Latest news with #AUM
Yahoo
a day ago
- Business
- Yahoo
T. Rowe Q2 Earnings Preview: Can Market Gains Finally Stop the Bleeding?
T. Rowe Price Group Inc. (NASDAQ:TROW) will report second-quarter earnings before the market opens on Friday, August 1. Analysts expect EPS of $2.15 on $1.728 billion in revenue, representing flat growth as market-driven AUM recovery offsets continued pressure on flows. The stock has lagged year-to-date, weighed down by tepid organic growth, cost control efforts, and ongoing concerns over the competitiveness of active strategies. Key metrics will include total AUM, organic net flows, and average fee rate trends. While the S&P 500 and other major benchmarks posted strong gains in Q2, investor sentiment remains cautious over whether T. Rowe can convert market beta into net inflows. T. Rowe reported net outflows of $8.6 billion in Q1 2025, marking its sixteenth consecutive quarter of redemptions, meaning even a modest inflow this quarter would represent a meaningful break in trend and could help shift sentiment. Expense discipline will also be in focus as management seeks to protect margins without compromising strategic investments, particularly in retirement solutions and model portfolios. With shares still more than 50% below their all-time high, bulls are watching for signs that heightened volatility, recent market strength, and renewed interest in active management can lift both earnings and sentiment. But without clearer evidence of flow stabilization or traction in new products, the upside may remain capped. This article first appeared on GuruFocus.
Hindustan Times
a day ago
- Business
- Hindustan Times
PNB MetLife Launches Value Fund: Build Long-Term Wealth Through Value Investing
New Delhi [India], July 30: PNB MetLife Launches Value Fund: Build Long-Term Wealth Through Value Investing Value investing is a time-tested investment approach that focuses on identifying fundamentally strong companies available at attractive prices. By buying into quality businesses that are temporarily undervalued due to factors like market neglect or cyclical downturns, investors aim to benefit as the market eventually corrects the mispricing. With the launch of the new PNB MetLife Value Fund at an NAV of ₹10, investors now have an opportunity to participate in this proven strategy through a research-backed, actively managed fund designed to deliver long-term capital growth. PNB MetLife Value Fund is now open for investment and the final allocation date is July 28, 2025. Benefits of the PNB MetLife Value Fund 1. Long-Term Wealth Creation: The fund's core strategy is to invest in undervalued companies with solid fundamentals. Over time, as the market corrects its mispricing, investors stand to gain from both price appreciation and earnings growth. 2. Active Fund Management: Unlike passive funds, this actively managed fund, guided by expert research and market insights, aims for higher long-term returns. This strategy is driven by a fund management team with a proven track record, reflected in 99% of PNB MetLife's equity funds AUM receiving 4 or 5-star Morningstar ratings. 3. Outperformance Potential: The Nifty 500 Value 50 Index has significantly outperformed the Nifty 50, delivering a 5-year CAGR of 39.51% versus 20.29% as of May 31, 2025, demonstrating the potential of a value-driven approach. 4. Sectoral Opportunities: The fund benefits from exposure to currently undervalued sectors like Energy, Financials, Commodities, and Power, many of which are trading below their historical P/E ratios and offer attractive entry points. 5. Ideal for the Current Environment: With interest rates softening and the earnings outlook improving, the timing is ideal to enter a value-focused strategy that can effectively capitalize on market inefficiencies. 6. Added Protection and Tax Efficiency: When availed through PNB MetLife ULIP Plans, the fund offers life cover of up to 10 times the annualized premium, along with tax-free maturity benefits (applicable if annual premiums do not exceed ₹2.5 lakhs, as per current tax laws). Who Should Invest? Value Fund can be considered by investors who: Understand the concept of value investing and believe in it Have patience to wait till the company unlocks its true worth and its stock price to realize its true value Are comfortable taking risks for potential high returns in the future The new fund is available with PNB MetLife Unit Linked Insurance Plans (ULIPs), offering a seamless experience across both the PNB MetLife official website ( and offline distribution channels. Disclaimer: IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER. The unit linked insurance products do not offer any liquidity during the first five years of the contract. PNB MetLife Value Fund (SFIN: ULIF03615/07/25VALUEFUNDS117) is an actively managed fund. The fund aims to generate long-term capital appreciation by actively investing in companies which are attractively valued. The companies that the fund seeks to invest in would typically have lower earnings or book value multiple relative to either broader markets, their comparable peers, or their own history. The relative valuation-based strategies are best suited for individuals with very high risk tolerance and long-term investment goals UIN details of ULIP offerings: PNB MetLife Smart Goal Ensuring Multiplier UIN: 117L139V01 PNB MetLife Goal Ensuring Multiplier UIN: 117L133V07 PNB MetLife Smart Platinum Plus UIN: 117L125V06 PNB MetLife Term with Unit Linked Insurance Plan UIN: 117L136V04 PNB MetLife Mera Wealth Plan UIN: 117L098V08 Disclaimer: This article is sponsored content curated by HT Syndication. The inputs and details accounted for in the article do not necessarily reflect those of HT, and HT does not endorse or assume any responsibility for the information provided. Want to get your story featured as above? click here!
