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With the number of public companies declining relative to private companies, the innovative new fund structures aimed at the wealth market are opening up opportunities to individual investors that would otherwise be unavailable to them. But this is not only an important development for investors, it also opens up vital new funding sources for private companies, which are the lifeblood of economies around the world.

Risk in Debt Mutual Fund - Part 5: Don't Overlook Debt Mutual Fund Risks! Did you know? Many investors miss out on understanding the risks embedded in their debt mutual fund investments. Yet, it's crucial! Assessing factors like Credit Risk and Interest Rate Risk can profoundly impact your returns. For instance, higher Credit Risk might lead to defaults, affecting your principal and interest payments. Meanwhile, Interest Rate Risk influences bond prices within the fund. This critical information is often found in a fund's fact sheet or offer document. Next time you dive into debt mutual funds, take a moment to decode these risks. Informed decisions pave the way for wiser investments! . . . #SymphonyFinserv #DebtMutualFunds #MutualFunds #Finance #Risk #RiskManagement #CreditRisk #InterestRateRisk

Efficiency is critical to our clients’ success. BNY Mellon Markets is proud to introduce NEXEN Markets, a digital, direct-to-custody trading solution. With NEXEN Markets, custody clients can trade equities, ETFs, and US Treasury securities all within one system. Simplify your workflow today. The future of execution is here. https://lnkd.in/eveM9gTX #BNYMellon #BNYMellonMarkets #TimeForADifferentConversation #NEXEN

A risk free asset has the characteristics of being default free and providing a fixed return. Private credit is different from a risk free asset by only it's backing, so instead of the government backing the credit, an organisation or fund with cashflows and assets back private credit. With an enhanced return over risk free assets, adding private credit to your portfolio can only improve your performance metrics. Here at MaxAgility, our private credit offerings are senior secured debt, 100% backed by capital, listed on a regulated stock exchange, liquidity in form of access to funds prior to maturity, segregated funds so clients funds are never touched, a licenced regulated trustee. Reached out to me to discuss how we can improve your portfolio performance.

💡 Understanding Money Market Funds 💡 A money market fund, often confused with a money market account, is a type of mutual fund that invests in cash equivalents and short-term debt securities, including U.S. Treasury Bonds. These funds are designed for capital preservation and liquidity, making them a safe and accessible option for holding cash temporarily or building an emergency fund. 🛡️ Safety First Money market funds offer stability and liquidity, but it's important to remember that they are not FDIC-insured. Though they aim to maintain a $1.00 per share value, there is still some risk. 💼 Preserving Capital Financial professionals often use money market funds as a low-risk tool in managing portfolios, providing a high-liquidity option for investors evaluating new opportunities. Before investing, review the fund's prospectus to understand the charges, risks, and objectives. It’s essential to make informed decisions with guidance from your financial professional. #MoneyMarket #InvestmentStrategies #CapitalPreservation #Liquidity #FinancialPlanning #InvestingBasics

#AlternativeInvestments are gaining momentum as prominent global #Banks establish and oversee platforms that enable #FinancialAdvisors and #AccreditedInvestors to purchase and manage #Assets. These institutions are adapting to a significant transformation in nonbank lending, providing #Investors with enhanced access to the entire market, along with increased opportunities in #PrivatePlacement and #PrivateEquity. At Quant Capital Markets, we focus on the #AlternativeInvesting sector, ensuring that we identify and present thoroughly researched and high-performing #InvestmentOpportunities. Contact one of our multi-#AwardWinningTeam to see how we can be of value and service to you. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #Investments #Investing #Wealth #WealthCreation #WealthManagement #Money #YourMoney #MoneyMonday #FT #FinancialTimes #QuantCapitalMarkets https://lnkd.in/eghpJKG2

Bank disintermediation has been a boon for the alternative finance industry, with private credit managers stepping in to finance gaps being left behind. The question for many investors has shifted from whether to increase private credit exposure, and rather how to. Within the asset class, asset-backed specialty finance solutions can offer highly diversified and granular portfolios in liquid, evergreen structures. In this update, we look at how this asset class is positioned in a rate cutting environment.   Click the link in the comments to read the full report. #PrivateCredit #AssetManagement #Receivables #InterestRates

This week on the blog, Raja Palaniappan delves into the upcoming shift from T+2 to T+1 settlement in US equity trades and it’s various implications. In general, faster settlements can mitigate risks, while prompting anticipation of regulatory changes in Europe. In the meantime, Origin Markets's product offering and solutions, are already poised to streamline processes and be an enabler for faster settlements. Despite market participants’ usual resistance to change, regulatory push will ultimately foster adaptation, and hopefully paving the way for new opportunities in the debt capital market as well. And we at Origin Markets will look forward to helping our clients make the most of those opportunities. https://lnkd.in/gt3ZpPiR #USEquity #DebtCapitalMarkets #Fintech #CapitalMarketsInnovation

We maintain a high level of confidence in the composition of both our funds' portfolios and the performance of the underlying investments. Transaction activity leading into 2024 remains extremely strong, with a healthy pipeline of new transactions across a broad range of different sectors. We estimate our current pipeline exceeds $350 million of new transaction activity, diversified across natural resources, manufacturing, real estate, diversified financials and technology.    Private credit remains an appealing asset class for delivering consistent investor returns in the current market climate. Our distinct approach as an opportunistic and special situations private credit provider positions our investors to benefit from equity-like returns via well protected senior-secured credit opportunities.    The Realside Capital Opportunities Fund is currently open to wholesale investors. Express your interest: clientrelations@realside.com.au  #privatecredit #privatedebt #privatemarkets #specialsituationsfinancing  

Money Market Fund A category of money market vehicles (MMV) that represents a type of mutual fund or similar structure investing in the money market, i.e., in high-quality,... https://lnkd.in/d5SjkUXp #fincyclopedia #finance #fund #funds #terms #glossary #financialeducation #financial #investing #mmf #moneymarket #market #dictionary #encyclopedia #financialencyclopedia