dakota’s Post

Where would you invest: Blue Owl, Carlyle, LaSalle, or Penwood? Scenario... 1. You work at a pension fund. 2. The pension is underallocated to value-add real estate. 3. You are considering 4 funds. 4. You get these diligence reports back from your consultants. Which fund would you recommend? -- Blue Owl targets 12%+ net IRRs by acquiring and leveraging net leased properties at 7%+. -- Carlyle targets 14-17% net IRRs by investing in opportunistic plays within "demographic and technology-driven sectors" with meaningful exposure to development. -- LaSalle targets 12-14% net IRRs by investing in sectors and markets with favorable supply/demand imbalances. -- Penwood targets 10-12% net IRRs by repositioning and re-leasing industrial properties in SoCal, NJ, Pennsylvania, and Las Vegas.

It is gratifying to once again for Segal Marco Advisors to be recognized by our clients for our commitment to providing trusted advice and honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich (a division of CRISIL). Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award

Why was Segal Marco Advisors honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich (a division of CRISIL)? Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award

Why was Segal Marco Advisors honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich (a division of CRISIL)? Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award

Why was Segal Marco Advisors honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by Coalition Greenwich (a division of CRISIL)? Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award

🌟 We’re making bold moves at Australian Retirement Trust to awaken our member’s best retirement outcomes. 📈 By the end of September, we’ll have shifted 1.4 million members under the age of 50 - who haven’t made an active investment choice - into our high growth option. This option is more aligned to the long-term investment time horizons of these members and we believe has the best potential to deliver greater returns. ⚡This bold move is just one action we’re taking to amplify our ambition for our members. We’ve already leveraged our scale and leading global investment capability to launch ART’s simplified investment menu, enabling all our members to choose from a unified suite of investment options. We announced a streamlined operating model for our colleagues, one which will simplify our organisation, clarify accountabilities and drive our next phase of strategic growth. 👥 2.4 million members and 185,000 employer partners and financial advisers trust us to guard and grow their retirement savings and incomes, which is a responsibility we take seriously. We’re here to make a difference for millions of Australians and their families and these are the right decisions for our members and their future retirement outcomes. 🚀 These are exciting times at ART and it was great to share our insights with The Australian Financial Review about our important steps forward. I would love to hear your thoughts below. #TeamART

#Privateequity can help drive firms forward, but as Scott Colangelo, Chairman & Managing Partner of Prime Capital Investment Advisors & creator of Qualified Plan Advisors, warns not all deals are created equal. Scott spoke to PLANADVISER about the structure and support it takes to make #PE deals successful. #retirementplan #wealthconvergence

"In investment management, there’s a lot of people who followed a similar path in order to end up managing portfolios. They are all looking at investments in broadly the same way and coming up with broadly the same conclusions and I think missing lots of opportunities." - The danger of groupthink is just one of the great insights we've gathered through our research. Pensions for Purpose also explored what asset owners look for when examining diversity, equity and inclusion (DE&I) policies, how they engage with asset managers and investment consultants on the topic and their perspectives on how the topic will evolve in the coming years. Thrilled to share that we have just published our report on the perspective of UK asset owners on DE&I, sponsored by Jupiter Asset Management. We interviewed 21 organisations, including pension funds, professional trustees, asset managers and investment consultants, based in the UK, Europe and the US, to understand how the market perceives and engages with DE&I, as well as the discrepancies across different jurisdictions. We divided the research into three blocks: firstly, examining how asset owners consider DE&I within their own organisation; secondly, understanding their approach when interacting with third-party providers; and finally, comprehending how #DEI is considered in underlying investments. Conversations were so enriching that we organised a list of best practices and the main initiatives in the financial industry to promote DE&I. Definitely worth a look!

Why was @Segal Marco Advisors honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by @Coalition Greenwich? Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award

Why was @Segal Marco Advisors honored for the sixth time with the Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category by @Coalition Greenwich? Pension funds, endowments, foundations, and other asset owners rated investment consulting firms and consistently rank Segal Marco Advisors highly. #investmentconsultants #investmentconsulting #award