Nareit’s Post

Take a look at how sophisticated institutional real estate investors have used REITs to diversify and enhance returns in their portfolios.

Having decades ahead of them for their investments to grow is the key privilege of 30-year-old investors, but this doesn’t mean that high-octane growth funds or index trackers should be the only priority at this life stage. Peter Hewitt, who manages the CT Global Managed Portfolio trust, said that if he had to choose just one fund for a 30-something, he would chose a global fund with a bias to secular-growth companies and sectors, pointing to technology in particular. Matteo Anelli Trustnet 👇

Revealing article by Lawrence Light on the challenges facing allocators as macro and other concerns" loom large". It's hard to navigate a complex and rapidly shifting dynamic and outlook without tools which do the heavy lifting and pull it all together. . . leaving some allocators to [trying to do their] "best to stick them together with tape and hope they hold.” https://lnkd.in/eFZvPm4C #assetmanagement #assetallocators #hedgefund #quantitativeinvestment #familyoffices #investment #wealthtech #investech

💰↔️ 👩👧👦 Attention investment advisors! The intergenerational wealth transfer that we've been talking about for decades is finally happening. And it's happening fast. According to estimates from Cerulli Associates, a whopping $10 trillion is expected to transfer by 2025, with a staggering $84 trillion set to change hands by 2045. But here's the hard truth - many advisors are not ready to handle this seismic shift in wealth. The sad reality is that despite all the discussions around this transfer, most advisors are ill-equipped to navigate the complex and ever-changing landscape of intergenerational wealth management. Advisors who don't adapt and evolve risk losing out on a significant chunk of this wealth transfer. Is your business equipped to meet the needs and expectations of the next generation of investors? Download “Trend #3: Advisors Are Unprepared for the $80+ Trillion Transfer of Wealth.” Click here to download: https://hubs.la/Q02TNT2F0 #eVestech #4trends #wealthtech #wealthtransfer #investmentadvisory

Our 2024 global institutional investor survey #EQuilibrium found that endowments and foundations are continuing the trend of allocating to alternatives, specifically private alternatives, with private credit and private equity as the top choices.

On the 5th November, AQR’s renowned institutional investor advisor Dr. Antti Ilmanen will deliver a timely discussion of strategic investment processes in the new market paradigm, discussing: - The low expected return challenge facing investors after a four-decade stretch of falling yields even after the recent backup. - The key building blocks to impressive, long-run returns. - Efficient portfolio construction, and risk mitigation strategies amongst large institutional asset owners. - The merits of liquid and illiquid alternatives in today’s markets. The event is open to qualifying public sector investment officers only. Register today: https://bit.ly/4bUYreN

💰↔️ 👩👧👦 Attention investment advisors! The intergenerational wealth transfer that we've been talking about for decades is finally happening. And it's happening fast. According to estimates from Cerulli Associates, a whopping $10 trillion is expected to transfer by 2025, with a staggering $84 trillion set to change hands by 2045. But here's the hard truth - many advisors are not ready to handle this seismic shift in wealth. The sad reality is that despite all the discussions around this transfer, most advisors are ill-equipped to navigate the complex and ever-changing landscape of intergenerational wealth management. Advisors who don't adapt and evolve risk losing out on a significant chunk of this wealth transfer. Is your business equipped to meet the needs and expectations of the next generation of investors? Download “Trend #3: Advisors Are Unprepared for the $80+ Trillion Transfer of Wealth.” Click here to download: https://hubs.la/Q033yPLg0 #eVestech #4trends #wealthtech #wealthtransfer #investmentadvisory

This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues. The post Responsible investing can help bridge the generation gap during wealth transfer appeared first on RBC Wealth Management.

This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues. The post Responsible investing can help bridge the generation gap during wealth transfer appeared first on RBC Wealth Management.

💰↔️ 👩👧👦 Attention investment advisors! The intergenerational wealth transfer that we've been talking about for decades is finally happening. And it's happening fast. According to estimates from Cerulli Associates, a whopping $10 trillion is expected to transfer by 2025, with a staggering $84 trillion set to change hands by 2045. But here's the hard truth - many advisors are not ready to handle this seismic shift in wealth. The sad reality is that despite all the discussions around this transfer, most advisors are ill-equipped to navigate the complex and ever-changing landscape of intergenerational wealth management. Advisors who don't adapt and evolve risk losing out on a significant chunk of this wealth transfer. Is your business equipped to meet the needs and expectations of the next generation of investors? Download, “Trend #3: Advisors Are Unprepared for the $80+ Trillion Transfer of Wealth” from our series, “Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends.” Click here to download: https://hubs.la/Q02GNC8r0 #eVestech #4trends #wealthtech #wealthtransfer #investmentadvisory