Alt Valuations’ Post

SEBI has updated its framework for determining the value of AIF investment portfolios. Investments in securities with limited trading or non-traded securities will be assessed using a standardized process by March 31, 2025.

Key consultation, have your voice heard! Only 22 plain English questions

As part of the ongoing implementing work following the AIFMD review, ESMA launched a consultation on loan-originating alternative investment funds. It relates to the requirements that these funds have to comply with in order to have an open-ended structure (derogating from the general rule that loan-originating funds have to be closed-ended). The consultation paper is available below and we're looking forward for receiving input by 12 March next year. https://lnkd.in/eUyK6zjR

This new product category aims to fill the gap between traditional mutual funds and portfolio management services (PMS) or alternative investment funds (AIFs).

📈💼 Unlock the power of the Capital Asset Pricing Model (CAPM) to make informed investment decisions. Learn how to apply CAPM to assess risk and expected returns for your investments. Make your financial decisions with confidence! 💡📊 #Investment #CAPM By: ADIL ABBASI - CMA Read more: https://lnkd.in/dDfZpQSY

Management Reports of Fund Performance ("MRFPs") were launched decades ago by Canadian securities regulators to ensure Canadian investors would receive timely and important information about the funds they were invested in. The importance of providing investors with that information is as – or even more – important today. Ext. Marketing has been at the forefront of ongoing investor communications for as long as MRFPs have been around, and we continue to extol the value of regular communications with investors. If the information being provided in regulatory documents is going to be reduced, we encourage all asset managers to ramp up their more investment-focused marketing on a quarterly – or even monthly - basis. Please reach out to me directly (rheft@ext-marketing.com) to discuss how Ext. Marketing can help you produce timely investor communications more efficiently.

Unravelling the complex world of fund-linked structured product investments. From France's market dominance to innovative hedging strategies, explore how financial experts are reimagining investment portfolios beyond traditional indices. A version of this article authored by Suzi Hampson was originally published by SRP. https://lnkd.in/eYyVXudY #StructuredProducts #Investment #Research #Analysis #StressTest #Valuations #Consultancy #B2B https://lnkd.in/eYyVXudY

SA equities live up to the promise of outperforming cash by 7.8% a year 📈 Equity investments have long captivated investors with their promise of substantial returns compared to other asset classes. The latest evidence shows that they live up to this promise. #equities #cash #southafrica #assetmanagement Prescient Nicholas de clercq Kathrin Inggs https://lnkd.in/d-k7UAqz

The EU has introduced new amendments to the alternative investment fund managers directive (AIFMD). The majority of the changes will come into effect in April 2026. How will they affect AIFs and AIFMs? Our experts Eeva Terho, Paulus Hiden and Henri Ruotsalainen discuss the implications and impact of some of the most important amendments in our latest Legal Alert. #LegalAlert

The proposed relaxation of rules on valuation for alternative investment funds (AIFs) by the Securities and Exchange Board of India (Sebi) marks a significant shift in regulatory approach. Sebi's move to consider adjustments in valuation methodology and criteria for appointing independent valuers reflects a responsiveness to industry concerns. The divergence in valuation norms between mutual funds and AIFs emphasizes the need for tailored frameworks, acknowledging the unique characteristics of AIF investments. While mutual funds adhere to rule-based valuation, AIFs, often dealing with private investments, require a more nuanced approach. Sebi's recognition of these disparities signals a commitment to fostering a conducive regulatory environment that balances investor protection with market innovation. I see this proactive stance sets the stage for a more dynamic and inclusive world of investment in India's financial markets. https://lnkd.in/gt3tQDun #AIFRegulation #InvestmentFunds #FinancialMarkets #SEBI #InvestorProtection #RegulatoryReform #ValuationNorms #IndustryCollaboration #MarketInnovation #FinancialInclusion