$36.880
+0.291 (+0.79%)收盤時
AB 資訊
AB 事件
AllianceBernstein Assets Under Management Rise to $909B
AllianceBernstein announced that preliminary assets under management increased to $909B as of July 31, from $906B at the end of June, driven by firmwide net inflows despite unfavorable market movements during the month. By channel, Institutions recorded strong net inflows, reflecting the previously announced $12B commercial mortgage loans mandate. Private Wealth generated modest net inflows, while the Retail channel experienced net outflows.
CAIS Secures $170M in Series D Financing
CAIS announced a $170M Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein (AB), funds managed by Blue Owl Capital (OWL), Carlyle (CG), Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RY). The investment round values CAIS at over $2B, bringing total capital raised to nearly $600M, and coincides with a 3-year organic revenue CAGR of 37% that reflects the scale and trust CAIS has built across the independent wealth channel. David Breach, President of Vista Equity Partners, will join the CAIS Board of Directors. Representatives from Blue Owl, Lord Abbett, Fortress, and Carlyle will serve as Board observers.
AllianceBernstein Q2 Revenue Reaches $1.17B, Exceeds Expectations
Reports Q2 revenue $1.17B, consensus $907.67M. "Markets recovered through the second quarter as resilient economic growth and strong corporate earnings supported asset prices despite an uncertain geopolitical backdrop. On the back of that recovery, our asset under management exceeded a record $905 billion as of quarter-end, reflecting strong sales momentum and positive organic growth driven by key strategic areas of our business, including ultra-high-net-worth, SMAs, active ETFs, insurance and private markets," said Seth Bernstein, Chief Executive Officer of AllianceBernstein. "We returned to organic growth in the second quarter, generating $0.8 billion net inflows on our strongest sales quarter in five years, rebounding from outflows over the last four quarters. Activity was headlined by fixed income, including a passive $9 billion retail sub-advisory mandate coupled with continued market share gains in tax-exempt, totaling roughly $3 billion of net inflows. Alternatives/MAS generated over $4 billion of net inflows, marking our sixth consecutive quarter of organic growth for the asset class, as institutional deployments into private markets accelerated despite the headlines. Active equity and taxable outflows of roughly $11 billion and $5 billion, respectively, were driven by retail redemptions concentrated in the APAC region. Compared to prior year, base fees and adjusted operating income grew 7%, while adjusted operating margin of 33.0% expanded by 70bps. Adjusted earnings per Unit and distributions to Unitholders rose 8%."
AllianceBernstein AUM Increases to $905B
AllianceBernstein announced that preliminary assets under management increased to $905B at the end of June from $899B at the end of May. The increase was primarily driven by firmwide net inflows, including a large low-fee passive fixed income mandate, as markets had a largely neutral impact on AUM during the month. Net flows were positive across all three distribution channels in June, led by Retail, followed by Institutions and Private Wealth. For the quarter ended June 30, preliminary firmwide net inflows totaled $0.7B.
AllianceBernstein AUM Increased to $881B in April
AllianceBernstein announced that preliminary assets under management increased to $881B in April from $839B at the end of March. The 5% increase in AUM was driven by market appreciation, partially offset by net outflows in each channel.
本頁僅供研究參考，不構成投資建議。模型可能出錯。過往表現不代表未來結果。