Emanuel Whybourne & Loehr’s Post

Being called a “show-me” story is not exactly flattering - but also not unfair. New strategy, new management, challenging environment... For the last few quarters, DWS Group dealt with it as you would expect us to do: Keep our heads down and get the job done, focus on #ClientsMarketsInvesting and on implementing our strategy as promised. And deliver steady progress – as we did in Q1 2024. We are grateful for the trust and faith our shareholders have shown us in recent months. Obviously, current tail wind from market appreciation is much welcomed, but investors remain in risk-off mode, with a greater appetite for Passive than for Active strategies. Against this backdrop, Markus Kobler and I today communicated solid quarterly results with a continued strong net inflows and a new all-time-high in Assets under Management. #DearClients: Thank you for continuing to trust us with your money! And #TeamDWS: It's fun being part of a high-performance franchise that is passionate, disciplined and tenacious. Great to see us continue at an industry-leading organic growth rate. #ClientsMarketsInvesting #ConnectingTheDots #AlwaysHungry

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“Effectively, what we’re doing is looking for talented managers - those who align with us culturally, are talented stock pickers and stick to the process.” Ben Mackie, Portfolio Manager, Hawksmoor Investment Management, highlights WS Gresham House UK Multi Cap Income Fund and Strategic Equity Capital plc (SEC), co-managed by Ken Wotton and Brendan Gulston as two funds that are harnessing #value in the UK in an article for Trustnet. Mackie highlights the broad opportunity in the current UK equity market, with stocks in most sectors trading cheaply compared to their history, with managers opting for portfolios that are “cheap, have lots of marginal safety and a real blend of styles.” https://lnkd.in/ejpHThKi #ukequities #publicequity | Capital at risk. Not an investment recommendation. Portfolio investments in smaller companies typically involve a higher degree of risk.

Looking forward to Wealth Management EDGE in 2 weeks. Find AllocateRite at Kiosk K28 in Wealth Tech where you can demo the live capabilities of "Newt", the personal assistant that can expedite everyday workflows and generate reports from portfolios on the fly. #wealthmanagement #financialadvisors #financialadvisers #financialplanning #custody #RIAs #recruiting #uhnw #privatewealth

Which key trends across wealth management are impacting the industry? Hear from BlackRock's Stefanie Gonzalez for her perspective on this recent #NYSEFloorTalk – and learn more about wealth management trends from ICE: https://lnkd.in/eMJS9-b2

Understanding client needs, constraints, and aspirations is crucial for providing a diversified service solution that meets their specific needs. Stephanie Gonzalez, Director of Global Wealth Management at #BlackRock, emphasized in this interview the importance of comprehending market dynamics and client needs in order to effectively serve investors. #ClientNeeds #WealthManagement #MarketDynamics"

Mark Kritzman, State Street Associates Founding Partner, Senior Lecturer at MIT Sloan School of Management, Will Kinlaw, CFA, head of research for State Street Global Markets, and David Turkington, CFA, head of State Street Associates, discuss their co-occurrence paper which provides a more precise measure of asset diversification. The discussion covers how diversification should be measured, how to overcome weaknesses in correlation as a parameter, the notion of co-occurrence and co-movement, and ultimately how to construct portfolios considering these issues. Watch the discussion: http://ms.spr.ly/6049iMBdT

EBITDA Multiples are and we believe will remain the most often used valuation metric for middle-market and lower middle-market M&A transactions. We believe this to be the case for two primary reasons - The first being it's use as shorthand for an annualized return and the second for being its practical implication as to how private equity and the broader institutional capital 'food chain' works. #hillviewpartners

Lazard ups 2024 volume outlook to $150 billion, expects GP-leds to accelerate. The advisor also shared pricing, return targets and outlook for LP-leds and GP-leds in its Interim Secondary Market Report 2024. Holcombe Green, the firm’s Global Head of Private Capital Advisory, said that despite some positive trends in the M&A market, lagging distributions have encouraged sponsors and LPs to access the secondary market. #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/eRKjNxCa

Mark Kritzman, State Street Associates Founding Partner, Senior Lecturer at MIT Sloan School of Management, Will Kinlaw, CFA, head of research for State Street Global Markets, and David Turkington, CFA, head of State Street Associates, discuss their co-occurrence paper which provides a more precise measure of asset diversification. The discussion covers how diversification should be measured, how to overcome weaknesses in correlation as a parameter, the notion of co-occurrence and co-movement, and ultimately how to construct portfolios considering these issues. Watch the discussion: https://lnkd.in/ex3VxTYW