How Direct Indexing is Reshaping Asset Management

The perfect asset allocation is a myth. Investors use various strategies—some performed well historically but struggle currently; some achieved remarkable returns but under-perform today. In this piece, we explore building asset allocation around these factors, how it operates, why you require it. We provide our research and outline our strategies while describing these techniques that we personally use. Check this link to read more: https://lnkd.in/gn6gY7R8

The perfect asset allocation is a myth. Investors use various strategies—some performed well historically but struggle currently; some achieved remarkable returns but under-perform today. In this piece, we explore building asset allocation around these factors, how it operates, why you require it. We provide our research and outline our strategies while describing these techniques that we personally use. Check this link to read more: https://lnkd.in/gjGWgJDV

In response to growing investor interest in hedged and alternative strategies, major asset-management firms are rolling out new liquid alternatives via ETFs designed to bring hedge-fund-style exposures into more accessible formats. The introduction of these products is notable for several reasons: Accessibility: By packaging complex strategies (managed futures, trend-following, long/short) into ETFs, firms are lowering the barriers to entry. This means more investors (including retail and wealth-management clients) can access these formerly hedge-fund-exclusive strategies. Cost and liquidity: These ETFs typically come with lower investment minimums, daily liquidity, and greater transparency compared to many private-fund alternatives—making them a more flexible tool for portfolios. Portfolio role evolution: These products help shift the role of liquid alts from “hedge-fund substitutes” to more integral portfolio building blocks, especially in times when traditional assets are under pressure.

Proud to see Andrew H. Moss, founder of our partner firm, Fortage Capital Advisors, featured in InvestmentNews to share insights on how active ETFs are reshaping modern portfolios—expanding access, enhancing efficiency, and creating new opportunities for clients. We’re honored to help lead this evolution toward smarter, more client-centered investing. #rias #independentwealthmanagement #ElevationAcceleration https://lnkd.in/ex3rTVNf

💼 Exploring the World of Mutual Funds: A Deep Dive into Smart Investing 📈 Mutual funds remain one of the most accessible and diversified investment options — catering to every type of investor, from the risk-averse to the return-seeker. As part of my recent research, I explored the different types of mutual funds, their structures, objectives, and risk profiles, along with key performance metrics that help investors make informed choices. 🔹 Key Highlights from My Study: • Classification based on asset class – from equity and debt to hybrid and international funds. • Understanding NAV, expense ratios, and loads to assess the true cost of investment. • Evaluating performance through Alpha, Beta, Sharpe Ratio, Information Ratio, and Sortino Ratio to measure both return and risk. • Insights into active vs. passive management styles and how they shape investor decisions. What stood out to me most was how risk-adjusted performance metrics (like Sharpe & Sortino ratios) can truly separate skillful fund management from mere market luck. 💡 The takeaway: Mutual funds are not just about returns — they’re about strategy, consistency, and understanding your financial goals. Would love to hear — which type of mutual fund do you think best balances risk and reward in today’s market? 🤔 #MutualFunds #Finance #Investing #WealthManagement #PortfolioManagement #RiskAnalysis #FinancialLiteracy

Navigating the complexities of cross-border alternative fund distribution can be challenging. We are proud to present "Unlocking global markets: Strategies for the cross-border fund distribution of alternative funds to private wealth investors," a whitepaper in collaboration with Travers Smith This whitepaper outlines the key challenges that fund managers face and explores how combining regulatory expertise, digital innovation and strategic partnerships can provide solutions to unlock access to private markets.  We would like to thank those who contributed to this paper:  Will Normand, Ruby Davies, Katie Bench, David Genn and Lucy Johnson.  Download your copy to gain the strategic insights and practical recommendations needed to build resilient distribution strategies for the future. 👉 https://lnkd.in/ezEfW5_e

💡 Be sure to read the latest whitepaper by Euroclear and Travers Smith which delves into strategies for the cross-border distribution of alternative and private market funds to private wealth investors. Learn how to leverage digital innovation and strategic partnerships to cut through the complexity, and get essential insights on regulatory compliance and practical tips for a seamless investor experience. 👇 Download your copy at the link below to unlock new markets and future-proof your distribution strategy. #Goji #Euroclear #alternativefunds #privatemarkets #wealthmanagement #funddistribution #alternativeinvestments #privatefunds #privateassets Euroclear FundsPlace

Investor demand for alternative funds is growing globally. This whitepaper helps fund managers who are looking to distribute to new markets get to grips with the challenges and opportunities.

I’m pleased to share our new whitepaper, in collaboration with Travers Smith, which examines how alternative funds are being distributed in an increasingly complex investment landscape. The distribution of alternatives is evolving fast — shaped by regulatory change, investor appetite, and new digital channels. In this paper, we explore what these shifts mean for asset managers, wealth platforms, and investors looking to access private markets more efficiently. Thanks to Lucy Johnson, Ruby Davies, Katie Bench, Will Normand and David Genn for the hard work and contributions. #AlternativeInvestments #AssetManagement #FundDistribution #PrivateMarkets #WealthManagement Goji, Euroclear group Euroclear Euroclear FundsPlace

17 new products launched in the UK last week from Arcus Partners, Causeway Securities, Hilbert Investment Solutions, MB Structured Investments (UK) Ltd, Meteor Asset Management, and Walker Crips. https://lnkd.in/gk3rsTNR #StructuredProducts #Investment #Research #Analysis #StressTest #Valuations #Consultancy #B2B