Ken Lee

Financial Services

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas5 topics

Margin5Cost Pressure3Demand2M&A1Credit1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

AMPAmeriprise Financial3 quarters

2026 Q1

fair to say that the $28 billion in AUM is going to materialize in either client inflows or wrap inflows after the fourth quarter

M&ADemandView in transcript →

Any updated outlook around overall G&A expenses there

Cost PressureMarginView in transcript →

2025 Q3

Sounds like the distribution expense ratio outlook most likely would remain within that previous range you had articulated, that 66%, 67% range

Cost PressureMarginView in transcript →

It looks like there's some benefit from operating leverage that you saw in the quarter

MarginCost PressureView in transcript →

2024 Q4

the bank fees were probably a little bit lower than I would have expected

MarginCreditView in transcript →

Fair to say that over time higher/elevated yields could translate into higher earnings over time

MarginDemandView in transcript →