Janus Henderson Investors’ Post

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.

Contact me to get started. Let us help you create model portfolios, analyze your current models, and compare multiple portfolios using our portfolio construction tools. Our tools coupled with insights from our portfolio strategists provide everything you need to make informed model portfolio decisions based upon performance and risk. Meet our Portfolio Construction Services Team and discover how we can help you strengthen your client portfolios: https://ter.li/n5zpey #JHI #JanusHenderson #BrighterFutureTogether #PortfolioConstructionStrategy #PCS Investing involves risk.

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

Join us for an asset allocation and asset analysis training session on May 21! 👇 In this session, you’ll learn how asset analysis is a powerful tool for performance, risk analysis, peer group analysis, style attribution, manager search and client reporting. You will also learn how to use Zephyr’s robust analytics and wealth management tools to perform asset allocation modelling, and more! Register here: http://spr.ly/6043jaWtc #Zephyr #assetallocation #assetanalytis #training #wealthmanagement

Wanting to learn more about asset allocation and asset analysis? 💭 Then this training session is for you! Join us on April 16 to learn how asset analysis is a powerful tool for performance, risk analysis, peer group analysis, style attribution, manager search and client reporting. Find out more here: http://spr.ly/6043wHPph #Zephyr #assetallocation #assetanalysis

⏰The clock is ticking! Still time to register for our FREE webinar on navigating the changing landscape of private market valuations and risk monitoring. What you'll learn: •How to address increased scrutiny on valuations & leverage •Best practices in a data-driven world powered by Preqin's $4 tn dataset! •Strategies for LPs and GPs Hear from our expert panel 𝘁𝗼𝗱𝗮𝘆 at 4 pm (BST) // 11 am (EDT). Register now: https://okt.to/UmYChv #valuations #riskmonitoring #privatemarkets #PrivateCapitalInsights

C.J. Van Dyke, Portfolio Strategist at Janus Henderson, joined our team fuelled by a passion for analytics and client engagement. He quickly found his niche within the Portfolio Construction and Strategy Team, leveraging his actuarial background and mathematical prowess to deliver impactful insights. Discover how C.J.'s dedication to enhancing portfolio performance could benefit you in the video below. You can also learn more about our Portfolio Construction and Strategy team here: https://ter.li/n5zpey #JHI #JanusHenderson #BrighterFutureTogether #PortfolioConstructionAndStrategy #PCS #ClientsComeFirst   Investing involves risk. 

🚀 Ready to take your wealth management firm to the next level? Discover the top analytics tools that can transform your business! From FactSet's powerful portfolio analytics to Morningstar Direct's data-driven insights, these tools are essential for staying competitive. Learn how advanced analytics from McKinsey and Finextra can enhance your decision-making and improve operational efficiency. 📊💼 #WealthManagement #Analytics #Investment #Finance #AdvancedAnalytics #TechInFinance #BusinessGrowth

In this Asset Servicing Times feature, read about Clearwater’s exciting partnership with Wilshire on bringing powerful risk and performance analytics to market. Full the story here: https://cw-an.co/4cKNii5

Get ready for a dynamic lineup of panels and speakers that promise to revolutionize your approach to financial planning and risk management at the Portfolio Summits Carolinas RIA Summit on April 23rd. The “Increased Offerings in Holistic Financial Planning” panel will dive into the world of holistic financial planning with industry experts. Discover how market disruptions can be leveraged to create new opportunities for your clients. From tax mitigation strategies to navigating generational wealth transfers, this panel will equip you with the insights needed to position your clients for success beyond just their portfolios. Featuring Bonnie Sewell, CFP®, CDFA™, AIF®, CEPA®, Managing Director, Senior Wealth Advisor at Dakota Wealth Management, and Ben Yeager, CFP®, ChFC®, CLU®, APMA®, Partner at Hilltop Wealth Advisors. Our audience will also have the opportunity to enjoy the presentation “Efficient Expression of Risk- The High Yield Opportunity” - David Selbovitz, CFA, CAIA, Head of Portfolio Strategy & Analytics at MassMutual, will guide you through the current fundamental and technical landscape, highlighting the compelling opportunities for thoughtful risk expression. Join us as we explore the often-overlooked potential of high yield investments in building efficient and risk-aware portfolios. Don't miss out on this unparalleled opportunity to gain invaluable insights and network with industry leaders. Secure your complimentary registration today: https://lnkd.in/eEsHpwid #PortfolioSummits #RIA #FinancialPlanning #RiskManagement #Carolinas