Moonstone Information Refinery’s Post

Over 4,500 of Your TSP Colleagues Know This: Do You? One way to navigate the many fund offerings is by using the TSP’s mutual fund window “fund screener” tool. As of February 2024, there were over 4,500 TSP participants enrolled in the TSP’s mutual fund window, according to the Federal Retirement Thrift Investment Board—the entity responsible for administering the TSP. So what power do these participants hold? The power of choice! And what have these participants overcome that you haven’t? The paradox of choice! Follow link to read more. https://bit.ly/3whWIBq

Looking for new ways to diversify your retirement portfolio? With a self-directed IRA, the possibilities are vast! Real estate, hedge funds, and precious metals—just to name a few—can all be part of your retirement strategy. 🏠💼💰 Ready to explore these exciting opportunities and take control of your financial future? Visit us at https://lnkd.in/dMFiWzH to learn more and see how we can help you get started today. #NextGenInvesting #AlternativeInvestments #FinancialFreedom #RetirementPlanning #InvestSmart 💡

Join us tomorrow at 10.30am for a webinar focussing on #retirementincome, with David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund. David will explain what #naturalincome is and how it can work to an investors advantage. For Investment Professionals only. Capital at Risk. Premier Miton Investors #retirement #income

Register for this webinar on 13th June at 10.30am, with David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund, where he will look at #retirementincome, explaining what #naturalincome is and how it can work to an investors advantage. For Investment Professionals only. Capital at Risk. #retirement #income

Target-date strategies are vital for plan sponsors aiming to boost participants’ retirement readiness. Financial professionals: get the latest report on active fixed-income management within target-date options from the Multi-Asset Solutions Team at Manulife Investment Management. Read here https://bit.ly/3XV8lck #FixedIncome #MultiAsset #AssetAllocation

This interview with Damien Webb really resonates with the themes that are likely to drive the real estate sector for the next decade and more. Direct rather than funds “We are increasingly a direct investor, especially in real assets, and not overly reliant on fund managers to get exposure” Development led portfolio reallocation towards beds and sheds. “Our view was that 40% office, 40% retail and 20% industrial was actually quite a high-risk portfolio. Whereas other activities that were supposedly high-risk at the time, proved to be lower risk. So we decided to develop, and really lean into the residential, or living, sector.” Focus on undersupplied occupational demand through specialist businesses “That led us into a focus on key worker affordable housing. Before the pandemic, an unwanted risk on the minds of our members was: “How on earth am I going to afford quality lodgings?”…  We thought long and hard, and very deeply, about how we could set up a key worker affordable housing business...” Beds and sheds “About 40% of our portfolio is in the living sectors… Industrial is about 30%..” Vertically integrated real estate platforms with a small number of large investors “We certainly find having a stake in a real estate operating company where you have majority control or negative control, and the ability to directly influence that CEO and the executive team through the board, suits us.”

Investing in a Mutual Fund through SIP for your retirement fund isn't just a smart choice. It's a path to a dignified and enjoyable retirement. Secure your future, enjoy your present. #RetirementKiSIP Start your investment journey today with us. Please feel free to reach us at +91 9987893704/90 For more details, please visit: https://lnkd.in/dYNi9hy3 #MutualFunds #Investment #SIP #WealthCreation #Finance #MoneyManagement #StockMarket #FinancialPlanning #Equity #WealthManagement #PersonalFinance #Investing #TaxSaving #RetirementPlanning #ELSS #DebtFunds #IndexFunds #Nifty50 #Sensex #AssetAllocation

Canadian pension funds are evolving their portfolios in a shifting investment landscape. Today at the DB Pension New Ideas Forum, Aaron Bennett, Chief Investment Officer, University Pension Plan, and Marlene Puffer, Ph.D., CFA, ICD.D (she/her/elle), Chief Investment Officer, AIMCo joined Marco Lenfers, CFA, Client Portfolio Manager, Vontobel Asset Management and explored the new ideas and concepts informing the decision-making of these two leading chief investment officers as well as the tools and strategies they find the most useful. #clc #dbpnif24

It's fairly common to see underperforming retirement plan investment line-ups receiving little to no attention. Other than the fact that an underperforming fund menu can wreak havoc on long-term performance, selecting and monitoring plan investments is a core responsibility of plan Fiduciaries. While this can seem overwhelming to some, a plan advisor can assist in the process. Reach out today to start a conversation and learn more.

Which pension fund manager had the highest return for July? find out if your fund made the cut! Watch the full video on our YouTube channel https://lnkd.in/dtk2ZJCZ #FollowTheMoney #PensionFunds #InvestmentReturns #FinancialGrowth #Nairametrics