Jordan Chevalier’s Post

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/ycA030sCGoQ #FidelityCanada

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/JSRq50RHli9 #FidelityCanada

Want to explore the exciting world of liquid alts in a Fidelity Managed Portfolio? Fidelity’s David Wolf, David Tulk, and Ilan Kolet’s latest whitepaper features the recent additions of liquid alternatives to Fidelity Managed Portfolios. Find out what’s behind these fund enhancements and how they may contribute to multi-asset class fund performance. Read "Towards the Balanced Fund of the Future" today! https://ow.ly/SAPO30sCCAG

Want to explore the exciting world of liquid alts in a Fidelity Managed Portfolio? Fidelity’s David Wolf, David Tulk, and Ilan Kolet’s latest whitepaper features the recent additions of liquid alternatives to Fidelity Managed Portfolios. Find out what’s behind these fund enhancements and how they may contribute to multi-asset class fund performance. Read "Towards the Balanced Fund of the Future" today! https://ow.ly/jWc930sCqnE

Want to explore the exciting world of liquid alts in a Fidelity Managed Portfolio? Fidelity’s David Wolf, David Tulk, and Ilan Kolet’s latest whitepaper features the recent additions of liquid alternatives to Fidelity Managed Portfolios. Find out what’s behind these fund enhancements and how they may contribute to multi-asset class fund performance. Read "Towards the Balanced Fund of the Future" today! https://ow.ly/Pcny30sCEEu

Starting in one hour! Join us for our ACPM March webinar featuring Jim Hodapp, Senior VP and Portfolio Specialist of Principal will speak on Preferred and Capital Securities. This is a deep dive about the preferred securities asset class and specifically explores the evolution of the asset class over the years and how the asset class fits in client portfolios from an asset allocation perspective. Register here: https://lnkd.in/evJv9-wi #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

Next Week! Join us for our ACPM March webinar on Thursday, March 21, 2024 at 12:30pm ET. Jim Hodapp, Senior VP and Portfolio Specialist, will speak on Preferred and Capital Securities. This is a deep dive about the preferred securities asset class and specifically explores the evolution of the asset class over the years and how the asset class fits in client portfolios from an asset allocation perspective Register here: https://lnkd.in/evJv9-wi #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

The bond market is on the brink of transformation with the rise of Bond Execution Management Systems (EMS). 📊 Raphael de Santos, Director of Asset and Wealth Management at Davies, explores how EMSs reshape bond trading by improving execution and offering significant cost benefits. Why is this important for you? EMSs could be key to optimising liquidity access and achieving the best execution in your trades. Dive deeper into Raphael De Santos' insights and share your thoughts with us. Let's discuss how this evolution impacts asset managers and wealth advisors: 🔗 https://lnkd.in/ebD867Kp #BondTrading #AssetManagement