A Separately Managed Account, often abbreviated as SMA, is a customized investment portfolio managed on behalf of an individual investor or institutional client. SMAs are designed to provide investors with a high level of personalization, control, and transparency in their investment choices. These accounts are typically offered by professional asset management firms, financial advisors, and wealth management firms. Click on the link below to schedule a meeting with an expert wealth manager to discuss further on SMA. https://loom.ly/GVgLyGE . . #individualinvestor #highlevel #financialadvisors #financialadvisor #sma #investmentportfolio #assetmanagement #wealthmanagement #wealthmanager #wealth
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Here at VA Capital Holding (Virgil Alternative Investments UK Ltd + ThePlatform), we love #DeFi and are working hard to create a bridge between securities and decentralized finance. We’re focused on #securities #tokenization and striving to become one of the first security #token brokers in the UK as soon as possible. Big money is in #TradFi, and the industry can’t thrive without rules and regulation, but we are pushing to take the best from both worlds and evolve the financial system. https://vacapital.finance/
VA Capital
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Co-Founder and CEO @ Tamarix | Private markets data & AI
It was fun to share my views on private markets asset allocation at DCALTA - Defined Contribution Alternatives Association yesterday 🔥 We covered a broad range of topics: ‣ The value contribution of asset allocation in liquid portfolios ‣ Common objections to the value of asset allocation in private markets ‣ The relative contribution of manager selection vs asset allocation in private equity funds portfolios …and much more! Shoot me a DM if you are interested in the slides. Thank you Jonathan Epstein, AIF® for the invite #assetallocation #alternativeinvestments
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As a Mutual Fund Distributor, it is essential to ensure a high level of customer service.🤝 This guide enumerates 5 best practices that you can adopt to enhance client satisfaction and build long-lasting relationships. Whether you are an established MFD or just starting out, implementing these best practices will help you become one of India's best Mutual Fund Distributors. 💼 📈 https://bit.ly/468SGbS #mutualfunddistributor #mutualfundssahihai #investments #expertguidance
What are some best practices for mutual fund distributors to effectively serve their clients
partners.assetplus.in
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📅 Mark your calendars for September 20th as Maryna Irkliyenko from Reorg hosts an enlightening fireside chat at IPEM. The discussion, titled 'What does the dominance of direct lending mean for markets?', will feature Michael Small of KKR and Chris Stainton from HPS Investment Partners, LLC. 🔥 #MiddleMarket #PrivateCredit #PrivateDebt #DirectLending #MarketInsights
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Some good news as we get close to wrapping up the year. Our semi liquid private credit Fund made the top 5 cut in Q3 2023 for APAC credit strategy funds as reported by Preqin. Full list here - https://lnkd.in/gZ4wTqdh Eunice Chin Anubhav Mehrotra Sammy Fong #investmentmanagement #privatecredit #commoditytradefinance
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Summary of the Latest Bond Issuance by SATYA MICROCAPITAL LIMITED. . . . #investmentreturns #investmentnews #financialwealth #investinginthefuture #investinginmyfuture #investmentgoals
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Summary of the Latest Bond Issuance by SATYA MICROCAPITAL LIMITED. . . . #investmentreturns #investmentnews #financialwealth #investinginthefuture #investinginmyfuture #investmentgoals
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Summary of the Latest Bond Issuance by CLIX CAPITAL SERVICES PRIVATE LIMITED. . . . #investmentreturns #investmentnews #financialwealth #investinginthefuture #investinginmyfuture #investmentgoals
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Summary of the Latest Bond Issuance by CLIX CAPITAL SERVICES PRIVATE LIMITED. . . . #investmentreturns #investmentnews #financialwealth #investinginthefuture #investinginmyfuture #investmentgoals
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With renewed volatility in fixed income and equity markets, discover in Antares Capital LP's 𝟐𝟎𝟐𝟒 𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 why direct lending’s value proposition continues to resonate with investors and why the asset class performance is poised to remain strong. bit.ly/3uqwsUA #privatecredit #privatedebt #assetmanagement
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