Bailard, Inc.’s Post

In the latest Market Watch insight, Premier Miton Investors' Chief Investment Officer, Neil Birrell, provides a summary of the key events in financial markets during September. https://lnkd.in/ebu_HdAB For Investment Professionals only. Capital at Risk. #marketwatch

Join us in celebrating Evan's noteworthy achievement! 🎉 Investment News has selected Evan among 100 advisors who are leading the way and shaping the future of our industry. #TechTrailblazer #IndustryLeaders #Congratulations https://bit.ly/3tdL5tA *The ranking was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. The ranking was generated in September and covers September 2022 to September 2023.

Want to diversify your portfolio and maximise returns? Institutional and qualified investors are exploring opportunities presented by litigation finance, an alternative asset class that provides attractive returns over short timeframes. Check out the latest post by Elena Schaffter, Director of our Alternative Investment Division, to learn more: https://lnkd.in/ddbYFsb3

"In our Q1 2024 edition of Alternative Opportunities for Insurers, we continue to cover views on a variety of private asset classes from Invesco Solutions and our partner firms. Within this piece, we’ll present a framework for analyzing across alternative markets to help inform insurers’ investment decisions." Read Invesco US's article, "Alternative Opportunities for Insurers": https://ow.ly/B2X450RsMGK

"In our Q1 2024 edition of Alternative Opportunities for Insurers, we continue to cover views on a variety of private asset classes from Invesco Solutions and our partner firms. Within this piece, we’ll present a framework for analyzing across alternative markets to help inform insurers’ investment decisions." Read Invesco US's article, "Alternative Opportunities for Insurers": https://ow.ly/B2X450RsMGK

Is the crystal ball losing its edge? Knowledge and awareness are your best protection in choppy markets. Our flagship investment conference in Harrogate gives financial advisers the chance to access real-time insights on markets and trends from those in the know. Here's an overview of what's in store and an opportunity to book your place - just use the interactive link on the guide. #investmentconference #investmentmanagement #jupiterassetmanagement #royallondonassetmanagement #mandginvestments #goldmansachsinvestmentmanagement #legalandgeneralinvestmentmanagement

Is the crystal ball losing its edge? Knowledge and awareness are your best protection in choppy markets. Our flagship investment conference in Harrogate gives financial advisers the chance to access real-time insights on markets and trends from those in the know. Here's an overview of what's in store and an opportunity to book your place - just use the interactive link on the guide. #investmentconference #investmentmanagement #jupiterassetmanagement #royallondonassetmanagement #mandginvestments #goldmansachsinvestmentmanagement

See our definitive annual guide to important regulatory developments for investment advisers and managers here and please get in touch with any questions.

The RSMR Better Business panels are diverse discussions designed to examine the topics of the moment and provoke thought. They combine our own investment research experience with insight from some of the best known fund managers in the industry. Tune in to update your knowledge and boost your client conversations in 45 minutes. Register here: https://lnkd.in/eXZUPgPU #investmentmanagement #financialadvice #investmentresearch

The new Private Funds Rule brings significant changes to the $20 trillion private fund industry.   In the attached Client Alert, our Investment Funds & Advisers lawyers – Steven Cooperman, Brian Forman, Henry Zangara, @Tracy Sigal and Timur Eron – provide key takeaways from the new Private Funds Rule, which was approved by the SEC on August 23, 2023, including:   Registered investment advisers will now need to send detailed quarterly statements to investors which will include information regarding fees, expenses and performance, and obtain audited financial statements for all private funds that they manage.   All investment advisers, whether registered or not, will need to comply with new rules regarding restricted activities and preferential treatment, impacting the manner in which investment advisers may enter into side letters with key investors.    Registered investment advisers engaging in GP led secondaries, which have gained popularity in recent years, will now be required to obtain a fairness opinion or independent valuation in connection with any such transaction.   The Morrison Cohen Investment Funds & Advisers team is available to provide regulatory advice to investment advisers in the rapidly changing regulatory environment. Read more here: https://lnkd.in/eJ2Zni2n   #Corporate #PrivateEquity #InvestmentFunds