Bavest’s Post

Financial Advisors: Here's why we're doing this, and what we're doing. Until recently, you had the crypto bros pushing you to add bitcoin and crypto to client portfolios. We knew it wasn't as easy as pressing a button. Any conferences involved talking about how great bitcoin is, and how blockchain is "the future," without reference to real allocation, client conversations, compliance, custodial options, etc. Basically...nothing to tell you how to add crypto. Now you have the easy button - ETFs - with more options for custody and direct ownership than ever. We also have highs for prices, and likely client interest. So we're putting together a group of speakers and panelists that are or were advisors. We have an agenda that includes: - Client conversations - Taxes - Compliance - Custody - ETF vs. direct You'll leave this day with some actions you can take to add crypto to your practice and start helping your clients. You'll have the ability to talk with other advisors about their practice, allocation, compliance, etc. And you get free access to all of Consensus. This is a great time to learn and prepare your practice. If you're an advisor and want to attend, the link to apply is in the first comment Kim Greenberg, CMP, CTSM Tyrone Ross Jr. Marc Nichols, CIMA®, WMCP®, CDAA® CoinDesk Jillian Nel, CFP®, CDFA, CDAA Jennifer Murphy

In today's fast-paced market, producing timely and accurate fund factsheets is essential for maintaining investor trust. Yet, many asset managers struggle with integrating multiple systems, which leads to data inconsistencies. Learn more about the challenges of data integration, the cost of disconnected systems, and how streamlining data management can be a game changer. ➡️ Read the full article to learn how FE fundinfo’s solution can revolutionise your factsheet production process: https://hubs.ly/Q02LGZ3p0 #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #FEfundinfo #OperationalEfficiency

❗In today's fast-paced market, producing timely and accurate fund factsheets is essential for maintaining investor trust. Yet, many asset managers struggle with integrating multiple systems, leading to data inconsistencies. Learn more about the data integration challenges, the cost of disconnected systems and how streamlining data management can be a game changer. ➡️Read the full article to learn how FE fundinfo’s solution can revolutionise your factsheet production process: https://hubs.ly/Q02PstC70 FE fundinfo’s Factsheets production solution is engineered to pull data from various sources efficiently, ensuring that the information remains consistent across all platforms. #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #FEfundinfo #OperationalEfficiency

Here is a list of top software products that support the operations of asset management financial firms: BlackRock Aladdin Charles River IMS FactSet Bloomberg PORT Barclays POINT MSCI RiskMetrics FIS Front Arena Eze OMS (SS&C Eze) Bloomberg TOMS AxiomSL Wolters Kluwer OneSumX SAS Risk Management BI-SAM B-One (FactSet) StatPro Revolution Morningstar Direct SimCorp Dimension Advent APX (SS&C Advent) Orion Advisor Tech All these products/platforms need quality data. Asset firms, that are using data effectively are leading. Data Quality and Data Governance are the backbone. The majority of mid-size and small AUM firms face data challenges and lag behind their marketing strategies. They do all the analysis and forget to look at their data quality. #AssetManagement #Platforms #Products #Data

If you want to boost your market-based analysis by rigorously validating valuation assumptions and proactively monitoring potential risks for more accurate insights reach out to me to learn more about our new product called Transaction Intelligence.

Introducing Transaction Intelligence - Deal performance and Private Market Valuations Get in touch to hear more!

Liquidnet Expands EMEA Team with Key Appointments Liquidnet has strengthened its European Execution & Quantitative Services (EQS) team with the addition of three industry experts. Prashanth Manoharan has been appointed as the Head of Execution Consulting in EMEA. With extensive experience, including his role as Director of Cash Equities Analytics at BNP Paribas, Manoharan will lead efforts to enhance Liquidnet’s algorithmic trading services, collaborating with members to optimize execution outcomes. Oliver Ekers, joining as an Execution Trader, brings over a decade of experience, most recently as European Execution Trader at Instinet. Ekers will contribute to sales trading coverage across high-touch and algorithmic trading. Henry Baugniet - Henry B., a data science expert, has joined as an Execution Analyst. Previously at The Racing Manager, Baugniet will leverage his experience to enhance Liquidnet’s execution consulting capabilities with innovative data-driven solutions. These appointments reflect Liquidnet’s commitment to enhancing its service model and providing advanced execution consulting to its global buy-side clients.

big xyt is delighted to announce its partnership with Trackinsight, a globally recognised ETF data provider. This collaboration brings together the complementary strengths of both companies to provide market participants with unparalleled insights into ETF trading and investment across the globe. By combining their capabilities, big xyt and Trackinsight enables clients to: - Access a comprehensive view of liquidity across the ETF landscape, integrating primary and secondary market insights. - Improve trading efficiency and reduce costs by providing clarity on liquidity and product quality. - Enhance pre-trade and post-trade analytics with improved insights for evaluating trading costs, liquidity, and market efficiency. The collaboration will pave the way for additional services, such as liquidity analysis across global markets, and peer group analysis to help issuers benchmark their ETFs against competitors to make informed decisions on product development and market positioning.

big xyt is delighted to announce its partnership with Trackinsight, a globally recognised ETF data provider. This collaboration brings together the complementary strengths of both companies to provide market participants with unparalleled insights into ETF trading and investment across the globe. By combining their capabilities, big xyt and Trackinsight enables clients to: - Access a comprehensive view of liquidity across the ETF landscape, integrating primary and secondary market insights. - Improve trading efficiency and reduce costs by providing clarity on liquidity and product quality. - Enhance pre-trade and post-trade analytics with improved insights for evaluating trading costs, liquidity, and market efficiency. The collaboration will pave the way for additional services, such as liquidity analysis across global markets, and peer group analysis to help issuers benchmark their ETFs against competitors to make informed decisions on product development and market positioning.

Two major trends in financial services are harnessing AI's power and integrating enhanced macro data into investment workflows. This makes the partnership between SigTech and Macrobond Financial incredibly timely. I’m thrilled about this collaboration, especially working with Bin Ren, a leading expert in this field. His endorsement of only using high-quality data for training large language models (LLMs)—a standard upheld by SigTech—speaks volumes about the caliber of our efforts at Macrobond Financial. Additionally, reuniting with former colleagues like Krishna Nadella adds a pleasant personal touch to this professional milestone! https://lnkd.in/d2H9Xi7x #FinancialServices #ArtificialIntelligence #DataScience #InvestmentTrends #Partnership #Macrobond #SigTech #AI #Innovation