Academy of Certified Portfolio Managers’ Post

Starting in one hour! Join us for our ACPM March webinar featuring Jim Hodapp, Senior VP and Portfolio Specialist of Principal will speak on Preferred and Capital Securities. This is a deep dive about the preferred securities asset class and specifically explores the evolution of the asset class over the years and how the asset class fits in client portfolios from an asset allocation perspective. Register here: https://lnkd.in/evJv9-wi #wealthmanagement #portfoliomanagement #portfoliomanagers #certifiedfinancialplanner #financialeducation #financialplanner #financialadvisors

https://lnkd.in/dKmQdXjn Introduction This blog discusses influential factor models in quantitative finance, such as the Capital Asset Pricing Model (CAPM) and the Fama-French models, their contributions, and their applications in financial analysis and portfolio management. Capital Asset Pricing Model (CAPM) Overview Developed in the 1960s by William Sharpe, Jack Treynor, John Lintner, and Jan Mossin independently, the CAPM is one of the earliest and most basic factor models. It describes the relationship between systematic risk and the expected return of an asset, thereby helping in making investment decisions....... #QuantitativeFinance #FactorModels #CAPM #FamaFrench #CarhartModel #InvestmentStrategies #FinancialAnalysis #AssetPricing #PortfolioManagement

Optimise your quarterly reporting process! How efficient is your quarterly reporting process? If you're heavily reliant on too many manual processes, there's an opportunity to streamline your reporting while also ensuring more consistent and accurate results. CFGI recently delivered streamlined reporting performance for a global PE fund with ~$350 billion AUM. Check out their experience with business intelligence, fund management, and business transformation. Link: https://bit.ly/3ZnFtZF #CFGI #PrivateEquity #BusinessIntelligence #FundManagement #BusinessTransformation #Financialreporting

Quarterly reporting in the private equity space is an essential process, but it can bring challenges if there are too many manual processes. CFGI stepped in to automate this process for a global PE firm with approximately $350 million AUM, focusing on using modern business intelligence solutions to deliver effectiveness, consistency and accuracy. Read all the details: https://bit.ly/3ZnFtZF #CFGI #PrivateEquity #BusinessIntelligence #FundManagement #BusinessTransformation

Presentation On #PortfolioManagement includes Introduction, Goals, Process of Portfolio management, Selection of Securities & Portfolio Analysis.

In “Navigating the changing tides in leveraged finance,” Tim Leary, BlueBay Senior Portfolio Manager at RBC GAM, will lead a discussion on managing a wide range of outcomes in the U.S. high yield market. Please join us for episode three of the webinar series on July 24 at 11AM ET when Tim will explore the likelihood of increased defaults and how an in-depth knowledge of the issuers in your portfolio will matter more than ever. Register here: https://bit.ly/4bQEGVu #highyield #usfixedincome #assetmanagement #webinar

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/ycA030sCGoQ #FidelityCanada

Too much manual work can slow down quarterly performance reporting for your private equity fund, while undercutting its consistency and accuracy. Automation via new tech-infused processes is a way to resolve this issue. A recent CFGI engagement with a global PE firm shows how the process works, in detail. Read the full case study to discover the value of reporting automation: https://bit.ly/3ZnFtZF #CFGI #PEfirms #PrivateEquity #PerformanceReporting #FundPerformance

💡Wondering how investment trusts can suit your portfolio? Our new #FundInsight series breaks down the strategies and performance of listed funds📊 Our latest report covers #BBGI Global Infrastructure. Free to read here: https://lnkd.in/d8ha2HJR 🧠#InvestmentTrusts offer access to experienced portfolio managers, and these reports are designed to help you navigate the market🔍 Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority. #RetailInclusion #InvestorInclusion #FinancialServices