You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. RIAs are lagging behind wirehouses in their adoption of alternative investments for clients, according to survey results released by research firm Alternative Investments Market Intelligence. The survey found that national RIAs committed to investing in alternatives reported that 29.9% of their clients hold alternative investments, with a weighted average allocation of 11.2%. Those figures imply ...

Franklin Resources, Inc. (BEN), headquartered in San Mateo, California, is a global investment management firm serving clients in over 150 countries. Valued at $12.6 billion by market cap, the company offers a wide range of services across equity, fixed income, alternative investments, and multi-asset strategies, and manages over $1.6 trillion in assets. Companies worth $10 billion or more are generally described as “large-cap stocks,” and BEN perfectly fits that description, with its market cap exceeding ...

公司业务动态 - 高盛和T Rowe Price计划在2025年底前为高净值客户提供新的另类投资产品 并在2026年扩展至退休账户业务 [2] 行业发展趋势 - 投资银行正针对高净值客户和退休账户市场布局另类投资产品线 显示该细分领域成为机构重点拓展方向 [2]

RIO DE JANEIRO, Aug. 13, 2025 /PRNewswire/ -- Vinci Compass Investments Ltd. (NASDAQ: VINP) ("Vinci Compass," "the Company," "we," "us," or "our"), the controlling company of a leading alternative investments and global solutions provider in Latin America, announced today that it will host its second Investor Day in New York City on Tuesday, October 07, 2025, at 1:00 PM ET. The Company's senior management team will present its strategic vision and outlook, followed by a Q&A session with investors and analys ...

文章核心观点 - 全球大型另类资产管理公司黑石集团将于4月17日盘前公布2025年第一季度财报，其季度营收和收益可能同比增长 [1] 黑石集团财务情况 过往业绩 - 2024年第四季度可分配收益超Zacks共识预期，得益于部门收入增加和资产管理规模（AUM）余额上升，但费用增加产生不利影响 [2] - 过去四个季度中，公司收益两次超Zacks共识预期，一次符合，一次低于，平均超预期幅度为5.54% [3] 第一季度预期 - Zacks对公司收益的共识预期为1.11美元，过去七天下调6.7%，较上年同期增长13.3%；对销售额的共识预期为28.1亿美元，增长10.1% [4] - 得益于多元化产品和收入组合、另类投资领域的优势地位和资金净流入，公司收费AUM和总AUM持续增加，预计第一季度AUM余额因资金流入增长而上升；Zacks对总AUM的共识预期为1.15万亿美元，增长9.1%；对总收费AUM的共识预期为8575亿美元，增长9.7% [5] - Zacks对总管理和咨询费（部门收入）的共识预期为18.9亿美元，增长10.5%；对与费用相关的业绩收入（部门收入）的共识预期为2.834亿美元，下降4.1%，因第一季度市场表现疲软 [6] - 公司预计待报告季度的交易退出利润可观，初步估计2025年1月1日至3月25日实现活动收入超3.85亿美元 [7] - 对已实现业绩收入和已实现本金投资收入的共识预期分别为6.281亿美元和5720万美元，2024年第一季度分别为5.364亿美元和990万美元 [8] - 过去几年公司费用因一般、行政和其他费用增加而上升，预计第一季度费用会有一定程度上涨 [9] 模型预测 - 定量模型显示公司此次收益超Zacks共识预期的可能性较低，因其未同时具备正收益ESP和Zacks排名3（持有）或更好的条件；收益ESP为 - 6.42%，目前Zacks排名为3 [10][11] 其他金融股推荐 - 美国合众银行（USB）收益ESP为 + 0.94%，目前Zacks排名为3，定于4月16日公布2025年第一季度财报，过去七天对其季度收益的Zacks共识预期维持在99美分不变 [12] - 第一地平线银行（FHN）定于4月16日公布季度财报，目前Zacks排名为3，收益ESP为 + 3.80%，过去一周对其季度收益的预期维持在40美分不变 [13]