Talia Brandt’s Post

The Case for the 40/30/30 Portfolio (via WealthManagement.com): https://ow.ly/WINl50QslgP #alternativeinvestments #alternativeassets #funds #wealthmanagement

Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed (via WealthManagement.com): https://ow.ly/UXBV50QuEFL #alternativeinvestments #alternativeassets #funds #wealthmanagement

Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed (via WealthManagement.com): https://ow.ly/Yw5u50Qu1EE #alternativeinvestments #alternativeassets #funds #wealthmanagement

Back in 2019, Institutional Investor Magazine warned: The Faulty Metric at the Center of Private Equity’s Value Proposition: IRR - “Distorted.” “Manipulated.” “Inflated.” And yet, the private equity industry continues to rely on IRR as the performance measure of choice... When will that change? At Multiplicity Partners we suggest paying more attention to DPI, and focus on IRR only once all paid in capital has been returned. #privateequity #privatemarkets #secondaries https://lnkd.in/dGnip9Zp

Putting all your eggs into one basket is never a good idea. This is why #asset #allocation is vital to maximising your potential returns and minimising loss. The trademark of a successful portfolio is balance. In the past, a common #diversification strategy was the 60/40 split. However, this traditional approach is by no means a foolproof formula for growing #wealth, and investors should consider #alternative #asset allocation configurations. Speak to our National Network of Specialised Financial IFSA Advisors. Read more https://lnkd.in/dX4RtBWu #AssetAllocation #Investing #PrivateEquity

Get the latest perspective from Veracity Capital's Michael Mess, in “19 Strategies For Navigating Risks And Rewards Of Putting Capital In A Single Stock” featured on Forbes Forbes Finance Council #Investing #Finance  

Check out this PLANADVISER article by Alex Ortolani on Broadridge's U.S. Investor Study 2024, featuring insights from Andrew Guillette https://lnkd.in/eyXcBdt2 #investing #etfs #mutualfunds #equities

❗ EXCLUSIVE - Evan L. Russo, CEO of Lazard Asset Management shares exclusive insights about the future of investments. 💡 Uncover hidden #opportunities in the 2024 landscape that could reshape your #InvestmentStrategy ⤵

It's true that pricing of private investments (like Private Equity) is not equivalent to pricing of the public (stocks, bonds) investments most people are used to. Understanding the differences can be a major piece of being able to use all of the tools available to you intelligently.

For most of us, a net asset value (NAV) is an accurate representation of a fund’s per share value. But for tender offer funds, there is a degree of stale underlying pricing involved. Investors looking to redeem their shares may find that their NAV is based on underlying company valuations that were reported one or two quarters prior. These timing aspects come with the territory when making less liquid investments like Private Equity, but they should prompt investors to understand the flexibility that funds have when it comes to the timing inputs of NAV calculations and the implications when entering and exiting a tender offer fund. https://lnkd.in/gQcSP8sh