Isabelle Arditi’s Post

Please follow the link and vote for #COLLINE in section 24

 It only takes 2 minutes: vote for #COLLINE now in section 24 here: https://bit.ly/3UrHFNs

Boosting Financial Model Accuracy for Varde Partners with Data-Driven Insights Looking for ways to improve the accuracy and efficiency of your financial modeling process? Check out this interesting case study from Blue Orange Digital on how we helped Varde Partners leverage data to enhance their financial model evaluations. The article explores the challenges Varde Partners faced with traditional methods and how Blue Orange Digital's solution addressed those issues.  The limitations of manual data collection and analysis. The benefits of using data-driven insights for more informed decision-making. The impact on overall financial modeling accuracy. This could be a valuable resource for anyone in private equity, investment banking, or corporate finance seeking to improve their financial modeling practices. https://lnkd.in/eSBDMRCh #financialmodeling #datadriven #privateequity #vardepartners #blueorangdigital #investmentbanking #corporatefinance 

What's new? Check it out! Login or create your account today to access our 3rd party due diligence reviews on alternative investments and the sponsors offering alternative investments. Creating an account is easy; reading our reports is easier! The BW APEX platform makes audit tracking easy. See what reviews you've looked at, interact with them on the platform, notes, highlighting, (no more searching for that paper when the regulators come calling!), save, download, and more. In-depth, easy to read, the highest quality, due diligence on alternative investments. Don't go in blind. Utilize the 20+ years of alternative investment expertise of our MBAs, CPAs, CAIAs, and JDs. Gentry Mills Capital, LLC Madison Capital Group Holdings, LLC Socotra Capital Tri-Land Properties Webb Creek Management Group, LLC Cove Capital Investments, LLC. The Nova Haus Venu Grubb Properties Crystal View Capital Mint Air, Inc. Kiron Capital LLC CAI Investments Calamar DST Farmland #alternativeinvestments #duediligence #fiduciary #brokerdealer #investmentresearch

Friends, if you’re at ADISA in Chicago please take some time to catch up with my colleagues Brad West and Matt Brown. If you are at the Tiburon Strategic Advisors CEO Summit in Boston, I will see you there! #alternativeinvestments #alts #fintech #workflow

We look forward to spending time with clients, colleagues, and industry thought leaders. AIX’s technology platform is helping Wealth Managers deliver the highest quality alternative investing experience for their clients. Our services support the entire capital lifecycle: • Data rooms and electronic delivery of offering documents and marketing materials • Digital account opening, subscription, transfer, and maintenance paperwork • Position monitoring, statements, tax forms, and reporting – all in one place • Integrations with CRMs, accounting platforms, and 3rd party systems Learn more about AIX’s services in this 90 second video: https://lnkd.in/ens_paHN #alternativeinvestments #privatemarkets #financialadvisors #wealthmanagement

📊 Indexing is often seen as a low-cost, low-risk investment strategy, but is it really as cost-effective as it seems? Upon closer observation, many financial advisors overlook the hidden costs associated with indexing—like tracking errors, underperformance in certain market conditions, and limited flexibility to meet specific client goals. While indexing has its advantages, it's not always the smartest choice for every portfolio. One realization I've had is that there are smarter alternatives for financial advisors to consider. By balancing performance, fees, and customization, advisors can offer more tailored strategies that better align with client needs. Are you still relying on indexing, or are you exploring more strategic alternatives? https://lnkd.in/dFW-S-S9 #RFPN #RiaFin #InvestmentStrategy #FinancialAdvisors #Indexing

New SEC rules introduce more reporting complexity for fund managers. Learn how workflows from Everysk help your team stay compliant without increased administrative burden. #intelligentautomation #everysk #capitalmarkets https://lnkd.in/e5F_rAZp

❗Navigating the complex regulatory landscape as an asset manager can be quite overwhelming, especially with regulations like AIFMD and PRIIPs constantly evolving. Regulators will keep updating their requirements, making a reliable partner in regulatory compliance management vital. In our latest article, we delve into the “Five reasons why you should take a look at e-file” highlighting why this robust solution is invaluable for asset managers looking to stay ahead in compliance. From complete transparency and cross-border capabilities to proactive responses to regulatory changes, e-file not only simplifies your BAU but also offers long-term cost optimisation. Discover why FE fundinfo’s e-file remains the superior choice for navigating the ever-changing landscape of European fund reporting. ➡️Read the full article here: https://hubs.ly/Q02NlXG80 #AssetManagement #FundReporting #RegulatoryCompliance #FEfundinfo #e-file #Luxembourg #FinancialServices #eFileSolution #opensource

Simplified insights on direct indexing, all in one place. Smartleaf’s Knowledge Center is designed to answer questions on topics important to the industry and your business. This week, we share extracts from Smartleaf’s Knowledge Center Direct Indexing Q&A. We address questions like Is managing direct indexes a lot harder than managing ETFs? How do you implement direct indexes?, and Why are direct indexes more tax efficient than ETFs and funds? Read the extract here: https://hubs.la/Q02HXXH50