DDC Financial Group’s Post

Australian Ethical announced today that it will boost its fixed income capability by acquiring Altius Asset Management from Australian Unity. Altius is widely regarded as a leader in #sustainablefixedincome investment, and was co-founded in 2011 by Bill Bovingdon, Chris Dickman and Gavin Goodhand in a joint venture with Australian Unity. The combined Australian Ethical and Altius fixed income capability will result in a sustainable fixed income team of seven, an expanded bond fund portfolio, and Australian Unity becoming one of Australian Ethical’s largest institutional clients. The acquisition of Altius builds on Australian Ethical’s position as Australia’s leading ethical investment manager and when complete, the transaction will expand the fixed income capability Australian Ethical can offer its 130,000 investors and superannuation customers, as well as provide significant growth in its institutional investor base. https://lnkd.in/gVARVC3j #EthicalInvesting #SustainableFinance #FixedIncome #InvestmentManagement #AustralianEthical #Altius #SustainableInvesting #GreenBonds #InstitutionalInvestors #EthicalFinance #ResponsibleInvesting #FinancialGrowth #InvestmentNews #ImpactInvesting #AustralianUnity

We are pleased to have announced today that we will sell our circa. $2 billion sustainable cash & fixed interest manager, Altius Asset Management to Australian Ethical Investment. The transaction is part of an ongoing commitment by Australian Ethical and Australian Unity to work together to explore additional joint investment and product development opportunities. Under the terms of the deal, Altius will form part of Australian Ethical’s expanded fixed-income capability and will continue to oversee Australian Unity’s cash and fixed-interest portfolios, as well as the other fixed-income funds and mandates currently managed by Altius. As part of Australian Ethical, Altius and its investors will benefit from increased scale and focus. The transaction positions both businesses to pursue their next stage of growth—critical to maximizing impact and serving investors well.   The transaction is an endorsement of the sustainable investment approach Altius and Australian Unity have built and refined for more than a decade, achieving continuity, additional scale, and focus for the Altius business and its investors.   Read more in Australian Unity’s media release here - https://lnkd.in/gaUQNbv7

Pecora Capital LLC has been recognized as one of the Top Investment Firm  by Financial Services Review. Pecora Capital, a boutique investment management firm, offers sophisticated investment tools and highly differentiated, tailored, niche risk-adjusted investment strategies. It manages and distributes investment funds across equities, fixed income and liquid alternatives to introduce diversification in investments, mitigate risks and deliver crisis alpha. “We aim to deliver crisis alpha—excess ROI after adjusting for market volatility by offering tools capable of acting as an airbag for the investment portfolio during market stress,” says Aaron L. Smith, founder and managing director of Pecora Capital. The article will also be featured in the forthcoming special print edition on Investment Firm 2024. Read More : https://lnkd.in/gu5dnFK6  #portfoliomanagement #investmentstrategies #globalpartnerships

🌟 𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗻𝗼𝘄!  We’ve officially kicked off the 𝗗𝗗𝗖 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟰 with industry leaders from the alternative assets sector. The first panel, "Alternative Asset Allocation Models," set the stage for an engaging day of discussions. Many thanks to the speakers: Frank Dornseifer, Managing Director at Bundesverband Alternative Investments e.V. Alan Anderson, Managing Director - Investment Management at Mirae Asset Securities (HK) Nadine Fugert, Principal - Investor Relations at Adams Street Partners Irina Misca, Investment Manager at Fortech Investments Jiří Tuvora, Member of the Supervisory Board of ARBITAS SICAV Investment fund Stay tuned for more updates as we dive deeper into these crucial topics! 🎤 #DDCInvestorSummit #AlternativeAssets #RealEstate #Sustainability #InvestmentInsights

The Indian Venture and Alternate Capital Association (IVCA) presents key insights from industry leaders on CAT III Alternative Investment Funds (AIFs). This short video showcases critical observations from the IVCA Category III Alternative Investment Fund Report 2024: A Path of Resilience and Remarkable Growth, developed in partnership with Eleveight. Discover the trends shaping the future of CAT III AIFs and unlock the potential of this dynamic asset class. For an in-depth analysis, read the full report here: https://lnkd.in/gDAEY2Bs #AIF #AlternateInvestment #IVCA #MaximumIndia

Copia Investment Partners is pleased to provide the April 2024 update for the ECP Asset Management Growth Companies Fund - our concentrated, all-cap, Australian equity portfolio manager. April 2024 comments: - Strong results from ResMed and GQG partners over April, while Block Inc dragged down performance. - Fund performance sits at 22.1% for the FYTD (vs 9.0% benchmark). ***𝘋𝘪𝘥 𝘺𝘰𝘶 𝘬𝘯𝘰𝘸 𝘵𝘩𝘦 𝘌𝘊𝘗 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵𝘎𝘳𝘰𝘸𝘵𝘩 𝘊𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘍𝘶𝘯𝘥 𝘪𝘴 Responsible Investment Association Australasia (RIAA) 𝘤𝘦𝘳𝘵𝘪𝘧𝘪𝘦𝘥 𝘢𝘯𝘥 𝘢𝘭𝘴𝘰 𝘩𝘢𝘴 Lonsec 5 𝘉𝘦𝘦𝘴 𝘚𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘴𝘤𝘰𝘳𝘦? *** More information on the current sector positioning is available in the monthly report attached. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information. #asx #asx200 #activemanagement #redefiningactiveinvestment

🌍 CIFA Roadshow in Athens Cyprus is fast becoming a top destination for alternative investment funds and asset managers. CIFA will have the opportunity to present the country’s strong regulatory framework, local expertise, tax advantages, and strategic access to global markets during a dedicated event in Athens. Participants will gain valuable insights into how Cyprus can support their future growth. NOTE: This is a closed event, open only to invited participants. 🔗 Stay tuned for more details! Organized in cooperation with the Hellenic Fund and Asset Management Association (HFAMA). #fundmanagement #cyprusfunds #InvestInCyprus #Athens2024 #InvestmentOpportunities

Excited to be heading to Eilat for the Long Term Capital Market Savings Conference! I'll be speaking at the Alternative Investment Meeting about Gsharim Fund. Looking forward to sharing insights with attendees. #LongTermCapitalMarket #SavingsConference #AlternativeInvestment #GsharimFund

Everything you need to know about the Natural Environment Investment Readiness Fund (NEIRF). 🌲 There is up to £5m available in the NEIRF for individuals or groups who wish to get nature projects ready for market. But who is eligible for funding and how can members apply? CLA members can log in to their MyCLA account below and watch our webinar, featuring previous NEIRF applicants and experts from the CLA and Defra set out what the fund is for: https://bit.ly/4aUKUVb

Excited to be in Athens on October 22nd for the joint event between CIFA Cyprus and the HELLENIC FUND AND ASSET MANAGEMENT ASSOCIATION - ΕΝΩΣΗ ΘΕΣΜΙΚΩΝ ΕΠΕΝΔΥΤΩΝ . Join us to explore the growing investment funds industry and discover the advantages of setting up Alternative Investment Funds in Cyprus. Looking forward to seeing you there! Gravity Private Wealth CIFA Cyprus HELLENIC FUND AND ASSET MANAGEMENT ASSOCIATION - ΕΝΩΣΗ ΘΕΣΜΙΚΩΝ ΕΠΕΝΔΥΤΩΝ #Investmentfunds #alternativeinvestments #cyprusfundsindustry