Asset Management

Raleigh – – October 14, 2026 -- CAPTRUST Financial Advisors has added the Hoge-Barrett Group, a 13-person wealth management team in Winston-Salem, North Carolina, that serves individuals and families representing more than $3 billion in client assets.

Hoge-Barrett Group becomes CAPTRUST's seventh North Carolina location

The team, led by advisor Brett Hoge, traces its roots to 1999. It built its practice around long-term client relationships and comprehensive advice for households with increasingly complex financial needs.

The new office raises CAPTRUST's North Carolina footprint to seven locations. The firm has more than 580 employees in the state, including 111 advisors.

New York – October 12, 2026 -- Canyon Partners, a $30 billion global alternative investment manager, has appointed Chris Hansen as Partner and Chief Information Officer, tasking him with integrating artificial intelligence and alternative data across its investment platform.

Hansen takes charge of technology strategy and infrastructure from New York

Hansen oversees the firm's technology strategy and infrastructure. His remit covers information technology, business technology, engineering, data architecture, and the integration of AI and alternative data.

He will work with Canyon's investment and operating teams to embed technology and data in investment research, underwriting, portfolio management, and firmwide operations.

Houston – October 12, 2026 -- MSC Income Fund (NYSE: MSIF) posted a 15.9% annualized return on equity for the second quarter of 2026, as net asset value rose 4.0% to $16.51 per share from $15.87 on March 31. Net increase in net assets from operations reached $29.3 million, or $0.65 per share, up $13.0 million from the year-earlier quarter.

Net fair value gains of $19.0 million drive the earnings increase

The net fair value change on portfolio investments was $19.0 million, against $0.9 million in the second quarter of 2025. It comprised a $9.9 million net realized gain and $9.1 million of net unrealized appreciation. The largest single contributor was an $11.6 million realized gain on the full exit of Centre Technologies Holdings, LLC, a lower middle market (LMM) portfolio company. Trailing twelve-month return on equity was 13.5%. NAV is also up $0.66, or 4.2%, from $15.85 at December 31, 2025.

Pittsburgh – October 09, 2026 -- Federated Hermes (NYSE: FHI) will report results for the quarter ended Sept. 30, 2026, after the market closes on Thursday, Oct. 29, 2026.

Management hosts investor call at 9 a.m. Eastern on Oct. 30

President and CEO J. Christopher Donahue and CFO Thomas R. Donahue will lead the conference call for investors and analysts on Friday, Oct. 30, 2026, at 9 a.m. Eastern. The call comes the morning after the release.

Telephone replay opens at 12:30 p.m. Eastern and web replay runs for one year

The telephone replay begins at about 12:30 p.m. Eastern on Oct. 30, 2026. The online replay will stay available on the company's U.S. website for one year. Listeners can join the live call by phone or through the website after registering in its About section.

New York – October 07, 2026 -- Synera Funds has launched the Synera Funds Takumi+ ETF (Ticker: SMTJ) on NYSE Arca, an actively-managed vehicle combining fundamental Japanese equity selection with a systematic futures overlay.

Three firms combine expertise to build a hybrid Japan-equity ETF

Sumitomo Mitsui Trust Asset Management Americas, Inc. serves as Model Sub-Adviser, contributing SuMi TRUST's fundamental Japanese equity research. Millburn Ridgefield LLC acts as Investment Adviser, overseeing the full portfolio and managing a systematic futures overlay built on more than 55 years of managed futures experience. Twin Oak ETF Company organized the fund and handles operations and distribution.

Chicago – October 07, 2026 -- Harris | Oakmark has launched the Oakmark U.S. Concentrated ETF (OAKL), a new active exchange-traded fund built on the firm's value investment philosophy.

OAKL joins three existing active ETFs under the Harris | Oakmark brand

The fund expands the firm's active ETF suite alongside the Morningstar Gold Medalist-rated Oakmark U.S. Large Cap ETF (OAKM), Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large Cap ETF (OAKG). All four combine value-investing research with ETF structural features including transparency, intra-day liquidity and tax efficiency.

Dallas – October 01, 2026 -- Highland Global Allocation Fund (NYSE: HGLB) has declared monthly distributions of $0.085 per share for October, November and December 2026, under an annual distribution rate reset to 8.5% of the fund's average net asset value.

Fund locks annual rate to 8.5% of year-end NAV average

The 8.5% rate was calculated using the average NAV per share reported over the final five trading days of the 2025 calendar year, per the fund's Level Distribution Policy. NexPoint Asset Management, L.P., the SEC-registered adviser managing the closed-end fund, confirmed the Q3 2026 Distribution Amount was reset based on this calculation and may be adjusted again in future periods.

Metro Chicago – October 01, 2026 -- Calamos Investments has declared monthly distributions paid in October 2026 across seven of its closed-end funds, accompanied by mandatory source-of-distribution disclosures required under Section 19 of the Investment Company Act of 1940.

Seven closed-end funds confirm October payouts under distribution plans

The affected funds trade on Nasdaq under tickers CHI, CHY, CSQ, CGO, CHW, CCD and CPZ. Calamos Global Total Return Fund, Calamos Global Dynamic Income Fund, Calamos Dynamic Convertible and Income Fund, Calamos Convertible Opportunities and Income Fund, and Calamos Convertible and High Income Fund are reporting estimated distribution sources based on year-to-date cumulative experience, with the firm attributing these estimates equally across each regular distribution for the year.

New York – – October 01, 2026 -- Nuveen has completed its acquisition of Schroders, creating a combined asset and wealth manager with $2.6 trillion in assets under management as of June 30, 2026.

Combined firm claims top-ten rank across three asset classes globally

The merged entity holds a top-ten global position in active equities, active fixed income and private markets, based on year-end 2025 data from Preqin, P&I, eVestment and company reports. It operates in more than 40 markets with significant presence across the US, UK, Europe and Asia-Pacific.

TIAA backs deal as parent shareholder

TIAA CEO Thasunda Brown Duckett said the acquisition strengthens investment capabilities feeding TIAA's retirement and annuity products. TIAA paid out more than $6.17 billion in annuity income to retired clients in 2025.

London – – September 30, 2026 -- Tetragon Financial Group Limited has published its Monthly Factsheet for August 2026, providing shareholders with the latest disclosure on the Guernsey-based closed-ended investment company.

Tetragon confirms routine disclosure to dual-listed shareholder base

The factsheet release follows Tetragon's standard reporting cycle for its non-voting shares, which trade on Euronext Amsterdam and on the Specialist Fund Segment of the London Stock Exchange's Main Market. The company's investment manager, Tetragon Financial Management LP, oversees the fund's portfolio activities.