Altvia’s Post

Is anyone else wondering where 2024 has gone? We’re scratching our heads too, because it's already time to reflect and strategize for a successful 2H 2024! 🚀 In our recent blog, "Outlook for Success: Assessing Private Equity Fund Performance for 2H 2024," we explore key strategies to ensure a strong Q3 and beyond. - Market Outlook: Understand how current trends and economic indicators influence your strategies. 📊 - Strategic Adjustments: Leverage real-time data monitoring and predictive analytics to enhance fund performance. 🎯 - Investor Communication: Strengthen relationships and enhance transparency. 🤝 - Operational Efficiency: Optimize processes and talent management. ⚙️ Read the full post here ➡️ https://hubs.la/Q02H7GQB0 #altvia #privateequity #strategy #operationalefficiency #analysis #industrytrends

In the face of a slowdown in fundraising efforts and extended fundraising periods, how can asset managers continue to provide clients with options for liquidity and flexibility? Hybrid funds could be the solution. They enable managers to allocate to multiple asset classes, as well as attracting retail investors to complement the traditional institutional investor base. 𝗘𝘅𝗽𝗹𝗼𝗿𝗲 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝘃𝗲 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗯𝗹𝗼𝗴: https://okt.to/h4RFG9 #PrivateEquity #HybridFunds #AssetManagement #AlternativeInvestments #InvestmentStrategy | Liam Woods, CAIA | Valérie Mantot - Groene

Private Equity views. Private equity markets are stabilizing. Fundraising, deals, exits and valuations have normalized from the 2021 liquidity boom, and returns are improving. The Schroders Capital Private Equity Lens is a chart-pack guide to the global private equity market. View our latest edition to learn more: https://okt.to/jBdMTk #privateequity #privateassets #marketviews

I’ve spent 12 years writing about the need for asset managers, platforms, brokers and investment consultants to be more honest with their customers — and with themselves — about the value for money they provide. Progress has been painfully slow.. But, here in the UK, 2023 was the year that reality finally started to bite. Thanks to everyone for engaging with me on LinkedIn over the past 12 months — especially those who haven’t liked or agreed with what I’ve had to say. Wishing everyone a happy and restful Christmas 🎄 .. and looking forward to helping build a better, fairer, more transparent investing industry in 2024 🚀 #Investing #EvidenceInvesting #FundManagement #AssetManagement

Tune in to the latest episode of #BetweenMeetings with Matt Heine where iCapital Chairman and CEO, Lawrence Calcano, shares how iCapital's operating system increases access to alternative investments as well as the latest partnership between iCapital and Netwealth - See Wealth Differently (ASX:NWL).    Listen here: https://lnkd.in/efzqmVSw   #podcast #alternativeinvestments #fintech

‘’… giving advisers all the tools they need to work with their client, we think will raise the probability of clients understanding these assets…” Lawrence Calcano, Chairman & CEO of iCapital, explains why alternative investments are gaining popularity to help investors achieve their long-term goals. In this episode, Matt Heine chats to Lawrence about his experiences of growing iCapital from a small team to a global company with over 1,200 employees by having a strong culture, a clear vision, and a commitment to innovation and client success. Lawrence describes how alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more prevalent amongst advisors and their clients. He eagerly discusses bringing this to Australia through the partnership with Netwealth, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, educational program and operational support. Listen now: See link in comments

Private equity markets are stabilizing. Fundraising, deals, exits and valuations have normalized from the 2021 liquidity boom, and returns are improving. The Schroders Capital Private Equity Lens is a chart-pack guide to the global private equity market. View our latest edition to learn more: https://okt.to/Dkb5Aw #privateequity #privateassets #marketviews

Mutual Fund Mastery Series: Day 1 - Introduction to Mutual Funds 📈 Welcome to Day 1 of our Mutual Fund Mastery Series! 🌟 Today marks the beginning of an enlightening journey into the dynamic realm of Mutual Funds. Are you ready to explore the foundations of financial empowerment and wealth creation? Let's embark on this exciting adventure together! 💼 What are Mutual Funds? Mutual Funds are financial instruments that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers who make strategic investment decisions on behalf of the investors. How do Mutual Funds Work? Mutual Funds work by collecting funds from a large number of investors, creating a pool of capital. This pooled money is then strategically invested across a variety of assets, spreading the risk and maximizing the potential for returns. The earnings generated from these investments are distributed among the investors based on their proportionate share in the fund. Why are Mutual Funds Essential in a Diversified Portfolio? Diversification is the key to managing risk and optimizing returns in an investment portfolio. Mutual Funds provide an easy and effective way for investors to achieve diversification without the need for extensive market knowledge. By investing in a variety of assets, Mutual Funds help mitigate risks associated with individual stocks or bonds. Building a Solid Foundation Together! 💼 As we embark on this journey, our goal is to demystify the complexities surrounding Mutual Funds, empowering you to make informed financial decisions. Whether you're a seasoned investor or a novice, understanding the basics is crucial. Together, we will build a solid foundation that will serve as the bedrock for your financial success. Stay tuned for the upcoming days as we delve deeper into the nuances of Mutual Funds, unraveling more insights and strategies to enhance your investment acumen. Get ready to transform your financial future!  Follow me for more insightful content on personal finance and wealth management! 🚀 #MutualFundSeries #investingwisdom #financialempowerment #mutualfundssahihai #mutualfunds #linkedin #growth

The world of asset investment is constantly adapting and evolving, and one concept causing a significant buzz is independent wealth management. 💰💼 Specifically, its role in shaping the future of global asset investments. Intrigued? We thought so... Dive into our latest article on UKT News to unravel the potential of this rapidly growing sector and the significant role independent wealth management is playing➡️ https://UKT.news/?p=12698 Featuring insights from Fridman Wealth Partners, a London-based independent wealth management firm, lead by the dynamic Igor Fridman. They're redefining what it means to manage wealth in the modern era. They are meticulously guiding investments every step of the way for business owners, executives, and high-net-worth families around the globe – and setting the pace for the rest in the industry. Get over to our website, read, share, and come back for more enlightening content! #AssetInvestment #WealthManagement #FridmanWealthPartners #GlobalInvestment.

Alternatives are expected to experience a significant surge in 2024. This surge is fueled by investors' desire for diversification and the liquidity premiums associated with these assets. Additionally, the strong risk-adjusted returns are contributing to the shift towards alternative investments. This trend is further amplified by the stagnation in IPOs and the increased acquisition of companies that have gone public by private equity firms. It is clear that alternative investments are becoming an increasingly popular choice for investors looking to diversify their portfolios.