EisnerAmper’s Post

Curious about quantitative investing? Discover the latest insights in our Trends Watch blog where EisnerAmper talks with Dr. Florian Mair, Co-Founder and CEO at Quintik Capital GmbH. Learn more here: https://okt.to/I8fVwQ #quantitative #investing

Subject: Compelling Investment Opportunities in Today's Market with Ryan Issakainen (Ep. 45 is LIVE)   Good morning/afternoon,   In today's rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations.   In this insightful episode of The Millionaire Next Door, certified financial analyst and ETF analyst at First Trust, Ryan Issakainen, joins me to explore the intricacies of thematic investing — a strategy that can potentially offer investors a pathway to capitalize on emerging market trends.   By dissecting the impact of behavioral biases on investment choices, Ryan provides listeners with strategies to identify undervalued companies that may thrive even in light of economic downturns.   Play the full interview today: https://bit.ly/3T9ffs6   Have questions about topics covered during the show? Let’s connect!    

Check out the link below to access Kathmere’s Q1 2024 "Student of the Markets”, curated by our Investment Team. This series presents a collection of captivating charts accompanied by concise commentary. Our goal is to provide valuable insights to help contextualize the current market and economic landscape.(3-5min read) https://lnkd.in/eJmJXry8

XYPN & YourStake's webinar on direct indexing and values-based investing is now available for replay: https://lnkd.in/eU6gzmmh --- Hot take: Just investing is NOT enough in today's financial world. If you want to stand out, you have to do more. I agree “investing” is important, but it’s not everything. Here is the mini masterclass of standing out and creating a personalized client experience: 1. Identify Client's Objectives, Time Horizons, and Risk Tolerances Understand your client's financial goals and their investment comfortability. Here is how to do it: - Conduct in-depth discussions to understand their financial aspirations. - Evaluate their risk tolerance by assessing their financial situation. - Set realistic time horizons for their investment goals. 2. Create a Tax-efficient Diversified Portfolio Design a portfolio that aligns with the client's goals and risk preferences. Here is how to do it: - Diversify investments across different asset classes. - Opt for tax-efficient investments to maximize returns. - Regularly review and rebalance the portfolio as needed. 3. Measure and Communicate Portfolio Performance Keep your clients informed about their investment performance. Here is how to do it: - Regularly analyze the portfolio's return and risk measures. - Conduct periodic reviews with the clients to discuss performance. - Use clear, jargon-free language to explain the results. 4. Use Values-based Solutions Utilize solutions like YourStake’s values-based tool to personalize investments. Here is how to do it: - Understand the client's values and beliefs. - Use tools like YourStake to align investments with these values. - Provide detailed impact reports to clients. 5. Leverage Direct Indexing Offer direct indexing to enhance the client experience. Here is how to do it: - Explain the concept of direct indexing to clients. - Highlight the benefits of personalized direct indexing. - Use low minimums to make it accessible to more clients. Which one is your favorite? #FinancialAdvising #ClientExperience #Investment #DirectIndexing #YourStake

In a recent groundbreaking episode of Digital Axis, Mainstay hosted Adam Blumberg, a luminary in the field of financial strategy, to discuss the burgeoning trend of integrating alternative assets into investment portfolios. Amidst a landscape where traditional equities face unpredictable futures due to fluctuating interest rates and economic uncertainties, Blumberg's insights offer a beacon of strategy and innovation. Blumberg elucidates the necessity for diversification beyond the conventional, highlighting how alternative assets such as private equity, real estate, and collectibles not only mitigate risks but also potentially elevate returns. This paradigm shift, fueled by technological advancements, enables investors to navigate and manage complex portfolios with unprecedented ease and precision. #InvestmentTrends #AlternativeAssets #FinancialStrategy Moreover, Blumberg's dialogue shines a light on the changing demographics of investors. Younger generations, now more affluent, are seeking investments that resonate with their values and yield financial and personal fulfillment. This shift towards alternative assets reflects a deeper desire for diversified, resilient portfolios that stand robust against market volatility. #InvestorDemographics #PortfolioDiversification #WealthManagement Mainstay's episode with Blumberg on Digital Axis is a roadmap for navigating the evolving investment landscape. For financial advisors and investors alike, embracing the insights shared by Blumberg could mark the difference between thriving and merely surviving in the dynamic world of investment. #MainStayInsights #DigitalAxis #FinancialAdvisory Join the conversation and explore how these insights from Adam Blumberg can redefine your investment strategies for the better. Engage with us at Mainstay to stay ahead in the ever-changing financial market landscape. #StayAhead #InnovationInInvesting #MainStayDigitalAxis Interaxis Adam Blumberg 🔗 to the article: https://lnkd.in/dDVjBwgw

