Amadeus Capital SA’s Post

Financial modelling is crucial in structuring a managed investment fund. It provides a detailed analysis of proposed investments, helping fund managers assess risks, forecast returns and make informed decisions. Through detailed simulations and scenario analysis, financial models ensure transparency and build investor confidence by demonstrating potential returns and highlighting key assumptions. In a competitive market, robust financial modelling is essential for attracting investors, making it a cornerstone of structuring a managed fund. Our key partner in this field, Atchison Consultants is one of Australia’s leading asset consultants. Atchisons excel in creating and reviewing robust financial models, combining technical expertise with industry insights. Their meticulous approach ensures accuracy and reliability, empowering our clients to achieve their investment objectives with confidence. Kev Toohey #financialmodelling #fundsmanagement #investmentfunds #assetconsultant #financialservices

The common narrative that passive investing will overtake active management suggests a primarily passive future for investors. However, an analysis of fund AUM data across time and regions offers a starkly different perspective on the future of investment management. To learn more join us for our Webinar Series: Beyond Active and Passive: The Customization of Finance to hear from Invesco on 09/25 @ noon. https://ow.ly/GmfM50T9Wqb #PassiveInvesting #ActiveManagement

 🚀 Asset Class: Redefining Private Equity Analytics Discover how focusing on internal performance analytics offers a greater competitive edge than external market data and macro-economic trends. Find out how Fund OS is leading this transformation: https://bit.ly/3wdPDBC #Innovation #PrivateEquity

We are proud to introduce MSCI Wealth, a new generation of wealth management solutions that empower investment decision-making at firms around the world. Seamlessly integrated with MSCI data and insights, our tools enable investment teams, portfolio managers and financial advisors to deliver personalization at scale, helping you meet the changing needs and new expectations of your investors. The future of wealth management is here. Learn more about MSCI Wealth: http://ms.spr.ly/6044WykF4 #wealthmanagement #financialadvisors #financialplanners

Amazing to see this launch come together to demonstrate how MSCI Wealth can help wealth managers deliver personalization at scale! Truly enjoyable working with Alex Kokolis Govinda Quish AJ Boury Tamas Szarvas #wealthmanagement #MSCIWealth

The trend towards incorporating passive funds in managed portfolios shows no sign of slowing down, driven by the promise of cost efficiency and simplicity. Morningstar. As investors seek more affordable ways to diversify their holdings, passive funds have become a go-to solution. With lower management fees and fewer active decisions, these funds provide an accessible route to market exposure without the high costs often associated with active management. But how does this growing reliance on passive strategies impact portfolio performance, and are investors truly seeing the savings? 🔗 Read the full article on Investment IQ: https://incm.pub/4draql8 #investing #assetmanagement #wealthmanagement #finance

Could you be paying for overlapping services from newly consolidated consultant databases? The investment consultant database market has seen significant consolidations in recent years. While this trend creates efficiencies for investors and promises more comprehensive platforms, asset managers may be taking on hidden reporting costs. Read our blog to learn more https://bit.ly/4epVJ21 #assetmanagement #wealthmanagement #brokerage #wallstreet #business Patricia O'Donnell

New client case written by our consultant Philip Roeleveld 👇😃 A global asset manager, specialising in Quant and Sustainable Investing, offers a range of investment strategies, including equities and bonds. To strengthen their competitive position and proactively respond to changing client needs and market developments, the sales and marketing department aimed to adopt a more data-driven approach. And we assisted them in reaching their goals. Interested in knowing how we helped them? Read the case here: https://lnkd.in/gdCQDXqi #dataengineering #assetmanager #ML #fromdatatoaction

European family offices should allocate more to private equity! By region, family offices in North America allocate 35% of the average portfolio to private equity and 8% for hedge funds; in Latin America, 18% and 2%; in Switzerland, 18% and 3%; in the rest of Europe, 22% and 4%; in the Middle East, 27% and 5%; in North Asia, 18% and 6%; and in Southeast Asia, 19% and 5%. #familyoffice #wealthtransfer #assetallocation #investmentstrategy #investmentmanagement #privateequity #returnoninvestment #portfoliomanagement #risk #return

Direct indexing serves as one way for investment managers to participate in the growing demand for passive investing while offering additional customization opportunities for clients. The latest issue in the Advisor Pulse Research Series entitled “Vehicle Preferences, Portfolio Construction & Direct Indexing” offers key insights for wealth and asset management firms. In this report, we dive into: 🔎 Adviser Preferences in portfolio construction 📊 Emerging trends in direct indexing 💼 Investment vehicle choices shaping the market Advisor Pulse is the must-read subscription for those looking to stay ahead of advisor sentiment trends. Read more: https://hubs.li/Q02RRx710 #WealthManagement #AssetManagement #FinancialAdvisers #DirectIndexing #ActiveETFs #PortfolioConstruction