YourStake’s Post

I'm thrilled to have this new guide out to help Advisors discuss the value of Direct Indexing and aligning investments with client values! Learn more about it below, and give it a download!

Curious about Careium and want to know more? Check out this presentation from ABG Sundal Collier's investor days in the week to learn more:

Should investors keep waiting for high yield spreads to widen before investing? Given the asset class’s current heightened quality and strong yields, this may result in a missed opportunity. Read more in Seix’s insight on #highyield: https://ow.ly/anjT50Qztry #VirtusPartner

On Thursday of this week’s #GIINForum2024, our Head of Secretariat Joohee Rand will be moderating an IMM Success Stories session with Signatory and GIIN member representatives Maria Teresa Zappia of BlueOrchard Finance Ltd, Milena Bertram of Finance in Motion, and Shade Duffy of AXA Investment Managers! Through a panel discussion and interactive breakout activity, we will explore the evolving impact measurement and management standards, tools, and frameworks that leading impact investors use throughout the investment lifecycle to establish a robust impact practice with real results. Hear how investors connect impact practice, performance and data by leveraging the Impact Principles, GIIN Impact Performance benchmarking, and IRIS+ metrics. It will also be an opportunity to collaborate with peers and engage in dynamic conversations about how we can improve the impact practice as a field to drive the best impact outcomes at scale with greater capital invested for impact. The session will take place on Thursday, October 24, from 2:00 to 3:15 PM, and it is open to all Impact Forum attendees. We hope to see you there! #impactprinciples #IMM #impactmanagement

Direct Indexing can be a powerful tool to offer more personalization and client values alignment while also adding tax-alpha to your client's investments. However, it can be difficult to understand how to position Direct Indexing with a client in a meeting. On a recent webinar, Theresa Gusman of First Affirmative Financial Network and our own Robyn Wood, helped guide Advisors through the benefits of Direct Indexing and how our Values-Aligned Direct Index Solution (VADIS) can help clients further align their investments with their values. In this example scenario of how best to position VADIS with a client, Robyn tells the story of "Pat Prospect" and "Alex Advisor". Watch the full video below to learn more about crafting portfolios that are as unique as your clients' values. #directindexing #VADIS #casestudy #RIAs #valuesbasedinvesting

Ready to take your investments to the next level? 📈 Introducing CITEC's groundbreaking Marketplace! 🚀 Gain exclusive access to curated investment models and lists designed by top advisors worldwide. Like BlackRock, Vanguard, Allianz and Amundi. With detailed performance analytics and seamless integration, optimizing your portfolio has never been easier. Explore, analyze, and replicate models tailored to your preferences in just 3 easy steps. Schedule your personalized demo today 📅 https://lnkd.in/eSaP2kMX #FinancialAdvisor #CITEC #Marketplace

Less than a month away! Exploring the Power of Alternative Investments in Client Engagement on February 15th at the Washington DC RIA Summit - https://lnkd.in/e3R6VSYn As advisors embrace a multi-dimensional portfolio encompassing stocks, bonds, and alternative assets, the demand for streamlined access to investment strategies like hedge funds, private equity, private credit, real estate, structured products, and more is on the rise. Gain insights on navigating the historically elusive marketplace and take the initial steps toward integrating these assets effectively. Our expert panelists will delve into the current landscape of alternative investments, portfolio construction, asset allocation, and provide valuable tips for advisors to elevate client conversations, attract new assets, and achieve superior results. Our expert speakers include: Craig Asher, Managing Director at OMX Ventures and Svetlana Loshakov, CFA Head of Investments and Senior Managing Director at Clearstead. Shortly before this panel, we have the pleasure of welcoming Jeffrey Gonyo, Head of Recruiting, Founding Partner, Senior Divisional President at Steward Partners Global Advisory on stage to moderate the Gaining a Competitive Edge through Practice Management panel in which he will ask speakers to share their views on using practice management as a means to stand out from the competition. It will be an insightful day at the Washington DC RIA - Claim your complimentary registration now: https://lnkd.in/ePhQbdnN #PortfolioSummits #AlternativeInvestments #FinancialAdvisors #InvestmentStrategies 

Wishing all a prosperous and successful Financial Year 2024-25!  May this year bring new opportunities, growth and financial stability. May we achieve all our financial goals and aspirations. Here's to a year of smart investments, wise financial decisions and fruitful collaborations. Happy Financial Year 2024-25! #financialyear #opportunities #growth #stability #collaborations #investments #healthbiotech #hbl

Presenting, our new Marketplace! 🚀 Finally a place to access top lists and models from global #AssetManagers and implementing them in just three steps. Take a deep dive into BlackRock, Vanguard, Allianz, Amundi and even CITEC's strategies all in one place. Don't believe it's that easy? Schedule a demo and see it for yourself 👉🏻 https://lnkd.in/dnwHDxr4 #CITEC #Marketplace #WealthManagement

At Ledgex, we are committed to transforming the way family offices, wealth managers, and endowments manage their investments. Our innovative platform offers comprehensive tools for investment management, reporting, and data analytics, empowering you to make informed decisions with confidence. 🔍 Key Features: - Streamlined portfolio management - Robust risk assessment - Advanced performance tracking - Customized reporting solutions Join the community of financial leaders leveraging Ledgex to achieve their long-term financial goals. Discover how our platform can elevate your investment strategy. #WealthManagement #FamilyOffices #InvestmentStrategy #FinancialInnovation #Ledgex Peter Cunha Nicole Eberhardt Christopher McCoy Brian Nickerson Wendy McCoy