[i3] Investment Innovation Institute’s Post

The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach to investment management, the Fiduciary Investors Symposium at Stanford University has heard. #totalportfolio #investment #FiduciaryInvestorsSymposium https://lnkd.in/g7aTp5vd

We were delighted to announce the expansion of our Discretionary Investment Service in Q2 2024. To learn more about the expansion, Senior Portfolio Manager, Suzanne Berkery, CFP® sat down with Chief Investment Officer, John Mullane, CFA, FCA to explore key highlights of the updated offering. If you’re interested in learning more about our unique approach, the innovative strategy, and why it’s a good time to invest, check out the full Q&A here: https://lnkd.in/etCR4qqA #investing #investmentstrategy #portfoliomanagement #riskprofile #wealthmanagement #financialwellness #discretionaryinvestment #investmentservices

APFC’s Chief Investment Officer, Marcus Frampton, recently shared insights on the evolving role of fixed income, private markets, and the importance of strategic partnerships in navigating today's market shifts. Subscribers can access the full article here: https://lnkd.in/ggkFtp7M

Despite the challenges that the cyclical nature of financial markets presents for investors, taking a long-term view and learning from history can lead to successful outcomes for those investors who are prepared. Read about the key lessons that MFS Investment Management has learned from 100 years of investing: https://lnkd.in/gfWfFygk Partner content with MFS Investment Management #Diversification #Fundamentals #RiskManagement

Investment advisers and asset consultants are yet to adopt the same investment philosophy after decades of a shared purpose and growing knowledge. However, this diversification has created a range of strategies and styles. Graham Rich #mammi #investment #assetconsultants #financialadvisers #financialplanning #financialservices

QIC State Investments is leaning towards a total portfolio approach, not just strategic asset allocation, as it looks for more flexibility given the target-rich market outlook.   “The forward-looking environment is going to be a target rich one, and if you’re a liquidity provider, you want to be able to take advantage of that prevailing opportunity set as it arises."    Andrew Whittaker, Investment Director – Strategy & Implementation, QIC State Investments, sat down with Investment Magazine to talk all things market outlook and opportunities. During the discussion, Andrew spoke about how his team is strategically managing its liquidity to prepare for potential investment opportunities, while still aiming to safeguard its #liquidity position. https://lnkd.in/gg8YJ3D9 #investmentmanagement #portfolioprotection

We spoke to managers of three investment trusts in the Flexible Investment sector to find out why investors should consider investing with them rather than holding cash. Find out what they told us: https://lnkd.in/eYtWzwUe Annabel Brodie-Smith Nick Britton, CFA, MCSI Nick Gardner Vanessa Booth Juliet Webber Richard Stone Peter Spiller CAPITAL GEARING TRUST P.L.C. CG Asset Management Katie Forbes Jasmine Yeo Ruffer Rory McIvor Dan Higgins Marylebone Partners LLP Majedie Investments PLC #InvestmentTrusts #InvestmentCompanies #Investing

Investors can be forgiven for being nervous in today's market, with valuations high and triggers for volatility seemingly everywhere. But there are trusts that have a proven record of preserving your wealth through crisis after crisis. We asked three of the leading trusts specialising in wealth preservation how they were tackling today's unpredictable environment...

World Greatest Investors 1⃣Benjamin Graham Ben Graham excelled as an investment manager and financial educator. He authored, among other works, two investment classics of unparalleled importance. He is also universally recognized as the father of two fundamental investment disciplines: security analysis and value investing. The essence of Graham’s value investing is that any investment should be worth substantially more than an investor has to pay for it.1 He believed in fundamental analysis and sought out companies with strong balance sheets, or those with little debt, above-average profit margins, and ample cash flow. 2⃣Sir John Templeton One of the past century’s top contrarians, it is said about Sir John Templeton that he bought low during the Great Depression, sold high during the internet boom, and made more than a few good calls in between. Templeton created some of the world’s largest and most successful international investment funds.He sold his Templeton funds in 1992 to the Franklin Group. In 1999, Money magazine called Templeton “arguably the greatest global stock picker of the century.” As a naturalized British citizen living in the Bahamas, he was knighted by Queen Elizabeth II for his many accomplishments. 3⃣John Neff Neff joined Wellington Management Co. in 1964 and stayed with the company for more than 30 years, managing three of its funds. His preferred investment tactic involved investing in popular industries through indirect paths, and he was considered a value investor as he focused on companies with low price-to-earnings (P/E) ratios and strong dividend yields.Neff joined Wellington Management Co. in 1964 and stayed with the company for more than 30 years, managing three of its funds. His preferred investment tactic involved investing in popular industries through indirect paths, and he was considered a value investor as he focused on companies with low price-to-earnings (P/E) ratios and strong dividend yields. 4⃣Peter Lynch Peter Lynch managed the Fidelity Magellan Fund from 1977 to 1990, during which the fund’s assets grew from $18 million to $14 billion.8 More importantly, Lynch reportedly beat the S&P 500 Index benchmark in 11 of those 13 years, achieving an annual average return of 29%.910 Often described as a chameleon, Lynch adapted to whatever investment style worked at the time. But when it came to picking specific stocks, he stuck to what he knew and/or could easily understand. 5⃣Warren Buffett Warren Buffett is viewed as one of the most successful investors in history. Following the principles set out by Benjamin Graham, he has amassed a multibillion-dollar fortune mainly through buying stocks and companies through Berkshire Hathaway.1 Those who invested $10,000 in Berkshire Hathaway in 1965 are above the $60.2 million mark today.1314 Buffett’s investing style of discipline, patience, and value has consistently outperformed the market for decades. #business #investors

Hargreaves Lansdown adds the Ninety One Diversified Income fund to the Wealth Shortlist, Hal Cook, senior investment analyst, Hargreaves Lansdown comments on the news in the full article below