Moonstone Compliance & Risk Management’s Post

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

Discover the top mutual funds for SIP in the world of large-cap category and large and mid-cap categories. Some mutual funds have better performance records than others in the investment world, so picking the right fund is the first step. By using a Systematic Investment Plan (SIP), you can make regular investments in these mutual funds. Read more: https://lnkd.in/gEwwkd7p #MutualFunds #SIP #LargeCapfunds #LargeandMidcapFunds

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m thrilled to announce that the winner of the Best Alternatives Fund is the Fulcrum Diversified Core Absolute Return Fund!🍾 #fundrating #investmentphilosophy #fulcrum #investmentmanagement #alternativeinvesting

In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income at Artemis Investment Management, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative. ▶ Watch the video on PA+ https://lnkd.in/eU-wm7NH #fixedincome #portfoliomanagement #investments

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m thrilled to announce that the winner of the Best Alternatives Fund is the Fulcrum Diversified Core Absolute Return Fund!🍾 #fundrating #investmentphilosophy #fulcrum #investmentmanagement #alternativeinvesting

As experts in fund ratings who analyse the entire Investment Association universe finally rating 10 to 15% of this universe, we further evaluate and filter RSMR-rated funds and fund groups on an annual basis resulting in the presentation of 15 awards to fund groups that offer strategies we deem best in class compared to their peers. I'm delighted to announce that the winner of the Best Sterling Bond Fund is Aegon High Yield Bond Fund!🍾 #aegon #fundrating #portfoliomanagement #investmentmanagement #investmentresearch

Theme: NFO - New Fund Offer (2) Things to check in NFO: NFOs are brand-new mutual funds. So there is no track record or history you can check before investing. This makes it difficult to invest in NFOs. One interesting way to judge NFOs is to look at the fund manager who will manage the NFO after the launch. What is the fund manager’s track record like? How are his/her other mutual funds doing? This can give an indication but is not a sure-shot way of knowing if an NFO will do well. Investors should also carefully read the NFOs SID (Scheme Information Document) to understand how the NFO will invest. At the same time, keep in mind that investing in NFOs is not mandatory. You can always invest in mutual funds with a track record that are easier to judge.

🌟Invesco Mutual Fund New Fund Offer (NFO)🌟 💡Why Invest? Strong Performance: Our fund is designed to maximize returns. Diverse Portfolio: Benefit from a wide range of investments. Expert Management: Managed by a team of experienced professionals. 🔔 Hurry Up!: Time is ticking, and so is this fantastic chance to achieve your financial goals. 👉 Join Us Today and make the most of this exclusive offer! Anitha Mohan Certified Financial practitioner 9941337575 #invesco #nfo#mutualfund #investment #marketupdate #financialadvice #investmentsolutions #wealthcreation #portfolio

An Alternative Investment Fund (AIF) is a collective investment vehicle that pools funds from investors to invest in assets that typically fall outside the traditional investment categories such as stocks, bonds, and cash. These funds often invest in private equity, hedge funds, real estate, commodities, or other complex financial instruments. **What is an Alternative Investment Fund (AIF)?** An AIF is a specialized investment vehicle that offers investors the opportunity to diversify their portfolios beyond traditional assets like stocks and bonds. By pooling funds, AIFs invest in a variety of alternative assets such as private equity, hedge funds, real estate, and commodities. These funds are designed for sophisticated investors looking to explore non-traditional investment strategies, often aiming for higher returns, albeit with higher risks. #Investment #Finance #AlternativeInvestments

The global nature of the investment industry creates complex challenges for fund managers in navigating multi-jurisdictional landscapes and strategies. We look at industry challenges cross-domiciled funds are currently facing. https://lnkd.in/erHtNwvx Waystone #fundadministration #fundmanagement #privateequity