Affiance Financial’s Post

How will the FCA’s reversal of MiFID II rules affect asset owners? Baseline TCA analytics and benchmarking help to ensure that manager third-party research spending stay in-line. #tca #mifid2 #assetowners #abelnosersolutions #assetmanagement #institutionalinvestors #equities

Great market update for the first 2 quarters from our CEO and Founder.

Weekly Market Minute 🌐 🕐 (June 24, 2024)  'Storm Clouds Brewing?' 🔎 In two minutes or less, we discuss what's affecting last week's market performance. Hosted by certified investment management analyst and Asset Strategy Director of Research Rosario "Sal" Salamone, CIMA®. YouTube link to this video: ⏩ https://lnkd.in/eiC5pHUh Asset Strategy #MarketTrends #EconomicData #InterestRates

At Aspen, we are evidence-based investors, considering ALL evidence – not just a subset. Our core philosophy is:   - Asset allocation forms the lion’s share of a portfolio return. SAA: solid long-term allocation (𝗗𝗮𝘃𝗶𝗱 𝗦𝘄𝗲𝗻𝘀𝗲𝗻); alongside TAA: Systematic decision making (𝗥𝗮𝘆 𝗗𝗮𝗹𝗶𝗼), where the evidence is strong enough e.g. bond upside/downside in 2021; or valuation/sizing of US equities in 2024. - Populated by largely passive fund building blocks (𝗝𝗮𝗰𝗸 𝗕𝗼𝗴𝗹𝗲) - With tilts to value, high profitability and size (𝗘𝘂𝗴𝗲𝗻𝗲 𝗙𝗮𝗺𝗮) - With inclusion of active funds where there is very strong evidence/scope for value add e.g. small caps (𝗛𝗼𝘄𝗮𝗿𝗱 𝗠𝗮𝗿𝗸𝘀, 𝗣𝗲𝘁𝗲𝗿 𝗟𝘆𝗻𝗰𝗵) We believe this framework allows us to deliver low cost, reliable (across the risk spectrum), understandable and properly diversified portfolios to investors. 

What would you feel comfortable putting your own family's money in? 👨👩👧👦 When I first spoke to Andrew Spence 18 months ago, he walked me through Aspen's investment philosophy. And what stood out to me the most was how sensible the investment philosophy was, combining all of the key hallmarks you would want from an investment portfolio and supported by evidence. Personally, my family haven't come from wealth and at times struggled to make ends meet. Which is why I'm so passionate about financial planning and the impact it has not only on individuals but also their families. So for me, I asked myself one simple question before joining Aspen and that was "is this something I would be proud to recommend to my own family?". Obviously the answer was yes and almost 12 months since joining the Aspen team, it's been great to see the impact we are having to the financial planning journey. If you want to learn more about how Aspen can support your client outcomes, feel free to put some time in my diary - https://lnkd.in/e_zQfiTJ #financialplanning #investing #mps

Your Partner in Alpha Generation! 📈 At Seni Haven, we leverage advanced quantitative models and in-depth data analysis to pinpoint and seize market opportunities. ✅ Expertise in quantitative strategies designed for alpha generation. ✅ Data-driven insights to navigate the complexities of market dynamics. ✅ Transparent, accountable investment management tailored to your goals. Partner with Seni Haven for a results-driven approach to your financial growth. Visit senihaven.com today to explore more opportunities. 🤝 #senihaven #financialgrowth #alphageneration #privateequity #investmentmanagement #quantstrategies #wealthmanagementservices #investmentstrategy #portfoliodiversification #longterminvesting

Have a listen to get some great insights on alternatives and how the array of asset classes within this segment can add great value. Thanks for fantastic input Lebo Thubisi https://lnkd.in/gWeXWRek

Quantitative investing - Momentum Please find below the first of a series of articles describing the factors utilized by Kroma Capital Partners in the Sentinel Family of Strategies. We hope you enjoy and wish a nice week end! #momentum #quantitativeinvesting

On the 26th of June 2024, Baltic Horizon held an investor webinar where fund manager Tarmo Karotam introduced the plan to issue new units by private placement. The fund manager addressed the main objectives of the planned private placement. Although the Fund is mainly targeting current and new professional and institutional investors in the private placement, he explained that depending in the interest, it is possible to target the offering to up to 149 retail investors per EU member country (not including institutional investors such as banks and pension funds). Retail investors also have the opportunity to buy units from the market during trading hours on Nasdaq Tallinn or Nasdaq Stockholm. A comprehensive Q&A session followed the fund manager’s presentation. Frequent questions received from investors before the webinar were addressed in the Q&A session and the answers were summarized in the webinar presentation. Webinar recording is available: https://lnkd.in/dTMYQev9

What is Equities Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? We answer all of these questions in our interview with Stephen Haggerty, former head of Equities Research in both New York and Hong Kong at Bank of America Merrill Lynch here: https://lnkd.in/gP58aDrE