Fidante’s Post

Looking to optimize your asset investments? Asset Investment Planning in HxGN EAM helps you stay ahead with advanced forecasting and management tools. Learn more at www.elevotec.com! #Asset #Investment #EAM

Momentum Global Investment Management is making its restricted Passive Plus managed portfolio service (MPS) available on three platforms. #MomentumGlobal #investmentstrategy #passiveinvesting https://lnkd.in/evDTKH5p

🚀 Exciting Developments in Alternative Investments! 🚀 I’m thrilled to share how Banríon Capital Management Inc. is revolutionizing the approach to alternative investments for retail investors. At Banrion Capital, they understand the vast potential that alternative investments hold for diversifying portfolios and enhancing returns, traditionally accessible only to institutional investors or the ultra-wealthy. 🔗 Dive deeper into our mission at Banrion Capital Management. Democratizing Access to Alternatives Their goal at Banrion Capital is clear: to democratize access to alternative investment strategies that have historically been out of reach for the average investor. How do they do this? Through a combination of innovative fund structures, educational initiatives, and strategic partnerships that open doors to investments in private equity, real estate, hedge funds, and more. Tailored Investment Solutions They provide tailored investment solutions that cater to the specific needs and goals of retail investors, helping them navigate the often complex landscape of alternatives. By leveraging cutting-edge technology and transparent investment processes, we ensure that our clients are well-equipped to make informed decisions. Education and Empowerment Education is at the heart of their client engagement strategy. They believe informed investors are empowered investors, so they focus heavily on educational resources that demystify alternative investments. This commitment extends beyond just managing funds; it’s about building a community of knowledgeable investors who understand the nuances and benefits of diversification into non-traditional assets. 🔗 Check out their insights and learn more about alternative investments! Why Choose Banrion Capital? Access to Exclusive Opportunities: They provide access to investment opportunities that were once only available to a select group of investors. Transparency and Trust: Their processes are designed with transparency at their core, ensuring that you always know where and how your money is being invested. Expert Guidance: Led by seasoned experts like Shana Orczyk Sissel, CAIA, their team is equipped to guide you through the complexities of alternative investments, making what was once daunting, accessible. As they continue to grow and expand our offerings, Banrion Capital remains committed to the mission of bringing alternative investments to the forefront of every retail investor's portfolio. If you’re looking to diversify your investment strategy with alternatives, let’s connect! 🔗 For more information and to schedule a consultation, visit their website at https://lnkd.in/gPybYPeY Join us in redefining investment possibilities. Let’s unlock the potential of your portfolio together! #BanrionCapital #AlternativeInvestments #InvestmentEducation #FinancialDiversification #RetailInvestors #WealthManagement

📈 Discover how SCOR Investment Partners is embedded within SCOR strategic plan in SCOR’s 2023 Activity Report, titled “Looking FORWARD”.   2023 provided a turning point for SCOR Investment Partners’ third-party activities, with a significant acceleration in the growth of our assets under management. This growth is the result of the strategic objectives pursued by SCOR Investment Partners, which offers specialized investment solutions to institutional clients, in line with the SCOR Group's latest strategic plan, “Forward 2026”. SCOR strategic plan outlines a clear two-fold ambition for SCOR Investment Partners: having a strategic role in the management of SCOR’s invested assets combined to with a clear objective to expand third-party asset management.   “𝘞𝘦 𝘢𝘳𝘦 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘥 𝘵𝘰 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘪𝘯𝘨 𝘵𝘰 𝘴𝘦𝘳𝘷𝘦 𝘢𝘭𝘭 𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴, 𝘴𝘵𝘢𝘳𝘵𝘪𝘯𝘨 𝘸𝘪𝘵𝘩 SCOR, 𝘤𝘰𝘮𝘣𝘪𝘯𝘪𝘯𝘨 𝘳𝘦𝘴𝘪𝘭𝘪𝘦𝘯𝘤𝘦, 𝘦𝘹𝘤𝘦𝘭𝘭𝘦𝘯𝘤𝘦, 𝘢𝘯𝘥 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦” said Louis Bourrousse, CEO of SCOR Investment Partners   👉Check out the full report to learn more: https://lnkd.in/e836ci8b

