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Analyst

Alex Bond

KBW · covers Financial Services

Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
4on tracked calls
Challenge rate
0%none of 4 questionsLimited sample
Companies
2questioned at least once
Reporting periods
3with questions

These figures cover the whole profile: every tracked question, all reporting periods.

How to read these numbers

Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.

Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.

No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.

Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.

Small samples. Profiles with fewer than 10 questions are marked Limited sample.

Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.

Questions asked

Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.

Showing 4 of 4 questions from 2 companies

TROWT. Rowe Price3 questions · 3 reporting periods · 0 of 3 challenging
TROW company page →

Calendar 2026 Q2

the path forward here in terms of launching new funds versus focusing on scaling your existing funds

Product LaunchDemandTranscript · FY2026 Q2 →
Show response

Sharps said the U.S. ETF launch pace will slow in favor of scaling the existing 34-fund, $30 billion lineup, with building blocks for model portfolios and thematic/satellite offerings. Direct.

Calendar 2026 Q1

how you're thinking about the path forward in terms of retail offerings. You mentioned you think this is an important growth area

Product LaunchDemandCreditTranscript · FY2026 Q1 →
Show response

Glenn highlighted OCREDIT's BDC of Year award, zero defaults. Discussed OFlex interval fund launch. Rob added excitement about Bill Cashes leading wealth alternatives effort.

Calendar 2025 Q3

Hoping to drill down a bit on the ETF offerings. Wondering how traction has been here more recently

Product LaunchDemandCompetitive DynamicsTranscript · FY2025 Q3 →
Show response

Eric highlighted 2 new active core ETFs opening new market segment. Rob noted 1.5% market share doubled in each of 2 prior years, with models as key growth driver.

BLKBlackRock1 question · 1 reporting period · 0 of 1 challenging
BLK company page →

Calendar 2026 Q2

Wanted to ask around Aladdin and Preqin. Maybe if you could just add a little bit more color on the trends

Innovation & R&DCloud & AITranscript · FY2026 Q2 →
Show response

Martin cited 13% tech revenue and 15% ACV growth, framed Preqin/eFront transparency as an accelerant amid DOL and private-credit scrutiny; Larry called it a top priority.

Challenge rate by company

Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.

CompanyQuestionsChallenge rate
TROW T. Rowe Price30%none of 3 questions
BLK BlackRock1—Rate withheld: fewer than 3 questions
  • TROW
    T. Rowe Price · 3 questions
    0%none of 3 questions
  • BLK
    BlackRock · 1 question
    —rate withheld: under 3 questions

Activity by reporting period

Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2025 Q310%none of 1 question1
2025 Q4No questions recorded——
2026 Q110%none of 1 question1
2026 Q220%none of 2 questions2
  1. 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
  2. 2025 Q4No questions recorded
  3. 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
  4. 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies

Topics

Topics tagged on this analyst’s questions.

  • Product Launch3
  • Demand3
  • Innovation & R&D1
  • Cloud & AI1
  • Credit1
  • Competitive Dynamics1