TBI Group’s Post

We have enhanced our client offering through our new launch of the Coutts Diversifying Alternatives Multi-Manager fund. This liquid alternatives solution allows our clients to diversify their assets within multi-asset portfolios by offering returns with low correlation to other core financial markets. Market volatility, rising geopolitical uncertainty, higher interest rates and rising correlations across traditional asset classes coalesce to make liquid alternatives an attractive building block for client portfolios. Combining the strategy within client portfolios offers a potential for enhancing returns whilst balancing risk. Partnering with J.P. Morgan Asset Management in offering this route to market for our clients and helping them achieve their financial objective. https://lnkd.in/gCMFzvYR #multiasset #investments #alternatives #liquidalternatives #macro #equitylongshort #relativevalue #mergerarbitrage #Coutts

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

Unlocking the Power of Mutual Funds: AUM Growth & Awareness Explained Discover the tremendous growth in the Asset Under Management (AUM) of mutual funds, highlighting the impact of mutual fund awareness. Learn about the staggering rise of Rs. fifty crores in just seven months. Stay informed and unleash the potential of mutual funds for financial success. #MutualFunds #AUMGrowth #MutualFundAwareness #FinancialGrowth #InvestmentStrategies #WealthManagement #PersonalFinance #InvestmentPlanning #FinancialSuccess #MoneyManagement

🤯 Quite astonishing figures for our Multi-Asset Growth Fund! (as at end of Feb 24) 🔟 Top DECILE over all time-periods Global 🌍 Active 🏃♂️ Direct 🎯 Keep going James Mee, CFA, Matthew Parkinson, CFA, Gabrielle Park, Dhruv Satish, CFA, Luke Hyde-Smith 👊 📞 📩 Get in touch with your local BDM to find out how the rest of our Multi-Asset Strategies have performed #multiasset #ifa #funds Capital at risk. Past performance is no guide to future performance. The value of holdings may fall as well as rise and investors may not get back their initial investment. As at 29/02/24 Source: Morningstar Shareclass: A GBP Inc

Wellington Management fund manager Konstantin Leidman, CFA will speak at next week's Fixed Income Market Focus event in London in a session titled 'Global High Yield: How important is income to your clients?' Konstantin will discuss the potential merits of a strategic allocation to high yield in multi-asset portfolios, and the considerations investors should take building allocations into 2024. Secure your place today to gain insights from Konstantin and a variety of other fixed income fund managers: https://lnkd.in/e4WTTGwZ #fixedincome #financialservices #investmentmanagement #portfoliomanagement #investmentweekevents #investmentweek

🗣️ 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

Simplify to Amplify! Many investors make this classic error of over-diversifying their mutual fund portfolios. This typically happens when one keeps switching to recent outperformers or falling for some aggressive sales pitches to own the new "hot" fund. Though this might give you a good feeling of owning winners, in the long run, by owning too many funds - you end up with a portfolio of funds with a high overlap and end up owning almost all the stocks out there, diminishing your chances of beating the market! With the current bull run, now is a great time to swipe through stacks of funds and bring it down to a focused, truly diversified portfolio. This will enhance your ability to monitor performance and adjust to market conditions, boosting your long-term returns! 👉 Stay wise, optimize with Optimus Wealth. #Investments #Finance #PersonalFinance #WealthManagement Disclaimer: We are an AMFI-registered Mutual Fund Distributor. Do no construe this as investment advice. Every investors requirements and risk appetites are unique. Please consult a registered distributor/advisor to know what works best for you.

Spot ETF Approval: How It Transforms the Asset Class The recent spot ETF approval marks a significant shift in the financial landscape. Discover how institutional demand and regulatory attention are reshaping investments, infrastructure, and capital flows within the asset class in this insightful discussion. #ETFs #AssetClass #InvestingTrends #InstitutionalInvestors #FinancialRegulation #InvestmentStrategies #CapitalFlows #MarketChanges #FinancialNews #TechnologicalAdvancements

Our GIB Asset Management Head of Fixed Income, Samantha Lamb, recently appeared on Asset TV’s Fixed Income Masterclass to discuss the latest insights and trends in the fixed income market.    Samantha shared her expertise on navigating the current interest rate environment, identifying opportunities, and managing risks in today's evolving landscape. Check out the full discussion below, to hear Samantha’s thoughts alongside other industry leaders:   #FixedIncome #AssetTV #InvestmentInsights #Masterclass

In our latest Fixed Income Masterclass, our panel of experts discuss #FixedIncome markets, #InterestRates, bond investments, and market strategies 👉 https://lnkd.in/e6ERfD_u Sharing their thoughts on the role of stock selection in generating returns and the influence of passive funds on the opportunity set for active managers is Baillie Gifford's Lesley Dunn, GIB Asset Management's Samantha Lamb and Rathbones Asset Management Bryn Jones. #ATVMasterclass