VPEG6 RECEIVES 'SUPERIOR' INVESTMENT RATING & CONFIRMS FIRST CLOSE DATE OF 17 JULY 2024 Vantage Asset Management Pty Limited is pleased to announce that the Vantage Private Equity Growth 6 (VPEG6) Fund has been awarded a ‘Superior’ 4 star rating by independent investment research firm SQM Research. By designating VPEG6 as ‘High Investment Grade’, SQM’s rating classifies VPEG6 as ‘Suitable for inclusion on most APL’s’. In their report, SQM Research highlights the Fund’s diversification benefits, access to Institutional grade Private Equity funds that are typically unavailable to individual investors and a highly experienced investment team with expertise in managing private equity fund of funds. The VPEG6 ‘Superior’ rating follows on from the February 2023 ‘Superior’ rating achieved by VPEG5 which completed its Final Close in December 2023 and is now fully committed across eight private equity funds and four co-investments. Following receipt of the VPEG6 rating, Vantage confirmed that the First Close date of VPEG6 will be 17 July 2024 which will see Vantage commence to make commitments to private equity funds managed by top quartile performing lower to mid-market private equity managers in Australia and New Zealand. Applications to invest in VPEG6 received prior to 17 July 2024 will be included within the First Close, with only 5% of Committed Capital required to be paid at the time of the application. Applications received after 17 July 2024 will be allotted monthly until the Final Close target of $250m is achieved. VPEG6 builds on our 20-year track record of global top quartile private equity returns, following Vantage’s proven investment strategy of investing in eight to 10 top quartile performing private equity funds in Australia and New Zealand in the lower to mid-market segment. Vantage funds have invested in 31 underlying funds which, in turn, have invested in 169 companies of which 88 have been sold. Those 88 exits to date have generated a 2.9x multiple equating to an average gross IRR of 49.7%. To receive a copy of the report or if you would like further information about VPEG6 as a potential investment please contact your Wealth Adviser or email info@vantageasset.com to request further information. #privateequity #privatecapital #wealth https://lnkd.in/gRptwqkD

Azimut realizes its first exit in its GP Staking business The Azimut Group, through its subsidiary Azimut Alternative Capital Partners, and Petershill at Goldman Sachs Asset Management entered into binding agreements to buy Azimut’s entire stake in Kennedy Lewis Investment Management LLC for an all-cash total consideration of $ 225 million. Azimut’s initial investment in Kennedy Lewis Investment Management was $ 60 million completed in 2020. Kennedy Lewis Investment Management is a leading credit alternative asset manager founded in 2017 by David Kennedy Chene and Darren Lewis Richman. This significant special transaction demonstrates the quality of our international partnerships in Private Markets, as highlighted by Pietro Giuliani, Chairman of Azimut Group, who comments: “This transaction means creating value for our shareholders and confirms the validity of our path aimed at expanding internationally and growing in Private Markets, representing a unique opportunity for our clients in terms of product range and, above all, results” also adding that the Group has “approximately 35 operating companies (within the 130 subsidiaries and 19 affiliates ex-Italy) with assets and clients whose value is not currently reflected in the Azimut stock price.” Read the press release for more details: https://lnkd.in/dGBv76Mv

Do you have funds for your future projects, but not ready to execute them yet? Why not grow your funds while you wait?🌱 Scan the QR code or follow the link below to learn more about our Project Fund Management Investment services. https://lnkd.in/derXkGs7 #CALAsset #investment #projectmanagement

As part of our recently launched ‘AMCL Perspectives’ collection, we’re excited to announce the first part of a series of articles and papers on key Asset Management topics. This series will explore subject areas that many infrastructure owner / operator organizations are wrestling with and offer views from industry specialists on how these challenges can be approached.   We start with AMCL’s Asset Investment Planning Global Service Line Lead, Kristen Westall, discussing the question; ‘How does your organization build a better approach to Asset Investment Planning?’ In this piece, Kris explores common challenges in early generational approaches to asset investment planning, how organizations have responded to these challenges and what ‘good asset investment planning’ looks like, which includes planning the journey to get to a more mature approach. ☁ Download the PDF, here: https://lnkd.in/eziD3UPA Future topics in the asset investment planning series include: 🔍 ‘How do you know if your organization is ready for a leading asset investment planning technology solution?’; and 🔍 ‘Lessons Learned from asset investment planning technology solutions implementation projects’. If you would like to see a particular Asset Management topic area covered in a future AMCL Perspectives piece in the future please get in touch with Kristen Westall.

I am delighted to be able to author AMCL's first paper in the AMCL Perspectives Series on Asset Investment Planning. There are more Asset Investment Planning related topics to come. Please get in touch if you would like to see a specific theme discussed in future papers. Enjoy the read on this one!