Euroclear’s Post

💡 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

As private equity funds have grown increasingly sophisticated, calculating net asset values and other critical metrics has become more complex. Discover how industry leaders are leveraging digital solutions to streamline these processes and deliver greater efficiency for clients. https://lnkd.in/gNXb72Bt

Europe’s fund fee war enters a new phase. Morningstar’s latest European Fund Fee Study shows the steepest cost declines may be over, but new forces are reshaping the battlefield. Active ETFs, transparent pricing, and regulatory reform are rewriting how funds are structured, sold, and priced. Morningstar analysts Eugene Gorbatikov and Lia Mitchell tell Investment Officer International that competition and regulation now work hand in hand to drive change, with active ETFs emerging as the next big catalyst. Read the full article by Raymond Frenken: https://lnkd.in/e5QA37DH #AssetManagement #ETFs #Morningstar #FundFees #InvestmentOfficer

The Evolving Role of Mutual Fund Distributors In today’s dynamic financial landscape, investors have access to more choices than ever before but also more complexity. That’s where Mutual Fund Distributors step in. Acting as a bridge between investors and the mutual fund industry, they help individuals understand different schemes, assess what aligns with their goals and risk appetite, and simplify the entire investment process. Their expertise ensures that investors, whether new or experienced, can make confident and well-informed decisions. Here’s how investors benefit from their guidance: • Identifying the right mutual fund schemes based on financial goals and timelines • Simplifying the investment process through ongoing support • Offering regular insights on portfolio performance and market trends • Promoting investor awareness and financial discipline As investing becomes more personalised and goal driven, the role of a Mutual Fund Distributor has never been more essential. It is not just about investing, but about investing wisely. #dreamsfinco #mutualfunds #mutualfundsdistributor #financialplanning #investmentadvisory 

Pathway is pleased to announce that it has closed on a $200 million customized fund of funds for an Asia-based institutional investor. This fund will focus on building a diversified portfolio, emphasizing primary fund investments and co-investments in both the small and middle markets globally. The fund signifies a continuation of Pathway’s more than 30-year history of investing in the private markets, which includes more than $130 billion in commitments in over 110 customized portfolios for investors around the globe.

Private markets are no longer just for institutions. In a recent interview with IMpower FundForum, Partner Peter Beske Nielsen explored how private markets are evolving and why understanding the right investment vehicles and leaning on trusted financial advisors are key to unlocking their potential. Learn more about unlocking private markets: https://lnkd.in/eiyjXCuA

As the investment landscape evolves, the rise of tools like direct indexing is reshaping how asset managers think about profitability and scale. 𝗡𝗼𝘁𝗲𝘄𝗼𝗿𝘁𝗵𝘆 𝗶𝗺𝗽𝗮𝗰𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: • 𝗙𝗲𝗲 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻: Fees continue to trend downward as investors and advisors seek cost efficiency. • 𝗥𝗶𝘀𝗶𝗻𝗴 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝘀𝘁𝘀: Even as fees fall, expenses for issuers are climbing. • 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝘀𝗶𝘇𝗲 𝘁𝗵𝗿𝗲𝘀𝗵𝗼𝗹𝗱𝘀: Achieving profitability increasingly requires larger accounts to offset those costs. Margins on traditional fund management are tightening. But while direct indexing demands new tools and infrastructure, it also offers meaningful opportunities for differentiation and long-term growth. 🔗 Read Dalton Easterwood, CFA’s full analysis on how the shift toward personalization is redefining the economics of asset management: https://lnkd.in/gnvvg7ny #VettaFi #AssetManagement #DirectIndexing #InvestmentStrategy

From evergreen private credit funds to continuation vehicles and evolving fee models, innovative structures are redefining how capital is deployed in today’s uncertain market. Read our recent blog in Preqin to see how fund managers are reshaping strategies to meet investor demands: https://lnkd.in/einvgBZR