John Dolan

Brandon S. Dees from Morgan Stanley provides a great overview of the types real assets available and how they can be used in solutions for clients, on the Alternatives in Solutions public webinar hosted by the Chestnut Solutions Institute. The replay of the webinar can be accessed at https://lnkd.in/eTcDcQx8 #investmentsolutions #alternatives #investmentmanagement #ocio #investmentconsulting

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NOW AVAILABLE! NEW PRIMARY RESEARCH | The latest results of the 2024 Hedge Fund survey are in and you can access the complimentary research report now! This "Dynamo Frontline Insight Report," co-produced with dakota and ProFundCom, reveals how hedge funds are gearing up for significant changes amidst geopolitical conflicts and economic recessions. READ ALL THE FINDINGS TODAY. #SurveyResults #HedgeFund #PrimaryResearch #ALTSresearch #alternativeinvestments #fintechtrends #DynamoFrontlineInsight

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🚀Are you ready for the SEC's tailored shareholder reporting rules?🚀 With the SEC's new tailored shareholder reporting (TSR) rules coming into effect on July 24, it's time for mutual fund and ETF providers to act! At its core, the TSR mandate requires concise, retail-friendly reports specific to each share class. Here’s how to prepare: 1️⃣ Create a TSR Template: Design engaging, streamlined reports that meet new requirements. 2️⃣ Develop a production game plan: Collaborate with portfolio managers and set a clear plan for smooth transitions. 3️⃣ Write in plain English: Ensure your reports are jargon-free and easy to understand. 4️⃣ Establish best practices: Schedule early, communicate deadlines, and have backup plans ready. Find out more here: https://lnkd.in/eNNCHB96 #Finance #MutualFunds #ETFs #ShareholderReporting #SECCompliance #AssetManagement #FinancialReporting #Investment

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The landscape of structured investments appears poised for growth, with total US issuance up 41% in Q1 2024 compared to Q1 2023, per Structured Products Intelligence | SPi. Read our latest blog post by Marc Premselaar, Senior Managing Director, Capital Markets, to uncover how CAIS is propelling the evolution of structured investments through our powerful combination of people, platform, and product. https://lnkd.in/g-U2P8Va #structuredinvestments #financialadvisors #wealthmanagement

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November brings the topic of volatility! In this Wide World of Options episode Ed Tom of Cboe Global Markets joins host Mark Benzaquen to discuss volatility indexes and products. Tune in for details https://bit.ly/49Ym5Gt

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In previous EPFR Quants Corners, we explored how to navigate pre-election uncertainty utilizing fund flows and allocations data by defining flows into ETFs as “anomalous” or deviating from the norm. Here’s an update using our Daily Fund Flows instead to capture uncertainty surrounding Trump’s verdict in the final week of May: Counting the number of trump-sensitive ETFs over the past two months, anomalies spiked in April then again on the 29th and 30th of May – one day prior to Donald Trump’s conviction on 34 felony counts – illustrating that anticipation morphed into expectations of the results we received. Note that on the Friday prior, May 23rd, anomalies were the highest since that April anticipation. Contact us to learn more about our Daily Fund Flow data >> https://hubs.li/Q02BnpqL0 See the comments for EPFR content on elections, trump-sensitive ETFs, anomalous flows, and more.

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Great discussion on #Fed signals for #ratecuts later this year, by Keel Point's Steven Skancke and  Bloomberg Businessweek's Carol Massar, Tim Stenovec, Steve Matthews, and Molly Smith. May #CPI showed #inflation easing which gives the Fed more room for rate cuts beginning in September. Listen here: https://lnkd.in/eiBMfSU4

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If you joined us for Hedging 101 and 201, now it’s time to dig into the finer details of hedging and trading at our “Hedging 301” webinar on Sept. 10. This session will explore actual versus modeled pull-through, the importance of hedging and trading specifications, best practices in trading, and pooling and securitization. Gain a comprehensive understanding of these critical components and learn how to apply them effectively in your operations. Secure your spot now and join us for this informative and engaging hedging session. https://lnkd.in/e9JuGNxQ Presented by Jeff Casella, Justin Roddel, and Hayden Rose. See you there. #MaximizeProfitability #OptimizeYourAdvantage --- Follow Optimal Blue for the latest from the capital markets industry leader.

