How do your portfolios stack up against other financial advisor model portfolios? Learn what’s trending in the biannual report from Vanguard’s Portfolio Analytics and Consulting (PA&C) team.
Conner Brinton, CFA’s Post
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Experience our award-winning portfolio construction tool, Janus Henderson Edge. Providing deep analytics, real-time risk-modelling and forward-looking insights, Edge can help you identify ways to strengthen your clients' portfolios. Watch below to get a quick overview on how Edge works and try it out yourself here: https://bit.ly/47CDIfa #JHI #JanusHenderson #BrighterFutureTogether #PCS #PortfolioConstructionStrategy #JanusHendersonEdge #MarketingCommunication. For professionals only. Capital at risk.
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Looking forward to hearing James George and Varoon Mandhana from J.P. Morgan present valuable insights into optimizing treasury management in M&A today at 5:30pm at the M&A Conference at Wharton San Francisco. A couple of questions they will be addressing: - What variables should be in focus when evaluating an acquisition’s cash position, debt structure, working capital, and treasury policies? - How are interest rate risk, foreign exchange risk, and commodity price risk effectively determined and addressed? - Are there clever ways to diligence and de-risk a target’s treasury functions? - When should the compatibility and integration path for treasury management systems be determined? https://hubs.li/Q02qbTbh0 #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment
2023 M&A Holdback Escrow Study | J.P. Morgan
jpmorgan.com
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In a world of constant market shifts, staying ahead makes all the difference. Proactive portfolio management empowers advisors to make timely adjustments, helping to optimize performance and protect client wealth—even in volatile times. Be the partner your clients rely on to navigate uncertainty with confidence. Reach out to us today: https://lnkd.in/gAcJP4PC #MarketInsights #WealthManagement #FinancialAdvisors
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Share market experts, also known as portfolio managers, play a pivotal role in guiding investors through market fluctuations and helping them achieve their financial goals. In this guide, we’ll explore the key traits that distinguish successful share market expert in the realm of portfolio management. https://lnkd.in/gZ5W-N5d
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This is high-quality thinking on a topic of massive importance to the advisory community.* Risk tolerance (risk acceptance? capacity? alignment? need? all of these?) matters, but it’s not nearly enough to fully inform or determine portfolio construction. Time horizon, goals, return needs, and capital market conditions/assumptions *all* loom large…and should all factor into the (neverending!) process of portfolio construction. Nebo is changing the game of wealth management, one fortunate investor at a time… *Complete with bonus Six-Million Dollar Man intro reference, which speaks to this Gen Xer more than he’d like to admit…
Are you relying too heavily on risk scores for your clients' asset allocation? Our latest research, “The Perils of Outsourcing Asset Allocation to a Risk Score,” challenges the status quo and sheds light on the potential pitfalls of this approach. Discover a fresh perspective on aligning asset allocation more effectively with your clients’ goals. On behalf of authors Martin Tarlie, Matthew Kadnar, CFA, James Montier, we hope you find our research valuable and look forward to your feedback. Key Takeaways: 1. For too long, the industry has been outsourcing asset allocation decisions to the risk score. This approach often results in portfolios that are disconnected from actual client goals and are unresponsive to changes in clients' financial situations. As a result, investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes and the much bigger risk that clients don’t meet their goals. 2. Our research advocates for an Investment Policy Process that appropriately balances the crucial elements of time horizon, risk tolerance, cash flows, and return objectives into a dynamic, ongoing strategy that adapts in real time to your clients' changing lives and market conditions. 3. By pioneering not only technological innovation, but also process innovation, Nebo Wealth is redefining how the industry engages with clients, offering a more adaptive and comprehensive approach that seeks to improve investor outcomes #InvestmentResearch #BehavioralFinance #ClientFirst
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A great way to keep perspective, investing for the long-term...
The 2025 edition of J.P. Morgan’s Long-Term Capital Market Assumptions points to a promising economic shift, with higher growth and interest rates on the horizon. As we look ahead to the next 10—15 years, it’s the perfect time to revisit your wealth strategy, focusing on smart asset allocation and diversification to seize new opportunities and manage risks. Explore our insights to help inform your portfolio planning. http://spr.ly/6046sxHqa Outlooks are no guarantee of future results.
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Do you have 10 minutes? This demo video gives an overview of how our clients use Venn to help them quickly answer critical investment, risk, and portfolio questions—and have confidence in the results. If you like what you see, request a more in-depth demonstration of our platform to learn more about our factor analysis capabilities, private asset analytics, reporting, and more. https://lnkd.in/gms6Q-a4 Exposure to risk factors is not a guarantee of increased performance or decreased risk. See risks here - https://lnkd.in/emVmQ-Vq.
Venn in Ten - See Venn in Action
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GPs are facing pressure to ensure transparency and accuracy in their valuations. Preqin's groundbreaking release of a $4 trillion private capital transaction repository provides valuable new data. Join us on June 5th for a timely webinar where our industry experts will discuss how to navigate this environment and leverage transaction data to ensure appropriate portfolio monitoring. Register now! https://okt.to/5AejCt #Valuations #portfoliomonitoring #transactiondata #privatemarketinsights
Preqin webinar: Valuations & Risk Monitoring: The Road to Actionable Transparency | Register now
preqin.zoom.us
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On a scale from 1-100, how important is it to establish a client’s optimal asset allocation? Survey says, 87! We surveyed dozens of advisors for tomorrow's webinar (Btw, LAST CALL TO REGISTER!), and they unanimously agree on the importance of asset allocation, with an average score of 87. Nearly half scored it 99 or 100. It is critical! So, why is asset allocation often determined by a single input? We believe the reign of the risk score has gone too far. Look at the visual below and let us know your thoughts!
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💥 💥 INDUSTRY FIRST: Markets Recon has collected the biggest collection of mid-year outlook reports from across the investment industry! 💥 💥 Introducing Priming Portfolios: Review of Asset Manager Mid-Year Outlooks - Asset Allocations Views and Implied Positioning. 🎯 70+ mid-year outlook reports summarised! 🎯 1,500+ pages condensed into just 138 pages! 🎯 45 firms' content captured 🎯 $56 trillion - firms' combined AUM 🎯 Hyperlinks to underlying reports! For the FIRST TIME, you can access asset allocation views, implied positioning, and speed read mid-year outlook summaries all in one place! These reports include essential analysis and commentary covering markets, asset allocation, portfolio construction, and more. 🔗 Download the report today here: https://lnkd.in/eHyGfp8C #midyearoutlooks #investmentmanagement #assetallocation #portfolioconstr
