Talking Hedge Events’ Post

FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the launch of Nexus, an integrated platform designed to enable investment management professionals across the investment lifecycle, powered by one ‘golden source of information’. 

WisdomTree Asset Management’s CIO-Managed #ModelPortfolios blend the performance of active strategies with the discipline of passive investing. Backed by experts like Professor Jeremy Siegel, these portfolios are tailored for growth, income, or wealth preservation—adapting to market shifts with expert-driven insights. Discover how their innovative approach, cost-efficiency, and advanced tools can help elevate your advisory practice.

🗞️ Orion’s platforms are now featuring a broad range of equity separately managed account (SMA) models provided by Franklin Templeton. The arrangement will provide enhanced access to Franklin Templeton’s diversified SMA product suite, across its specialist investment managers, by advisors who utilize those investment models in managing their investors’ accounts on the Orion Communities and Orion Portfolio Solutions (OPS) platforms. Orion Communities, an open-architecture model marketplace, offers a diverse selection of investment models from various providers, allowing for greater flexibility and choice. The OPS platform features a curated list of research-approved, high-quality investment options. As a fast-growing TAMP platform, Orion provides a robust, open architecture infrastructure for delivering Franklin Templeton’s innovative investment solutions to advisors for use with their investors. “We are pleased to welcome Franklin Templeton’s equity SMA models to Orion’s platforms. This addition aligns with our mission to build a wealth-tech community where every advisor and investor thrives. By integrating Franklin Templeton’s specialist strategies, we are enhancing the flexibility and breadth of investment options available to advisors within our comprehensive wealth solutions, empowering them with complete solutions that can be customized to advisor/investor investment philosophy.” - Ron Pruitt, CFA, president of Orion Wealth Management #news #fintech #wealthtech #SMAs #wealthmanagement https://lnkd.in/guWpbDGs

In recent years, hybrid fund models have gained traction as a dynamic investment strategy integrating liquid and illiquid assets within a single fund structure. This complex structure comes with its own operational challenges, but there are plenty of opportunities for growth if setup and management are approached correctly. Aparna Parameswaran dug into the trend in her blog: https://ow.ly/5TJr30sIKcQ

What does 2024 have in store for investors and their portfolios? Our partner, Zephyr, reached out to investment management experts to share key insights, which we’re bringing to you 🙌 Listen to Gert van der Geer, Pictet Asset Management, as he talks about thematic investing, locating trends and more! See more 👉 http://spr.ly/6041jzMTd #investors #invest #portfolio #assetmanagement #investmentmanagement

🆕 Allianz Global Investors Introduces #Dynamic #MultiAsset Fund under New Management. 💼Just a few months after appointing Hartwig Kos, PhD, CFA, as Head of Multi Asset Fundamental Investing, Allianz Global Investors launches the Allianz Global Allocation Opportunities Fund.

In recent years, hybrid fund models have gained traction as a dynamic investment strategy integrating liquid and illiquid assets within a single fund structure. This complex structure comes with its own operational challenges, but there are plenty of opportunities for growth if setup and management are approached correctly. Aparna Parameswaran dug into the trend in her blog: https://ow.ly/HvZ430sIKag

In recent years, hybrid fund models have gained traction as a dynamic investment strategy integrating liquid and illiquid assets within a single fund structure. This complex structure comes with its own operational challenges, but there are plenty of opportunities for growth if setup and management are approached correctly. Aparna Parameswaran dug into the trend in her blog: https://ow.ly/Rg2230sIJec

Each month, over 300 top-tier asset managers from around the globe share their exclusive research and keen insights on market trends and investment strategies. Dive deep into the minds of industry leaders and stay ahead in the ever-evolving financial landscape. This month’s featured research includes contributions from: Alpha Vee Solutions ARS Investment Partners, LLC Astoria Portfolio Advisors LLC Day Hagan Asset Management Essex Investment Management Company, LLC Focus Point Capital Global X ETFs Global Value Investment Corporation John Hancock Investment Management Kensington Asset Management Kingsview Investment Management KKM Financial Laurus Investment Counsel M.D. Sass Nasdaq Dorsey Wright Ned Davis Research Neuberger Berman Sage Advisory Severin Investments LLC ST. JAMES INVESTMENT COMPANY, LLC Stringer Asset Management LLC Victory Capital 💡 Don't miss out on the insights that could redefine your investment strategy here: https://bit.ly/3VZy1DM. Visit www.smartxadvisory.com to login or request a demo! #ModelMarketplace #AssetManagement #NewResearch