Justin Cilmi’s Post

𝗘𝗖𝗣 𝗚𝗿𝗼𝘄𝘁𝗵 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗙𝘂𝗻𝗱 - 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟰 𝘂𝗽𝗱𝗮𝘁𝗲 Copia Investment Partners provide the July 2024 update for the ECP Asset Management Growth Companies Fund. The attached monthly update addresses some stock specific performance comments and broader market outlook from the ECP Asset Management team. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information. #ASX #highconviction #redefiningactiveinvesting

Copia Investment Partners provide the March 2024 for the ECP Asset Management Growth Companies Fund - our concentrated, all-cap, Australian equity portfolio manager.   March 2024 comments: - Key contributors for March included ResMed, Hub24 and Block (all top 10 holdings). - Another strong month for the fund, returning 2.6%. Currently sitting at 30.8% for the 9 months to the end of March 2024 (against a benchmark return of 14.4%)   More information on the current sector positioning and commentary on key holdings is available in the monthly report attached. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information.   #asx #asx200 #activemanagement #redefiningactiveinvestment

Alexforbes breaks ground in R500 billion DFM market with Investment Solutions launch. Alexforbes has announced its entrance into the R500-billion discretionary fund management (DFM) market with the launch of Investment Solutions by Alexforbes. Get insight on the group’s strategic objective in the full article: https://buff.ly/3Q8n6UT #Alexforbes #DFM #discretionaryfundmanagement #IFAs #independentfinancialadvisers #InvestmentSolutionsbyAlexforbes #moonstoneupdate #moonstoneinfo #industrynews

💡 Our team will be present at the IMAS (Investment Management Association of Singapore) Investment Conference & Masterclass 2024! Come find us at our booth where we'll be showcasing our cutting-edge sustainable investment tools designed to empower your investment decisions and portfolio management with responsibility and foresight. #BlueOnion藍傲 #IMASConference2024 #SustainableInvesting #ESG #GreenFinance #ESGTools #Innovation #FinancialServices #InvestWithImpact

WATCH: In case you missed it - Sasfin Asset Managers' Raphi Rootshtain presented at yesterday's Boutique Collective Investments (BCIS) "Boutiques on Wednesdays", where he discussed interest rates and factors impacting #fixedincome investing. #SasfinAssetManagers #BCIS #InterestRates #MarketInsights #Fixedincome Watch the full webinar here: https://lnkd.in/dC6X_NBF

There is a growing demand for new #investment wrappers. #AMETFs are gaining popularity as portfolio wrappers for mid-size #boutique asset managers, #DFMs, and wealth advisers who want to diversify beyond #Lisp distribution, RUAN JOOSTE writes. Roland Rousseau https://lnkd.in/dRzstSie

Alexforbes breaks ground in R500 billion DFM market with Investment Solutions launch. Alexforbes has announced its entrance into the R500-billion discretionary fund management (DFM) market with the launch of Investment Solutions by Alexforbes. Get insight on the group’s strategic objective in the full article: https://buff.ly/4daF2YU #Alexforbes #DFM #discretionaryfundmanagement #IFAs #independentfinancialadvisers #InvestmentSolutionsbyAlexforbes #moonstoneupdate #moonstoneinfo #industrynews

What is New Fund Offer? A New Fund Offer (NFO) marks the launch of a new mutual fund scheme, inviting investors to subscribe to its units at an initial price. NFOs offer a chance to access innovative investment strategies or capitalise on emerging market trends. During the NFO period, investors can purchase units directly from the fund house.

We've launched our new Investment Management & Funds (IM&F) team, our newest sector. Led by Catherine Pogorzelski, the team is dedicated to advancing our capabilities within the investment management and funds value chain and draws on the experiences of 120 partners and over 350 team members internationally. The IM&F sector is uniquely positioned to navigate complex, cross-jurisdictional challenges, thanks to our innovative approach in response to recent market and regulatory changes, our ability to navigate change, and clarify complexity.   Click on the link to learn more on how the IM&F sector can transform your investment strategies and operations: https://lnkd.in/eJ3_gYns #InvestmentManagement #Funds #LegalInnovation

The emergence of specialised PBSA and PRS investment vehicles, such as joint ventures and dedicated funds, is facilitating greater capital deployment and portfolio diversification opportunities for investors https://lnkd.in/e7EfUPqG #PBSA #PRSInvestments