Yahoo
3 days ago
- Business
- Yahoo
Principal Financial's profit rises on remeasurement gains; shares jump
(Reuters) -Insurance and asset management company Principal Financial Group posted a rise in second-quarter profit on Monday, helped by a gain related to remeasurement of certain future policy benefits. Shares of the company jumped 4.6% in after-hours trading. Insurance companies set aside capital to cover payments they expect to make to policyholders in the future, based on existing insurance contracts. A remeasurement gain happens when the company realizes it has set aside too much money and can reduce the liability. The company swung to a $4.3 million remeasurement gain for the three months ended June 30, compared to a $444.8 million loss a year earlier. This helped cushion a 27.5% fall in premiums and other considerations, which came in at $1.4 billion. Fees and other revenue rose to $1.08 billion from $1.06 billion a year earlier. The company's fees are typically calculated as a percentage of its assets under management. A late-quarter market rally also helped boost Principal's AUM by 8% to $752.7 billion in the reported period. Profit attributable to Principal Financial was $406.2 million, or $1.79 per share, in the quarter ended June 30, compared with $353.1 million, or $1.49 per share, a year earlier. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Asharq Al-Awsat
3 days ago
- Business
- Asharq Al-Awsat
Saudi Arabia's PIF Tops Global Sovereign Wealth Funds in Brand Value for 2nd Consecutive Year
Brand Finance, a leading global brand valuation consultancy, announced on Monday that Saudi Arabia's Public Investment Fund (PIF) has once again topped the list of the world's most valuable and fastest-growing sovereign wealth funds for 2025, with a brand value of $1.2 billion, reflecting an 11% increase compared to 2024. According to Brand Finance's annual report, which evaluates the largest sovereign wealth funds and asset management brands, PIF earned an A+ rating for brand strength and ranked second globally with a score of 62.9. It also placed seventh in brand value relative to assets under management (AUM), standing out as the only sovereign wealth fund among the top 10 on this index. The report highlighted PIF's brand as the fastest-growing among global sovereign wealth funds in 2025, attributing this growth to several key achievements. These include the consistent expansion of its AUM, driven by the strong performance of Saudi companies and the maturation of projects aligned with the Kingdom's Vision 2030. Furthermore, the fund's proactive efforts to raise awareness of its initiatives and its unwavering commitment to sustainable growth and impact have bolstered its brand performance. Brand valuation encompasses assessing the effectiveness of brand performance and its influence on stakeholder behavior and financial outcomes, both directly and indirectly. This includes attracting investors and securing funding, recruiting and retaining talent, and generating positive media coverage. Brand Finance Chairman and CEO David Haigh underlined the significant role of impact investments in boosting brand awareness and reputation, particularly on the international sports stage. He stated that the PIF stands out through several notable examples, most prominently through its investment in Newcastle United, transforming the club into a competitive, title-winning team. Additionally, the fund's sponsorships in globally renowned sports such as golf, tennis, and electric motor racing further elevate its brand presence. The PIF focuses on pursuing its strategic goals to drive positive economic impact within the Kingdom and ensure sustainable returns. It is recognized as one of the world's most influential investors and actively fosters new sectors and opportunities that shape the global economy while accelerating economic transformation in Saudi Arabia. According to a Global SWF report, the fund jointly ranked first worldwide for compliance and performance in governance, sustainability, and resilience (GSR) standards, achieving a 100% compliance rate by 2025 among 200 sovereign investors. It holds an Aa3 credit rating with a stable outlook from Moody's and an A+ rating with a stable outlook from Fitch Ratings, underscoring its strong financial standing.
