Aleta – a next-generation wealth platform

Did you secure your copy of our eBook, Decoding Private Equity? 🎁 This eBook consolidates critical PE knowledge into one definitive guide (slide right for a chapter overview). Refresh your own knowledge, or share the eBook with your clients – you have our permission. How to snag your copy: ✉ Subscribe to our newsletter in one of the articles on our website. 🗨 Leave a comment on this post. ✍ Send us a DM. Enjoy reading! #aletaknowledgehub #privateequity

A recent J.P. Morgan report highlights that nearly half of family offices have a family principal (who may or may not serve as CIO) taking the lead on investment decisions. This trend is particularly evident in the United States, where 56% of family offices follow this model, compared to just 26% internationally. This insight underscores the central role that family principals play in shaping investment strategies, especially within U.S.-based family offices. #fridayfact #aletaknowledgehub #familyoffices

Understand private equity hurdle rates in 2 minutes. 👇 #aletaknowledgehub #privateequity #hurdlerates #catchupmechanism #carriedinterest

𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 that 30% of global wealth will change hands within the next decade? 💸 Meanwhile, 52% are unsatisfied with the digital maturity of their advisor. And 66% are dissatisfied with the touchpoints they have with their wealth manager. 𝐀𝐫𝐞 𝒚𝒐𝒖 𝐫𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 (𝐔)𝐇𝐍𝐖𝐈𝐬? Say goodbye to clunky legacy systems and hello to a seamless solution that puts the power of wealth management at your fingertips. Aleta is a next-generation wealth management platform, designed for forward-thinking family offices, wealth managers, and advisors, that positions you as a leader within wealth management. 🚀 #nextgen #wealthtech #wealthmanagement #familyoffices #wealthplatform

The annual UN Biodiversity Conference is more relevant than ever. 🌏 The next one, COP16, is set to begin on the 21st of October in Colombia. This COP will build on the historic 30 by 30 deal agreed at COP15 in 2022, aiming to protect 30% of the world’s land and oceans by 2030. 🤝 #biodiversity #cop16 #cop16colombia #biodiversityplan

Meet Kevin, daily operations lead in our data management team. 👋 From the Aleta machine room, Kevin and his team ensure the high data quality that defines the Aleta platform. Their work is essential in providing our clients with the accurate, timely data they need, empowering them to turbocharge productivity and drive exceptional outcomes. 🚀 Kevin holds a Master’s degree in Finance and International Business. He’s half Swiss and fluent in French. And then he’s always up for a game of chess. ♟️ We’re proud to have Kevin on our team. His dedication, along with his team’s, helps ensure that Aleta remains synonymous with top-tier data quality.

The 21st of October, The United Nations Biodiversity Conference (COP16) kicks off in Colombia. 🌎 This year’s Biodiversity COP will build on the historic 30 by 30 deal agreed at COP15 in 2022, aiming to protect 30% of the world’s land and oceans by 2030. 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧𝐬 𝐰𝐢𝐥𝐥 𝐜𝐞𝐧𝐭𝐞𝐫 𝐨𝐧 𝐭𝐡𝐫𝐞𝐞 𝐦𝐚𝐢𝐧 𝐭𝐨𝐩𝐢𝐜𝐬 𝐭𝐨 𝐞𝐧𝐬𝐮𝐫𝐞 𝐓𝐡𝐞 𝐁𝐢𝐨𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲 𝐏𝐥𝐚𝐧 𝐢𝐬 𝐩𝐮𝐭 𝐢𝐧𝐭𝐨 𝐚𝐜𝐭𝐢𝐨𝐧: 🌱 Setting up a system to track progress on 23 key environmental goals. 🌱 Finding the money needed, including changing harmful subsidies and raising $200 billion a year by 2030. 🌱 Creating a fair system for sharing the benefits from using genetic information, like DNA data, from different countries. As human activity is pushing one million species of plants and animals towards extinction, the conference is more important than ever, and I’m looking forward to following it from the sidelines. COP16 will be attended by participants from over 190 countries. #biodiversity #cop16 #cop16colombia #biodiversityplan

Total Value to Paid In (TVPI) is a key private equity metric that tells you how many birds you have in your hand 𝑎𝑛𝑑 in the bush. 🐦 💰 In simple terms, TVPI is the sum of DPI (Distributed to Paid In) and RVPI (Residual Value to Paid In), and it indicates the total return on your investment. It’s a ratio metric that indicates how many times you've recouped your investment in both realized and unrealized returns. _____________________________________ 𝐄𝐱𝐚𝐦𝐩𝐥𝐞: 𝐓𝐡𝐞 𝐥𝐞𝐦𝐨𝐧𝐚𝐝𝐞 𝐬𝐭𝐚𝐧𝐝 🍋 You dish out $100 to your kids for lemons and sugar, and they whip up a lemonade stand. Midway, they've used half the cash and made $125 in sales. Let’s also say you’re the parent who wants it all and you demand to get all of the money earned from selling lemonade. The $125 gives you a DPI of 1.25 because you’ve gotten the $100 back 1.25 times in realized return. Assuming your kids can pull off another round of $125 sales with the ingredients they buy with the money they have left, the lemonade business has a market value of $125 and an RVPI of 1.25. As such, at this point, the TVPI of your investment in the lemonade stand is: DPI of 1.25 + RVPI of 1.25 = 2.5. ______________________________________ The metric should generally increase as the fund progresses through its life cycle, and when the fund is closed, TVPI should ideally be above 1, indicating you’ve made a profit on your investment. 𝐑𝐞𝐚𝐝 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐦𝐞𝐭𝐫𝐢𝐜𝐬 📚 TVPI should always be considered alongside other key metrics, such as IRR, DPI, and RVPI, to provide an accurate picture of a fund's performance. You can find in-depth articles about all four key metrics in the knowledge hub on our website. 👇 #privateequity #tvpi #totalvaluetopaidin #aletaknowledgehub

Nordic Fintech Week 2024 is a wrap! And what an intense and exciting couple of days it has been. 🔥 The Global Fintech Arena, where we’d set up our stand, was buzzing with energy throughout the conference, and we were in great company with DoLand and Qvonto. We had the opportunity to present our wealth management platform to forward-thinking financial professionals eager to upgrade from outdated systems to a next-generation solution. 🚀 Our CEO, Ken Gamskjaer, joined a panel alongside Francois Botha from Simple and Emma Helbo from Denominator, diving into discussions on family offices, technology, and the future of AI. We also had inspiring conversations with Matter, DoLand, Denominator, and Qvonto about how we can collaborate or strengthen existing partnerships to empower our clients with all the right insights. 💪 To top it all off, we enjoyed a long line of insightful presentations and panel discussions about everything from AI and family office to data and climate. Thanks to everyone for a great conference! #nordicfintechweek #nfw24 #wealthtech #wealthplatform #ai

According to a report from IEA, the AI industry is expected to have grown to consume at least 10 times its 2023 demand by 2026. #fridayfact #aletaknowledgehub #ai #artificialintelligence