Fabiana Fedeli’s Post

The Chief Investment Office continues to emphasize shares of higher-quality, U.S. large-capitalization companies. Read more in the September Viewpoint.

Want to learn how high-net-worth clients are approaching alternative investments? Callan Family Office’s Chief Investment Officer Douglas Evans shares his preferred strategies, which include opportunities in small business, private credit and regional banks. Read the full piece in Fortune: 

Investors have the flexibility to include alternative asset classes in various investment strategies, styles, and risk profiles. This allows them to create a portfolio that meets their specific investment requirements, whether they are seeking additional sources of returns or aiming to diversify from conventional listed equities and bonds. Jade Miller, Bourne Financial Group, LLC #alternativeassets #cre

Want to learn how high-net-worth clients are approaching alternative investments? Callan Family Office's Chief Investment Officer Douglas Evans shares his preferred strategies, which include opportunities in small business, private credit and regional banks. Read the full piece below.

With a market size of $6.76 trillion, private equity comprises a major part of private markets. PE has been able to achieve this massive size due to increased interest from alternatives investors. However, many are still refraining from this profitable asset class due to lack of understanding of private equity investments. In this article, we cover: - The principles behind private equity investing - The benefits of investing in PE - The risks and how to mitigate them - The main success factors for private equity investors #privateequity #privateequityfunds #privateequityfirms #alternativeinvestments #privatemarkets #risk #investmentrisk #benefits https://lnkd.in/ewaHMcHN

Considering a move to UBS? Check out 4 ways the UBS Chief Investment Office (CIO) helps Financial Advisors grow their business.

Considering a move to UBS? Check out 4 ways the UBS Chief Investment Office (CIO) helps Financial Advisors grow their business.

Considering a move to UBS? Check out 4 ways the UBS Chief Investment Office (CIO) helps Financial Advisors grow their business.

Investing in “profitable, cash-generative private companies” is just one of the reasons fund manager, Peter Walls, suggests that our share price delivered second best last year, out of fourteen investment trusts. Capital at risk*. Investors' Chronicle’s article “Fourteen investment trusts picked by professionals”, asks fund managers what their favourite trusts are for growth, income, wealth preservation and diversification. 👉Read more: https://lnkd.in/g_hUSDiJ #PrivateEquity #PrivateMarkets #ListedPE #InvestmentTrusts * Investments involve risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.

To reinforce their credibility with long-term investors, managers should adopt appropriate investment horizons, disclose asset holding periods, and rethink short-term performance-based compensation. At the Top1000funds.com Fiduciary Investors Symposium in Toronto, MFS Investment Management president Carol Geremia highlighted the need for new performance metrics and a shift in mindset to promote long-term value creation in the industry. https://lnkd.in/dEJwSEvy #FiduciaryInvestorsSymposium #mfs #carolgeremia