense ratio and BDVL charges 0.41% (0.40% net).BDYN is approaching key resistance levels. Check the full analysis here.The introductions complement the company’s $50 billion ...

传统投资组合比特币配置现状 - 传统投资顾问和投资者通常仅将总资产的1%-2%配置于比特币等加密货币 [1] - 当前多数投资组合通过现货比特币ETF获取比特币风险敞口 [1] 比特币投资的风险考量 - 比特币虽能提供分散化收益及短期和长期回报潜力 但过度配置会面临尾部风险和波动性风险 [2] - 尾部风险和波动性是加密货币投资中实际存在的风险因素 [2] 创新投资解决方案 - Calamos Investments推出CBXY基金（Calamos Bitcoin 90 Series Structured Alt Protection ETF） 通过期权策略获取比特币价格上行收益 最高可达预定上限 [4] - 该基金在一年结果期内将最大损失限制在10%以内 提供下行保护 [5] - 产品设计允许投资者将比特币配置比例从1%-2%提升至3%-10%范围 [6] 产品运作机制 - 基金追踪CME CF比特币参考利率的正向价格回报 通过投资于挂钩底层ETP的期权间接获取比特币风险敞口 [8] - 底层ETP实际持有比特币或跟踪比特币价格的指数 [8] - 100%/90%/80%本金保护在扣除费用前的一年期内有效 所有上限率均预先确定 [9] 公司动态 - Calamos Investments作为另类投资策略提供商 定期推出新基金产品 [7] - 公司名称Calamos及Calamos Investments均为注册商标 [9]

Inflation has remained doggedly persistent in the United States economy since the coronavirus pandemic of 2020. Although the Consumer Price Index (CPI) has fallen dramatically from its peak of 9.1% in July 2022, prices remain elevated across a wide range of consumer goods and services, especially housing and food. Unfortunately, analysts at J.P. Morgan Asset Management warn that Americans should brace for more pain. In their estimation, the effects of the Trump administration’s tariffs have yet to fully hi ...

BlackRock on Tuesday added 20 of its top executives to a committee which plays a vital role in shaping strategy for the world's largest asset manager, the Financial Times reported on Tuesday citing a ... ...

作者背景 - 拥有巴黎第一大学银行与金融硕士学位 在金融领域具备动态专业背景 [1] - 投资背景涵盖公司金融 并购和投资分析 重点关注房地产 可再生能源和股票市场 [1] - 专长包括金融建模 估值和定性分析 在私募股权 资产管理和房地产领域有实践经验 [1] - 在Seeking Alpha平台旨在分享对感兴趣公司的见解和分析 与全球读者进行思想交流 [1] 披露声明 - 作者未持有任何提及公司的股票 期权或类似衍生品头寸 [2] - 作者在未来72小时内无计划建立任何相关头寸 [2] - 文章内容仅代表作者个人观点 未获得除Seeking Alpha外任何形式的补偿 [2] - 作者与任何提及公司不存在业务关系 [2] 平台声明 - 过往业绩不保证未来结果 不提供任何投资建议 [3] - 表达的观点可能不反映Seeking Alpha整体立场 [3] - 平台非持牌证券交易商 经纪商或美国投资顾问/投行 [3] - 分析师团队包含专业投资者和个体投资者 可能未获得机构或监管机构认证 [3]

GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company's role as advisor to a family of Mutual Funds. Note: This account is not managed or monitored by GAMCO Investors, and any messages sent via Seeking Alpha will not receive a respon ...