The RELPI | Interests Aligned® Investors Experience, held in Raleigh, North Carolina, is tomorrow! RELPI events are high-octane meet-ups where investors, fund managers, panelists, and operating companies gather to discuss the most pressing real-estate investing issues of the day, in a relaxed setting. MUFG Capital Analytics’ David Glick will be there. Get in touch if you will be, too! Thank you to Jamestown for hosting.
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In this edition of Industry Interviews, DWS Group's Olivier Souliac, Evelyn Partners' Dan Caps, CFA and Stonehage Fleming's Alastair Dean speak to ETF Stream's editor Tom Eckett about the strong demand for equal-weight ETFs over the past 12 months and the construction implications to consider when introducing an equal-weight approach to portfolios Watch the full interview here: https://lnkd.in/e9h6DQjt Industry Interviews is a series where ETF Stream and its partners analyse some of the key investment trends from across European ETFs #ETFs
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Managing Director, Private Institutional Client Advisor | Taking an institutional approach, to generate sophisticated and differentiated investment and capital markets-based solutions.
As the private equity industry has matured, two distinct yet related trends have emerged: the rise of the secondary market and the emergence of innovative evergreen structures designed for individual investors. A symbiotic relationship exists between these trends, with secondaries uniquely suited for asset managers seeking to launch, deploy, and scale perpetual private capital funds. Those are the thoughts of Phil Huber, CFA, CFP, Managing Director and Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager writing in In this paper for the CAIA Association's, Portfolio for the Future™! Section he explores the evolution of the secondary markets, the portfolio benefits of secondaries, the appeal of specialist secondary managers, and the necessary (but insufficient) role secondaries play in evergreen strategies. #privatedebt #privateequity #riskmanagement #diversification
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Our EQuilibrium survey found that 40% of institutional investors globally are planning to reduce equity exposure in 2024. Nathan Shetty, head of multi-asset at Nuveen, highlights our latest findings. #Nuveenin90
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Learn more about COL's new actively managed fund 💡
Did you know that #COLFinancial recently launched a fund that aims to weather all kinds of markets? 🎯 Find out more about our new actively managed fund in our LIVE #COLconversations this November 16 (Thurs) at https://lnkd.in/g9S-v_xi We'll get to ask questions from #COLInvestmentManagement Inc's (#CMI) President Marvin Fausto and CMI Portfolio Manager Zerge Zandueta as they share about: ✅ The benefits and opportunities when investing in the COL Strategic Growth Fund (#CSG) ✅CMI's investment philosophy and their unique asset allocation and stock-picking strategy ✅Their market outlook and how to ride the opportunities even with the current low-interest environment for stocks #COLFundSource #mutualfunds #PhilippineStockMarket
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Did you know that #COLFinancial recently launched a fund that aims to weather all kinds of markets? 🎯 Find out more about our new actively managed fund in our LIVE #COLconversations this November 16 (Thurs) at https://lnkd.in/g9S-v_xi We'll get to ask questions from #COLInvestmentManagement Inc's (#CMI) President Marvin Fausto and CMI Portfolio Manager Zerge Zandueta as they share about: ✅ The benefits and opportunities when investing in the COL Strategic Growth Fund (#CSG) ✅CMI's investment philosophy and their unique asset allocation and stock-picking strategy ✅Their market outlook and how to ride the opportunities even with the current low-interest environment for stocks #COLFundSource #mutualfunds #PhilippineStockMarket
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In this conversation with Co-CIO, John Gilchrist and Fund Manager, Dirk Jooste, CFA, they discuss the challenges faced by multi-asset portfolio investors in recent years and unpack where opportunities can be found. Watch the video here: https://bit.ly/46ijjJW
Issues faced by multi-asset investors with Co-CIO John Gilchrist and Fund Manager Dirk Jooste
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Quick intro to our global equity strategy and how we go about creating value for our investors.
We are pleased to share a short video from Gabrielle Boyle, Head of Research & Co-manager of the Trojan Global Equity Fund. In this video Gabrielle explains how the strategy seeks to invest for the long-term in companies which are resilient through market cycles and which are adapting and growing as the world changes.
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We are delighted to announce that Evercore Private Capital Advisory’s inaugural Continuation Fund Performance Report is now available. The report includes a summary of an independent study of Continuation Funds recently completed by Oliver Gottschalg of HEC Paris to assess how this fast-growing asset class is performing relative to the broader private equity market. Please reach out to us at [email protected] for a copy of the full report. #EvercorePCA #PrivateCapitalAdvisory #PrivateEquity
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Yesterday at the WealthLeaders Forum, Munro Partners's Qiao Ma presented to industry peers on the opportunities in growth stocks arising from artificial intelligence. Thank you to WealthLeaders eXchange (WLX) for organising another insightful event. It was great to catch up with peers from the investment industry and exchange knowledge and insights to help advisers grow within their practices. #wealthleadersforum #investmentsolutions #smallcaps #globalequities #artificialintelligence
At the inaugural WealthLeaders Forum by WealthLeaders eXchange (WLX), we welcomed prominent industry leaders for a day of thought-provoking presentations and insightful peer-to-peer discussions. The investment industry’s best joined us to exchange knowledge, ignite innovation and foster growth in their abilities as Advisors and within their practices. In a world of de-personalisation, we were inspired to create a WLX community that highlighted the importance of sharing expertise, insights and best practices. Thank you for our eXchange Partners, Advisory Committee and staff for your support and organisation of this incredible event. eXchange Partners: Warakirri Asset Management, T. Rowe Price, Channel Capital, J.P. Morgan Asset Management, SG Hiscock & Company, Fidelity International, GSFM Pty Limited, Perpetual Limited Speakers: Andrew Inwood, Michael A., Regina Liu, Dmitry Solomakhin, Qiao Ma, Cameron Robson, Joran Laird, Justin Pica, Matthew Sgrizzi, Kyle Lidbury, CFA CAIA, Tim Farrelly Advisory Committee: Michael Connick, Nigel Credlin, Michelle Brisbane, Tom Almond, Jon Black Andrew Dowling CIMA®, Felicity Rock, Shane Zabiegala, Jonathon Ross, Stephen Fletcher, Simone Newman, Stuart Devlin, Melanie Fairbairn, James Biggins, Joshua Ivanyi, CIMA®, Anthony Cochran, Serena Govender, Alan Logan, Andrew Garrett, CFA CAIA, Gil MacBean
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Celebrating 🎉 10 years with Universal-Investment. A big shout out for the Copper Award! 🏆🥳 Thank you Matthias Erbacher. Meet Serafin Asset Management, the 2021 fusion-child 👶 of boutique investment firms. Remember Haindl Neumar Chacko HNC? Pioneers in quantitative risk-parity multi-asset strategy since 2014. 🚀 End of 2021, HNC's strategy was fused into Serafin. Now, it's the Multi-Asset Risk Focus, guided by Daria Diachenko, CFA and Marco Marchioro, our quant whizzes. 🧙♂️🧙♀️ The idea? 💡 - Investing equals risk. - Each risk yields a return. - Get same return ratio per risk for each asset. 🔄 - No crystal ball needed for projections. - Analyze risk for every asset out there. 🔍 - Construct an optimal portfolio with these risk numbers. 📊 Not academic enough? here you GO: https://lnkd.in/eHVzEVA4
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