TPT Retirement Solutions’ Post

On 17 July 2024, GVF celebrates its 10-year birthday and we are looking forward to celebrating with you! Over the 10 years since launch, GVF has: - Delivered 10 consecutive years of positive investment returns - Returned 80 cents (1) to investors on their original $1 per share investment - Generated annualised net investment returns (2) of 10.8% per annum https://lnkd.in/eS4HGSNm (1) Includes dividends, franking credits, and capital returns. (2) As of 31 March 2024. Net investment returns, or adjusted NTA returns, are after all fees and expenses and are adjusted for the payment of taxes, dividends, and the effects of capital management initiatives. They do not include any franking credits received by the Company.

CPP Investments | Investissements RPC, the world’s second-largest investor in private equity, has promoted three staff to senior positions across its direct and regional private equity businesses as its global directs head leaves the pension. Sam Blaichman has become head of direct private equity globally, replacing Hafiz Lalani. Pascal Keutgens is now head of direct private equity, Europe, and Prakul Kaushiva has been appointed head of private equity Asia (Private Equity International).

✍️ Ewan MacKinnon, Partner at Maven, shares his insights on the role of Venture Capital Trusts (VCTs) in an investor’s portfolio in his article for FT Adviser. Ewan highlights how VCTs, with their strong returns, tax benefits, and ability to complement pension planning, have become a key part of wealth and financial planning. The importance of due diligence and the selection of an appropriate VCT manager are also emphasised, as these factors are key to securing attractive returns and aligning with an investor’s objectives. Read the full article here 👉 https://hubs.ly/Q02vxwqG0 #VCTs #InvestmentStrategy #FinancialPlanning VCTs are considered a high risk investment product. For further information on VCTs, and in particular if you are unsure of the risks of investing in VCTs, you should always seek advice from a regulated financial adviser.

Commentators are putting the boot in after abrdn announced it’s parting company with CEO Stephen Bird. But although four-year tenure didn't go particularly well, what did we honestly expect him to achieve? 🤔 The commercial success of Aberdeen and Standard Life was built on active stock picking. But active management has been found out.. It will never be anything like as lucrative as it was when advisers and journalists either turned a blind eye or were simply oblivious to the enormous value it extracted. To his credit, Bird at least tried to diversify beyond active management into financial advice and online investing. The problem the industry faces is that active funds are far, far too expensive to make them worth investing in. The seismic shift towards indexing is far from over. Abrdn should either ditch active funds altogether or compete with the likes of Vanguard by cutting costs and reducing fees 👇 #Abrdn #FundManagement #ActiveManagement #Investing Money Marketing https://lnkd.in/eZTfujdH

Wondering why Alternative Investments are showing up in the news more and more lately? Are you ready to learn more about this diverse and growing asset class? Join us next Thursday, June 20 at 2:00 pm EDT, to hear from seasoned wealth advisor Lawrence Barocas, CPWA, CRPS from Snowden Lane Partners, and leading alternative investment manager executives; C. Jay Steigerwald III from Ashford Securities LLC and Michael Crimmins from Madison Capital Markets. Learn more about why Alts have been in the news so much lately and how advisors are currently utilizing Alts in their practice. There will be time for questions; register today: https://lnkd.in/eB47hg4f #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

Great to see this activity supporting the goals of the #MansionHouseCompact! Discover how this initiative could unlock up to £50 billion in #investment and drive future #growth: https://lnkd.in/ezUyNXmz

The latest Fund Factsheets for our With Profits Growth Fund for Pension and ISA are now available. Read to see how as at 30 November, equity content totalled just under 60%, with Shell plc and 3I Group plc being the top holdings within the fund. Take advantage of an equity-rich investment, alongside lower day to day volatility as a result of the smoothing mechanism applied. Download the factsheets below 👇 Pension: https://lnkd.in/e26E7dRS ISA: https://lnkd.in/esv6p2qX #Intermediaries #Investing #Performance #ISAs

We’re excited to introduce Betashares and guest speaker David Bassanese as one of our educational partners for this year's PGW Professional Development Day! As a licensee, PGW prides itself on offering advisers the freedom to choose platforms and providers that best suit their client's unique needs, thanks to our agnostic approach to financial planning solutions. In line with our 2030 Vision: Driving Dynamic Growth in Financial Planning, Betashares brings a wealth of knowledge and innovative investment options that align with the forward-looking strategies we are promoting at this year's event. Their extensive range of ETFs and commitment to simplicity, cost-effectiveness, and transparency empowers advisers to diversify their clients' portfolios with ease. By providing access to nearly every corner of the market, Betashares equips advisers with flexible investment tools that can adapt to the evolving landscape of financial planning. We’re thrilled to have Betashares on board to share their perspective on the trends shaping the future of wealth management and how advisers can leverage these insights to drive growth for their clients! 📈 #ETFs #Markets #MarketOutlook #Growth #Equities #FinancialAdviser #Finance #ProfessionalDevelopment

Now starting our first panel session of the day will be Asset Owners’ Expectations on Stewardship Reporting, with speakers: - Michael Herskovich Head of Stewardship, BNP Paribas - Valeria Piani, Head of Stewardship, Phoenix Group - Vaishnavi Ravishankar, Head of Stewardship, Brunel Pension Partnership Limited and moderated by Simon Jones, Partner, Hymans. Simon says "We're all trying to be better stewards" and sets the scene for what has and hasn't been achieved in terms of meeting asset owners expectations. #GSF #stewardship #governance #corpgov #ICGN2024 #investors #assetowners #assetmanagers

🌟 Introducing the GIFT IFSC Family Investment Fund! 🌟 Are you looking for a way to secure and grow your family's wealth? Our Family Investment Fund is meticulously designed to cater to the unique needs and goals of family investors, leveraging the unparalleled benefits of GIFT IFSC. In this presentation, you'll discover: ✅ Comprehensive insights into the structure and benefits of the Family Investment Fund ✅ How the fund aligns with the financial goals and legacy planning of families ✅ The unique advantages of investing through GIFT IFSC Whether you're aiming to: 📈 Diversify your portfolio 🏦 Ensure long-term financial stability 👨👩👧👦 Plan for future generations The GIFT IFSC Family Investment Fund is your key to a prosperous financial future. 📊💼 Don't miss this opportunity to learn more – watch the presentation now! For any questions, feel free to reach out to us at: 📧 info@mpcs.in 📞 +91 83205 50935 (call or WhatsApp) #FamilyInvestmentFund #GIFTIFSC #WealthManagement #InvestmentOpportunities #FinancialPlanning #FutureReady #AIF #MPCS