Yahoo
3 days ago
- Business
- Yahoo
AMG and Montefiore Investment Announce Partnership
AMG to invest in Montefiore, a leading European private equity firm with €5 billion in AUM, focused on the services sector Montefiore has a 20-year track record of consistently delivering top-tier returns by leveraging its differentiated strategy, sector expertise, unique sourcing capability, and value-creation skills Montefiore's management will retain a substantial majority of the firm's equity and continue to lead Montefiore as an independent firm, in line with AMG's partnership approach Partnership further diversifies AMG's business and expands its participation in global private markets WEST PALM BEACH, Fla. and PARIS, July 28, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Montefiore Investment ('Montefiore'), a leading middle-market private equity firm in France and southern Europe. Under the terms of the transaction, Montefiore's management will retain a substantial majority of the firm's equity, continue to lead the organization, and maintain full control of its investment process, strategy, and day-to-day operations. AMG's investment will provide Montefiore with capital to further invest in the firm's capabilities and team as well as to enhance its alignment with clients. Founded in 2005, Montefiore is a premier European private equity firm that invests across the services sector in small- and mid-cap companies, scaling them through a systematic and differentiated approach to value creation. Over the course of its twenty-year history, Montefiore has built market-leading capabilities in sourcing investment opportunities through direct, long-term relationships with business owners, and has created value through its operationally intensive and collaborative partnerships with management teams. Led by co-founders Éric Bismuth and Daniel Elalouf and a large team of Partners, the firm manages a flagship series which has raised six generations of funds and two complementary strategies, enabling Montefiore to support companies at different stages of their development and accelerate their transformation. With offices in Paris, Milan, and Madrid, Montefiore manages €5 billion in assets and has achieved strong returns across varied market environments. 'We are pleased to partner with Montefiore, a premier private equity manager with a two-decade track record of delivering exceptional returns to clients,' said Jay C. Horgen, Chief Executive Officer of AMG. 'Montefiore's differentiated value-add approach, which focuses on accelerating profitable and sustainable growth by closely collaborating with management teams, has successfully scaled portfolio companies from local players into sector leaders across Europe while preserving their entrepreneurial spirit and culture. The firm has excellent forward prospects, and AMG's strategic partnership solutions can magnify the firm's long-term success. I am delighted to welcome Éric, Daniel, and their Partners to our Affiliate group.' 'We were drawn to AMG given its 32-year history as a strategic partner to independent firms, long-term orientation, and worldwide reputation as a collaborative partner,' said Mr. Bismuth, Chief Executive Officer of Montefiore. 'Through this partnership, Montefiore will access AMG's broad range of proven strategic capabilities to advance our long-term objectives, while preserving our independence. We are excited to partner with AMG as we continue to build an enduring, multi-generational firm.' As part of the agreement, Mr. Bismuth and Mr. Elalouf have entered into long-term commitments with the firm. The terms of the transaction were not disclosed and the transaction is expected to close in the second half of 2025, subject to customary closing conditions. About AMG AMG (NYSE: AMG) is a strategic partner to leading independent investment management firms globally. AMG's strategy is to generate long-term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG's unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates' existing advantages and actively supports their independence and ownership culture. As of March 31, 2025, AMG's aggregate assets under management were approximately $712 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies. For more information, please visit the Company's website at About Montefiore Investment Founded in 2005, Montefiore Investment is a premier private equity firm dedicated to service SMEs and mid-market companies. Montefiore's team of 70 talented employees applies its deep sector expertise to support portfolio companies in their growth and development projects. Montefiore Investment has demonstrated its ability to transform SMEs and midcap companies into true European champions. The firm's performance has established it as a key player in mid-market private equity. With offices in Paris, Milan, and Madrid, Montefiore Investment currently manages €5 billion in equity and invests to finance sustainable and profitable growth for its portfolio companies. Since 2021, Montefiore has also been a shareholder and strategic partner of Starquest, a management company dedicated to investments in innovative companies with a strong environmental impact (GreenTech). Certain matters discussed in this press release issued by Affiliated Managers Group, Inc. ('AMG' or the 'Company') may constitute forward-looking statements within the meaning of the federal securities laws, and could be impacted by a number of factors, including those described under the section entitled 'Risk Factors' in AMG's most recent Annual Report on Form 10-K, as such factors may be updated from time to time in the Company's periodic filings with the SEC, which are accessible on the SEC's website at AMG undertakes no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law. This release does not constitute an offer of any products, investment vehicles, or services of any AMG Affiliate. From time to time, AMG may use its website as a distribution channel of material Company information. AMG routinely posts financial and other important information regarding the Company in the Investor Relations section of its website at and encourages investors to consult that section regularly. AMG Media & Investor RelationsPatricia Figueroa(617) 747-3300ir@ pr@
