10 Years Standing: NISA Recognized by Coalition Greenwich NISA was again recognized as a 2023 Greenwich Quality Leader by a leading global provider of strategic benchmarking, analytics and insights to the financial services industry in their February 14, 2024 announcement. 2023 Greenwich Awards were announced by Coalition Greenwich on February 14, 2024. Between February and November of 2023, Coalition Greenwich conducted interviews with 708 institutional investors from 575 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. No compensation was paid by NISA in connection with obtaining or using this ranking. NISA was one of three 2023 recipients. Rankings do not represent any one client’s experience because they reflect an average of experiences of clients who chose to participate. Visit www.greenwich.com for more details, including past rankings and methodology. #NISA #institutionalfinancialservices #GreenwichLeaders
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Helping financial advisors act with informed confidence in an increasingly complex landscape is a key priority for Fidelity. Recent Fidelity research shows that advisors want help in evaluating alternative investment opportunities, and that investment manager research and due diligence can be obstacles. In this PLANADVISER article, my colleague Darby Nielson discusses our latest research and resources advisors can use to navigate the alts space. https://lnkd.in/dn37Mec3 #alts
Advisers Face Obstacles to Incorporating Alternative Investments | PLANADVISER
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Exciting times ahead for alternative assets! Elisa Battaglia Trovato notes in the recent Professional Wealth Management (PWM) article, as barriers to entry diminish, the future looks bright for high-net-worth investors diving into these opportunities. Traditionally exclusive to institutions, wealthy families can now access high-growth investments previously out of reach. The rise of 'semi-liquid' investment vehicles is making private assets more democratic. Regulatory support, like the recent ELTIF revision in Europe, is paving the way for this trend. Despite challenges such as high minimum requirements and regulatory restrictions, educating clients about the value and risks of alternative investments is key. With increasing demand for diversification and better returns, alternative investments are gaining traction. Private markets are booming, with McKinsey estimating a significant influx of capital by 2025. However, there's a noticeable gap between client allocations and recommendations from chief investment officers (CIOs) regarding alternative investments. The future looks promising, especially with technology firms providing operational and administrative support for alternative investments. This, coupled with the growing demand, suggests that alternative assets will be a major focus for investors and wealth managers in the coming years. #AlternativeInvestments #Growth #Insights #PlacementAgent #TritonLake https://lnkd.in/eZpCqMvY
Alternative assets becoming key battleground for wealth managers - Professional Wealth Management
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'An ODD team stands between a great investment idea and a potential operational disaster'. This quote from a recent article by top1000funds.com highlights succinctly the fine line between success and failure when allocating to alternatives. Investors who perform ODD can better protect their investment and ultimately their beneficiaries. This week during an exclusive Investor Workshop at our Singapore Institutional Investor Roundtable, we will explore how institutional investors can embed operational and investment due diligence in their investment framework, alongside external consultants. The SBAI has previously published thought leadership on this subject. In a joint article with the CAIA Association we considered the professionalisation of Operational Due Diligence (ODD) and the key challenges that have arisen in the post-financial crisis “Goldilocks” era, including: the “fear of missing out” (FOMO), “operational washing”, resourcing constraints, and power imbalances in organisations. https://lnkd.in/eAQT8dee Most recently we published our 2024 Operational Due Diligence Practices Survey which provides information on standard practices at leading investors across a range of areas including structures, use of data gathering tools, and challenges. https://lnkd.in/edWduUdQ
Operational alpha: The evolution in fund manager due diligence
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In case you haven’t heard, our Partner & Director of #Sustainable #Investments, Peter Krull, CSRIC®, has been named a finalist for the #ESG Advisor of the Year award by InvestmentNews! Peter has spent the last 20 years helping his clients invest their assets responsibly, and we commend his efforts. To learn more about the award click the link below. #INAwardsUS
2024 Excellence Awardees | IN | InvestmentNews Awards
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To reinforce their credibility with long-term investors, managers should adopt appropriate investment horizons, disclose asset holding periods, and rethink short-term performance-based compensation. At the Top1000funds.com Fiduciary Investors Symposium in Toronto, MFS Investment Management president Carol Geremia highlighted the need for new performance metrics and a shift in mindset to promote long-term value creation in the industry. https://lnkd.in/dEJwSEvy #FiduciaryInvestorsSymposium #mfs #carolgeremia
Why MFS no longer pays on short-term results
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According to a recent survey by Goldman Sachs, private credit and investment-grade debt are expected to deliver the highest risk-adjusted return in the market over the 12 next months. Additionally, sustainable investing and outsourcing of asset management are emerging trends for European-defined benefit pension funds. These findings align with recent research from our Capital Markets team. Dive deeper into these insights and see how it align in a new blog post by Monica Summerville, Head of Capital Markets > https://bit.ly/3wfJV2e #CapitalMarkets #SustainableInvesting #AssetManagement
Private Credit, Sustainable Investing and Outsourced Management Remain in Focus | Celent
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Licensed Financial Consultant | Volunteer Rugby Coach at Centaurs 🏉| Executive Financial Advice | Retirement Planning | Australian Advisor | 33 year Expat Career | 30 Year Corporate Career | Master of Financial Planning
Very interesting article about the difference between the common industry used ARC benchmark and the PIMFA (Private Investment Management & Financial Advice) Benchmark which we use at Global Financial Consultants Pte Ltd https://lnkd.in/g7PwY8ve
Is Your Discretionary Fund Manager Underperforming?
Matthew Parkin on LinkedIn
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While the ‘active versus passive’ debate so often claims headlines across our industry, we believe both investing styles have pros and cons and both have important roles to play in successful multi asset investing. Here, Paul Nash, Multi Asset Investment Director, Fidelity International, explains how the two styles can be used in harmony across asset classes to benefit investors https://lnkd.in/di3J_AE8
The best of both: Blending active and passive strategies - Professional Paraplanner
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Client-led demand for alternative investments means advisers need to have at least a working knowledge of what they are and what they bring to a portfolio. Increasingly, clients – particularly wealthy ones – are going to be sitting in advisers’ offices asking questions they expect answers to. Praemium Denis Orrock #financialservices #financialadvisers #financialplanning
Get wise on alternatives, whether you want to or not - Professional Planner
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Praemium's CSO Denis Orrock spoke to Professional Planner's editor Simon Hoyle about our latest research on how advisers and their clients are using alternative assets and there were some fascinating insights. Thanks to Professional Planner for the feature. Get your copy of the research on our website. https://bit.ly/44eYf7I #alternativeassets #financialplanning #wealthmanagement #advice
Client-led demand for alternative investments means advisers need to have at least a working knowledge of what they are and what they bring to a portfolio. Increasingly, clients – particularly wealthy ones – are going to be sitting in advisers’ offices asking questions they expect answers to. Praemium Denis Orrock #financialservices #financialadvisers #financialplanning
Get wise on alternatives, whether you want to or not - Professional Planner
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