Carne Group’s Post

The dawn of hybrid fund structures! The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. Read on as Aisha Hunt, Principal, Kelley Hunt PLLC, explores this further >> http://spr.ly/6049whmk1 Catch Aisha on stage at Wealth Management EDGE as she will delve into the market outlook for the year ahead. Find out more here: http://spr.ly/6042whmky #WMEDGE #InsideETFs+ #ETFs #hybridfunds

A great insight from further up the value chain (investors), and a trend that continues to grow. We as Fund Service providers need to be ready (we are) to support this model along side the traditional closed ended model. Long live the hybrid fund!

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management. In this article, Wealth Management EDGE speaker Aisha Hunt, Principal at Kelley Hunt, delves into the dawn of hybrid fund structures! Read her insights here: http://spr.ly/6047kXyxT Catch Aisha on stage on May 14 as she’ll discuss the market outlook for the year ahead! >> http://spr.ly/6048kXyxo #WMEDGE #InsideETFs #ETFs #investment

Alternative fund managers are focusing more and more on individual investors as a source of growth. Read about this and other trends in the sector in our annual Global Alternative Fund Survey: https://go.ey.com/3OFfLLo

Launching a private fund in the United States can be an almost daunting endeavor, fraught with regulatory hurdles, operational complexities, and significant time and financial investments. From hedge funds and private equity to real estate funds, the challenges are multifaceted, and the traditional route to launching a private fund can be a lengthy process, often taking anywhere from 6 to 18 months. That's why many emerging managers are turning to platform solutions, which can cut that time drastically. Greg Poapst of Fundviews Capital LLC explains more in his latest article for our blog. https://lnkd.in/e6Q9AvfC #alternativeinvestments #privatefunds #fundmanagers #emergingmanagers #assetmanagers

#Alternativeinvestment managers running strategies in both liquid and illiquid markets are increasingly turning to the #highnetworth segment and the #RegisteredInvestmentAdvisor channel to raise assets. Philip Seager, Head of Portfolio Management at systematic investment manager Capital Fund Management (CFM), offers his thoughts on this trend, and more, in our latest #hedgefunds Q&A. https://lnkd.in/eEfJtH9h  

🚀 New Fund Launches | September 2024 🌟 In the dynamic asset management sector, staying informed about industry trends and competitors is essential. To help, we’ve compiled the latest updates from Form D filings into a concise list of a few standout funds from September’s new fund launches. 👉 Stay ahead and stay in the know! Read the full article here: https://lnkd.in/d5xfm5yV #NewFundLaunches #FundraisingNews #PrivateEquity #RealEstate

📈 In the world of #AIF management, meeting the evolving expectations of LPs is no longer a luxury—it's a necessity. Digital transformation is reshaping the landscape, demanding transparency, efficiency, and responsiveness that only a digital-first approach can provide. fundcraft is leading this shift by providing digital fund operations and our innovative LP Portal, which enhances every aspect of investor relations by streamlining communication, improving data access, and ensuring seamless operations—all in real time. Discover how adopting digital solutions like #fundcraft can not only meet but exceed LP expectations, leading to stronger relationships and trust. Dive deeper into the benefits and strategies for digital transformation in fund management in our latest blog post linked below! 🔗 #limitedpartners #alternativeinvestments

The INVL Partner Global Real Estate Fund I launched in January this year by INVL Asset Management, the leading Baltic #alternative #asset #manager, raised an additional USD 3.075 million. This time #investments in the open-ended fund for #informed #investors were made by a total of 13 investors. The INVL Asset Management fund invests in real estate funds in the US and Western Europe managed by Brookfield Asset Management, one of the world’s largest real estate management companies. An offering of the fund’s investment units ran from 6 March to 31 May (inclusive), organized by INVL Financial Advisors, the financial brokerage company that owns the INVL Family Office brand. The minimum investment amount in this fund is USD 145,000. Read more: https://lnkd.in/gCsNyssu #invl #alternative #asset #manager #investments #informed #investors #familyoffice

SiM won the LSEG Lipper Fund Award U.S. 2024 for "Best Global High Yield Fund" over three, five, and ten years. These awards are based on the Lipper Leader for Consistent Return rating, a quantitative measure of performance. The fund's recognition underscores its unique strategy and consistent performance in high-yield investing. These awards are considered the gold standard. Gary Pokrzywinski, co-lead portfolio manager for the Fund and founder of SiM, said: “We are excited to celebrate this recognition of the American Beacon SiM High Yield Opportunities Fund. Our firm takes pride in our differentiated approach to high-yield investing – one that is index agnostic, high conviction and counter cyclical, and we are flattered to see our strategy highlighted by these awards.” Ryan Larson, co-lead portfolio manager for the Fund, said: "Gary and I were in New York this week to receive the LSEG Lipper Fund Award for Best Global High Yield Fund for our US mutual Fund over the last 3, 5 & 10 year periods. We were one of only 11 funds out of 15,000 to sweep all time periods." Candoris replicated the strategy in a daily liquid art 8 UCITS fund, AUM > 300 million USD. For more information email candoris@candoris.nl https://bit.ly/3IQHgz1