GMO’s Post

"We're bottom up investors in the developing world. We think there's an interesting opportunity for investors to tap into when thinking about ex-developed world markets. Most of the people in the world live in the developing world. So there are billions of potential consumers, growing middle classes and lots of underpenetrated products and services that we think should be able to grow over time."   Skerryvore Asset Management’s Glen Finegan recently spoke with FundMonitors.com's Chris Gosselin about the fund’s emerging market strategy, what drives their selection in the portfolio, and more.   Certain products mentioned may not be available in certain regions. Any references to specific company names / stock examples should not be considered a recommendation to buy or sell any particular security. This is for general information only and does not constitute marketing or advice. Separate independent advice should be sought prior to making any investment.

Alternative Investments Market   Click here for Sample PDF 👉 https://lnkd.in/d-8X9Qg5   An alternative investment is an investment in any assets except stock, bonds, and cash. Alternative investment can be either in tangible assets like infrastructures, precious metals, or any other commodity, or in financial assets like private equity, hedge funds, and private debt. Private equity is becoming an attractive option for investors and will create many significant opportunities for the market as after the recession many public companies went private to restructure and rebuild themselves before going public and increasing the number of startups worldwide.   Global Alternative Investments Market Study by #type (Private Equity, Real Estate, Venture Capital, Real Assets, Hedge Funds), #enduser (Investors, Financial Advisors, Alternative Investment Firms)   #Keyplayers 👉 YieldStreet, Inc. (United States), Fundrise, LLC (United States), Masterworks.io, LLC (United States), Institutional Capital Network (United States), Wefunder (United States), Rally (United States), Livestock Wealth (South Africa), Oppenheimer & Co. Inc. (United States), Gresham House (United Kingdom), Nippon Life India AIF (India), BlackRock, Inc. (United States)   If you have any Enquiry please click here 👉 https://lnkd.in/dCVCHUqx   For More Information Read 👉 https://lnkd.in/dK8nsHf9   #alternative #investments, #alternativeinvestments, #AlternativeInvestmentsmarket, HTF Market Intelligence Consulting Pvt Ltd, Global Research Reports

Investing outside the eight largest emerging markets by market cap, in this new video on PA+ I talk to Emily Fletcher, co-manager of the BlackRock Frontiers trust, to get her outlook for the region and where she is finding the best investment opportunities. https://lnkd.in/eqiGAtQp

Over the past decade, goals-based investing has gained a significant foothold within #WealthManagement. Although #GoalsBasedInvesting hasn’t received the same level of attention as the latest industry trends such as #GenAI or #DirectIndexing, the fact is that some of the most innovative—and potentially transformative—developments in the industry are happening in the area of goals-based investing. This Datos Insights report by Bill Whitt examines the role of goals-based investing within wealth management and reviews the different versions of goals-based investing currently in use. It also reviews the goals-based applications of six vendors, highlighting their differentiating features, strengths, and weaknesses. Vendors profiled include AdvisorEngine, Envestnet, Inc, GMO, MSCI Inc., Ortec Finance, and Voyant. https://lnkd.in/eV-2KthH

NEW: Ramaswamy spins business chops into politics while attacking politics in business, via Amy Cortese on ImpactAlpha. “Leave politics to the politicians," he told ImpactAlpha last year. "As companies, we focus on what allows us to be most successful as businesses, period." Well, it turns out that Ramaswamy may be a better Republican also ran than asset manager. Total assets in his series of "anti-woke" ETFs have not approached $1 billion. And assets in his flagship ETF DRLL have been flat YoY (as of June). More here: https://lnkd.in/eY36XRmp

Exchange-traded funds are becoming increasingly popular among investors, aided by the emergence of active ETFs. These open the way for ETFs to be managed against conventional benchmarks with asset selection based on specific criteria such as environmental, social and governance factors. Learn more in this week's Talking Heads: https://lnkd.in/e8N63Mrc *ESG: Environmental, Social, and Governance. ESG assessments are based on BNPP AM’s own methodology that integrates the 3 aspects of ESG.

🚩While most allocators know what to look for when evaluating the financial risks and opportunities associated with a firm and its investment strategies, evaluating a manager’s potential to achieve impact results requires a different toolkit. Building on insights included in "A Field Guide: Impact Due Diligence and Management for Asset Allocators" released last year, Sarah Gelfand discusses some of the red flags allocators should avoid when evaluating impact fund managers in ImpactAlpha. https://lnkd.in/ecVN-_iR As a reminder, the full report can be found here: https://lnkd.in/gpvZB6en

https://lnkd.in/gbJNH4nS "Direct indexing is the construction of a custom investment portfolio that mirrors the composition of an index. Rather than buying a mutual fund or exchange-traded fund, direct indexing allows investors to tailor their portfolio to their specific preferences and investment goals, and it’s especially useful for ESG investing. Once the exclusive domain of wealthy clients, direct indexing has become cheaper and more accessible than ever thanks to better technology and ever-lower trading commissions. This strategy is expected to grow 12.3% annually and reach $800 billion by 2026, according to a recent report from Cerulli Associates."

Making money through investing and standing for what you believe in doesn't have to be mutually exclusive - "With Giraffe.us 🦒 users can turn an existing ETF into a personalized, values-oriented portfolio. That could mean eliminating companies with few women in top management, major greenhouse gas producers, or any other problematic business or practice." Read more about Giraffe's mission to "invest with conscience" from Anne Field on Forbes: https://lnkd.in/eMzvRkqx

The rise of customization Custom indices can now also address specific investment goals in a portfolio, such as the inclusion of thematic and megatrend exposures or environmental, social and governance (ESG) factors. https://lnkd.in/ekxNJtFX