Mesirow’s Post

Unlike past portfolio performance, Essentia's measure of decision-making skill is resistant to the random effects of luck — and it even persists into the foreseeable future. Read our latest research to learn more: https://lnkd.in/eXsKj-Da #BehavioralAlpha #DecisionAttribution #Investing #PortfolioManagement

ASR’s Multi Asset Strategy Research led by Chris Turner and Stefano Di Domizio provides actionable tactical investment ideas and strategies to hedge risks effectively. 🔹 Weekly Essentials: Discover tactical opportunities from macro/market dislocations and extremes of sentiment.  🔹 Multi-Asset Rates Strategy: Explore ideas with asymmetric payoffs relative to market direction. 🔹 Multi Asset Insights: Gain concise analyses of key market topics.  ASR clients can access reports by the team here: https://lnkd.in/eq3cMn4e  Not a client yet? Interested in a free trial of our award-winning research? Find out more here: https://lnkd.in/eTKE6SMn Disclaimer: This communication is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.  #InvestmentStrategy #MultiAssetStrategy #TacticalInvesting #MarketInsights #HedgeRisks #InstitutionalInvestors #FinancialResearch #MacroAnalysis #MarketOpportunities #AsymmetricPayoff #FreeTrial #AwardWinningResearch #ASR Absolute Strategy Research Ltd

Keep an eye out for Jose Michaelraj's upcoming paper on "Balancing Art and Science: Returns Management for Asset Owners."   Here's a sneak peek: "Policy portfolio calculations, especially with variations like strategic, tactical, and floating policy weights, offer unique insights but present challenges for performance calculators, as standard product features are difficult to find."   Take advantage of this insightful exploration into sophisticated benchmarking and policy weight calculations!   #AssetManagement #Investing #Benchmarking #FinancialPerformance

🔍 Choose index investing for lower costs, consistent performance, and great diversification. #FinancialFreedom #InvestSmart Read the full article: The Science of Index Investing: How it Beats Active Management ▸ https://lttr.ai/ASRec

📣Introducing "The Smarter Alternative: Enhanced Indexing" by Robeco! Celebrating 20 years of success in Enhanced Indexing, this publication explores how investors can enjoy the benefits of passive investing—broad market exposure, liquidity, and transparency—while aiming for better returns, smart risk management, and an improved sustainability profile. 📈 Discover why Enhanced Indexing is the smarter choice for your core allocation and learn about Robeco's 20-year track record of success in this approach. Download the full publication here: https://ro-be.co/mufkzxc3

📢 Don't miss out! Join us tomorrow for an exclusive webinar with Jay Kaeppel, Senior Research Analyst at Sundial Capital Research. Learn about the powerful 30-30-30-10 Strategy, designed to optimize your investment portfolio for various market conditions and reduce risk. No one investment strategy works all the time, but with Jay's expertise, you'll discover how to navigate market volatility and seize unique opportunities. Register here: https://lnkd.in/gKW6cTuD #InvestmentStrategy #MarketInsights #PortfolioManagement #WebinarTomorrow #JayKaeppel #SundialCapitalResearch

📣Introducing "The Smarter Alternative: Enhanced Indexing" by Robeco! Celebrating 20 years of success in Enhanced Indexing, this publication explores how investors can enjoy the benefits of passive investing—broad market exposure, liquidity, and transparency—while aiming for better returns, smart risk management, and an improved sustainability profile. 📈 Discover why Enhanced Indexing is the smarter choice for your core allocation and learn about Robeco's 20-year track record of success in this approach. 🔗 Check out the full publication via the link.

📣Introducing "The Smarter Alternative: Enhanced Indexing" by Robeco! Celebrating 20 years of success in Enhanced Indexing, this publication explores how investors can enjoy the benefits of passive investing—broad market exposure, liquidity, and transparency—while aiming for better returns, smart risk management, and an improved sustainability profile. 📈 Discover why Enhanced Indexing is the smarter choice for your core allocation and learn about Robeco's 20-year track record of success in this approach. 🔗 Check out the full publication via the link.

🔍 Choose index investing for lower costs, consistent performance, and great diversification. #FinancialFreedom #InvestSmart Read the full article: The Science of Index Investing: How it Beats Active Management ▸ https://lttr.ai/ASSsO

Are you making the most of Enterprise Investment Scheme (EIS) portfolios as a #taxplanning opportunity with your clients? It can be difficult to discuss ins and outs of the EIS with clients, which is why we’ve focused on EIS Portfolios in our latest ‘Unpacked’ video. It’s packed with key information on investing in an EIS-qualifying portfolios in an easy-to-digest, client-friendly format. The video also does a deep-dive into the Blackfinch Ventures EIS Portfolios, explaining the type of companies selected by the Blackfinch Ventures team, as well as important information on risks, fees and charges. Watch the video: https://bit.ly/47ZaWUL #InvestmentStrategy #TaxInvestments #TaxProducts #TaxEfficiency #TaxYearEnd #IncomeTax #TaxRelief #EIS #EnterpriseInvestmentSceheme Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more: https://bit.ly/46SGDPD