Introducing the latest research from my team - a deep dive into the power of the Momentum Inflection Factor, a new approach to momentum investing that could redefine your strategies. Investors frequently pursue tactics that leverage current trends, with momentum investing standing out as a popular method. Nevertheless, beneath the promise of profits lies a widely recognized risk—the occurrence of "momentum crashes." For instance, if an individual had invested in the long-short momentum strategy prior to the 2008 global financial crisis, their initial capital might still not have been fully recuperated. In this research, we present the concept of the momentum inflection factor as a means to mitigate the risk of a "momentum crash." The momentum inflection factor examines both the first-order (momentum velocity) and second-order (momentum acceleration or momentum deceleration) alterations in momentum, employing them as a signaling mechanism. Our results show that it can be used as another standalone factor. You can access the full paper here: https://lnkd.in/gq9uWnnH

📊💡Ever wondered why investors are always on the hunt for quantitative insights? It's like their secret sauce to success! 🚀 They're not just playing a guessing game, they're using hard data to make informed decisions. Dive into our latest blog post to discover why numbers speak louder than words in the world of investing. #InvestingInsights #DataDrivenDecisions http://ow.ly/LcJH30sCpbP

🌟Dive into the world of Quant Investing with a seasoned expert, bringing 30+ years of experience to our upcoming webinar!   𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐓𝐨𝐩𝐢𝐜: The secret sauce in Quant Investing 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐩𝐞𝐚𝐤𝐞𝐫: Sandeep (सन्दीप) Tyagi (त्यागी), CEO, Estee 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐃𝐚𝐭𝐞 & 𝐓𝐢𝐦𝐞: 01 Dec (Friday), 4:30 PM 💯𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐍𝐎𝐖: https://bit.ly/PMSBweb 𝐔𝐧𝐜𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐬𝐞𝐜𝐫𝐞𝐭𝐬 𝐨𝐟 𝐪𝐮𝐚𝐧𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠, 𝐞𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐭𝐨𝐩𝐢𝐜𝐬 𝐥𝐢𝐤𝐞 – ✅ Advantages of quant/systematic investing ✅ Why is the quant approach better than the discretionary? ✅ Myth and reality of quant investing ✅ Problems with thematic investing ✅ Why Estee’s Multi-factor approach is better? ✅ and more… This webinar will help you gain in-depth understanding of quant investments. So, we highly recommend you attend & benefit from this informative session.   💯𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐍𝐎𝐖: https://bit.ly/PMSBweb & Join us on 01st December (Friday), at 4:30 PM   Share this post to help your network benefit from this enriching webinar on quant investments. #quant #quantinvestment #thematicinvesting #alternativeinvestments #investments #estee #pmsbazaar Gulaq | Vivek Sharma | Shalabh Rakyan | Aniket Batra | UMESH KUMAR | Sakshi Verma R Pallavarajan | Daniel GM | Hameed Rahman

Last year, WisdomTree in Europe launched an innovative multi-thematic strategy providing access to a curated portfolio of 14 themes. The first quarterly tactical rebalance took place earlier this month. The portfolio continues to favour Tech themes, but how is the strategy currently positioned and which themes do we overweight/underweight compared to their strategic weights? 👇 #thematicinvesting #megatrends #ETFs #technology #investing

The financial equivalent of Ulysses’ sirens. They have enchanting names but can sink your portfolio. Smart cities, moonshot innovators, genomic revolution, artificial intelligence, circular economy…each of them hold the promise of a wonderful future…. but the near certainty down the road is almost always investor losses. Don’t get me wrong, identifying emerging trends and monetizing them is the essence of investing. What I am questioning is how the financial industry turns themes into subpar products. I might be okay with them being expensive, poorly constructed, and annoyingly distracting if those were their only flaws. But there the performance is just not there. In fact, our study, conducted over a 15-year period on more than 400 thematic equity ETFs across 80+ providers, shows that they consistently underperform. Less than 16% of the thematic ETFs in the universe we considered performed better than the S&P 500 over that period. And 84% did not, with a significant margin (-9.6% annual underperformance). The reasons for this massive underperformance are manifold: high fees, poor investment processes, lack of diversification and fundamental research, and launches when valuations are high… Seeing this ratio and the consistency of these results over the years, it almost feels like an invitation to bet against them. Investors, take heed. Succumbing to the temptation of thematic ETFs’ sirens is at your own peril. #thematicinvesting #informedinvestor #investment