Buttonwood Due Diligence’s Post

🚀 𝗗𝗶𝗺𝗲𝗻𝘀𝗶𝗼𝗻𝗮𝗹'𝘀 𝗨𝗠𝗔 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗹𝗮𝘂𝗻𝗰𝗵𝗲𝘀, 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 & 𝘁𝗮𝘅 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗶𝗻 𝗼𝗻𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁 👉 Here's what you need to know: https://lnkd.in/eZCmTzwH 🔹 For quite some time now, separately managed accounts (SMAs) have been a staple for advisors handling high-net-worth clients. 🔹For example, if you had $1 million to invest, an advisor might construct a customized portfolio of individual stocks and bonds specifically tailored to your investment goals, risk tolerance, and tax situation, charging a flat percentage of assets under management as a fee. 🔹The benefits of SMAs are significant. They offer high levels of customization, direct ownership of securities, and potential tax advantages due to personalized tax management strategies like tax-loss harvesting and capital gains deferral. 🔹Dimensional Fund Advisors, known for their factor investing expertise, has now taken the next step by launching a Unified Managed Accounts (UMA) platform on July 8, 2024. 🔹Here's what you need to know, and some of the important bits you need to hear from a conversation our lead #ETF analyst Tony Dong, MSc, CETF® had with Kaitlin Hendrix, CFA, Asset Allocation Research Director and Vice President at Dimensional Fund Advisors. Bennett Griesmer | Taylor Smith

PIAC 2023 Asset & Returns Survey Underway – Time to Enter Your Data The deadline for members to complete the annual Asset & Returns Survey is fast approaching. A login was sent to all Member Funds' Primary Member and those who completed it last year. Participating in the survey is a mandatory condition of membership for all funds, as it is an important industry benchmark and is frequently cited as the most important service that PIAC provides to members. The deadline is June 15. The most significant improvement this year is the incorporation of the triennial External Investment Manager Survey. Including it in the survey means it is now updated annually and is easier to fill out, with a drop down list of managers linked to mandates and asset classes. This knowledge will help members when conducting manager searches and would like to reach out to their peers for references, as well as for generating board reports and conducting peer comparisons. #PIACPensions

📣 Hey #financialadvisors! Did you know you can leverage a Custom Indexing strategy to help offset the impact of capital gains incurred from the sale of assets? Here's how it works: Through proactive and regular tax-loss harvesting, advisors can strategically identify and harvest capital losses in a portfolio. Not just in Q4, either — with Orion's Custom Indexing solution, advisors can benefit from automatic, year-round tax-loss harvesting. This approach can really help enhance a client's after-tax ROI. And as part of Orion Custom Indexing, this strategy is built into a solution that can also help advisors create investment strategies that better align with a client's financial goals. 💪 Ready to learn more? We've got you covered: https://bit.ly/4dx2r7m

Which of these 60 activities are you missing in your stewardship toolbox? Public equity has been the asset class most associated with investment stewardship. Today expectations are growing for investors to demonstrate stewardship across asset classes, each offering unique opportunities to influence and drive positive change. In our latest blog, we list 60 activities across the following 10 asset classes for actionable insights to enhance your investment stewardship: ▪️ #Cash, ▪️ #Equities, ▪️ #FixedIncome, ▪️ #SovereignDebt, ▪️ #RealEstate, ▪️ #Infrastructure, ▪️ #PrivateEquity, ▪️ #HedgeFunds, ▪️ #Commodities, ▪️ #Derivatives. #Investmentstewardship #Activeownership #Shareholderadvocacy #ESGEngagement #Corporategovernance #Responsibleinvesting #Sustainableinvesting #Assetmanagement #Assetclass #Investors

Please follow the link and vote for #COLLINE in section 24

Please vote for #COLLINE in section 24. #VERMEG #collateral #FTF #collateralmanagement

In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/3UIHRt9 #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing

In this Weekend Reading For Financial Planners (September 30-October 1), we have some articles on trends in fund fees: -How expense ratios for index funds can vary, even for an issuer's funds tracking the same index (Jack Pitcher | The Wall Street Journal) -While ETF fees have tended to fall over time, this fee compression appears to be slowing as investors show interest in actively managed funds and some issuers raise their funds' expense ratios (Elisabeth Kashner, CFA |FactSet) -How investors in actively managed mutual funds are sensitive to higher fees and the factors that increase this sensitivity (Alicia McElhaney |Institutional Investor) https://bit.ly/3ZR5mkV #advicers

In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing. They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4blZXqf #ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing