Alternative Investments

  • CAIA and Franklin Templeton Partner to Enhance Client Outcomes and Broaden Global Networks for Investment Professionals

    The CAIA Association and Franklin Templeton have signed a multi‑year strategic partnership announced at Abu Dhabi Finance Week. The collaboration will guide Franklin Templeton staff through the CAIA Charter program, sponsor global CAIA Chapter events, continue title sponsorship of the “Capital Decanted” podcast, co‑create an Islamic‑Finance micro‑credential launching in 2026, and co‑author research on the Gulf’s evolution into a private‑capital hub. Both firms aim to strengthen education, professional standards, and industry innovation amid rapid shifts in alternative‑investment markets.

    2026年1月18日
  • Franklin Resources Announces Preliminary Month-End AUM

    Franklin Templeton reported preliminary AUM of $1.6745 illion as of Nov 30 2025, a slight dip from $1.6848 trillion in Oct. Long‑term flows were flat, with a $1 billion net outflow from Western Asset Management offset by $1 billion of inflows elsewhere. Equity holdings fell marginally, while fixed‑income, alternatives and cash‑management balances rose, the latter up $12 billion. The firm credits AI‑driven portfolio construction and risk analytics for retaining institutional inflows and remains positioned ahead of peers facing larger outflows.

    2026年1月18日
  • Artisan Partners Acquires Grandview Property Partners, Entering Private Real Estate

    Artisan Partners (APAM) will acquire Grandview Property Partners, expanding into private real estate. The deal, expected to close Q1 2026, allows Artisan to diversify its $182.6B asset base and create new growth avenues. Grandview’s experienced team and strong returns in middle-market properties were key factors. Artisan expects the acquisition to be mildly accretive to EPS after Grandview’s next fund closing.

    2025年12月21日
  • Goldman Sachs and T. Rowe Price Partner on Innovative Public-Private Investment Solutions

    Goldman Sachs and T. Rowe Price are collaborating to expand access to public and private market investments, primarily targeting retirement and wealth channels. Goldman Sachs will invest up to $1 billion in T. Rowe Price common stock. The partnership will focus on co-branded target-date strategies, model portfolios, and multi-asset offerings, leveraging Goldman’s expertise in alternative investments and T. Rowe Price’s retirement leadership. The goal is to provide a broader range of investors, including individuals and advisors, with diversified investment solutions and personalized advice.

    2025年9月4日