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Webinars are back and we're hosting one!! Join DiligenceVault in our upcoming webinar ‘Operational Due Diligence for Multi-Asset Portfolios’ on April 11 at 10am ET and 4pm CET. We are joined by stellar panelists who will discuss the various ODD trends, insights and best practices for multi-asset portfolios: ● How are ODD programs for long only, Hedge Funds (HF) and private markets similar? How are they different? ● What are the key risk factors for each asset class in 2024? ● What tools are required for a multi-asset ODD program? How do you scale such a program? ● What lessons learned from HF ODD can be applied to long only and private markets? Hear from our panelists Bram Vennegoor, CFA, CAIA from MN, Rima Doshi Parikh from Brown Advisory and Peter Comes from Shadmoor Advisors, Inc. Register Here: https://lnkd.in/gYc9dHv2 #OperationalDueDiligence #HedgeFunds #PrivateMarkets #AssetAllocators #InvestmentManagement

Innovation in new ETFs continues. Risk managed products will have a mini renaissance as markets get choppier.

This Day in Markets • 📈 On this day in 1963: Edward C. Johnson II, the head of Fidelity Investments, started a small mutual fund and gave it to his son, Ned, to run. He called it the Magellan Fund, and its success helped popularize mutual funds. - WSJ Today most mutual funds (according to Dalbar) underperform their benchmark. What's the lesson in this? Know what you own, why you own it, how it's performing, and what you are paying. Let's have ourselves a day! #BuyLowSellHigh #UpticksPodcast

🌟 Mid Cap Mutual Funds: A Winning Streak of Positive Returns! 🌟 Looking for consistent performers in the mutual fund space? These mid-cap funds have delivered positive returns every single year from 2021 to 2024. 📈✨ 💡 Swipe through to see the top-performing funds and their stellar returns! **The content of this post is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product, and accept no liability whatsoever for any direct, indirect or consequential loss arising from or in connection with any use or reliance of this Information or anything contained in it. ** #MutualFunds #MidCapFunds #PositiveReturns #FinancialGrowth #50Fin

🌟 Guess who's stepping into the financial spotlight! 💼 Trump shakes things up with a bold move, nominating hedge fund guru Scott Bessent as Treasury Secretary! 💰 Curious about what this means for your wallet and the world of finance? Dive into the details and stay ahead of the game. Click here for the full scoop: https://lnkd.in/gsW83hv7 📈🔍 #FinanceFun #StayInTheLoop #LawinNews

Managing Partner William Barrett, CAIA caught up with Secondaries Investor’s Silas Sloan to discuss evergreen and semi-liquid fund structures, following largescale shifts in sentiment from fund managers in the past year. Delving into what Reach Capital | Private Assets Advisor has been seeing in the market, William explains how managers offering semi-liquid or evergreen products might be under pressure from investors to consistently deploy capital. GPs managing these vehicles must be able to show deals to investors and distribute capital to maintain momentum in fundraising cycles. Secondaries buyers are mindful of the need for liquidity in these vehicles, which has led to greater discounts being demanded by would-be purchasers. Read the full article here: https://lnkd.in/gcntvVdh #secondaries #semiliquid #evergreen #liquidity #placementagent

Rockefeller Asset Management has made a bold pivot into the ETF space. Kirsten Chang sits down with Alex Petrone, Director of Fixed Income at Rockefeller, to unpack their new, actively managed muni ETFs. Don't miss Alex's insights on why munis are a powerful play now: Check out the full episode below ⬇️ #AssetManagement #AssetManagers #ETFs #Munis #ActiveManagement

💡 𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐬𝐭𝐚𝐫𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬 𝐒𝐈𝐏𝐬 𝐰𝐢𝐭𝐡 𝐚𝐬 𝐥𝐢𝐭𝐭𝐥𝐞 𝐚𝐬 ₹100? Many assume they need a hefty sum to begin investing, but sometimes the smallest steps lead to the biggest gains. In my latest video with Angel One, I cover the Top 5 Mid-Cap Mutual Funds to watch this year—perfect for those looking to grow wealth without breaking the bank. 𝐖𝐡𝐲 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐌𝐢𝐝-𝐂𝐚𝐩 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬? ➡ 𝐆𝐫𝐨𝐰𝐭𝐡 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥: Mid-cap companies are often in their expansion phase, providing higher growth opportunities compared to large-cap companies. ➡ 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Mid-caps add balance to your portfolio, combining the stability of large caps with the growth potential of small caps. ➡ 𝐇𝐢𝐠𝐡 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 (𝐰𝐢𝐭𝐡 𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐞 𝐑𝐢𝐬𝐤): Mid-cap funds have historically outperformed large-cap funds in growth phases, making them attractive for long-term wealth creation. ➡ 𝐔𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞𝐝 𝐆𝐞𝐦𝐬: Mid-cap stocks are often undervalued, meaning there’s potential for substantial gains as they grow and get recognized. Which was the first Mutual Fund you invested in? Let's see if you remember the fund name! Comment below. 𝐍𝐨𝐭𝐞: This is not an investment advice but only educational content. 𝐕𝐢𝐝𝐞𝐨 𝐋𝐢𝐧𝐤: https://lnkd.in/g_G6Ryuj #financevideohost #financevideocreator #financecontentcreator

The Market Rover Masterclass; Do you know 100 years ago, the first open-ended mutual fund was introduced to the world? paving the way for millions of investors to build their wealth. let's explore the exciting world of mutual funds. #MutualFunds #Investing #100Years #TheMarketRover #Investment

🚨BREAKING NEWS🚨 Hedge fund billionaire John Paulson has announced a bold move: If Kamala Harris wins the upcoming election, he plans to withdraw from the market and turn to gold. Why? Harris' economic policies, including higher taxes on capital gains, may lead to market turbulence. 📈 Discover the potential impact and how to safeguard your portfolio with GMRGold's advisory services. 🔗 Read the full blog here: 👉 https://bit.ly/3zpRx3W 👈 💼 Ready to diversify? Visit GMRGold.com for expert guidance. #Finance #PortfolioDiversification #Gold #InvestmentStrategy #GMRGold