Fintown’s Post

We’re back! Sarah Pulsifer and I are here and continuing the FinLitIn30 Fun(ds) in the Sun series. The next fund Sarah is walking us through today: Exchange-Traded Funds – also known as ETFs. ETFs let you invest in multiple securities at once, so you can get the benefit of diversification by owning multiple securities.   Be sure to watch the video below and catch us next time for our last episode in this summer series. Any guesses on what the next fund will be? Let me know in the comments 😀

#FundManagerNews 🗞 Dan Nickols, Jupiter's Head of Small and Mid Cap Equities, is set to retire in June 2024. Matt Cable will take over as Lead Manager on both strategies, with support from Tim Service, who will also become Head of Jupiter's SMID Equities team. Read further 👉https://lnkd.in/eF2mbSaF If this affects you and you’d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please call us on 01420 83517 or email info@murdochasset.co.uk#fundmanagement#investments#investing

The #PremierLeague draws to a close this weekend, and just like the teams at the top of the table, we firmly keep our eyes on the ball to ensure our clients interests' are core and come first. Contact one of our multi-#AwardWinningTeam to see how we can be of value and service to you in the #AlternativeInvesting space. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #AlternativeInvestments #Investments #Investing #FinancialGoals #FinancialSuccess #FinancialFreedom #YNWA #QuantCapitalMarkets

Do alternatives/hedge funds necessarily have to be illiquid to increase the expected risk adjusted return of a balanced portfolio? Why lower volatility absolute return strategies might be attractive to diversify US stock exposure and lower portfolio expected volatility at this juncture? Why a systematic approach might be warranted in the current market environment? Join our session at Citywire Americas Miami Retreat 2024 and find the answer to these and other questions you may have on global equities investing! Capital at risk. Willam Lopez Federico Vilaseca Hontou Alvaro Palenga, CFA, CAIA DAVINCI Trusted Partner The AMCS Group

With secondary fund volume outpacing other private equity asset classes last year, according to Jeffries Wealth Management, GPs and LPs are looking for exit options. Beneficient’s Global Head of Originations Jeff Welday, CIMA discussed this trend at the Secondary Markets for Private Equity conference in San Francisco hosted by ReedSmith. To learn more about what Jeff presented and how Beneficient is on a mission to democratize the marketplace for alternative asset liquidity, visit https://lnkd.in/gFVJ4h9U # Beneficient # Secondary Markets # Alternative assets

Tomorrow kicks off the Real-World Asset Summit in New York! We’re ready to see DeFi and TradFi unite during dynamic discussions, hands-on workshops, and much more. See you soon!

Thanks to the group of 10 financial advisors who joined portfolio manager Jason Isaac, CAIA, CFA to discuss Dividends Without Borders over breakfast in Whitby last week. Jay’s portfolio is highly active with a list of top 10 holdings that generally look very different from mainstream global equity funds and ETFs. Ask us how NCM Global Income Growth Class can help you enhance diversification, reduce risk, and increase return potential. #Dividends #GlobalAssetAllocation #PortfolioManager #FinancialAdvisor

Gratūs Funds created our real estate fund to empower financial advisors to distinguish themselves. We offer the opportunity to integrate institutional-grade real estate into their client portfolios. Additionally, we’ve developed a special share class with an 85/15 split, for investors who come through advisors—a win-win-win. While every financial advisor offers Wall Street products, only a few provide alternatives. Be different. #financialadvisor #alternativeassets #realestate

Thx Senate Eskridge for Is #PASSIVE #REALESTATE #INVESTING #RIGHT FOR YOU?  (GPT outline condensed and edited from YouTube transcript*):  [05:15] Active real estate investing requires #compliance with rules and regulations, including SEC - #CreditRisk possible - requires commitment [10:29] #Diversification is key in passive real estate investing - invest in multiple asset types and cap rates. [15:42] Passive real estate investing allows for scaling to larger investments by pooling money with other investors, but not handling the day-to-day tasks. Larger properties require a strong, deep team [beyond the owners, though many or contracted for specific times and needs]. [21:00] NOI (Net Operating Income) is the income a property makes minus expenses (except mortgage and major repairs), which when divided by a prevailing cap rate, determines its value. Increasing NOI [increase income or reduce expenses] raises #value. [26:15] Risk in passive real estate investing is limited to the amount of money invested, but read and understand the contract (#PPM) to know what happens in different scenarios. [31:30] Some #downside to passive: cashing out early in requires someone to buy you out, no voting rights, 1031 exchange is limited but possible.  A #DebtFund offers short wait but not as much long-term return [36:44] When evaluating passive investments, consider #metrics such as equity multiple, average annual return, and internal rate of return (IRR). _________ *https://lnkd.in/gBgHUSDR We'll help by: reviewing *SHORT* PPPP DRAFTS - Plan, Property, Pitch or Pro Forma - GRATIS - THEN ..... Selecting #OPTIMUM #SMART(est) #CAPITAL available for • CRE • its Tech (Building, AI, GPT, IoT, Blockchain, Data)• Investment • AECtech • FinTech • PropTech • https://FINANCEoptions.biz (robust InfoList) • #GoldenInfoNuggets