Asset & Wealth Management

Metro Chicago – October 02, 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.

New York – September 30, 2026 -- Ares Management Corporation (NYSE: ARES) will release third-quarter 2026 financial results on Thursday, October 29, 2026, before the New York Stock Exchange opens for trading.

Ares schedules investor call for 11:00 a.m. Eastern on results day

The alternative asset manager will host a webcast and conference call at 11:00 a.m. Eastern Time on October 29 to discuss the quarter ending September 30, 2026. Domestic participants can dial +1 (800) 267-6316, while international callers should use +1 (203) 518-9783, referencing conference ID ARESQ326. Ares has asked all callers to dial in 10-15 minutes ahead of the session for identification purposes.

Glastonbury, Conn. – September 29, 2026 -- Symmetry Partners has launched the Symmetry Panoramic International Country Momentum ETF (Ticker: ICMO), a rules-based fund that rotates capital toward international countries and regions showing the strongest relative momentum within the MSCI ACWI ex-US universe.

Top-performing countries have averaged nearly 27% annual returns over 15 years

According to Morningstar Direct data through August 25, 2026, the 13 best-performing countries over the trailing 15-year period generated average annual returns of almost 27%, based on MSCI indices. Symmetry cites this dispersion as the rationale for a momentum-driven allocation model targeting shifting country leadership rather than static regional weights.

New York – – September 28, 2026 -- Infrastructure Capital Advisors, LLC has increased monthly distributions across four exchange-traded funds, with its newest fund, the Nasdaq Option Income ETF (QVOL), raising its payout by $0.05 to $1.09 per share.

QVOL lifts monthly distribution to $1.09 per share, an annualized $13.08

The increase moves QVOL's per-share payout from $1.04 to $1.09, translating to $13.08 on an annualized basis. The fund targets an annualized distribution rate of between 12% and 15%, generated through call-option premiums and dividends from its equity holdings tied to the Nasdaq. Infrastructure Capital cautioned that the target range does not equate to a guaranteed yield or total return, and that distributions may include a portion classified as return of capital.

Philadelphia – September 26, 2026 -- The abrdn Global Infrastructure Income Fund (NYSE: ASGI) will pay its next shareholder distribution on September 26, 2026, to investors of record as of September 26, 2026, with the ex-dividend date also set for September 26, 2026.

Fund confirms managed distribution policy tied to SEC exemptive order

ASGI operates under a distribution policy designed to deliver stable payouts sourced from current income, supplemented as needed by realized capital gains and return of capital, under an exemptive order granted by the U.S. Securities and Exchange Commission. The structure allows the closed-end fund to distribute long-term capital gains more frequently than standard limits set under Section 19(b) of the Investment Company Act of 1940 and Rule 19b-1.

Doha – – September 21, 2026 -- Qatar Investment Authority (QIA) and J.P. Morgan Asset Management (JPMAM) have signed a Memorandum of Understanding to build a USD 20 billion strategic partnership spanning public and private markets in equities and credit.

QIA Allocates $15 Billion To Customized Global Equity Mandates

The larger of the two tracks is a USD 15 billion public equities mandate under which JPMAM will manage bespoke global equity portfolios for QIA, drawing on the firm's active equity capabilities, global investment platform and research infrastructure.

$5 Billion Private Credit Push Targets U.S. Middle-Market Firms

A second USD 5 billion initiative will see QIA and JPMAM jointly provide senior financing to established middle-market companies in the United States, with sector focus on industrials, services, healthcare and technology.

New York – September 21, 2026 -- Infrastructure Capital Advisors has expanded its SPYC exchange-traded fund into Europe, securing listings on the London Stock Exchange, Deutsche Börse Xetra and Borsa Italiana while registering the product across 11 European markets.

SPYC pairs S&P 500 equities with a covered-call overlay to generate monthly income

The fund combines actively selected S&P 500 stocks with a flexible covered-call options strategy, aiming to produce monthly income distributions while preserving upside potential for capital growth. Infrastructure Capital designed the structure to monetize elevated volatility across S&P 500-listed companies through active options management.

Purchase, N.Y. – September 21, 2026 -- Alpine Saxon Woods, a Purchase, NY-based investment firm managing over $890 million in assets, has been named to the PSN Top Guns List for Q2 2026, earning 4-, 5-, and 6-Star ratings in the All-Cap Value Universe for its Dividend strategy.

PSN awards Top Guns status across six performance-based star categories in over 75 universes

The Alpine Saxon Woods Dividend strategy qualified for the 4-, 5-, and 6-Star categories after posting an r-squared of 0.80 or greater against PSN's style benchmark over the trailing five-year period and exceeding that benchmark across the three latest three-year rolling periods. The strategy also ranked among the top ten returns in its PSN peer group for the latest three-year period.