MLC Australia’s Post

The Association of Investment Companies (AIC) has asked analysts and wealth managers for their favoured higher risk sectors and trusts. These ideas are intended for investors who already have a core portfolio in place and are looking for higher risk investments and we share them below. #InvestmentTrust https://lnkd.in/evJXyXuW

Thank you to the Fiduciary Investors Symposium for having Ian Fryer, General Manager, speak today on fee budgets and the challenges of active management. As investors grapple with heightened levels of policy complexity, government intervention, erratic financial markets and economic settings, we appreciate being able to share our insights on what’s shaping institutional investments. #FiduciaryInvestorsSymposium2024 #Superannuation #ActiveManagement #AssetManagers #FundManagers Investment Magazine Conexus Financial

Hugh van Cutsem gives his views on the recent increase in investment trust consolidation in a great article from Christian Mayes in Portfolio Adviser, discussing the drivers of this activity, how consolidation can ensure a longer life for trusts, and how it contributes to the sector’s evolution.    Read the full piece here: https://lnkd.in/eARp3fkD Capital at risk.

With the new U.S private fund advisers rules, is the U.S now the leading jurisdiction for alternative investment platforms? This means more cost, more communication required and more understanding. The 2025 Private fund adviser rules include the following five new rules: 1. Quarterly statement rule. 2. Private Fund Audit Rule. 3. Adviser-let secondary transaction rule 4. Restricted activities rule 5. Preferential treatment rule when you know...you can trust. #mithrilinternational #internationalbusiness

With the new U.S private fund advisers rules, is the U.S now the leading jurisdiction for alternative investment platforms? This means more cost, more communication required and more understanding. The 2025 Private fund adviser rules include the following five new rules: 1. Quarterly statement rule. 2. Private Fund Audit Rule. 3. Adviser-let secondary transaction rule 4. Restricted activities rule 5. Preferential treatment rule when you know...you can trust. #mithrilinternational #internationalbusiness

With the new U.S private fund advisers rules, is the U.S now the leading jurisdiction for alternative investment platforms? This means more cost, more communication required and more understanding. The 2025 Private fund adviser rules include the following five new rules: 1. Quarterly statement rule. 2. Private Fund Audit Rule. 3. Adviser-let secondary transaction rule 4. Restricted activities rule 5. Preferential treatment rule when you know...you can trust. #mithrilinternational #internationalbusiness

Making wise investment decisions extends beyond numerical considerations; costs play a pivotal role. Whether concealed, like trading expenses, or transparent, such as fund manager fees, their influence is tangible. Minimizing costs translates to retaining more within your portfolio, actively contributing to its growth. Keeping essential investment principles in mind is crucial to sidestepping potential pitfalls. Adhering to established guidelines endorsed by leading academics and experienced investors establishes a robust and reliable approach to wealth management. #InvestingWisdom #FinancialWellness #WealthAdvisoryServices #WealthManagment #BRWM

With the new U.S private fund advisers rules, is the U.S now the leading jurisdiction for alternative investment platforms? This means more cost, more communication required and more understanding. The 2025 Private fund adviser rules include the following five new rules: 1. Quarterly statement rule. 2. Private Fund Audit Rule. 3. Adviser-let secondary transaction rule 4. Restricted activities rule 5. Preferential treatment rule when you know...you can trust. #mithrilinternational #internationalbusiness

Thrilled to share that I recently had the opportunity to attend the insightful webinar "Registered Investment Advisors: A Comprehensive Insight into the Profession" on January 12th, 2024 Here are some key takeaways that resonated with me: 🔷 The RIA landscape: Understanding the different types of (Registered Investment Advisors) RIAs, their regulatory framework, and the ethical standards they uphold was crucial. 🔷 Client-centric approach: The emphasis on putting client needs first and building long-term relationships was refreshing and highlighted the true value proposition of RIAs. 🔷 Investment strategies: Insights into various investment philosophies and portfolio construction techniques were eye-opening, showcasing the diverse approaches RIAs utilize to meet client goals. #RIA #InvestmentAdvisor #FinancialPlanning #WealthManagement #nism #NationalInstituteofSecuritiesMarket

Amundi brings in head of developed markets strategy. The Amundi Investment Institute has appointed Guy Stear as head of developed markets strategy. Monica Defend. Check out Linus Uhlig's latest article 👇 https://incm.pub/3Lsuyrw #investing #assetmanagement #wealthmanagement #finance