Global Private Banker’s Post

Thank you Yue YUE from Caixin Global for interviewing our #Founder & #CEO Ian Simm when he was visiting #Beijing earlier this month. Also thank you all the friends for helping and meeting us during Ian’s #China visit this month. We were all impressed by the #commitment and #investments that China has made into #sustainable #investing over the past few years. As one of the largest #specialist asset managers in the sustainable investing field, Impax Asset Management is dedicated to finding more #investment/business opportunities in the region! #sustainability #transitionalfinance #sustainableinvesting #responsibleinvesting

一位睿智的客户曾分享：“在年轻时，趁你还可以承受损失时，承担经过深思熟虑的风险。一旦财富积累起来，就专注于稳定和保值。” 在富乔鑫资本资产管理，我们在您的财富之旅中，将成为您值得信赖的顾问。💼✨ "A wise client once shared: 'Take calculated risks while you’re young and can afford to lose. Once you've built wealth, focus on stability and preservation.' At JMC Capital Asset Management, we’re here to be that trusted advisor on your wealth journey. 💼✨ **Disclaimer:** *This advertisement has not been reviewed by the Monetary Authority of Singapore. All investments involve risks, including the possible loss of principal. Ensure you understand the risks involved and seek advice if needed.** **免责声明：** *本广告未经新加坡金融管理局审查。所有投资都涉及风险，包括本金损失的可能性。请确保您了解相关风险，并在需要时寻求建议。**

We're delighted to announce that Sumitomo Mitsui Trust Asset Management (SuMiTRUST AM) has been accepted as a signatory to the Financial Reporting Council’s (FRC) UK Stewardship Code 2020. This achievement underscores our commitment to responsible stewardship and sustainable investment practices. With dedicated teams in Tokyo, London, and New York, we will continue to enhance our three pillars of stewardship activities, focusing on engagement, voting, and incorporating ESG factors into investment decision-making processes, to create long-term value for our clients and beneficiaries. Read more about this: https://lnkd.in/e67uQwTE #Stewardship #ESG #ResponsibleInvestment #Sustainability #LongTermValue

Delighted that SuMi TRUST AM has been accepted as a signatory to the UK Stewardship Code. The internationalisation of the Code continues, with 7 of the 12 new AM signatories overseas asset managers - and a total of 40% of AM signatories headquartered outside of the UK. For overseas asset managers capable of clearing the high bar set out in the Code, the question now is how to maximise the benefits? There is a short-term halo effect - with discussions and disclosures on engagement, voting and multi-engagement activities associated with the UKSSC reporting resulting in a welcome transmission of know-how and deepening relationships with regional clients. However, in the long term the benefits will only be felt if the market proves capable of sorting the wheat from the chaff when it comes to who is creating value through long-term Stewardship and mitigating against avoidable costs. That will require efficient two-way information flow between asset manager and asset owner and a willingness to push each other to achieve excellence - without reaching breaking point! In my experience, the long term horizons and demanding client relationships, combined with the recently announced “Asset Ownership Principles” and the expected revision of the “Japan Stewardship Code”, offer hope that Japan can follow the UK to emerge as a force in global Stewardship best practice.

The Role of Share Buybacks and Strategic Investments Chief Analyst Masataka Kawabe, SPARX Japan Value Creation Strategy We're seeing a notable increase in share buybacks among listed Japanese companies, signaling a shift towards balanced management that includes both P&L and balance sheet considerations. This trend aligns with the Tokyo Stock Exchange's guidelines for sustainable growth, emphasizing long-term investments and structural reforms. The growing role of independent outside directors in these efforts is crucial for supervising management and supporting necessary changes. By focusing on these strategies, Japanese companies can strengthen their earning power and contribute to overall economic growth. Explore our insight here: https://lnkd.in/g9Pcm_ji #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Learn how we met the unique needs of an asset allocator, by eliminating 75% of manual processes, and increasing turnaround of valuations by up to 15 days: #OCIO

Looking to secure your financial future with expert guidance? McGowanGroup Asset Management is here to help you navigate the complexities of wealth management. Contact us today to discuss your investment goals and discover how our personalized strategies can work for you. 📞 Call us: 214-720-4400 📧 Email us: info@themcgowangroup.com 🌐 Visit our website: https://lnkd.in/g_j2r9VE 2025 McGowanGroup Portfolio Strategies Q: What is the current projected economic growth for the U.S. in the 3rd quarter? A: The Atlanta Federal Reserve’s GDPNow estimate on Oct. 18th was at 3.4%. This is significantly stronger than the 2.1% 20-year average. Q: What is the McGowanGroup’s take on the U.S. Dollar, Gold, Printed Money & the Federal Reserve’s balance sheet? A: Stay tuned to this week’s broadcast as Spencer McGowan covers those topics for investors! https://lnkd.in/gAmY9-kD

I recently had the opportunity to attend a highly insightful seminar titled “Ethics and Accountability in Investment Management”, conducted by Shanta Asset Management. The session was an excellent blend of theoretical insights and practical guidance on navigating ethical challenges in the dynamic world of investment. The speakers shed light on the critical importance of integrity, transparency, and accountability in financial decision-making. From addressing conflicts of interest to fostering client trust, the discussions emphasized how ethical practices are not just principles but indispensable pillars of sustainable investment management. What truly stood out to me was the emphasis on the role of individual accountability in ensuring long-term value creation for all stakeholders. The seminar also provided actionable strategies for incorporating ethical frameworks into day-to-day operations in asset management. I am grateful to Shanta Asset Management for organizing such an enriching event and for their commitment to fostering a culture of responsible investment. This seminar has deepened my understanding of ethical considerations and inspired me to advocate for these values in my professional journey.

At J. Safra Sarasin Asset Management, we understand that the resources of the future are the key to sustainable progress. We are committed to focusing on best practices, fostering a circular economy, and actively engaging with companies driving the green transition.   Explore the resources of the future with us: https://lnkd.in/eMwGy3_8 #Assetmanagement #Futureresources

My views on the Indian Equity market. While price correction has happened, as cost of capital continues to be elevated, one can continue to expect time correction, if not price correction. The earnings need to pick up, liquidity alone can’t drive markets. This will be a good time to build portfolios over the next 6 to 9 months, as markets continue to remain volatile.