Global Custodian’s Post

Building resilient multi-asset portfolios. The market has also become increasingly concentrated and now is being driven by the fortunes of a handful of mega-cap companies. This, combined with a mismatch in time horizons, is likely to mean that investors risk driving off a cliff if they ignore some longer-term systemic risks by simply following the index, says BNY Mellon.  BNY Mellon. 🔗 Read the full article on Investment IQ: https://lnkd.in/ehsVfdyP #investment #investmentmanagement #wealthmanagement #finance

Building resilient multi-asset portfolios. The market has also become increasingly concentrated and now is being driven by the fortunes of a handful of mega-cap companies. This, combined with a mismatch in time horizons, is likely to mean that investors risk driving off a cliff if they ignore some longer-term systemic risks by simply following the index, says BNY Mellon.  BNY Mellon. 🔗 Read the full article on Investment IQ: https://lnkd.in/ehsVfdyP #investment #investmentmanagement #wealthmanagement #finance

Morgan Stanley Ventures into Private Markets! 🌟 Introducing the latest game-changer from Morgan Stanley Wealth Management: The Private Markets Transaction Desk! 📈 Now, eligible shareholders and investors can seize the opportunity to trade private company shares in the secondary market with ease and confidence. Jed Finn, Head of Morgan Stanley Wealth Management, emphasized the growing significance of alternative investments like private market shares for portfolio diversification. With the largest alternatives business and top-notch capital markets solutions, Morgan Stanley is ready to cater to both buyers and sellers within the private market. Offering a company-centric approach, the Private Markets Transaction Desk provides direct support for one-off sales and exclusive access to private investments. Led by industry expert Jeffrey Urban, this innovative platform ensures streamlined transactions and unparalleled liquidity solutions for clients. Don't miss out on this groundbreaking opportunity! Get ready to navigate the private markets with Morgan Stanley by your side. 💼💰 #PrivateMarkets #InvestmentInnovation #MorganStanleyVentures  #InvestmentOpportunities #SecondaryMarket #WealthManagement #AlternativeInvestments #PortfolioDiversification #FinancialInnovation #LiquiditySolutions #InvestmentStrategy #CapitalMarkets #InvestmentInsights #MarketAccess #WealthBuilding #InvestingInnovation #MorganStanley

I had a great time presenting at the Citi Investments & Client Skills Program in our Hudson Yards office earlier this week. I shared some of the latest insights and strategies for approaching portfolio construction. During the session, I highlighted several key trends including: • How advisors can leverage models to efficiently scale their portfolio building process. • Ways to potentially enhance after-tax results using active ETFs, direct indexing and options. • How to integrate alternatives into portfolios to potentially diversify risk and amplify returns. It was a pleasure to engage with such a knowledgeable audience and discuss these important topics! #wealthmanagement

Wealth managers can now access private markets through regulated, open ended and perpetually offered funds. Goldman Sachs Asset Management has one of the world's largest Alternatives platforms, and successfully launched an open-ended European Private Credit fund in 2023. Barry Fricke and Michael M. will be at our Private Markets Summit this May to discuss the role of open-ended private market solutions within discretionary and advisory portfolios, before switching to the GS European Private Credit Fund and the outlook for the asset class. Register to join them and many other expert speakers: https://lnkd.in/epVWBFPc #privatemarkets #privateequity #privateassets #investment #investmentevents #assetmanagers #wealthmanagers

#Mutual_Fund_Asset Market Share Expected Huge Growth during 2023-2032 https://lnkd.in/dpfVsCrs Mutual #fund assets refer to the total value of #securities, stocks, bonds, cash, and other #assets held within a #mutual fund. These assets #represent the collective #pool of investments made by various individual #investors who have contributed #money into the mutual fund. BlackRock The Vanguard Group Charles Schwab JPMorgan Chase & Co. FMR Global Health State Street Morgan Stanley BNY Mellon Securities LLC Amundi US Goldman Sachs Franklin Templeton #technologies #marketgrowth #innovationmanagement #assetmanagement #investorsgroup #mutualfunds

Bloomberg News has reported that Morgan Stanley has struck a deal with an investor group to buy $700 million of property loans tied to the failed Signature Bank. The reported deal includes heavyweights like Blackstone and CPPIB, which signifies strategic maneuvering within the financial sector, as MS capitalizes on investment opportunities amid evolving market conditions. This is a pertinent example of the importance of agility and astute decision-making in navigating complex investment landscapes. #MorganStanley #Investment #Finance #Blackstone

The recent closing by Goldman Sachs of its highly innovative and market leading US$475 million “capital call” securitisation of subscription credit lines has generated a lot of interest in both fund finance and structured finance circles. While it remains to be seen whether this deal remains a one off, or marks the start of a new and exciting era in the worlds of fund and structured finance, Partners Matthew Stocker, Barnabas Finnigan, Derek Stenson and Anna-Lise Wisdom and Senior Associate Nick Ward unpack some of the nuts and bolts of these transactions. Read more: https://loom.ly/JDu92bw #fundfinance #structuredfinance

The recent #Goldmansachs capital Call securitisation transaction marks an exciting new chapter in the evolution of fund finance, and the Conyers Cayman finance team is on hand to help unpack what exactly this might mean. If you’re interested in learning more then read on 👇 #fundfinance #structuredfinance #abs #securitization #capitalcall #subline #cayman #offshorelaw

Alt Goes Mainstream with Michael Sidgmore and J.P. Morgan's Tyler Jayroe. The alternative asset experts discuss mid-market secondaries, JPMorgan's registered Private Markets Fund, and the current spotlight on the secondary market. Catch these valuable insights on SecondaryLink now: https://lnkd.in/eqna__eD #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets