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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Asset Management industry is 8.3/10 across 11 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 11-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
The group's average sentiment score edged up from 8.18 to 8.27, with the balance of moves toward the top of the scale. Northern Trust (NTRS) rose from 9 to 10 and State Street (STT) rose from 9 to 10, the two highest-scored names in the industry this quarter, while KKR (KKR) climbed from 7 to 8 and Invesco from 8 to 9. The two decliners, Ares from 9 to 7 and Ameriprise from 8 to 7, both eased on their reported revenue-growth base rather than on a weak quarter, and their themes stayed net positive. Pricing pressure held at 4 companies flagging fee compression, unchanged from the prior quarter.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 10 | 82 |
| Credit | 9 | 423 |
| CAPEX | 4 | 4 |
| FX | 3 | 21 |
| Housing | 3 | 21 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.