#assetmanagement

Morningstar Percentile Rankings Through 5/23.

Fund Name Percentile Rank
MoA Intermediate Bond Fund 98
MoA Retirement Income Fund 94
MoA Clear Passage 2020 Fund 93
MoA Core Bond Fund 90
MoA Clear Passage 2050 Fund 85
MoA Clear Passage 2055 Fund 85
MoA Clear Passage 2060 Fund 84
MoA Clear Passage 2045 Fund 83
MoA Clear Passage 2070 Fund 83
MoA Clear Passage 2065 Fund 81
MoA Mid Cap Value Fund 80
MoA Clear Passage 2040 Fund 79
MoA Clear Passage 2035 Fund 77
MoA Clear Passage 2030 Fund 76
MoA Clear Passage 2025 Fund 75
MoA International Fund 74
MoA Conservative Allocation Fund67
MoA Mid Cap Growth Fund 62
MoA Catholic Values Index Fund 56
MoA Small Cap Value Fund 55
MoA Moderate Allocation Fund 54
MoA Aggressive Allocation Fund 52
MoA Balanced Fund 49
MoA Small Cap Equity Index Fund 45
MoA Mid Cap Equity Index Fund 38

The higher the percentile rank, the worse the performance. MOA funds have tanked. how is overpaid capital mismanagement going to spin this

time to sell Capital Management to raise revenue & get better returns

Reportedly, a secret task force has been set up to prepare carveout options to give management more flexibility for asset sales.

Hey Guys!

Anyone from Asset Management department in US affected by the layoffs? Really hope that the impact there is minimal or hopefully non existent.

Squad lead here

Long time fidelity. Got 12 months severance, holidays paid out to cash and prorated bonus.

Was asked to keep it to myself but fu-k that sh-t, I hate how they broke the news so I don't care.

Multiple scrum master in my previous role got impacted as well.

Impacted BU based on what I heard:
Wealth platform, advisory, Asset management, Brokerage Record keeping

https://www.marketsgroup.org/news/verizon-to-move-pension-asset-management-to-goldman-sachs-ocio?fbclid=IwY2xjawRZliFleHRuA2FlbQIxMQBzcnRjBmFwcF9pZA80MDk5NjI2MjMwODU2MDkAAR6tW1eHusgv8sz-a_EIVp4-3Gr4_fpKJS5WnDXYY_YCVgII9d67nLy1BfY0TQ_aem_SCp5oOD-4eH3Wc8UasPgGw

Eagle Rock Distributing Company is shutting down its Colorado operations. Over 500 employees will be permanently laid off. This closure follows an asset sale to Southern Glazer’s Wine & Spirits. Southern Glazer's previously stated plans to retain employees and continue operations. The layoffs are expected to occur on June 5.

Colorado

https://people.com/major-colorado-beer-distributor-to-shut-down-lay-off-over-500-employees-following-asset-sale-11947070

This will be my last post about temple terrace but it is 100% closing so just get ready. The ASI 3 auction is few days ago and they have Desktop, monitors and security cameras listed. The monitors listed have a unique 10 digit V asset ID so you know they’re Verizon assets. The fact they haven’t announced anything yet is kind of ridiculous and just shows you how little they actually care for their employees. I work in sales, I know a lot of you who report to that building don’t work in sales. Not sure what they’re going to have you do. I heard they’re working on rebadging most you guys though.

They’re also moving superheadend to Macdill Air Force base. This is known as Macdill relo project VZW.119.20. If you aren’t familiar with that Superheadend is, it’s basically the Brains of Verizon FIOS.

Do whatever you want with this information I don’t care. You can even deny it and tell me I’m wrong, but the amount of evidence I have is indisputable.

Heard that some people were laid off a few days ago.

Any idea about this?

https://energynow.com/2026/02/conocophillips-considers-selling-permian-assets-worth-2-billion-bloomberg-news-reports/

Since FDS can't manage asset recovery for sht I am grateful for the spanking new machine. Your fault for not locking the BIOS ye tools

I just heard the entire asset movement department in Operations in St Louis was displaced. Any truth to that?

It absolutely IS bad, no doubt about it. Every year things have gotten worse and worse. But from a numbers standpoint, have we lost any major clients or even mid sized clients? Or are we just doing well since the market is up and most of our fees are asset-based? I moved out of a finance role years ago so I’m really not close to the numbers as I used to be but would anyone closer have more insight?

Is it common to receive an asset inventory request? Do they do that occasionally as part of a normal audit?

Is XOM starting to high grade and dispose challenged operating assets? 1000 wells struggling to produce 12000 bopd on a good day. Subsurface expecting substantial declines in production and limited appetite for further exploration and development

What a joke, fido has ~91 different flavors of the same thing, what a clown camp! Is the marketing team wagging the investment management team or what holy shxt!

Hmmm, how many asset allocations can we make up....how about our next attempt to saturate the product market with the same thing is the stock allocations all have red prospectuses and the bond has white prospectuses and any cash has blue prospectuses, well will call it the Fidelity Red, White and Blue allocations.
"Bravo you are promoted"

Freedom Index
Freedom Blend
Freedom Fund
Freedom Retirement Index
Fidelity Sustainable Target Date

But Mr. Customer do you want us to do the same thing in a managed account and pay us a separate fee...

dahhhhhhhhh

Another round of cuts incoming?

https://www.reuters.com/business/energy/chevron-plans-finalise-singapore-oil-assets-sale-q1-sources-say-2026-01-21/

Does anyone know where the Eagleford asset that is for sale is located in Texas?

https://www.reuters.com/business/energy/shell-mitsubishi-exploring-sale-options-their-stakes-lng-canada-sources-say-2026-01-16/

Ok so you’ve got an asset with cost of supply advantage , so much so you want to double its throughput… what should you do with it ???
I know!! I know!! DILUTE your ownership to buy my shares!!!!!!

