Aon's Wealth Solutions’ Post

𝗦𝘁𝗿𝗶𝗸𝗶𝗻𝗴 𝗮 𝗣𝗚 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗿𝗶𝘀𝗸 𝗺𝗶𝘁𝗶𝗴𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗦𝗠𝗘 𝗴𝗿𝗼𝘄𝘁𝗵 𝗳𝗼𝗿 𝗹𝗲𝗻𝗱𝗲𝗿𝘀. The team had a great catch up to discuss this topic with all of the learning curves and discussion points to hand from the recent Asset Finance Connect Summer Conference. The main parts of this discussion took place in the main conference room however it was the equipment finance breakout session, where a number of lenders raised their hands and put their thoughts openly forward. Hearing the feedback, it was intriguing to discover that some do, some don’t, and others take a more measured stance. However we did take note of the use of unproportionate PGs in some instances and agree that a voluntary framework is the best route forward. #EquipmentFinance #AssetFinance #AFCSummerConference2024

"Excited to announce that I've successfully cleared the National Institute of Securities Markets (NISM) -Series-V-A: Mutual Fund Distributors Certification Examination! This achievement not only enhances my understanding of mutual funds but also equips me to provide more effective and compliant financial advisory services. Mutual funds play a critical role in diversified wealth management, offering investors opportunities for growth, stability, and long-term financial security.Ready to help investors make smart, strategic decisions in their wealth-building journey!" #wealthmanagement #financialservices

Future of Finance (FOF) Digital Asset Custody event early December was great fun with lots of insightful discussion from our panellists, great interaction from the audience and some probing questions. We started with a wonderful keynote address by Lord Holmes who updated us on government policy. I won't share too much because the Summary coming soon will provide more highlights of the day. Thank you to Aon for hosting us; to our sponsors Dfns; Archax and Digital Asset and to our great audience. Especial thanks to our panellists: Angie Walker Anoosh Arevshatian Keith O. Dr Robert Barnes, Chartered FCSI(Hon) Qian J. John Siena Monica Gogna Romin Dabir Yvonne Deane Harte Adam Groom James Pollock Jürgen Hofbauer Kara Kennedy Thilo Derenbach ☀️ Anya Nova Donald Brouwer Glenn Morgan Tom Pikett Laurent K. Philip Rage Tariq Zafar Rasheed and Amarjit Singh 💙 And to Monica Summerville for moderating a very compelling panel. Wishing you all a very Merry Christmas and a Happy New Year. You can see all the photos via the link below. #digitalassetcustody #tokenisation #settlement #capitalmarkets

Competition is intensifying among credit-rating agencies for assignments to review securitizations of nontraditional assets, with Moody's Ratings, S&P Global and Fitch Ratings increasingly pursuing work in such sectors. And in some cases, they’re picking up work that otherwise might have gone to KBRA. An #analysis by Asset-Backed Alert has revealed several instances in which the Big Three rating firms have made their presences known in asset classes including #music royalties, whole-business cashflows and #solar-power equipment finance. Get the behind-the-scenes details plus other leading-edge news and authoritative statistics on worldwide securitization activities in this week’s Asset-Backed Alert, a Green Street News title. https://lnkd.in/euAbgSZb

📢 The wait is over! The June 2024 Special Issue "Investing In Private Markets" of the Journal of Portfolio Management - volume 50 number 7 - is out. 🔥 Our groundbreaking article on "Duration-Adjusted Return on Capital: A Novel Approach to Measuring Private Equity Performance" is now officially published! https://lnkd.in/dSRtn8Cd 💡 Are you ready to rethink private equity portfolio management possibilities? Measuring is for managing! The unbiased (and mathematically accurate) #DARC valuation methodology for private fund performance reshapes, for example, private markets liquidity. 🔑 Unless you are a subscriber of the Journal, as the article is behind a paywall, you still can't access it. However, we are getting ready to deliver a personalised link to the article. Reach out to get a copy! #durationadjustedreturnoncapital #privatemarkets #privateequity #performance #timeweighting #countdown

🔍Read our #FundInsight reports here: https://lnkd.in/d8ha2HJR This #InvestmentTrust research is available to all investors. Our latest report covers JPMorgan Global Growth & Income #JGGI🌐 Watch Emma Bird, CFA explain the fund’s strategy and performance📊, video in collaboration with Doceo Group Capital at Risk. Winterflood Securities is regulated by the Financial Conduct Authority #RetailInclusion #InvestorInclusion #FinancialServices

Regulatory obligations and client expectations for custodian banks are more complex than ever. ISS GPD (Global Proxy Distribution) delivers unrivalled expertise and critical resources every step of the way with:   👉 End-to-End Proxy Distribution and Voting 👉 Shareholder Meeting & Agenda Data 👉 Local Market Vote Execution 👉 Meeting Results Data 👉 Power of Attorney Document Management ISS GPD helps reduce the friction of proxy season and facilitates a proxy distribution service that meets the needs of your clients and your organization.  Don’t go through another proxy season without partnering with ISS | Institutional Shareholder Services.   Contact a GDP solutions expert at: https://lnkd.in/eqUpbBZV #CorporateGovernance #ESG #Shareholders

A new #SEC final rule requires monthly reporting of fund portfolio holdings by registered open-end, registered closed-end, and exchange-traded funds. Read this article from Forvis Mazars to learn more about the final rule: https://bit.ly/3MKKHZW

A new #SEC final rule requires monthly reporting of fund portfolio holdings by registered open-end, registered closed-end, and exchange-traded funds. Read this article from Forvis Mazars to learn more about the final rule: https://bit.ly/3MKKHZW

On August 28, the U.S. Securities and Exchange Commission (SEC) announced significant amendments to the reporting requirements for registered investment companies, aimed at increasing transparency and improving regulatory oversight. Key Updates: - Form N-PORT Reporting: Registered open-end funds, closed-end funds, and exchange-traded funds will now be required to file monthly reports on Form N-PORT within 30 days after the end of each month, rather than the current quarterly filing schedule. This change will provide the SEC and investors with more timely information on funds’ portfolio holdings. - Increased Transparency: The amendments will make funds’ monthly N-PORT reports available to the public 60 days after each month’s end, tripling the amount of data accessible to investors annually. - Liquidity Risk Management: The SEC also adopted amendments to Form N-CEN to require additional reporting on liquidity risk management practices by open-end funds. The Commission provided guidance to address common questions related to these programs. SEC Chair Gary Gensler emphasized that "reliable, accessible data benefits everyone," highlighting that these changes will enhance investor protection and the SEC's ability to monitor the asset management industry effectively. Compliance Timeline: - The amendments to Forms N-PORT and N-CEN will take effect on November 17, 2025. Fund groups with less than $1 billion in net assets have until May 18, 2026, to comply with the Form N-PORT amendments. Stay ahead of regulatory changes in the investment fund industry, unlock cutting-edge legal intelligence with a free subscription—join us today. Visit https://lnkd.in/gZmkUPim to know more. #SEC #InvestmentFunds #Regulation #Compliance #FormNPORT #LiquidityRiskManagement #GRI