Linconomy’s Post

The future of #portfolios lies in tech-driven risk models. As the financial landscape undergoes a seismic shift, technology-driven risk models are emerging as the cornerstone of tomorrow's #portfoliomanagement, RUAN JOOSTE writes. Roland Rousseau https://lnkd.in/drDtN4BB

𝗜𝘀 𝗬𝗼𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗿𝗲𝗲𝘇𝗲? "Markets move fast. Your private assets should, too." Real-Time Portfolio Alignment doesn’t just monitor—it maps private asset valuations to live market indicators through a statistically robust approach, ensuring your portfolio stays in sync with real-time conditions. This means you’re never caught off guard. Key Benefits: • Real-time portfolio alignment for up-to-date, actionable insights • Advanced, reliable methods to reduce valuation blind spots • Enhanced liquidity management and proactive risk mitigation Contact us at info@edelscourt.com to discuss how advanced alignment can transform your portfolio’s resilience. #inPhaseValuation #PortfolioAlignment #PrivateEquity #PrivateAssets

How good of a stock picker are you really? Is Value Investing truly dead? Can you identify potential blind spots in your portfolio? Join my Bloomberg colleagues Adam Ali, Viktor Jönsson and Yuriko Obayashi this coming Tuesday to find out how Bloomberg's Factor models can assist you with this quest. #factorinvesting https://lnkd.in/ek7V4XAc

4 Reasons why you should evaluate your portfolio with Smart Switch With our exclusive Portfolio Screener Application called "Smart Switch", now Mutual Fund Investors can evaluate their portfolio and increase its performance score by 30% with investor specific recommendations based on their respective risk insights. Follow its 4 step elaborated description below 1. Portfolio Analysis: Receive a detailed analysis of your current mutual fund portfolio. 2. Recommendations: Get personalized mutual fund recommendations. 3. Improve Portfolio: Upgrade and Optimize your overall portfolio score by 30% 4. Risk Insights: Identify potential risks in portfolio, due to any under performing scheme. #mutualfunds #investments #smartswitch #potfolioanalysis #insights #risk #riskmanagement #financemanagement

Asset Allocation and the Tactical Manager Finding the correct asset allocation for your client is the most critical, and difficult, decision advisors can make for their clients. Many firms end up outsourcing their models to major wirehouses and see considerable success. But there are some financial professionals who may want to take a more tactical approach to their asset allocation. CMPAS: Allocation is the perfect solution for that tactical manager. Powered by S&P Dow Jones Indices, CMPAS offers control over capital market assumptions, portfolio optimizations, extensive analytical reporting, and in-app notifications to notify managers with the latest market data. If you are looking for a tool to aid in your tactical approach to asset allocation, CMPAS is the perfect fit! Start a free trial today! https://buff.ly/4dytbnZ #Diversification #Growth #Risk #MarketOpportunities #Performance

When we build portfolios we often make decisions related to policy risk, and active risk. I think we probably think these things through even if we are not specifically identifying these terms. Policy risk, also known as strategic risk, refers to the risk inherent in the long-term asset allocation decisions of a portfolio. This involves how investments are distributed across major asset classes like equities, fixed income, and cash. This is where I think we should spend the majority of our time. This is a long-term focus and is driven by asset allocation. A lot of this is our attempt to diversify systematic risks and set up our portfolios for long-term success. Active risk (aka - Tracking Error) happens when portfolio managers make active decisions that deviate from their benchmarks in an attempt to add alpha. This is where they try to capture non-systematic risks that may be specific to certain securities they are buying or selling. I think naming these risks is important to help create better portfolios. Having an understanding of your long-term focus will lead to better decision-making and diversification. #InvestmentManagement #PortfolioManagement #RiskManagement 

How do Financial Advisors position their clients aggressively for growth, while remaining mindful of their clients needs for capital preservation? Discover The Power of SynthEquity™ with Measured Risk Portfolios FREE White Paper: https://lnkd.in/eQz3Q-A4 Key Takeaways: An investment strategy that is designed to deliver… 🚀 Uncapped Equity-Linked Upside Potential. 💡 Measured & Defined Equity-Linked Drawdown Risk. SynthEquity™ Portfolios offer: ✅ Demonstrated Ability to Outperform in Bull & Bear Markets ✅ A Fraction of Traditional Equity Risk ✅ Dynamic Risk Sleeves for Tailored Portfolio Management ✅ A Proactive Solution to Risk Management SynthEquity™ Portfolios are offered exclusively by Measured Risk Portfolios through Separately Managed Accounts.

🌟 Mastering Asset Allocation with M&A Wealth 💼💡 Hey savvy investors! Ever wondered about the secret sauce behind successful portfolios? It's all about asset allocation, and here's how M&A Wealth can help you master it: Tailored Strategies. Diversification Done Right. Active Monitoring and Rebalancing. Risk Management. Transparent Communication. Ready to optimize your portfolio with expert asset allocation? Let's partner together and craft a strategy that works for you. Your financial success is our priority! 💼💰 #AssetAllocation #InvestmentStrategy #Diversification #FinancialPlanning