Bento Engine’s Post

A few comments on the importance of being holistic in wealth management. Despite what the PBs say, everyone can offer an investment to one of the big funds via a feeder these days. But unique exposures, supporting clients not just with investments but with financial planning, tax and estate work, and being in their corner rather than a distributor to them, is rare. That's who we at Leo Wealth prefer to be. #wealthmanagement #familyoffice #financialplanning

Stay up-to-date with the latest market insights and analysis from Trustmark's Tailored Wealth Investment Management team. Here's this week's Portfolio Manager Commentary: bit.ly/49A5F7c #marketupdate #portfoliocommentary

Thanks to InvestmentNews for covering our latest Billing & Fee Study, which examines which fee models independent financial advisors are using today and uncovers recent trends in billing and fees. InvestmentNews' story explores our finding that performance-based billing steadily increased within the past year and has advisors weigh in. Read more: https://lnkd.in/gW9P5fuU

Stay up-to-date with the latest market insights and analysis from Trustmark's Tailored Wealth Investment Management team. Here's this week's Portfolio Manager Commentary: bit.ly/3Jp4hJE #marketupdate #portfoliocommentary

🔍 Real estate investments made smarter We recently collaborated with Schroders Capital to develop a real estate fund forecasting model that would empower their fund managers to make strategic investment decisions with confidence. Schroders Capital’s existing real estate fund model needed improvement to allow for more detailed analysis and reporting. Understanding the impact of investment decisions on the fund’s performance/risk metrics was time-consuming to process and validate. We developed a flexible and future-proof model combining tenancy and property level inputs for integrated financials and detailed performance reporting. The model is now a cornerstone for investment analysis, risk reporting, and fund performance monitoring, enabling informed decision-making. 📈 Empower your business with data-driven insights, message Tushar Naik to discuss how we can support you. #RealEstateModelling #RealEstateModel #FundModelling #FundModel #CaseStudy #FinancialModelling #FinancialForecasting #Consulting #Finance #FinancialPlanning #FinancialConsulting #ModelAuditing

Stay up-to-date with the latest market insights and analysis from Trustmark's Tailored Wealth Investment Management team. Here's this week's Portfolio Manager Commentary: bit.ly/3vxOBQX #marketupdate #portfoliocommentary

Investor demand for personalized portfolios is skyrocketing. Manju Boraiah, Allspring's Head of Systematic Edge Fixed Income and Custom Separately Managed Accounts (SMA) Investments, explains how we've developed Remi to help meet that need (subscription required).

Investor demand for personalized portfolios is skyrocketing. Manju Boraiah, Allspring's Head of Systematic Edge Fixed Income and Custom Separately Managed Accounts (SMA) Investments, explains how we've developed Remi to help meet that need (subscription required).

Our latest Real Assets Study delves into the views of key decision makers at 500 institutional investors across Asia, Europe and North America. Read their insights and find out more about their expectations for the year ahead 💡 https://bit.ly/499ebu0 #RealAssets #RealEstate #Investors

Stay up-to-date with the latest market insights and analysis from Trustmark's Tailored Wealth Investment Management team. Here's this week's Portfolio Manager Commentary: bit.ly/3IqqjLk #marketupdate #portfoliocommentary