Matt Cole

It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets

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#PlanSponsorsAsk - Growing Percentages of Plan Assets in Target Date Fund Offerings The Question: "Over the past year, we’ve seen a growing percentage of our plan assets invested in our target date fund offerings. How does this trend compare with the industry overall?" The Answer: https://hubs.ly/Q02F8cSH0 #RetirementPlans #PlanSponsorsAsk #TheAdvantageIsYours

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Check out this video interview with the authors of IAIA’s (500-page!) SEA Guidance document, Miles Scott-Brown  and Barry Dalal-Clayton . They chat with CEO Gary Baker, CFA  about their work researching, collecting, and compiling data and expertise for this guide. Learn about the history and global uptake of SEA, its value for governments, and its role in ensuring sustainable outcomes in renewable energy projects.  ▶️ Watch the full video or read the transcript here  https://lnkd.in/gqUvPMuG

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Can algorithms really outperform advisors in determining the best place to put client assets? In the recent March/April 2024 issue of Investments & Wealth Monitor, authors Asher Cheses and Michael Rose, MST — two wealth management experts at Cerulli Associates — explore the innovative ideas behind the unified managed household (UMH) concept, or “householding.” This idea builds off the unified managed account (UMA) approach to fee-based financial advice and planning but is much different. The UMA is a technology driven approach that enables superior tax management, better customization of portfolios — and ultimately — improved financial outcomes for clients. In fact, the authors assert that “Advisors that can implement a household-level view have a better chance of standing out among peers and retaining client assets.” After reading the article below, what are your thoughts? Can algorithms really outperform advisors in determining the best place to put client assets? Investments & Wealth Monitor is a bimonthly, award-winning, peer-reviewed magazine, written by award-winning authors from academic institutions and leading financial firms. Scott Smith Michael Manning #WealthManagement #FinancialPlanning #InvestmentStrategy #PortfolioManagement #InvestmentsandWealthInstitute #WealthManagementTrends #CerulliAssociates

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Acadian Asset Management has expanded its credit investment offering with two new strategies, Global High Yield and U.S. Investment Grade. https://lnkd.in/g6Gwsd_h #acadianassetmanagement #blackrock #c= #credit #globalhighyield #investment #us #usinvestmentgrade

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In Part I of his three-part series on the Endowment Model, Deputy CIO Matt Bank argued for a more flexible and nuanced definition of the model that does not rely on static, monolithic terms. In Part II, he proposed a distinct set of guidelines for measuring and evaluating endowment portfolios. In this final Part III, “In Defense of the Endowment Model, Effectively Executed,” Bank breaks down the attributes that he believes will be required to be successful investing endowment-style portfolios over the next decade. Click here to read: https://lnkd.in/e-UxjPVH

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This week, Kimberly Ann Flynn, CFA, was featured on The Insider’s Guide to Finance, a podcast hosted by Cory Cleveland. In this episode, Kim explains the product development considerations that go in to developing a successful interval fund. Kim also highlights how opportunities in the interval fund market are becoming more accessible for less recognized asset managers and she shares several stories of funds that have excelled in this market. To listen to this episode, please click the link below. https://lnkd.in/eyqfJcy7 #AlternativeInvestments #PrivateMarkets #Closedendfunds

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Explore the current interval fund environment and the benefits of a private credit strategy with FS Investments' Robert Hoffman, CFA as part of CEFA's recent expansion into intervals. Listen or read: https://lnkd.in/gpP3HTk7 #intervalfunds #intervalfund #intervals #closedendfunds #closedendfund #alternativeinvesting #alternatives #alts #cef #investmentmanagement #invest #investing

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As we head into Q2 2024, Andrew Briggs, CFA, CPWA®, Director of Portfolio Management at The Briggs Group at Plaza Advisory, was recently a guest on the Schwab NetworkThe Watch List! He discussed some timely financial topics like the probability of a soft landing from the Fed, recent market volatility and investment strategies for current market conditions to help investors navigate the year ahead. If you have questions about any of these topics, Andrew will be more than happy to discuss them in detail with you! https://ow.ly/P6BE50Rgibe

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We are pleased to share our Q3 2024 Market Commentary, written by Placements Louisbourg Investments Portfolio Manager, Matthew Mobilio, CFA, CFP®. In Matthew Mobilio, CFA, CFP® Market Commentary, titled "Where Political Noise Meets Economic Reality", he takes a deep dive into a topic we're all discussing right now; the US and Canadian elections. He offers a unique perspective on the political dynamics, interest rate changes, and how broader economic trends intertwine, reminding investors that while elections may create headlines, it's the underlying market fundamentals that truly impact your finances. Click the link to read Matthew’s Q3 2024 Market Commentary. https://lnkd.in/gzAUfgb6 #cicconemckay #wealthmanagement #marketcommentary #q3 #q32024 #politics #economicreality #uselection #canadianelection #interestrates #marketfundamentals #vancouver

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Are we going to see a reversion trade back into value stocks? Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group joined us on the Adjusted for Risk podcast to help answer that question along with many others! Burns shares his thoughts on preparing investment portfolios for "higher for longer" interest rates, why high stock valuations are an investment risk he is following closely, and what equity sectors does he like most moving forward. Take a watch of the full episode, hosted by Ryan Nauman >> http://spr.ly/6044jckVm #Zephyr #AdjustedforRisk #investment #valuestocks #interestrates

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A joint venture of Cross Ocean Partners, Neuberger Berman Special Situations client funds and Onward Investors has acquired Wells Fargo Center, the third-tallest building in Minneapolis: https://lnkd.in/er_6w9_H

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In our latest paper, we dive deep into the dominating role of risk tolerance in portfolio construction and financial planning. As James Montier eloquently puts it, "When it comes to financial planning and building a client’s portfolio, pretty much one component dominates everything – risk tolerance! Both the required rate of return and the time horizon are at best poor distant cousins in the discussion or at worst banished like Harry Potter to a closet under the stairs." While the CFA Institute highlights the importance of return objectives, risk tolerance, and time horizon in an investment policy statement, the reality often skews heavily towards risk scores. This single number tends to overshadow the nuanced complexities of a client’s financial landscape, dictating asset allocation decisions almost exclusively. 🔗 Link to the full paper: https://lnkd.in/eEeKa5Eu #InvestmentStrategy #RiskManagement #PortfolioConstruction

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Alternatives in intermittent liquidity structures, such as interval funds, are seeing demand in the retail space. A recent article from FundFire breaks it down. Subscription required: https://bit.ly/4d0y73M

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🌟 Expert Insight Alert! 🌟 Kendall Dilley, CFA, CMT of Vineyard Global Advisors shares critical investment insights in a new Nasdaq article about trends for Summer 2024. Discover which investments might take a hit and how to strategically navigate the changes. #InvestmentTrends #FinancialAdvice #VineyardGlobalAdvisors

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Talk Your Book: Income Outcome Investing🎙️ Michael Batnick, CFA & Ben Carlson, CFA are joined by Hamilton Reiner, Managing Director, Portfolio Manager, and Head of US Equity Derivatives at JPM Asset Management to discuss active strategies combined with option overlays, why limiting outcomes improves investor experience, how JPM constructs option strategies, how volatility affects yield for income strategies, and more!🔥 ⏯️https://lnkd.in/eVb-B5ni

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