Are you familiar with the Orion OCIO Free Portfolio Audit? Our OCIO team has run thousands of audits, a comprehensive analysis of an existing portfolio that identifies existing problems and potential opportunities, like: ☑️ Asset allocation and diversification ☑️ Portfolio structure and efficiency ☑️ Portfolio risk ☑️ Expenses ☑️ Fixed income quality, maturity, and risk Investors want efficient portfolios that maximize returns, with the least possible risk. But many investors aren't familiar with what's going on in their portfolio. Do you really know the answers to their biggest questions? Get the answers when you request a free portfolio audit today. https://lnkd.in/gA-tiEKy
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A quick "no" to a co-investment opportunity is almost as valuable to GPs as a "yes." LPs often only have as little as a couple of days to several weeks to diligence the underlying company’s capital structure, financials, and risks in a co-investment opportunity alongside the GP’s investment thesis, value creation plan, exit strategy, and much more. They must also consider how the opportunity fits within their current portfolio: Does it bolster exposure to a desired sector, geography, or vertical, or does it risk overconcentration in areas where they are already heavily exposed? Once a decision is made, efficient governance processes need to be in place to guide deals smoothly over the finish line. This is a resource-intensive exercise. Unsurprisingly, 42% of LPs cite transaction speed as the most significant factor limiting co-investment participation.
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VP Sales | FinTech, SaaS, Proxy & ESG Specialist | Driving Revenue Growth | Go-to-Market Strategy Expert | GRC Expertise | Venture Capital Co-Investor & LP
Interesting read
A quick "no" to a co-investment opportunity is almost as valuable to GPs as a "yes." LPs often only have as little as a couple of days to several weeks to diligence the underlying company’s capital structure, financials, and risks in a co-investment opportunity alongside the GP’s investment thesis, value creation plan, exit strategy, and much more. They must also consider how the opportunity fits within their current portfolio: Does it bolster exposure to a desired sector, geography, or vertical, or does it risk overconcentration in areas where they are already heavily exposed? Once a decision is made, efficient governance processes need to be in place to guide deals smoothly over the finish line. This is a resource-intensive exercise. Unsurprisingly, 42% of LPs cite transaction speed as the most significant factor limiting co-investment participation.
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Check out the latest short-term views and insights of broad and core markets from our Virtus Multi-Asset Team. https://bit.ly/3XYPq0X July 2024 | Data as of June 30, 2024 #MultiAsset #investing #VirtusMultiAsset
Multi-Asset Team Insights - July 2024
institutional.virtus.com
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𝐆𝐨𝐭 𝐚 𝐬𝐞𝐚𝐫𝐜𝐡? If you are looking to find a new investment manager for your portfolio try RFPnetworks. Over $50bn has now been funded using our tools by institutional investors and professional fund selectors. It is the most efficient way to run any process and find the best investment managers globally. Learn more about our 18 proprietary investment manager selection engines: https://lnkd.in/e8kySVGs #markets #finance #money #investment #wealth
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Do SMAs fit into your investment strategy over the next year? Advisors are looking for customized investment opportunities for their clients leading to growing interest in SMAs. We’d love to hear your thoughts on how you’re using SMAs and what the outlook is for investing over the next year! Take the PSN SMA poll here >> http://spr.ly/6043woVPS #Zephyr #PSN #SMA #investment
PSN 2024 Poll | Zephyr Financial Solutions
informaconnect.com
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Explore our #MitonOptimal #Core #PlugnPlay suite of model portfolio solutions: easily accessible, catering to various client advice needs, without any book size prerequisites. Our local and offshore options are often more cost effective than your current client portfolios, inclusive of our DFM fee. Get in touch with us to learn more. #IFA #Investments #Independent #Advice
Our Core Range includes local portfolios to meet most investment objectives and risk tolerances and is accessible via the main LISPs. These multi-asset models provide a cost-effective, ‘plug and play’ solution for advisers and are based on our established investment process, representing our best ideas. They are built in accordance with our bi-annual Strategic Asset Allocation views and are constantly adjusted in line with our Tactical Asset Allocation views with systematic rebalancing. Enquire about our local range of model portfolios at dfmservice@mitonoptimal.com
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Some good coverage for our #multiasset portfolios here. The article summaries well how our unique approach adds value for clients. "Investing directly helps to remove a layer of fees for clients as you are not outsourcing to a manager who then outsources to third-party managers. This enables Waverton to offer a very competitive total expense ratio for our multi-asset funds and MPS." #funds #MPS
What is different about the structure or style of Waverton's multi-asset solutions? Great to speak with Nicola Blackburn about our #MultiAsset Funds and #ManagedPortfolioService and the benefits of direct investment for #advisers and clients. Citywire New Model Adviser Waverton Investment Management
Revealed: How multi-asset portfolio design impacts returns
citywire.com
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When is it time to update an estate plan? One year early is better than 5-minutes too late. Listen in as Sean Sebold, President and Founder of Sebold Capital Management and Financial Planner Nick Niemi discuss the why and when of updating one of life's most important plans. #estateplanning #financialplanning #seboldcapital Sebold Capital’s videos may contain a discussion of, and/or provide access to, Sebold Capital’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized investment management advice from Sebold Capital Management.
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Asset allocation is a critical building block of investment portfolio creation. The most appropriate asset allocation will depend on an individual’s situation, including their risk tolerance, financial goals, and investment time horizon. These factors can help determine portfolio composition among different asset classes that is uniquely tailored to your needs.
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Portfolio monitoring and reporting are essential requirements for PE firms, but they are only snapshots of what *has* happened--and they certainly don't create value. In order to drive superior investment returns and attribute performance, GPs must define their individual asset strategies and translate them into actionable and measurable goals. These KPIs should be be mapped to action plans and scorecards to create alignment, visibility and accountability among key stakeholders. Once underwriting assumptions are inked to a dynamic value bridge, investors can then easily focus on value drivers of their existing assets, run scenario analyses, exit assumptions and gross-to-net calculations. Done properly, data-driven feedback loops can be leveraged to refine and inform forward-looking origination targets and investment committee criteria. Interested to see your portfolio on Kelp? Get in touch, today.
04 Drive your Portfolio Investments to their Full Potential
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