Advisor Perspectives

APRIL 26, 2024

Discover the reasons investors diversify their portfolio with alternative investments.

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Wealth Management

JUNE 14, 2023

iCapital's new Marketplace platform seeks to bridge the gap that separates asset managers, advisors and clients from alternative investments.

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Mullooly Asset Management

NOVEMBER 4, 2022

In this week’s podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket.

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Advisor Perspectives

SEPTEMBER 18, 2023

The right investments can stabilize a portfolio and dampen volatility, while keeping goals on track. My guest today will discuss how advisors can reduce volatility, increase income and diversify equity and bond allocations through private credit and other alternatives. Managing volatility is a high priority for advisors.

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Wealth Management

NOVEMBER 6, 2023

The CEO of Banrion Capital Management discusses the importance of alternative investments in portfolio planning.

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The Irrelevant Investor

MAY 21, 2023

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. The post Talk Your Book: Streamlining Alternative Investments appeared first on The Irrelevant Investor.

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Good Financial Cents

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Yieldstreet Fees.

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A Wealth of Common Sense

MAY 22, 2023

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors.

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Alpha Architect

AUGUST 11, 2022

Litigation finance is a rapidly growing niche asset class focused on debt and equity investments in litigation claims and law firms. We find that in-sample returns in the space have been in excess of 20% annually with limited correlation to other investment areas. Please read the Alpha Architect disclosures at your convenience.

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Advisor Perspectives

JUNE 6, 2023

Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.

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Advisor Perspectives

MARCH 22, 2023

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.

Investing 52

Investing Investments Banking Marketing 52

Wealth Management

APRIL 17, 2023

Sanctuary Wealth's Patrick McGowan comes on the podcast to discuss how the RIA is assessing alternative investment opportunities and structures.

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Wealth Management

MARCH 4, 2024

The research is available through Wealthscape, Fidelity’s platform for advisors, and covers private credit, private real assets and private equity funds.

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Advisor Perspectives

MAY 8, 2023

Investments in a selection of private markets – also known as “alternatives” – reduced the volatility of portfolios in 2022.

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Steve Sanduski

DECEMBER 5, 2022

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investments are helping their advisors offer more value to a wider variety of clients. “Knowing where the market’s going.”

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Abnormal Returns

MARCH 3, 2024

(abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? What is Europe's alternative? morningstar.com) Every investing fad eventually ends. morningstar.com) Every investing fad eventually ends. awealthofcommonsense.com) Solana is at new all-time highs.

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Wealth Management

NOVEMBER 13, 2023

Wealth Management Invest will cover how advisors are creating personalized portfolios at scale.

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Fortune Financial

APRIL 13, 2022

For those willing to take risks with their portfolios, evolving technology means more innovative investment opportunities – a huge benefit to being on the forefront of new technologies. . Before we can perform a proper personal risk assessment for investing, we need to evaluate the pros and cons of deep sea mining.

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Advisor Perspectives

JANUARY 5, 2023

Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group.

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Investing Investments 111

Wealth Management

MARCH 25, 2024

Adding private real estate boosts returns and quells volatility.

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Portfolio Investing Investments 72

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. tonyisola.com) Alternatives usually come along with a performance cost. (mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried? howardlindzon.com) On the state of the momentum factor.

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Wealth Management

NOVEMBER 16, 2022

The most critical expertise needed is in the areas of taxes, legal title, recognition, liquidity and premiums.

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The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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Management Investing Investments Wealth Management 186

Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. economist.com) Alternative investments are generally sold, not bought. Also on the site At a certain age it's time to just say no to more stuff. abnormalreturns.com) It may take time, but markets eventually work. axios.com) Why you should diversify internationally.

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Retirement Portfolio Investing Investments 235

Abnormal Returns

DECEMBER 12, 2023

institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies.

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Portfolio Management Retail Assets Portfolio 222

Wealth Management

JULY 21, 2023

Used correctly, private market investments can be valuable tools for building efficient long-term portfolios and accessing differentiated opportunities.

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Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 106

Portfolio Clients Education Investing 106

Abnormal Returns

MARCH 5, 2024

(papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Research 'Safe equities' as an alternative to bonds. papers.ssrn.com) Private credit, 101.

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Wealth Management

JULY 31, 2023

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

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Investing Investments 79

Abnormal Returns

FEBRUARY 4, 2024

downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? ofdollarsanddata.com) Why the vast majority of investors should avoid alternatives. Top clicks this week Josh Brown, "Just please, no matter what you do, don’t say the G word. Never say it."

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The Big Picture

APRIL 15, 2023

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry.

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Wealth Management

OCTOBER 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

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Assets Management Banking Investing 111

Wealth Management

SEPTEMBER 18, 2023

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

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Investing Investments Portfolio Assets 119

Abnormal Returns

DECEMBER 19, 2023

advisorperspectives.com) A history of quant investing and the state of the factor zoo. advisorperspectives.com) Can you use alternative measures to invest across countries? Factors Timing returns factors is tempting, but difficult in practice. alphaarchitect.com) The high quality anomaly shows up across asset classes.

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Investing Investments Valuation Retail 258

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. ofdollarsanddata.com) Per KKR ($KKR), family offices are set to boost their exposure to alternatives. Markets Why the Magnificent Seven are outperforming: earnings. apolloacademy.com) Markets work: the case of lithium.

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Financial Advising Startup Retail Media 231

Abnormal Returns

APRIL 22, 2024

riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. citywire.com) What private investments RIAs are allocating towards. (riabiz.com) Envestnet ($ENV) is reportedly in play, for real. citywire.com) Vanguard is doubling down on Charlotte as a tech hub.

Financial Advising 208

Financial Advising Wealth Management Management Taxes 208

Abnormal Returns

NOVEMBER 28, 2023

alphaarchitect.com) Alternatives How to distinguish among alternative risk premia. papers.ssrn.com) How does a growth equity investment affect the trajector of a company? (ritholtz.com) Options Beware look ahead bias in option strategy tests. mrzepczynski.blogspot.com) Sussing out biases in wine auctions.

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