Opto Investments’ Post

🗞️ Opto Investments has announced a strategic partnership with Mercer Advisors. Opto will equip the Mercer Advisors client-facing team with a modern, tech-driven solution to bring private markets investments into client portfolios at scale and in a cost-efficient manner. Mercer Advisors selected Opto as its private markets partner based on shared values of transparency, trust and alignment of interests. By partnering with Opto, Mercer Advisors, which provides wealth management services for mass affluent to ultra-high-net-worth (UHNW) families and a spectrum of institutional clients, will further enhance its comprehensive offering to clients. “The private markets model is broken, and we’re thrilled to partner with Mercer Advisors to fix the space and create a more efficient and client-friendly paradigm as we grow together. There are no misaligned incentives in our partnership. We believe in the value of fiduciary advice, and that advisors deserve better, simpler and more scalable options for accessing private markets.” - Jacob M., co-founder and chief solutions officer #news #RIA #partnership #privatemarkets #wealthmanagement #advisors Ryan V. Matt Dunn Richard Wells https://lnkd.in/eVyAC_i9

#Infographic: In 2023, #privateequity firms controlled $8.2 trillion in assets globally according to McKinsey & Company, a figure that has rapidly expanded since the industry first emerged 40 years ago. As large investors such as pension funds and insurance companies increasingly look to private markets, these alternative asset managers have seen their assets grow by more than twofold in the last five years. This graphic shows the top 50 private equity firms worldwide, based on data from Private Equity International (PEI). Read and dee more from Visual Capitalist 👇🏽 https://lnkd.in/eVcJBZhJ

In 2023, private equity firms controlled $8.2 trillion in assets globally according to McKinsey & Company, a figure that has rapidly expanded since the industry first emerged 40 years ago. As large investors such as pension funds and insurance companies increasingly look to private markets, these alternative asset managers have seen their assets grow by more than twofold in the last five years. Read the full story at https://lnkd.in/ed7Aj4sg #markets #technology #innovation

Based on a proprietary survey of more than 75 chief investment officers who oversee more than $3 billion in assets, on average, a new report authored by Henry McVey, CIO of KKR’s Balance Sheet and head of global macro and asset allocation at KKR – a global investment firm – examines how family office CIOs are leveraging longer-term focus and goals to create a sustainable competitive advantage. KKR Henry McVey #research #survey #KKR #alternativeinvestments #privateequity #realassets

The latest report on private equity for mid-year 2024, released by Bain & Company, highlights concerning trends in the industry. The research unveils challenges impacting the private equity market. Stay informed about the evolving landscape of the PE industry. #PrivateEquity #BainandCompany #IndustryInsights

"The Leading Advisors program, which has been recognizing top-tier registered investment advisor firms since its establishment in 2002, is now relaunched with a fresh, data-driven focus." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

Thank you to Ed Hayes at Financial Advisor Magazine for interviewing Alan Strauss, our Senior Partner, Director of Investor Relations, on our recent survey on advisor demand for private equity. Of the various sub-strategies, growth equity tops the list, with over a third of advisors on our platform saying that their clients are very interested in the strategy. Alan dives into one of the reasons behind the demand - the attractive maturation potential - and argues that private equity should be a permanent fixture within asset allocation. Read the full piece here: https://lnkd.in/eDnaU4vs #alternatives #privateequity #financialadvisor For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

Private funds are reshaping the landscape for UHNW and families, offering new avenues for investment and collaboration across borders. If you're involved in wealth stewardship or family office management, this report is a must-read. Dive into the latest trends and strategies that are driving the growth of private funds in the UHNW space. Download the white paper now to stay ahead of the curve: https://lnkd.in/erGVqszN

An interesting graphic and read. Private equity firms control a staggering $8.2 trillion in assets globally, according to McKinsey & Company, a figure that has rapidly expanded since the industry first emerged 40 years ago. As the larger investors, pension funds, insurance companies and the like, increasingly look to the private markets, these alternative managers have seen their assets more than double in just the last five years. Phenomenal growth, predominantly US-led, but Europe is not without its stars. Whilst China Reform takes the first non-North American/European seat at the table. Interesting times. #privateequity #investments #fundmanagement

In 2023, private equity firms managed an impressive $8.2 trillion in assets globally. This figure has seen rapid growth since the industry's emergence 40 years ago. As institutional investors like pension funds and insurance companies turn to private markets, alternative asset managers have experienced a remarkable growth of over twofold in the past five years. For insights into the top 50 private equity firms globally, check out the graphic based on data from Private Equity International (PEI). #PrivateEquity #Investing