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Zooming into a few of the largest brokerage firms and their performance in 2023 Number one is The Address Investments #EgyptRealEstateInvesting #InvestmentOpportunitiesEgypt #RealEstateMarketEgypt #PropertyInvestmentEgypt #EgyptianPropertyMarket #RealEstateWealthEgypt #InvestInEgypt #EgyptianRealEstate #PropertyInvestmentOpportunities #EgyptianInvestments #RealEstateEgypt

Dynamic Planner drops benchmark allocation to property. Dynamic Planner, a provider of popular risk-profiling solutions for advisers, has decided to drop property as an asset class, which has been removed by its investment committee from the firm’s benchmark allocation. Check out Cristian Angeloni's latest article 👇 https://incm.pub/3Y7dzSr #investment #wealthmanagement #assetmanagement #finance

Co-investments bring with them certain challenges that need to be overcome. Numerous operational issues such as the allocation of costs and fees, the valuation of the co-investments and the verification of the identities of the co-investors must be addressed. Apart from this, conflicts of interest must be clarified and the equal treatment of investors in both structures must be ensured. In addition, disclosure obligations must be ensured in a balanced and efficient manner. Alternative Investment Funds have proven to be the most suitable structure to fulfil the needs of investors and managers in co-investments. Strong reasons for co-investments are the potentially superior risk/return profiles that investors can achieve through co-investments. And a co-investment allows the manager or general partner (GP) to manage the underlying target investment more efficiently, as risks can be split between the flagship fund and the co-investor. Read the complete article here: https://okt.to/4lJzZ0

A survey by the Canadian Venture Capital and Private Equity Association (CVCA) found 57% of Canadian PE investors expressed concerns about securing financing and liquidity in 2024. It is evident that cash flow worries could directly impact funding in the PE sector. We offer services specifically for PE firms, including financial model build and quality of earnings to help assist firms during these challenges. Our project-based financial modelling service customizes models to support from roll-up to financing. Our QoE service streamlines the due diligence process, allowing you to focus on transactions while we manage detailed analysis, maximizing efficiency and reducing costs. Learn more about our services for PE firms: https://lnkd.in/ewazVw4j #SaplingFinancialConsultants

Discover why we believe that our Managed Portfolio Service offers an optimal mix of equity, fixed income and alternative type funds. Explore how the investment team behind this service works closely with our research team to achieve the best risk-adjusted returns for our advised clients. Capital at risk. https://lnkd.in/eyh-NMKn #Portfolio #PortfolioManager #MultiAsset #Investing

For any investment manager or investor in a private equity investment considering a transfer, there are a number of common questions that should be considered.   I answer some of those FAQs to help readers better understand the intricacies of the transfer process. I hope you find these answers helpful in your discussions with internal business teams, counterparties, and your counsel: https://lnkd.in/ebSACJKp  

Discover why we believe that our Managed Portfolio Service offers an optimal mix of equity, fixed income and alternative type funds. Explore how the investment team behind this service works closely with our research team to achieve the best risk-adjusted returns for our advised clients. Capital at risk. https://lnkd.in/eyh-NMKn #Portfolio #PortfolioManager #MultiAsset #Investing

Understanding Mutual Fund Fees and Expenses: A Comprehensive Guide! When investing in mutual funds, it's crucial to understand the fees and expenses involved. From expense ratios to management fees, these costs can impact your overall returns. Common fees include: Expense Ratio: Covers management, marketing, and administrative costs. Entry/Exit Load: Charges when you buy or sell mutual fund units. Transaction Fees: Associated with buying/selling assets within the fund. Understanding these expenses helps you make informed decisions and ensures you're getting the most value from your investments. https://lnkd.in/eY2AYm9Z #MutualFunds #InvestmentFees #ExpenseRatio #FinancialEducation #InvestSmart #FundManagement #WealthBuilding #PortfolioManagement #InvestmentPlanning #FinanceTips Are you aware of the fees in your mutual fund investments? Drop your questions in the comments, and follow us for more financial insights!

Join us for our next live webinar where we’ll be looking into Fixed Income investments along with our expert panellists from Legal & General Investment Management (LGIM). In particular, we’ll be looking at how Fixed Income can be used as an efficient and effective diversifier within MPS and help deliver a robust asset allocation strategy for the long term. #FixedIncome

Advantages of the Preferred Equity Position in the Capital Stack: #1 Priority Position- True to its name, preferred equity grants real estate investors a favored position in the capital stack compared to common equity investors. This means that preferred equity investors receive compensation ahead of common equity investors, thereby reducing their risk. #2 Downside Protection- This protection comes from the common equity tier acting as a buffer. They absorb the initial losses a property may have before affecting the returns of the preferred equity investors. #passiveinvesting #passiveincome #buildingwealth #multifamilyinvestor #investing #realestateinvestor #propertyinvestment #investmentopportunity #investmenttips