Institutional Allocators for Diversity, Equity, & Inclusion (IADEI)’s Post

A powerful and impactful initiative aimed at growing female talent in asset management. I agree that more must be done to close the gender gap in our industry and great that AXA Investment Managers will take part again this year. https://lnkd.in/eBbYynhn

Investment Week is pleased to invite entries for the Rising Star category at this year's Investment Company of the Year Awards, in association with The Association of Investment Companies (AIC). We are looking for rising stars of the investment trust/VCT sector who are having an impact at company and industry level. You can enter yourself or nominate a colleague. Entries close on 20 September. More details in the article below. Good luck! #investmenttrusts #VCTs #investment

The AP-fondernas etikråd / Council on Ethics Swedish National Pension Funds will be participating in the Principles for Responsible Investment in Person conference in Toronto next week. The Council is represented by its chair, AP2’s Head of Communication and Sustainability Åsa Mossberg, as well as Engagement Director Alexander Elving, and will be joined by AP3’s Head of Corporate Governance Peter Lundkvist. We look forward to seeing you there. #stewardship #activeownership Första AP-fonden (AP1) Andra AP-fonden (AP2) AP3 Tredje AP-fonden Fjärde AP-fonden (AP4) Principles for Responsible Investment

KPMG's latest update on endowment insights for 2024 has just been released, offering a breath of fresh air in the world of investment management. Dive into the dynamic insights here: https://lnkd.in/djKi4c2d KPMG's comprehensive report explores the ever-evolving strategies and challenges facing endowments, providing a fountain of innovative ideas for investment professionals and institutions alike. From agile asset allocation strategies to forward-thinking regulatory considerations, the article ignites inspiration for strategic decision-making and transformative outcomes. At Ledgex, we thrive on embracing the new. Our cutting-edge technology and tailored solutions empower endowments to navigate complexities with agility, optimize investment strategies, and achieve their financial objectives with finesse. Excited to embark on this journey of discovery together! Let's connect to explore how Ledgex can infuse your investment management practices with newfound vigor and drive, aligned with the latest industry insights. 💼💡 #Ledgex #EndowmentManagement #InvestmentInsights #FinancialSuccess #KPMG 🚀✨ Peter Cunha, Nicole Eberhardt, Christopher McCoy, Brian Nickerson

This Thursday, on March 21st, 2024, the Portfolio Summits Massachusetts RIA Summit will be taking place in Boston! Join us for a day packed with insights -Embark on a journey through the evolving landscape of financial science and investment strategies with Philip M., Chief Investment Strategist, at Avantis Investors. Join us at 9:50 AM as Philip delves into the nuances of index-based and strategic-beta ETF offerings, exploring the potential pitfalls of factor-focused approaches. Gain insights into the constraints that traditional portfolio design decisions impose on index trackers and discover an alternative pathway to utilize the potential benefits of indexing without artificial limitations. Following this insightful exploration, at 10:50 AM, our panel of experts, including Katherine M. Sheehan, J.D., AEP®, JD, AEP®, Managing Director, Wealth Strategist at Crestwood Advisors, and Andrew Busa, MSPFP, CFP®, CCFC, Director of Financial Planning at RWA Wealth Partners, convene to unravel the latest advancements in financial planning. From innovative tax strategies to impactful charitable giving and robust retirement planning, our panelists provide invaluable insights to position your clients for potential success beyond their portfolios. Don't miss this opportunity to deepen your understanding of financial markets, investment strategies, and holistic wealth management practices. Join us at the Portfolio Summits Massachusetts RIA Summit and be part of the conversation shaping the future of finance: https://lnkd.in/ezknk-rs #Boston #RIASummit #FinancialPlanning #InvestmentStrategies #NetworkingOpportunity

NAIC's 2023 "Examining the Returns" biennial report proves once again that investing with diverse managers does not require compromising returns. As in prior years, the study shows how diverse-owned private equity firms — represented by the NAIC Private Equity Index — significantly outperformed the BURGISS benchmark median returns for net IRR, net TVPI and DPI over the period studied. As NAIC President & CEO Robert L. Greene (Bob) points out in the report, "Simply put, investing with diverse managers adds significant value to portfolios and drives stronger returns." However, despite ongoing proof of superior results, many institutions remain reluctant to meaningfully allocate capital to diverse managers, who collectively manage less than 2% of the industry’s total assets. Don't miss the industry's only comprehensive study quantifying the performance of diverse-owned private equity firms. Read the full report: https://lnkd.in/dxpRMEVu #alternativeinvestments #venturecapital #privateequity #diverseleadership #diversityandinclusion #kpmg #GCMGrosvenor