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DFA Landscape Study: The Myth of Alpha | Index Fund Advisors, Inc. (ifa.com) Active fund managers tout how much "alpha" they can deliver for investors. This terminology in finance represents how much "excess" return a fund makes relative to a comparative index. Industry parlance aside, alpha appears to be more myth than fact. At least that's the conclusion of a long-running research series undertaken by Dimensional Fund Advisors. The Landscape report's conclusion was fairly stark: An overwhelming majority of fund managers failed to deliver index-beating returns after costs. #indexfundadvisors #ETF #dimensionalfundadvisors #DFA #IFA #indexfunds #mutualfunds #investing

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NYSE seeks approval to list Grayscale’s crypto index ETF. NYSE Arca has submitted a request to U.S. regulators for permission to list a new Grayscale exchange-traded fund (ETF) that features a diverse portfolio of spot cryptocurrencies, as per a filing on October 29. The ETF aims to convert the existing Grayscale Digital Large Cap Fund, which has been operational since 2018, into an exchange-traded product. #Secret3 #cryptonews #blockchain #crypto #defi Read more: https://lnkd.in/gPxCBVuA

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Tethys provides an independent weekly summary of U.S. equity dark pool market share and block liquidity data. Please click the link below to request the report for the week of July 15, 2024 (reporting date August 5, 2024) and to sign up for weekly US ATS emails from Tethys Research. https://lnkd.in/e3VhZDw7 #fintech #algorithms #financialmarkets #algotrading #tethystech #trading #equitytrading #quantitativefinance #ATS #darkpools #research #data

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Attending AIMA - The Alternative Investment Management Association Conference today in New York? Let's discuss your Digital Assets positioning and how we can help. Reach out to schedule a meeting and connect with our team.

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Procrastination is the art of keeping up with yesterday. Unlock the Potential of your HSA: Seize the Opportunity! Embrace the Power of Investing in Health Savings Accounts Investing in Your Health: The Ultimate Pathway to Financial Wellness Summary: Don't let the Fear of Missing Out (FOMO) hold you back from growing your wealth through Health Savings Accounts (HSAs). As a seasoned Investment Advisor, I am here to inspire you to take action and seize the opportunity to invest in your health, family, and overall well-being. By maximizing the potential of your HSA, you can secure a brighter financial future while safeguarding your healthcare needs. The National Association of Private Fund Managers (NAPFM) has emerged as a powerful force challenging SEC rules and regulations. Capitalizing on their strategic positioning in Texas, they offer hedge funds an advantage against regulatory scrutiny. Similarly, by investing wisely in your HSA, you can gain an edge in managing your healthcare expenses. With a proactive approach, you can leverage your HSA funds to grow over time, outperforming traditional savings accounts. Take control of your financial destiny and embrace the power of investing to achieve financial wellness. Let's embark on this journey together, understanding the immense potential HSAs hold for your financial prosperity. Explore the world of investment opportunities that align with your health-centric goals. Act now to break free from the chains of procrastination and secure a thriving future for yourself and your loved ones. #hsa #investing #healthcare #health #family #wellness 🌱💰🏥👨‍👩‍👧‍👦💪 (Note: Word count may exclude the hashtags and emojis.)

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New Article: Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter: https://okt.to/M8Qfyx In our latest article, Toby Goodworth challenges traditional hedge fund strategy labels, claiming that they are not "particularly helpful" for investors seeking to build an "effective portfolio". #hedgefunds #diversification #onyourside

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Fast, Flexible, and Future-proof🚀 ⚡Optimistic Settlement= Lower #gasfees 📊Adaptive Price Ranges= Set it & forget it. 🌐Universal #Hooks= Integrates with other #AMMs #AVMM= The future of On-Chain #Liquidity💸 Waitlist📜: http://zurl.co/J5fY

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In the latest episode of Just for Funds with Nasdaq ETFs, #Nasdaqlisted Texas Capital’s Head of ETF & Fund Management, Edward Rosenberg, sat down with host Alison Doyle, to discuss TXSS (The Texas Capital Texas Small Cap Equity Index ETF). 📈 TXSS combines exposure to Texas, with the potential of small-cap companies, giving investors the possibility of capitalizing on the macroeconomic trends powered by the fastest-growing economy in the United States. Watch here: https://lnkd.in/e_qeRDJ6

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