Crystal Capital Partners, LLC’s Post

A rolling fund is a type of investment vehicle structured to allow continuous capital raising and investing. Unlike traditional closed-end funds that raise capital once and have a fixed investment period, rolling funds operate on a subscription basis with periodic capital calls. Read more about this investment model from David C. Fisher of Phoenix American: #AlternativeInvestments #investmentmanagement

Exciting to see this partnership between Overlay Capital and AltExchange! Technology innovations are dramatically improving the process of integrating alts into client portfolios. #FinanceInnovation #TechInFinance #AltInvestments #OverlayCapital #AltExchange

Alternative investing is becoming more seamless, scalable and accessible, but navigating the evolving alternative investment landscape can be challenging, particularly for individual investors. I’m looking forward to joining a “Making Alternatives Easy” panel with my industry colleagues at Pershing iNSITE®24 this week, where we’ll discuss how emerging data and technology solutions are making #alternatives more seamless, scalable and accessible for the home office, advisors and investors. Learn about investor-friendly, evergreen alternatives here:

Investment Models Out, Building Blocks In! Models are on fire 🔥. But technology enables a Building Block approach that delivers the scale of models with unlimited personalization and tax management. Watch our new Done in 90 Seconds to see how tech solves the #financialadvisor dilemma of choosing between personalization or scale for client portfolios. Now you can have both and provide it to every client account and household across an entire wealth practice. This is the reason why firms like Smartleaf Asset Management, Nebo Wealth, and Advyzon Investment Management, LLC. (AIM) are expected to grow so quickly. Find out more at EVO Wealth Consulting #wealthmanagement #fintech Smartleaf, Advyzon

Morningstar to use iCapital to help advisors access alternatives! The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform. Read more about the partnership and its goals: http://spr.ly/6045TNl8W #InsideETFs+ #alternatives

I have enjoyed putting these posts together for Darksquare! Read about Asset-Backed Securities below👇

🚀 Evolving Trends in Individual Asset Management 🚀 1️⃣ Digitization and Automation: Technology is revolutionizing asset management, making investing more efficient and accessible through robo-advisors and digital platforms. 2️⃣ Personalization and Customization: Investors demand personalized investment solutions, prompting asset managers to use data analytics to tailor strategies to individual goals and preferences. 3️⃣ ESG Investing: Environmental, social, and governance (ESG) investing is on the rise as investors seek to align their portfolios with their values. 4️⃣ Fee Transparency and Cost Efficiency: Investors prioritize fee transparency and cost efficiency, leading to the rise of low-cost investment options and fee-transparent products. 5️⃣ Alternative Investments Integration: Alternative investments like private equity and real estate are gaining traction as investors seek diversification beyond traditional assets. 6️⃣ Regulatory Compliance and Investor Protection: Asset managers focus on regulatory compliance and investor protection, investing in systems and education to ensure client trust and market integrity. Stay informed and adaptable to navigate these evolving trends and shape the future of individual asset management! #AssetManagement #Investing #Fintech #ESGInvesting #FeeTransparency #RegulatoryCompliance

🌐 The Continuous Rise of Alternative Assets in Modern Portfolios 📈 As portfolio managers navigate the shift towards diverse portfolios, the integration of alternative assets becomes crucial. Our approach combines client education, gradual asset integration, and leveraging fintech solutions. By balancing risk and diversifying investments through real estate, private equity, hedge funds, and digital assets, we're preparing for a future where technology and sustainability shape investment strategies. Join the conversation on how we're steering this transition for a dynamic investment future. #AlternativeInvesting #PortfolioManagement #Fintech Learn more at: https://lnkd.in/duJmePjS

Leveraging technology efficiently can lead to optimal outcomes in investment management. By using advanced technologies we can make more informed decisions, reduce costs, and enhance portfolio performance. #investmanagement #advancedtechnology https://lnkd.in/gQmM_-XS

Apex Investment Advisors has just published their latest EIS Allenbridge Review on Symvan’s Technology EIS Fund for authorised financial advisors. Allenbridge have reviewed just over 10 EIS fund managers in the 2023/24 tax year (out of over 50 providers) and in this context, having received an overall score of 86 (in a range of 80 to 92) puts Symvan near the top of the table   Overall they note that “ Symvan’s EIS offers a very experienced management team with a differentiated strategy, who focus on active portfolio management with their investee companies.” Finally, please note that the deployment strategy means that investors looking for EIS ‘carry back’ will need to invest (with funds cleared) before 27 March 2024.   https://lnkd.in/eqb4jmrg #eis#venture capital