Dafinchi AI

MSCI

Financial Services

3w

MSCI's Index Franchise and Global Market Exposure Growth

MSCI's index and asset-based fee franchise is a key growth engine, with total equity index ETF AUM surpassing $2 trillion for the first time.
Total AUM tracking MSCI indices reached $6 trillion, with fixed income index ETF AUM at $84 billion.
Product launches include new data solutions providing deeper index insights, emphasizing the strategic importance of indices in global investing.

Ameriprise Financial, Inc.

AMP

Financial Services

3w

Strategic Investment in Technology and AI for Client Engagement

Ameriprise is investing heavily in technology, digital capabilities, advanced analytics, and AI to enhance client experience and adviser productivity.
Investments include intelligence dashboards, automation analytics, and a new Signature Wealth platform launched in June to manage client assets more holistically.
Management emphasizes these investments as key to maintaining competitive advantage and adviser engagement, with productivity up 11% to $1.1 million per adviser.

American International Group, Inc.

AIG

Financial Services

1w

Capital Management and Shareholder Return Strategy

AIG announced a $1 billion sale of Corebridge Financial shares, reducing ownership to approximately 15%, and expects to repurchase $5-$6 billion of shares in 2025.
The company increased quarterly dividends by 12.5% to $0.45 per share, marking three consecutive years of double-digit growth.
Strong capital ratios and recent debt issuance, including $1.25 billion in May, support financial flexibility and a low debt-to-capital ratio of 17.9%.

CME

Financial Services

3w

Record-breaking Volume and International Market Growth in Q2 2025

First time in CME Group history, average daily volume exceeded 30 million contracts, reaching 30.2 million, up 16% YoY.
All-time quarterly volume records in interest rates, agricultural, commodities, and metals.
Global growth driven by all asset classes, with international volume averaging 9.2 million contracts per day, up 18% YoY, led by EMEA (15%) and APAC (30%).

SEI Investments Company

SEIC

Financial Services

3w

Financial Performance Summary

Advisor and institutional businesses had flat sequential revenue growth as market appreciation in May and June offset April declines.
AUM and AUA grew sequentially and year-over-year, with AUM net flows roughly flat year-to-date, a significant improvement from prior year outflows.
Consolidated operating margins improved slightly year-over-year but declined sequentially due to onetime expenses and corporate overhead.
Excluding onetime items, adjusted EPS was $1.20, an increase from both the prior year and prior quarter.
Investment Managers revenue grew 8% year-over-year with double-digit growth in alternatives offsetting a 1% decline in traditional revenue due to mark-to-market weakness.
Margins declined sequentially due to investments in talent and technology, with Investment Managers margins impacted by hiring ahead of expected new business.
Private Banking revenue increased year-over-year and sequentially, supported by larger clients going live.
SEI reported EPS of $1.78 including significant onetime items totaling a $0.60 EPS impact, partially offset by $0.02 of expenses related to foreign currency losses and legal fees tied to the Stratos investment.
SEI returned significant capital to shareholders with buybacks exceeding $700 million on a trailing 12-month basis.

Janus Henderson Group plc

JHG

Financial Services

2w

Strategic Partnership with Guardian Expands Fixed Income AUM and Accelerates Innovation

Completed the Guardian partnership, managing $46.5 billion of largely investment-grade fixed income assets, exceeding the initial $45 billion target.
Guardian's commitment of up to $400 million seed capital, including $100 million for the asset-backed securities ETF (JABS), demonstrates rapid progress.
Total fixed income AUM now at $142 billion, over 30% of total AUM, with Guardian's growth indicating a strong partnership trajectory.

AXIS Capital Holdings Limited

AXS

Financial Services

2w

Strategic Focus on AI and Technology Investments in Underwriting

AXIS is in the 'fifth inning' of AI adoption, with ongoing investments across the organization.
The company is leveraging AI to enhance underwriting efficiency, automate processes, and improve risk selection.
Progress includes AI-powered services in North American underwriting, automated clearance capabilities, and third-party data integration.
Management emphasizes that their AI strategy is rightsized and aimed at sustained profitable growth, with tangible improvements in quote, bind, and turnaround times.

