Asset TV UK’s Post

From balance sheet to asset management: “The #scale of #energy #transitions #investments is now so #big it is hard for Macquarie to do it on balance sheet in a meaningful way. So, it makes more sense to use some of its own money and clients’ money in the asset management arm” https://lnkd.in/gc97HzTJ

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/dBqzVpSx #MercerNews #investing #investment

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/eyYzsnCN #MercerNews #investing #investment

In our latest blog post, we explore strategies for mitigating risk in real estate investments. We cover diversification, thorough due diligence, active asset management, and strong partnerships to protect our investors' capital and maximize long-term returns. Learn how we navigate the real estate market to position our investors for success. #RealEstateInvesting #RiskManagement #WillowInvestmentGroup #InvestmentStrategies #FinancialSecurity

Discover why interest in private infrastructure is expanding among institutional investors, with assets under management growing over 15% annually. From the rise of open-ended funds to the advantages they offer over closed-end structures, explore the evolving landscape firsthand. 📈 🔍 Carl Elia, CFA, VP & Director at TD Asset Management, shares exclusive insights on this transformative trend. Don’t miss out—read more here: https://okt.to/JDw1EZ #InfrastructureInvesting #privatemarkets #infrastructureinvestors

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall OSullivan, Global Solutions CIO and Andrew McDougall, CFA, CAIA, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://bit.ly/3BxFeTN #MercerNews #investing #investment

Portfolio construction is complex, and challenges can arise at any stage of the process – from defining objectives through evolving conditions and building dynamic asset allocation, to monitoring correlations across allocations. In our latest edition of Brick by Brick, Niall O’Sullivan, Global Solutions CIO and Andrew McDougall, Global Head of Multi Asset, explore some of the common challenges we see, and consider how a total portfolio view can potentially mitigate the impacts of portfolio surprises. Get the full lowdown here: https://lnkd.in/gDSzmbG5 #MercerNews #investing #investment

Discover why interest in private infrastructure is expanding among institutional investors, with assets under management growing over 15% annually. From the rise of open-ended funds to the advantages they offer over closed-end structures, explore the evolving landscape first-hand. 📈 🔍 Carl Elia, CFA, VP & Director at TD Asset Management, shares exclusive insights on this transformative trend. Don’t miss out—read more here: https://okt.to/7X2sl5 #InfrastructureInvesting #privatemarkets #infrastructureinvestors

"In the current installment of The Roundup, Oaktree examines the risks and opportunities in various asset classes at a moment when many investors are waiting to see whether this long-awaited dovish turn will actually materialize." Click here to read Oaktree Capital Management, L.P.'s latest piece: The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2024 Edition https://ow.ly/ux0F50R8MYU

Is #ActiveManagement due for a comeback? 👉 https://lnkd.in/e8eNNrp8 The industry is facing a sustained period of fee compression and rising costs. Does active management need to be repriced? Could private markets with higher margins offer a way out? Join Bentley Reid's Peter Clark, 7IM's Dean M. Proctor, Aviva Investors' Mark Versey, Lazard Asset Management's Jeremy Taylor, and Royal London Asset Management Hans Georgeson as they discuss these pressing questions.