Rathbones Asset Management’s Post

📈 Passive investment is becoming more and more popular among the industry. 💼 To be efficient and in line with their strategy, financial professionals must be able to rely on consistent, timely and undisputable benchmarks. 🎙️ We are thrilled to have @Dr. Christian Bahr, Head Index Services at SIX participate in an expert panel organized by Friends of Funds to discuss the dynamics and challenges underlying index-based investments. ➡️ Discover the event here: https://six.swiss/4gwYlxc @FriendsOfFunds #AssetManagement #SIXIndices #MakingADifferenceWithData

High market concentration presents challenges for both asset owners and managers. Our analysis suggests that in such periods, they may benefit from a benchmark-splitting approach, where the asset owner retains concentration risk through a completion portfolio, while active strategies are benchmarked against a diversified, capped index.

Market concentration — however you measure it — has grown steadily in global #equity markets. #MSCIResearch demonstrates how a benchmark-splitting approach can expand the range of opportunities for active managers and help asset owners retain the benefits of potentially better active-manager performance. #portfoliomanagement http://ms.spr.ly/6040WwTck

Preqin’s Global Report series returns this December, bringing you the industry’s most comprehensive annual review across alternative asset classes. The reports are available exclusively to Preqin Insights+ subscribers – register now to get access as soon as the reports are live. Strengthen your 2025 plans with market-leading analysis, forecasts, key themes, and trends across each asset class. Get a sneak peak at the Preqin Global Report series today with a free copy of last year’s Global Private Equity Report: https://okt.to/wKha9V #PreqinGlobalReports #privateequity #privateequityreport #privatemarketinsights

We examine four ways in which incorporating private assets can boost client outcomes, based on mirroring the 14% average allocation to private markets seen among institutional investors with different combinations of private asset class exposures. #privatemarkets #assetmanagement Marketing material for professional clients only. Capital at risk. https://lnkd.in/ebixNXeJ

Market concentration — however you measure it — has grown steadily in global #equity markets. #MSCIResearch demonstrates how a benchmark-splitting approach can expand the range of opportunities for active managers and help asset owners retain the benefits of potentially better active-manager performance. #portfoliomanagement http://ms.spr.ly/6040WwTck

Balance is key to portfolio resilience. Discover tips and strategies for effective asset allocation in today's dynamic markets. 🔗 https://lnkd.in/eHD8gD5m Together we continue #Investing4Tomorrow #SummerReading #AssetAllocation

A key step to success in private market investing is selecting the right manager. Why? The potential for significant performance variability is far greater in the private markets than the public markets. Historical data reveals a more than 14% performance differential between the top-performing private equity managers and the bottom-performing managers over the 10-year period ending December 31, 2023. Check out our latest research to learn more: https://lnkd.in/g3RrsMac #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

A key step to success in private market investing is selecting the right manager. Why? The potential for significant performance variability is far greater in the private markets than the public markets. Historical data reveals a more than 14% performance differential between the top-performing private equity managers and the bottom-performing managers over the 10-year period ending December 31, 2023. Check out our latest research to learn more: https://lnkd.in/g3RrsMac #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

Preqin Insights+ delivers objective, in-depth analysis on key private market topics, including the Global Report series – trusted, authoritative guides to the alternatives industry across each major asset class. Make sure you can read the 2025 Preqin Global Reports, launching in just 9 days, by subscribing to Insights+. https://okt.to/ItjXE6 Access last year’s data and a free copy of the 2024 Preqin Global Private Equity Report today: https://okt.to/Pz0l4N #PreqinGlobalReports #privateequity #privateequityreport #privatemarketinsights