Alena Kosava, CFA, CAIA, Chartered Wealth Manager’s Post

📊 Did you know that multi-asset funds consistently outperform single-asset strategies in terms of risk-adjusted returns? Our Portfolio Manager Eugene Goosen breaks down the key strategies behind successful multi-asset fund management in our latest FundHub article. Learn how TBI's Global Multi-Asset Income Fund uses tactical asset allocation, absolute return strategies, and inflation targeting to help investors achieve both growth and security. Link to the article in the comments below. #InvestmentManagement #MultiAssetFunds #PortfolioStrategy #TBIInvestments

The future is looking bright for real assets fund managers! https://bit.ly/4cKtoDg New research reveals they believe market conditions will improve in the next two to five years. Download our latest SPV Global Outlook 2024 to learn more. #privatemarkets #SPV #realassets #fundmanagers

The investments and cash held by mutual fund companies collectively constitute the assets under management (AUM). While the cash allocation may vary and not always be 2%, it serves as a reserve for seizing favorable opportunities in the market. 📊💰 Regarding management fees, they are typically charged on the entire AUM, which includes both investments and cash reserves. 💼💸 This means that the expense ratio applies to 100% of the portfolio, reflecting the total assets under management. #MutualFunds #ManagementFees #AssetManagement 🌟📈

PSN Top Gun award winning portfolio manager, David Albrycht, CFA, President and CIO of Newfleet Asset Management shares an abundance of insight regarding fixed income markets with Zephyr's market strategist Ryan Nauman. In this very informative and engaging conversation, David discusses the risks and opportunities that lie ahead for fixed income investors, the Fed, the yield curve, and some of the fixed income sectors that he believes are attractive in 2024. He also shares a fantastic story you you will want to listen to. #fixedincome #bonds #smas #wealthmanagement #investmentmanagement #yields https://lnkd.in/gEkJgKtU

Quest® discount cash flow (DCF) analysis has been used in Liontrust Asset Management’s study of UK equities intrinsic value. Contact quest@cgf.com https://lnkd.in/gwEdZUe7

What features of First Capital Money Market Fund can benefit an investor in the current context? Kavin Karunamoorthy Executive Vice President Asset Management, in an Echelon interview, talks about the features of the First Capital Money Market Fund and what it has to offer in today’s dynamic financial landscape. 1. Attractive Return 2. Liquidity (Withdraw anytime) #FirstCapital #PerformanceFirst #Echelon #Fund #MoneyMarketFund #FC #Invest

🗣️ Let’s break down the key concepts of Mutual Funds!   1️⃣ Units Mutual fund investors buy units—your share in the fund’s total investments.   2️⃣ Face Value The face value is the original cost of each unit, usually ₹10 for most funds.   3️⃣ Unit Capital Total money collected from all investors—known as the Unit Capital.   4️⃣ Recurring Expenses Recurring expenses include management fees and operational costs—paid from the fund.   5️⃣ Net Asset Value (NAV) The NAV is the market value of each unit—this is what you track daily!   6️⃣ Assets Under Management (AUM) AUM is the total value of all assets the fund manages, indicating its size.   7️⃣ Mark to Market Mark to Market adjusts the value of assets based on current market prices. 🚀 Know these terms, and you’ll master mutual funds! 🎯 Follow @CertoAdvisors for more insights. #investmentstrategies #wealthbuilding #growyourwealth #financialplanning #mutualfunds #mutualfundssahihai #smartinvesting #personalfinance #wealthmanagement #CertoAdvisors

Unlock Market Insights: 2023 Fund Performance Report #InvestSmart #MarketInsights Take a dive into our latest collaboration with Dimensional Fund Advisors, showcasing the power of market prices. Thier annual report offers a concise analysis of US mutual funds and ETFs against benchmarks, highlighting fund survival, outperformance, and the impact of fees and turnover through 2023. You may be surprised at how hard it is to outperform the benchmarks. 📊 Explore key insights and data visualizations for smarter investment decisions. #FinanceInsights #WealthManagement #DimensionalFundAdvisors https://lnkd.in/gUEzyfjC

Don’t miss the ‘Navigating volatile and challenging markets with Alternative fixed income’ webinar between 9am-10.20am BST on Thursday 13th June.   Register now: https://lnkd.in/eunUFxZG Hear panellists Mike Chappell, Head of Illiquid Assets, Phoenix Group, Angel Kansagra, Head of ALM & Investment Solutions, Lloyd's, and George Arian Nijborg, Head of Insured Strategies and EU Private Placements, Aegon Asset Management, explore: 🔵 the potential benefits of alternative fixed income 🔵 how insurers should prepare for a market turn when risk assets are back in favour 🔵 rate cuts and how to manage core bond portfolios in the current environment #fixedincome #aegon #phoenixgroup #lloyds #insurers #bondportfolios 

In this month's edition of Radar Europe, the latest data on European fund selectors' asset allocation intentions is reviewed. Fixed income sectors continue to be favoured due to high interest rates in most developed markets. However, there have been swings in sentiment towards equity sectors as reported by European fund selectors in Fund Buyer Focus interviews. Broadridge Asset Management Solutions #FBF #FundBuyer #FundSelectors #AssetAllocation #FixedIncome #FundRadar #AssetManagementsolutions #Broadridge #DistributionInsights