Future Sustainable Finance Leaders’ Post

The Financial Investigator Lunch Webinar Discussion on '#TradeFinance' has started with: Paul van Gent, Member Investment Committees, member Advisory Board, various pension funds David Newman, CIO, Head of Global High Yield, Allianz Global Investors Thibault Sandret, Senior Director Private Markets, bfinance The discussion will be led by Harry Geels, Senior Investment Advisor at Auréus. Questions that will be discussed are ao: ✔ What is Trade Finance and how has it evolved as an asset class? ✔ What are the opportunities and risks? ✔ How liquid is Trade Finance? ✔ How are Trade Finance transactions structured? ✔ What can be said about the transparency? ✔ To what extent does Trade Finance contribute to portfolio diversification? ✔ What is the correlation with other asset classes? ✔ What are the costs? ✔ How does Trade Finance align with ESG objectives? More info: https://lnkd.in/eTepQFbs

In the second part of a three-part series with Financial Newswire, our Chief Investment Officer, Chris Paton, discusses La Trobe Financial’s strategic decision to enter the U.S. private credit market. Chris sheds light on why we chose to mirror our tried and tested approach of a pure play portfolio. He explains how this approach has been pivotal to our success and outlines the significant benefits it offers in navigating the complexities of the U.S. market. Read more: https://lnkd.in/gwURB7d2 Before investing, consider the relevant Product Disclosure Statement and Target Market Determination available on our website at latrobefinancial.com.au. #USPrivateCredit #LaTrobeFinancial #LookingOutForYou #InvestmentStrategies #FinancialNewswire

The corporate bond market has shifted significantly in recent years; reputation and brand names alone no longer carry the weight they once did. Today, securing funding relies primarily on a company’s financials, such as credit scores and cash flow. Investors focus more on hard data than historical prestige, emphasizing the need for transparency and strong financial performance. Companies must demonstrate robust fundamentals to attract investment, highlighting the importance of sound financial practices in this evolving landscape. Our corporate bonds analysts excel in this area, looking deep into the financial heart of the companies we cover and putting aside the reputations and business successes of yesteryear. #GimmeCredit #CorporateBonds #InvestmentStrategy #FinancialHealth

Thank you to NextWealth and Heather Hopkins for running this session for The Chartered Institute for Securities & Investment (The CISI) members on the key findings from the 2024 Financial Advice Business Benchmarks Report. Tune in next Tuesday 26th November (1-2pm) to understand more about key trends in growth, confidence, and technology. PIMFA - Personal Investment Management & Financial Advice Association #CFP #Financial Planning

Discover the unforgettable highlights from the InvestmentNews Awards 2024! From inspiring speeches to remarkable achievements, catch up on all the key moments that defined this year's celebration of excellence in wealth management. 🏆 Relive the magic! Check out the full list of winners and photos from the night: https://hubs.la/Q02G12TW0 #INAwardsUS #InvestmentNews #NYEvent #Finance #WealthManagement

In advance of next week's event I wanted to share the comprehensive assessment of current relations between companies and investors ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors' which The Investor Forum CIC and The Investor Relations Society recently partnered on. Our research delves into the pivotal question: How do we cultivate a seamless information ecosystem that meets the evolving needs of investors and corporates alike? To read the full detail https://bit.ly/3QMGKX6 Join the conversation with Douglas Radcliffe Lloyds Banking Group, Michael Stiasny M&G plc Andy Griffiths The Investor Forum CIC Laura Hayter The Investor Relations Society and other IR professionals and investors as we explore strategies for promoting transparency, trust, and informed decision-making in investor relations. Hope to see you there. Register here: https://bit.ly/4dewqk5 #InvestorRelations #Transparency #Trust #Bridginggaps #investorsandcompanies

Our new self-paced #OnlineCourse, #SustainableFinance Foundations: Banking, Investment and Insurance is now available for booking 👉 https://ow.ly/lMYp50S2chI Hear from course lead and subject matter expert, @ThomasVergunst, on why the course is important learning for finance professionals and financial institutions, helping them navigate sustainability trends and take action to remain resilient into the future.

The Global Investment Returns Yearbook provides a rich framework for addressing contemporary issues through the lens of financial history, with this year’s focus chapter presenting long-run evidence on corporate bonds and the credit premium. Access it here: https://lnkd.in/eMMZigWq #shareUBS

🔥 It's hot off the press and ready for your desk! Welcome to the 35th issue of our Bridging & Commercial Magazine. Our cover story, 'Beyond Numbers: The Real Story of Measuring ESG,' provides game-changing insight into how firms are enforcing practical #ESG strategies to create a sustainable future, focusing on how they overcome the challenges of measuring success. That's not all. We're talking #exclusive insight from specialist firms in the industry: Paragon Banking Group PLC, Market Financial Solutions, Allica Bank, Tuscan Capital powered by Allica Bank, and Cambridge & Counties Bank. Think all things #mentalhealth, #lending tactics, and how #investors can stay ahead of changing consumer trends in the #propertymarket. ➡ Click to read online - your future deals might just thank you! https://lnkd.in/enUB3zHn #BridgingFinance #RealEstateInvesting #Sustainability #FinanceInsights #InvestmentStrategies #DevelopmentFinance #Property

An engaging conversation with ausbiz' Danielle Ecuyer contrasting 𝗯𝗼𝗻𝗱𝘀 vs 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗰𝗿𝗲𝗱𝗶𝘁 for income-seeking investor portfolios The Rixon Capital view is that while a mature and quality asset class, 𝗯𝗼𝗻𝗱𝘀 best suit investors making large allocations for +7 years. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗰𝗿𝗲𝗱𝗶𝘁 can offer investors: - superior risk-adjusted returns - capital stability - monthly income - daily to quarterly liquidity at par The Rixon Income Fund is an asset-backed private credit strategy that is focused on 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘱𝘳𝘦𝘴𝘦𝘳𝘷𝘢𝘵𝘪𝘰𝘯 & 𝘮𝘰𝘯𝘵𝘩𝘭𝘺 𝘪𝘯𝘤𝘰𝘮𝘦. As of Feb-24 the Rixon Income Fund delivered a net LTM return of 𝟭𝟭.𝟰𝟴% on an 𝗮𝘀𝘀𝗲𝘁-𝗯𝗮𝗰𝗸𝗲𝗱 <𝟱𝟱% 𝗟𝗩𝗥 offering investors 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆. To learn more or receive our IM reach out via: ℹ enquiries@rixon.capital 🕸 https://rixon.capital/ #privatedebt #privatecredit #highyield #securedloans #securedloans #smsf #retirementincome #alternativeinvestments #alternatives #ausbiz #bonds Financial Advice Association Australia (FAAA) The Australian Financial Review Financial Standard Capital Brief Blair Murphy | Dallin Howes | Luke Howes | Shrikaanth B, CFA | Hessan Shah | Alan Butterfield | Justin Roberts