Join us at the upcoming Massachusetts RIA Summit in Boston on March 21st, 2024, where we will delve into the intricacies of fixed income investment strategies. At 3:00 PM, our distinguished panel will engage in an insightful discussion on "Rethinking Fixed Income Investment Strategies". Explore the nuances of rates, inflation dynamics, and the evolving landscape of traditional fixed income investments, alongside innovative solutions tailored to mitigate market downturns. Gain insights and assess strategies crafted to empower investors in navigating the complexities of today's opportunistic environment. Expert panelists include: - Michael Mullin, CFA, Chief Market Strategist, Claro Advisors - Michael Meehan, CFA, Managing Director, Portfolio Strategist, Nuveen, a TIAA company - Marc Dummer, CAIA, CIMA, Managing Director, Portfolio Manager, Principal Asset Management - Eric Sample, CFA, Head of Fixed Income, Reynders, McVeigh Capital Management, LLC. - Peter Phillips, CFA, CAIA, Senior Vice President, Chief Investment Officer, Washington Trust Wealth Management Don't miss this enriching discussion that promises to deepen your understanding of fixed income investing in today's dynamic market landscape. Secure your spot now: https://lnkd.in/gFJ29RE9 #PortfolioSummit #MARIA #FixedIncomeStrategies #investmentinsights

You might be wondering, "Is this a repost?" I promise, it's not! Forbes just released its Top 100 RIA Firms in America list, and we're proud to say that a few of IMTC’s clients have made the cut. It's an honor to work with industry leaders like Cresset and GenTrust, whose hard work is being recognized on a national stage. They are some of the best in the business and it's a pleasure working with these two firms. https://lnkd.in/gJkezaif #awards #recognition #top100 #Bestofthebest #portfoliomanagement #assetmanagement

Announcing: The Houston RIA Summit — Will we see you in Texas On May 9th? Our audience will gather for a day of insightful panel discussions (for which CFP credits are available!), presentations, Q&A, and over 4 hours of networking. The inaugural Houston RIA Summit is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based in Houston and its surrounding areas. Portfolio Summits RIA series content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Topics include: Global Market Outlooks and Opportunities, Gaining a Competitive Edge through Practice Management, Leveraging Alternative Investments in Client Portfolios, and more. The Advisory Board for this RIA Summit is comprised of: • Jack Ablin, CFA, Chief Investment Officer and Founding Partner, Cresset Asset Management • Svetlana Loshakov, CFA, Head of Investments and Senior Managing Director, Clearstead • Richard A. Ward, CFA, Chief Investment Officer, Curated Wealth Partners • Jason M. Geisz, CFP®, Chief Executive Officer and Founder, Famiglia Wealth • Mike Bailey, CFA, CDirector of Research, Investment Committee Chair, FBB Capital Partners • Ali A. Criss-Kemp, CFP®, Chief Executive Officer and President, Financial Insights Wealth Management • Rachael Decosta, CDFA®, Vice President, Wealth Advisor, Sandbox Financial Partners • Jeffrey Gonyo, Founding Partner and Managing Director, Steward Partners Investment Advisory, Llc • Charles "Chuck" Failla, CFP®, Founder, Chief Executive Officer, Sovereign Financial Group, Inc • Michael Furla, CFA, CFP®, Managing Director, Head of Fixed Income, The Mather Group, LLC • Cameron Barsness, CCO and Vice President, Kutscher Benner Barsness & Stevens, Inc. • Sarah Mouser, CFP®, CTS™, CES™, CCFS®, ELA™, Director of Financial Planning, Cassaday & Company, Inc. Join us as we build industry and community. You can secure your spot at the summit by clicking here: https://lnkd.in/gA3DS4-B #PortfolioSummits #RIA #InvestmentStrategies #Houston #Texas #NetworkingSummits

😯 I wasn't expecting to find life and career wisdom when studying for CAIA L2 and I doubt Mssrs. Ashby Monk and Gordon Clark had it in mind when writing about governance for long term investors (LTIs). 💡 Their concept of Idiosyncratic Advantage stood out to me for its applicability to life and to one's self-evaluation of their career. In the below, consider yourself the "investor". It's worth quoting in full: "Idiosyncratic Advantages: chosen metrics should not diminish investors’ ability to cultivate their own unique comparative advantages. With insourcing and re-intermediation, LTIs may develop entirely new and idiosyncratic capabilities and resources that reflect, in part, their origins and distinctive goals and objectives. These developments could affect not only LTIs’ investment strategies and their implementation but also their place in the market for investment opportunities. As a result, the measures and metrics chosen by an LTI need to be sensitive to their unique circumstances and discount the temptation to default to common practice. In many cases, institutional investors are too focused on what each other is doing. While valuable for benchmarking purposes, for asset owners to succeed they must cultivate their own comparative advantage (as is the case in many industries marked by innovation; see Gertler, 2003)." 🕰 We, as individuals, are long term investors -- in ourselves! 🌈 Each of us has idiosyncratic advantages 📏 As with asset owners, the challenge is to identify the appropriate metric by which to judge ourselves.  🔎 "Defaulting to common practice" is easier, but then you risk overlooking your advantage -- in life and in the marketplace.  (Works for employers, too!) Source: https://lnkd.in/ekJD3Vdk #caia #investinyourself #idiosyncratic