Changes to Dodd-Frank or the Fiduciary Rule Shouldn’t Significantly Affect Capital Market Firms
We anticipate that adjustments to Dodd-Frank or the Department of Labor’s fiduciary rule will be neutral to slightly positive for the investment banks, brokerages, and asset managers. At the moment, we are maintaining our fair value estimates and moat ratings. Undervalued companies in these industries include Affiliated Managers Group, Blackstone, and Invesco.With the investment banks, the Volcker Rule is an issue that receives a lot of attention. Bright line proprietary trading where the inves...
Blackstone Group, together with its subsidiaries, is a global manager of private capital. The alternative asset management business includes the management of private equity funds, real estate funds, real estate investment trusts, funds of hedge funds, hedge funds, credit-focused funds, collateralized loan obligation vehicles, separately managed accounts and registered investment companies (collectively referred to as the Blackstone Funds). The company's business is organized into four segments: Real Estate, Private Equity, Hedge Fund Solutions and Credit.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
We have operations in 27 countries.
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