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

🔍 Real estate investments made smarter We recently collaborated with Schroders Capital to develop a real estate fund forecasting model that would empower their fund managers to make strategic investment decisions with confidence. Schroders Capital’s existing real estate fund model needed improvement to allow for more detailed analysis and reporting. Understanding the impact of investment decisions on the fund’s performance/risk metrics was time-consuming to process and validate. We developed a flexible and future-proof model combining tenancy and property level inputs for integrated financials and detailed performance reporting. The model is now a cornerstone for investment analysis, risk reporting, and fund performance monitoring, enabling informed decision-making. 📈 Empower your business with data-driven insights, message Tushar Naik to discuss how we can support you. #RealEstateModelling #RealEstateModel #FundModelling #FundModel #CaseStudy #FinancialModelling #FinancialForecasting #Consulting #Finance #FinancialPlanning #FinancialConsulting #ModelAuditing

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

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/4dIP4zT #investing #assetmanagement #wealthmanagement #finance

Private equity gives investors access to 85% of the total equity investment universe. Additionally, innovative evergreen structures are opening up avenues to high-quality, institutional-grade investment opportunities. Watch Ashmi Mehrotra, our Global Co-Head of the Private Equity Group, decode the nature of PE investing. #JPMorganAssetManagement #PrivateEquity HK: http://spr.ly/6043tb6jV AU: http://spr.ly/6044tb6jn For Institutional and Financial Advisers only. Source: S&P Capital IQ; data as of 8/31/22. Analysis by J.P.Morgan Asset Management.

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

MSCI Private Capital Solutions (formerly known as Burgiss) releases their Q4 2023 Global Private Capital Performance Benchmarks. I continue to see the increasing use and reference to these benchmarks versus some of the other legacy names utilized in private markets. Highlights: - Senior-debt funds registered the highest annual return of the major private-asset classes in 2023, with mezzanine-debt funds posting the second-highest return - On a quarterly basis in Q4 2023, venture capital reversed a seven-quarter streak of declines, posting a 1.2% return. Venture-capital funds had dramatically outperformed all other asset classes during 2020 and 2021 but have since underperformed, with a cumulative return for the 16 quarters since 2019 now about tied with buyout funds - Newly raised funds continued to call capital while distributions from mature funds have been muted since 2022 - Private-equity funds posted the highest quarterly #distribution rate of 2023 during Q4 (10.8% annualized), but the full-year 2023 distribution rate of 9.5% was well below the 2015-19 average of 23.6% and even below 2022’s rate of 11.8% #alternativeinvestments #privatemarkets #data #benchmarks #fundmanagers #privateequity #venturecapital #realestate #privatecredit #capitalmarkets #limitedpartners #performance #institutionalinvestors https://lnkd.in/gasMy-Yz

Caldera CIO Insights >> Direct Investment: As investment control and liquidity become increasingly significant amidst geopolitical and economic uncertainties, direct investments are gaining traction among family offices. Data from FINTRX and William Blair indicate that 63% of family offices utilize direct investments. In terms of preferred sectors, global family offices show a marked interest in healthcare, technology, and commercial real estate, with direct ownership in commercial real estate notably prominent among Latin American (78%) and Middle Eastern (69%) families. Beyond offering enhanced control over investments—from operational management to exit strategies—direct ownership also contributes positively to investment returns. A sensitivity analysis by Piper Sandler suggests that under the traditional 2/20 fund fee structure, there can be a 650 to 810 bps disparity between deal level IRR and LP IRR, underscoring the potential financial advantages of direct investment. #calderacioinsights #familyoffice #commercialrealestate #strategy #investing #wealthmanagement #assetmanagement #finances

Traditional fund model, although it must be getting cheaper for a certain level of investor now through SMA's, has a significant drag on investor returns. Direct investments through a GP / LP model is better. Best solution, however, may be our External CIO model that has the lowest burden on net returns while empowering clients with 100% control on decision making & liquidity. Find out more by emailing us at cio@calderav.com #familyoffice #commercialrealestate #strategy #investing #wealthmanagement #assetmanagement #finances #calderacioinsights