William Blair Investment Management’s Post

Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning Investasure is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 04/04/2024 https://lnkd.in/eGfxtGQm

Here are my opinions about the broad strokes of the #CalPERS announcement yesterday, and how they relate to the risk deployed in asset management. https://lnkd.in/dXqBrSAj #RiskManagement #HenryJones #AssetsUnderManagement #Privateequity #TedEliopoulos #AssetManagement #MarcieFrost #RiskProfile

An interesting article from Jessica Hamlin at PitchBook, who explains that private market fund managers often prioritise their best deals for institutional LPs over high net worth investors. At Treble Peak, individuals invest alongside institutions, ensuring that all investors are treated equally. Head to the Treble Peak website to learn more, and create an account to see the latest leading private market funds we have live. Capital at risk. For Professional Investors only.

Here are my opinions about the broad strokes of the #CalPERS announcement yesterday, and how they relate to the risk deployed in asset management. https://lnkd.in/dXqBrSAj #HenryJones #AssetManagement #RiskManagement #TedEliopoulos #RiskProfile #AssetsUnderManagement #Privateequity #MarcieFrost

Here are my opinions about the broad strokes of the #CalPERS announcement yesterday, and how they relate to the risk deployed in asset management. https://lnkd.in/ep9axMj3 #AssetManagement #AssetsUnderManagement #HenryJones #MarcieFrost #Privateequity #RiskManagement #RiskProfile #TedEliopoulos

“Actively managed institutional portfolios have, as a whole, outperformed for clients,” active fund manager Toby Nangle asserts in today's FT. But how can this possibly be true? Active management is a zero-sum game before costs and a negative-sum game after costs. It is mathematically impossible for the majority of investors to outperform. #Investing #FundManagement #ActiveManagement https://lnkd.in/eSvmgq2Q

Robin Powell you've hit the nail on the head ! #activemanagement is a 'zero-sum game before costs and a negative-sum game after costs' This iron clad mathematics holds good for all geographies including India. The zero-sum mathematical law is what the late #indexfund pioneer, John C Bogle, called "Relentless Rules of Humble Arithmetic" Hemen Bhatia #etfs #indexfunds #indexing #passiveinvesting #investments #mutualfunds #assetmanagement https://lnkd.in/d75S752i

In case you missed it - at the 2024 Lipper Fund Awards, the Weitz Core Plus Income Fund (WCPBX) brought home the awards for best fund over both the three- and five-year periods in Lipper's Core Plus Bond Funds category. As co-head of fixed income Tom Carney explains - part of portfolio's success comes from our commitment to downside risk management. #fixedincome #investing #LipperFundAwards https://hubs.la/Q02sWK9G0

It was great to share my views with Simon Hoyle the other week about the challenges fund managers are facing in the current environment, much of which is not well understood by the adviser market in Australia.   We talk to a lot of managers entering the market. They might have a mandate or two with a super fund or institution down here, and they look at the advice space and once they understand the fee environment, particularly for capacity-constrained capability, they don’t come back. #fundmanager #investmentmanagement 

North American fund managers increasingly see Europe as an opportunity to diversify their investor base. In a new article published in Private Funds CFO, Alex Di Santo, Group Head of Private Equity, explains why North American fund managers are setting their sights on Europe for alternative capital. Alex's insights are backed by new data from Crestbridge which suggests that robust regulatory frameworks and new structures are attracting interest from across the Atlantic. Discover more here 👉 https://lnkd.in/dTQBYNRj #FundManagers #PrivateEquity