Jordan Rothberg’s Post

Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed (via WealthManagement.com): https://ow.ly/Yw5u50Qu1EE #alternativeinvestments #alternativeassets #funds #wealthmanagement

The Case for the 40/30/30 Portfolio (via WealthManagement.com): https://ow.ly/5ClQ50Qrupj #alternativeinvestments #alternativeassets #funds #wealthmanagement

While semi-liquid private asset funds could boost transparency, #institutionalinvestors are advised to take a cautious approach due to the potential #liquidity #risks within these #investment vehicles.

The Case for the 40/30/30 Portfolio (via WealthManagement.com): https://ow.ly/WINl50QslgP #alternativeinvestments #alternativeassets #funds #wealthmanagement

Savvy #Investors have been taking advantage of #AlternativeInvestments for a number of years, but why have they become so popular as of late? One of the primary reasons is #AlternativeInvesting will provide unparalleled portfolio diversification. This allows investors to fully benefit from potential enhanced returns. Contact one of our consultants to see how we can be of value and service to you in this space. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #Investments #Investing #Wealth #WealthCreation #WealthManagement #Money #MoneyMonday #BusinessInsider #QuantCapitalMarkets https://lnkd.in/eRakis2B

CAIA Charts Challenges for Advisors Interested in Alts (via WealthManagement.com): https://ow.ly/rr4M50Sp7wF #alternativeinvestments #alternativeassets #funds #wealthmanagement

🗞 Freshly featured: Our Chief Investment Officer, Anna Baráth, CFA, shares insights in Investment Week's Deep Dive on the impending FCA review into private market valuations and its relation to the new Long-Term Asset funds (LTAFs). 🔗 Read the full article here: http://ow.ly/Qpge105f0Yl #FCAreview #privatemarkets #investmentinsights #LTAFs #financialregulation

There’s no doubt that allocation to alts by individual investors will continue to increase. The more interesting question is where the money will be flowing. This article by WealthManagement.com highlights the different approaches by RIA allocators. Though striking, I was not surprised that they focused on private equity, private credit, and real estate over hedge funds. It’s a trend that’s been going on for some time. I’m curious whether firms will adjust to this dynamic by simplifying their offerings or just keep chugging along waiting for the tide to turn. Great commentary by the panel: Joseph Raieta, CFA Gary Quinzel, CFA, CFP Derek Newcomer, CFA, CAIA Christopher Burrows Nick Zamparelli, CFA MBA Eric Beiley Patrick McGowan #alternativeinvestments #privateequity #privatecredit #realestate #hedgefunds #wealthmanagement

Check out this PLANADVISER article by Alex Ortolani on Broadridge's U.S. Investor Study 2024, featuring insights from Andrew Guillette https://lnkd.in/eyXcBdt2 #investing #etfs #mutualfunds #equities

Head of Cross Asset Strategy and Fund Manager, Leonardo Maria Mazza, FRM shares insights on how taking an alternative approach to your assets can bring greater balance to your portfolio. This article was originally published in The FM Report. Read more: https://lnkd.in/gKxrspGX #assets #portfolio #investmentportfolio #assetstrategy #tax #funds #money #diversification #portfoliomanagement Frank Mulcahy