Principal Malaysia’s Post

We are excited to share that our very own Conner Sura, CFA is one of the Excellence Awardees for the Centurion Asset Management Award for Young Achiever of the Year at the annual Wealth Professional Awards, coming in June. We are rooting for you, Conner! #WPAwardsCA #wealthmanagment #wealthprofessionals Wealth Professional Canada Magazine

In its largest acquisition to date, Mariner Wealth Advisors is buying two asset management firms with more than $100 billion under advisement and combining them into a new business line. First on Financial Planning, here’s what CEO Marty Bicknell said led to the firm’s agreement to acquire AndCo Consulting and Fourth Street Performance Partners, Inc, with insights from John Langston, CAIA of Republic Capital. #mergersandacquisitions #growthstrategies #wealthmanagement

Will the Magnificent Seven continue to perform in 2024? Aegon Asset Management's Phil Haworth comments Portfolio Adviser A broadening market: Will the Magnificent Seven continue to motor in 2024? | Portfolio Adviser (portfolio-adviser.com) #equities #investmentoutlook

Liontrust Asset Management PLC outflows slow to £900m 💰 as CEO bets on better outlook for asset managers after election. Liontrust net outflows nearly halved in the most recent quarter, as chief executive officer John Ions bets that a period of political stability will drive international investors back to the UK markets. Check out Valeria Martinez's latest article 👇 https://incm.pub/4eOJy06 #investing #assetmanagement #wealthmanagement #finance

Fees matter — big time in the long-run! 💸 This is the last post on Berkshire Hathaway in a while…promised! Actually, this powerful chart from AQR Capital Management only uses BRK to make a point on why fees are such an important matter for fund investors. As a fund allocator/investor you don’t control the performance of your managers but you have full control over which fee structures you want to accept and which ones you should rather pass on! h/t Matthias Mirwald (+++Opinions are my own. Not investment advice. Do your own research.+++) #markets #investing #money #wealthmanagement #hedgefunds #mutualfunds Tap the bell 🔔 to subscribe to my profile & you'll be notified when I post. 💸

KBRA will sponsor DealCatalyst’s Securitization in Fund Finance Conference taking place in New York City on June 17, 2024. Attend the 9 am panel: An Overview of the Evolving #FundFinance Market and How Securitization Is Increasingly Playing a Role, to hear insights from KBRA’s Global Head of #Funds Ratings Gopal Narsimhamurthy on this fast-growing section of the market. View the agenda here: https://bit.ly/3ViOD9k #privatecredit

They say that a picture is worth a thousand words. That may not be quite accurate. In this case a picture is worth a million dollars. Or even a million, million dollars. #Buffett #WarrenBuffett #Stocks #Alternativeinvestments

Cohen & Company Asset Management's Greg Reisner, CAIA will be speaking on the: "Private Market Investments-Time to Shine" Keynote Panel with Regina Cho, Shoaib Khan, CFA, CPA, Stephanie Lynch and Dominic Garcia at #ALTSNY on June 17th. #alts #privatedebt #alternativeinvestments #privatecredit #insurance #reinsurance #ils #Marketsgroup #PaulHamman #DebraHaym

Liontrust Asset Management PLC profits sink 📉 23% as AUM continues to fall. John Ions. Liontrust recorded a 23% drop in adjusted profits in the year to 31 March after assets under management and administration for the former FTSE 250 asset manager continued to fall as net outflows worsened. Check out Valeria Martinez's latest article 👇 https://incm.pub/4cwI2yp #investing #assetmanagement #wealthmanagement #finance

KBRA will sponsor DealCatalyst’s Securitization in Fund Finance Conference taking place in New York City on June 17, 2024. Attend the 9 am panel: An Overview of the Evolving #FundFinance Market and How Securitization Is Increasingly Playing a Role, to hear insights from KBRA’s Global Head of #Funds Ratings Gopal Narsimhamurthy on this fast-growing section of the market. View the agenda here: https://bit.ly/3ViOD9k #privatecredit