Barton Edgerton’s Post

Learn five ways boards can guide optimal capital strategy now. #BoardMatters

Learn five ways boards can guide optimal capital strategy now. #BoardMatters

A survey of 350 Board members on strategy and capital allocation? Yes please! A takeaway I noticed is that 26% of Board members indicate capital strategy is their top priority. Companies are rethinking the allocation between investment & return, and setting (or changing) those expectations will be very important. Overall, well done by Jamie Carroll Smith and Kris Pederson at EY. 😀

There are incredible advantages to partnering with an insourced CIO, not least of which is portfolio construction: "Outsourcing portfolio construction offloads time spent on investment management, giving them more hours to spend on financial planning with clients.” Our CEO & Founder, Chris Shuba outlines four key considerations that advisors should take into account when using model portfolios in this piece for Wealth Solutions Report: https://lnkd.in/gx5bSf3G "

Our Portfolio Construction and Strategy team has analysed over 20,000 portfolios to help more than 4,900 clients make better investment decisions. Visit our website to learn more about how we can help you strengthen your client portfolios https://bit.ly/48ooIQW #JHI #JanusHenderson #BrighterFutureTogether #PCS #PortfolioConstructionStrategy #EMEA For professionals only. Capital at risk. 

Inside Our Portfolio Construction: Our investment decisions are driven by a systematic process honed over years of experience. We meticulously craft client portfolios, focusing on a select group of businesses that meet our stringent criteria. The Lawson Kroeker Process: 🗸 Identify: We seek out companies with distinct competitive advantages, often overlooked by others. 🗸 Analyze: Each company undergoes rigorous evaluation to assess its potential. 🗸 Confirm: Our investment team collaboratively reviews and validates investment ideas. 🗸 Implement: Selected companies are strategically chosen to maximize potential returns while managing risk. Experience our disciplined approach to portfolio construction tailored to your financial goals. We are invested alongside you. https://hubs.ly/Q02n_PC30 #PortfolioManagement #InvestmentProcess #FinancialStrategy #FinancialSuccess

How to outperform in today’s wealth management industry? We, EY believe this is the existential question facing wealth management leaders – and a question we have looked to address. The answer can be broken down into three elements – why, what and how. To understand more read our latest edition of the Global Wealth Management Industry Report. This report has been led and delivered by our EY Global Centre for Wealth Management team and draws on our extensive experience, deep sector expertise and our strategic thinking in Wealth Management from across the global EY network. Please get in touch to discuss Matthew Cass ChMC

Dive into the world of portfolio optimization! Brian Haughey explores the strategic benefits of holding cash in your investment mix. From risk reduction to seizing market opportunities, learn how a cash position can elevate your financial strategy. READ: https://lnkd.in/g56dm5a8

We recently published our 2023 Wealth Management Engagement report, which outlines our voting and engagement during the year. Six key engagement themes guide our active ownership approach. These themes are selected based on their materiality to our investments as well as the interests of our clients. Find out more about our engagement: https://lnkd.in/d7CiNFGf When investing, your capital is at risk.   #WealthManagement #Engagement #Sustainability

Given high interest rates and need of capital for growth, CFOs can leverage on their existing assets to enable value creation for their organization and share holders.