Buttonwood Due Diligence’s Post

🔍 Are you performing due diligence for your clients on alternative investments? Are you overwhelmed with everything that you need to look at before deciding if it's something to offer your client? Have you looked at the 3rd party report to help support that due diligence effort? 🔎 🔎 🤓 If not, why not⁉ 😲 It's free. 🆓 It's encouraged (and required in some cases) by the regulators. ✅ It's EXTREMELY informative and helpful to understanding and examining the details of an investment opportunity and it's sponsor. ℹ 💪 And it's easy to read! 📑 View our full selection of investment (program) and manager (sponsor) reviews on the BW APEX platform. #alternativeinvestments #duediligence #investmentresearch

Customized investments are expected to hit $1.5 trillion by 2025 as investors look to manage factor exposures, optimize after-tax returns, and align their investing and values. Discover how Archer helps asset managers deliver personalization at scale. https://hubs.li/Q02HC6MR0

Our investing experience grows as we learn from each other and expand our knowledge. We want to hear from you, the financial advisors who utilize #closedendfunds in your advisory practice. Destra has partnered with the Active Investment Company Alliance to provide the 2024 Advisor Survey on CEFs. Take a couple of minutes to fill out this 14 question survey and help broaden our collective knowledge base. The information you provide helps us generate content for financial advisors who continue to be interested in the world of closed-end funds. https://lnkd.in/eANiYgHu

At IFIC, we work collaboratively with regulators and commend them for listening to the voices of both the industry and investors — who share many common goals — when making regulatory decisions. In his latest Investment Executive column, our President and CEO Andy Mitchell talks about the importance of fee transparency and how IFIC is working with the industry and regulators on the implementation of total cost reporting. Read more: https://lnkd.in/gMFh_n2i

Each company has different reasons for investing and different practices for managing investments. Successful investments enable a company to be more effective in offering financial services to customers. Therefore, all employees of financial services companies can benefit from understanding the role that investments play in their company's financial well-being. I’m happy to share that I’ve obtained a new certification: LOMA 357 - Institutional Investing: Principles and Practices from LOMA!

Curious about the difference between global and international funds? Discover which option aligns with your investment goals in our latest video.

Say goodbye to scattered data and hello to seamless investment insights with Finalyca! Whether it’s PMS, AIF, MF, or ULIP investments, get all the authentic data you need on a single screen. Make your investment journey smarter and more efficient with Finalyca. 

Market Integrity Insights / CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule. CFA Institute and the Investment Adviser Association (IAA) conducted a survey to identify... https://ow.ly/kwV850Tn7B7

Market Integrity Insights / CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule. CFA Institute and the Investment Adviser Association (IAA) conducted a survey to identify... https://ow.ly/kwV850Tn7B7

Market Integrity Insights / CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule. CFA Institute and the Investment Adviser Association (IAA) conducted a survey to identify... https://ow.ly/g6oA50Tn7B8