Janus Henderson Group plc

JHG

Financial Services

2w

Financial Performance Summary

Adjusted operating expenses were $331 million, stable sequentially, with a decline in adjusted long-term incentives and an 8% increase in non-compensation expenses due to marketing, G&A, and acquisitions.
Adjusted revenue increased 2% sequentially and 9% year-over-year, driven by higher management fees on increased average AUM and improved mutual fund performance fees.
Assets under management (AUM) increased 23% to $457.3 billion, the highest quarterly AUM ever, driven by the Guardian partnership, market gains, and favorable currency adjustments.
Excluding Guardian, net flows remained positive despite market volatility, with 15 strategies including 4 ETFs each having at least $100 million of net inflows.
Investment performance improved meaningfully in the 1-year period, with at least two-thirds of assets beating benchmarks across 1-, 3-, 5-, and 10-year periods and over 70% of AUM in the top 2 Morningstar quartiles.
Janus Henderson delivered a solid second quarter 2025 with adjusted diluted EPS of $0.90, a 6% increase year-over-year.
Net inflows for the quarter were $46.7 billion, including $46.5 billion from Guardian's general account, marking the fifth consecutive quarter of positive net flows.
Net management fee margin was 47.5 basis points in Q2, down from the prior quarter due to mix shifts and one-time adjustments.
The adjusted operating margin was 33.5%, and the firm maintained a strong balance sheet with $900 million in cash and cash equivalents.
The company returned $202 million to shareholders in the first half of 2025 through dividends and share repurchases, reducing shares outstanding by over 22% since 2018.

Cohen & Steers, Inc.

CNS

Financial Services

4w

Financial Performance Summary

Effective fee rate remained stable at 59 basis points.
Effective tax rate was 25.3%.
Ending AUM rose to $88.9 billion from $87.6 billion, positively impacted by market appreciation.
Liquidity improved to $323 million from $295 million in the prior quarter.
Net inflows into open-end funds were offset by institutional net outflows.
Operating margin decreased slightly to 33.6% from 34.7%.
Q2 revenue increased 1.1% to $135 million, driven by higher average AUM and day count.
Reported earnings of $0.73 per share, slightly down from $0.75 sequentially.
Total expenses increased 2.9% due to higher compensation, distribution fees, G&A, and talent acquisition costs.

Grosvenor Capital Management, L.P.

GCMG

Financial Services

1w

Financial Performance Summary

Fee-paying AUM grew 9% year-over-year to $69 billion; contracted not yet fee-paying AUM increased 19% to $8.7 billion.
Fee-related earnings, adjusted EBITDA, and adjusted net income increased by 6%, 9%, and 9% respectively compared to Q2 2024.
Fee-related earnings margin for the quarter was 42%, up 200 basis points year-over-year.
Incentive fees realized were $16 million in the quarter, including $1 million annual performance fees and $15 million carried interest.
Total assets under management (AUM) reached $86 billion, a 5% increase from Q1 2025.
Unrealized carried interest at NAV surpassed $900 million, with the firm's share at approximately $450 million, up 9% from last quarter.
Year-to-date fee-related earnings, adjusted EBITDA, and adjusted net income grew by 14%, 17%, and 19% respectively compared to the first half of 2024.

WisdomTree, Inc.

WT

Financial Services

2w

Financial Performance Summary

Adjusted net income for the quarter was $25.9 million or $0.18 per share, excluding $2 million of acquisition-related costs and miscellaneous items.
Assets under management (AUM) reached a record $126 billion at June 30, with U.S.-listed AUM at $85.2 billion and European AUM at $40.5 billion, both all-time highs.
Digital assets AUM more than doubled since last quarter, reaching $350 million at quarter-end and approximately $500 million currently.
WisdomTree reported revenues of $112.6 million for Q2 2025, up 4.2% sequentially and 5.2% year-over-year, driven by higher average AUM.
Year-to-date inflows totaled $6.6 billion, with broad and diverse contributions across U.S., Europe, and digital assets.
Year-to-date revenues grew 8.3%, supported by higher average AUM and increased other revenues from European listed products, partially offset by a lower average fee capture.