Jane Edmondson’s Post

👏🏻 thanks Simplify for bringing a Value product based on valuing intangibles to market, as well as launching the intangible core product, both based on the Next Intangible Indices. Value is not dead -- if you have the right measure of fundamentals. Message me for more information on the Next Intangible Indices and thanks Jane Edmondson for covering this key topic! Also -- check out the CBOE ad in Times Square this week featuring Simplify and the Next Intangible Value ETF. Cboe Global Listings

"IP valuation has become crucial to modern business practices and economies because “where value used to be associated with producing more, it is now dependent on knowing more.” Martin Brassell #IPFinance #IPValuation #IntangibleAssetFinance #IP #IntangibleAssets #ValueCreation #BusinessModels #AssetManagement

💡 In recent years the popularity of direct indexing has grown quite notably, with $260 billion worth of assets invested in direct indexes at the end of 2022. As this approach continues to gain traction, Nathan Wallace of Savvy Wealth highlights some of the unique benefits that come with investing in direct indexes, including personalization, diversification and tax advantages. 🗣️ In his words, "Direct indexing has earned a reputation as both a tax optimization tool and as a conduit for deeper client-advisor connections. By better aligning investment strategies with clients’ objectives, ethical considerations and risk preferences, direct indexing enables advisors to deliver tailored solutions that go beyond traditional investment vehicles." Keep reading his insights via WealthManagement.com: #directindexting #taxoptimization #investing https://lnkd.in/ggbs_uQe

This could change the dynamics of Private Markets investing…now let’s see how it is implemented

Follow up Friday: It's been more than a decade since the International Accounting Standards Board issued IFRS 13 Fair Value Measurement - and it seems many are still coming to grips with it. We recently updated this popular blog on the topic: https://hubs.li/Q02BdwR40

Capitalizing on an abrupt decline in markets may provide a level of tax benefit that might otherwise require many months to harvest. Not all tax management and optimization capabilities are created equal when it comes to direct indexing. Learn what makes ours stand out. #Remi #SMAs #TaxManagement

Accurately valuing 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧 𝐏𝐥𝐚𝐧𝐬 (𝐄𝐒𝐎𝐏𝐬) is essential for Indian companies to ensure compliance and reliable financial reporting. This guide simplifies the ESOP valuation process, covering the legal framework, valuation models, and key accounting standards—a must-read for startups, accountants, and financial professionals.   𝐇𝐞𝐫𝐞’𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐝𝐢𝐬𝐜𝐮𝐬𝐬: • An introduction to ESOPs and their valuation significance • Why ESOP valuation is critical for regulatory compliance and reporting • Key Valuation models: Black-Scholes and Binomial • Understanding Fair Value vs. Intrinsic Value under Ind AS 102, and more!   𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐭𝐡𝐫𝐞𝐚𝐝 𝐟𝐨𝐫 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬. 𝐅𝐨𝐥𝐥𝐨𝐰 Corporate Valuations 𝐟𝐨𝐫 𝐞𝐱𝐩𝐞𝐫𝐭 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐨𝐧 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐩𝐢𝐜𝐬. #ESOPValuation #EmployeeStockOptions #ValuationModels #Valuation #CorporateCompliance #FinancialReportingm #FairValue #StartupFinance #CorporateValuations #IndianCompanies

Traditional metrics like price-to-book can mislead due to intangibles' accounting issues, according to Templeton Global Equity Group. Portfolio Manager Warren Pustam explains how the team digs deeper to uncover true value. https://lnkd.in/d3Ccz5XM.

Traditional metrics like price-to-book can mislead due to intangibles' accounting issues, according to Templeton Global Equity Group. Portfolio Manager Warren Pustam explains how the team digs deeper to uncover true value. https://lnkd.in/gDfNWyh4.

Traditional metrics like price-to-book can mislead due to intangibles' accounting issues, according to Templeton Global Equity Group. Portfolio Manager Warren Pustam explains how the team digs deeper to uncover true value. https://lnkd.in/ePrbWek7.