Shervyn von Hoerl

My colleague, Roger Burkhardt, recently spoke with RTInsights about how Broadridge has implemented and used GenAI to increase employee productivity and better serve our clients – from automating meeting transcriptions to email processes. Roger shares the value derived from GenAI applications and how the tool's widespread adoption has been used to benefit different user groups and workflows with human-centric adaptions. Read more of his thoughts about GenAI. http://spklr.io/6041auVL #GenAI #DigitalTransformation #AI #Data

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Check out WealthBlock featured in Buyouts, Five Ways Democratization is Changing Private Equity alongside #iCapital, #Ardian, and #FranklinTempleton. Capital raising is being disrupted, meet WealthBlock and break free from disjointed, siloed, processes—unify your value chain, streamline workflows, and unlock growth potential! #capitalraising #privateequity #privatemarkets #alts #pei https://lnkd.in/ezFqKabN

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Our macro framework confirms a favorable outlook with low but stable growth and continued risk-on sentiment. In May, we remain overweight #equities over fixed income. Get our monthly outlook and allocation guidance in Portfolio Playbook: https://ow.ly/Ycpa30sCKB5

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Dive into the evolving landscape of private credit with PIMCO's latest quarterly update to discover why we see better value in asset-based lending than private corporate lending today. #PrivateCredit #alternatives

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🗞️ MSR Owners Turn to Futures to Hedge Interest Rate Moves🗞️ 🔗 https://lnkd.in/gqt4T99p Michael Riddle, CEO of Eris Innovations - Creators of Eris SOFR Swap futures, and Ted Carey, CFA, Executive Director of CME Group Interest Rates detail the first-hand perspectives of advisors, clearing brokers, and industry practitioners on how holders of mortgage servicing rights (MSRs) are hedging interest rate risk today. Excerpt: 'Robert Powell, SVP for RJO Fixed Income Group (FIG), reported a recent uptick in client activity. “In the past 12 months, we’ve had at least a dozen new customers start using CME Group’s Eris SOFR Swap #futures. At least half of them are using them to hedge MSR assets, and several of them are completely new to hedging altogether.”' Curious about swap futures? Learn more at www.erisfutures.com or at https://lnkd.in/gPhs2zff. #hedging #derivatives #interestrate #riskmanagement

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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KBRA released the May 2024 issue of CMBS Trend Watch. Heading into CRE Finance Council’s (CREFC) midyear conference, an overarching theme may be the resurgence of #CMBS private label issuance. In May, 14 deals comprising $9.3 billion of issuance priced, representing a year-over-year (YoY) increase of 158.9%. We do not expect the summer doldrums to slow issuance as we move further into June. Read the full report here: https://lnkd.in/evBv5vWf | #commercialbacked #commercialrealestate #financialmarket #insightfulresrach

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"How do we use ESG data to supplement the relationships we’ve built with portfolio companies for the last 20 years?” Brittany Agostino, U.S. Credit Lead for ESG, spoke with James Vena, Principal in U.S. Direct Lending, about Ares’ approach to embedding ESG across the platform and the value it delivers both for deal teams and portfolio companies. Watch their full conversation here: https://lnkd.in/eYNSDK9X #ESG #directlending 

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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When it comes to offering investment options clients can feel confident in, Fidelity has you covered—with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how they can aid in portfolio management while giving you more time to deepen client relationships. https://bit.ly/3wrK2rM #advisors #modelportfolios

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Ben Jenkins, President and Chief Investment Officer at DigitalBridge, will participate in a fireside chat alongside Michael Cyprys, CFA, CPA of Morgan Stanley at the Morgan Stanley US Financials, Payments, and CRE Conference this Wednesday, June 12. Ben will discuss DigitalBridge’s transformation from a REIT to a leading alternative asset manager, the appeal of digital infrastructure, opportunities in AI, and capital formation within the digital infrastructure ecosystem. #digitalinfrastructure, #generativeai, #alternativeassets

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The impact of data and analytics on operational efficiency is a hot topic generating buzz at the FT Live’s Future of Asset Management North America conference. My colleague Dan Cwenar, President of Investor Communications Solutions for Data and Analytics at Broadridge, shares his insights on this transformative trend. It’s exciting to see how Broadridge is at the forefront of providing innovative solutions that drive operational efficiency in asset management. Dive deeper into this conversation and see what else we have lined up at the conference: http://spklr.io/6049QYx7 #FTFOAM #AssetManagement

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The impact of data and analytics on operational efficiency is a hot topic generating buzz at the FT Live’s Future of Asset Management North America conference. My colleague Dan Cwenar, President of Investor Communications Solutions for Data and Analytics at Broadridge, shares his insights on this transformative trend. It’s exciting to see how Broadridge is at the forefront of providing innovative solutions that drive operational efficiency in asset management. Dive deeper into this conversation and see what else we have lined up at the conference: http://spklr.io/6040viOp #FTFOAM #AssetManagement

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The impact of data and analytics on operational efficiency is a hot topic generating buzz at the FT Live’s Future of Asset Management North America conference. My colleague Dan Cwenar, President of Investor Communications Solutions for Data and Analytics at Broadridge, shares his insights on this transformative trend. It’s exciting to see how Broadridge is at the forefront of providing innovative solutions that drive operational efficiency in asset management. Dive deeper into this conversation and see what else we have lined up at the conference: http://spklr.io/6042vorK #FTFOAM #AssetManagement

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