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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Investment Managers & Custodians industry is 7.8/10 across 13 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 13-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 Q1
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Credit | 11 | 245 |
| AI & Tech | 6 | 51 |
| Trade & Tariffs | 6 | 123 |
| CAPEX | 5 | 41 |
| Enterprise Spending | 5 | 32 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
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).
| Company | Sentiment |
|---|---|
| ARES Ares Management Corporation | 9/10 |
| NTRS Northern Trust | 9/10 |
| STT State Street Corporation | 9/10 |
| BLK BlackRock | 9/10 |
| BX Blackstone Inc. | 8/10 |
| IVZ Invesco | 8/10 |
| AMP Ameriprise Financial | 8/10 |
| BEN Franklin Resources | 8/10 |
| KKR KKR | 7/10 |
| PFG Principal Financial Group | 7/10 |
| RJF Raymond James Financial | 7/10 |
| TROW T. Rowe Price | 6/10 |
| APO Apollo Global Management | 6/10 |
% 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.