Company releases are showing preliminary net outflows of US$12B for the month of December and US$26B for Q4 2025. This is one of the worst quarters in a long time. The company needs more change NOW! Lazy salespeople be gone!

BlackRock, the world’s largest asset manager, is trimming its workforce once again. According to Bloomberg, the company plans to cut about 1% of its global headcount, or 250 employees, as part of a broader effort to streamline operations. The layoffs are expected to impact multiple divisions, including investment and sales teams.

https://www.tipranks.com/news/blackrock-blk-to-cut-250-jobs-in-latest-round-of-layoffs

What positions wil be the first to be cut in stores early next year ?

I’m hearing H.R. and asset protection? Is this true?

Guys, do a little research the same main investors are on both sides Vanguard, black rock etc I’m pretty sure they where told to move asset meaning field to a better performing asset Mastec because it’s been said several times over and over there NPS has been 85% for ten years.

Work force reduced next up asset sales?

BP has said it will ramp up efforts to hive off parts of the business, as the energy company reported a drop in profits in its latest quarter.

The company reported an underlying profit of $2.2bn (£1.7bn) in the three months ended in September. It marked a slowdown against its previous quarter, when it made a profit of $2.4bn, but beat analyst expectations of $1.98bn.

Its chief executive, Murray Auchincloss, who is under pressure from shareholders to reverse years of underperformance by moving away from renewable projects and increasing investments in oil and gas, said BP would push to sell off parts of the business faster.

“We are looking to accelerate delivery of our plans, including undertaking a thorough review of our portfolio to drive simplification and targeting further improvements in cost performance and efficiency,” he said.

Auchincloss, who has vowed to sell off $20bn of assets by the end of 2027, added that he expected the company would have sold or announced the sale of $5bn worth by the end of the year.

BP’s new chair, Albert Manifold, told staff on his first day in the job last month that the company needed to accelerate a plan to cut costs and sell assets.

BP has already managed to agree to sell its US onshore wind business to LS Power, as well as a deal to offload its Dutch retail fuel sites and its electric vehicle charging hubs.

This week, BP also agreed to sell its stakes in US shale assets for $1.5bn, including four Permian central processing facilities: Gand Slam, Bingo, Checkmate and Crossroads.

However, BP did not provide an update on the sale of its multibillion-dollar Castrol lubricants unit, which will be a central part of its plan to raise at least $20bn by 2027.

The company is under pressure from Elliott Management, the activist New York hedge fund that is known for its attempts to shake up listed companies. It has built up a stake in BP and has been pushing the company to cut costs.

https://www.theguardian.com/business/2025/nov/04/bp-asset-sales-fall-in-profits-oil-gas

Seeing lots of 2nd tier GoA acquisition players both in the office and some have made it offshore. This is not platform tie back or host opportunities. What GoA assets are on the market? Does the strategy to simplify and improve asset quality make sense?

Hey ya T. Rowe fam,

Honest question - why is it that if you're a moderately senior person on the Distribution/Sales side of the business you get a golden parachute (I'm assuming) while so many others just get the boot unexpectedly? Globally it looks like a few of these sales people "retire" or "leave to pursue other opportunities". At the company a lot of the sales people seem to not win much while lose a lot of clients and business. Like a few seem to have come from less well known competitors in the industry and didn't have any demonstrable track record. There's also some that have a track record of bullying. It seems on the investment side of the business there are a lot of well educated, high performing people. The same can't be said for the sales people. The ones that don't get a golden handshake just seem to keep their job and hang on. I chat with some of them and a few are good operators but they're the minority. Honestly, why are the salespeople here rewarded for doing nothing, or even destroying value in some cases.

And even that is poorly executed.

MST home dispatch tech use and abuse company assets. They drive 100K-200K bucket trucks to their home and back to their home garage everyday. Big V8 6.3 L engines use a lot of gas and insurance on top. Also, with MST high pay and only have .5 job per tech a day per tech how is that saving company money and liability.
There are rules to follow when joining home dispatch program. Following the rules helps save gas and time and wear and tear on a vehicle used to drive to work and to home. But MSTs abuse this program from driving to the garage every day and dispatching at the garage. Making a stop at the grocery store to grocery shop in the company vehicle before driving home. Not closing your last job at the job site and instead, drive home and being still dispatched on your work ticket and then closing the job when you arrive home. I follow the rules, and I do not want the home dispatch program to go away because of MSTs taking advantage of the abuse. Also, MST managers are favoring many MSTs and letting the home dispatch MSTs do what ever they want. STOP ABUSING THE HOME DISPATCH PROGRAM YOU MSTs. You know who you are...

A SI and Ops Spec. roles had a last-minute meeting this week stating that we're looking at reduction of roles due to NK's lifecycle.

Anyone else catch any more details on this?

I think a lot of GOA assets will get trimmed based on:

• production profile
• potential for nearfield exploration

Someone like Talos can pick up the losers. So what stays and what goes?