APIR Systems Limited (APIR) have reported that Managed Investment Products (MIPs) continue to dominate new registrations in Australia making up 85.3% of total 2023/24 registrations. APIR chief executive, Chris Donohoe commented that while overall product registrations have been steady, they ended the 2023/24 year 15.7% above the rolling five-year average. Read more in this article in Financial Newswire: https://lnkd.in/gPG3_J3A #managedinvestmentproducts #investing #financialadvisers #investments
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"Investors can also take a look at the website of FundSingapore, a joint initiative between the Investment Management Association of Singapore and the Life Insurance Association Singapore, which lists the better-performing funds." reported Su Shyan Lee, Associate Editor & Senior Columnist, on a recent column on Straits Times' In The Money. If you haven't already, take the time to explore our FundSingapore platform with a database featuring over 10,000 funds. The FundSingapore platform is tailored specially for retail investors, supporting individuals at every stage of their investment journey. Whether you're just beginning your investment journey, maximise your returns or aiming to invest responsibly, FundSingapore is the place to start. Check out FundSingapore here: https://lnkd.in/gEs4SR8z Su Shyan's article can be found here: https://lnkd.in/gHR5Wjz8 #assetmanagement #investing #membership #imas
FundSingapore: a joint initiative of IMAS and LIA
fundsingapore.com
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Read our guide to client investment suitability for free online now and learn how to increase assets under management, improve client engagement, and meet your regulatory challenges - https://lnkd.in/eX-v8PEE #WealthManagement #FinancialAdvice #FinancialPlanning #BehaviouralFinance #BeFi
More Than Mere Measurement: Guide to Client Investment Suitability – Oxford Risk
oxfordrisk.com
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LPX50 constituent company, abrdn plc has released the 2024 half year results: ✅ Key highlights: 🔹 Assets Under Management and Administration (AUMA): £505.9 billion, increase of 2% from H1 2023 🔹 Profit before tax: £187 million 🔹 Adjusted diluted earnings per share 6.8p, increase of 10% from H1 2023 🔹 Interim dividend per share: 7.3p 📊 Achievements across core businesses: 🔸 Investments: Improved performance with net outflows significantly reduced. 🔸 Adviser: Strong earnings growth with a 33% increase in adjusted operating profit. 🔸 interactive investor: Continued organic growth with a 4% increase in total customers. abrdn plc is a global investment company dedicated to helping clients plan, save, and invest for the future. As of 30 June 2024, it manages an impressive £506bn in AUMA. The structure is centered around three core businesses – Investments, Adviser and interactive investor – each tailored to meet the evolving needs of the clients. 🔷 Link to official press release 👉 https://lnkd.in/d-fgYRQt 🔷 Subscribe to Listed Private Equity Barometer published by LPX AG 👉 https://lnkd.in/ex-E8nej Disclaimer: This content is provided for informational purposes and none of the content here should be construed as financial advice or an offer or solicitation for securities. The content is not intended to provide a sufficient basis on which to make an investment decision. The past performance is not indicative of future results. #privateequity #alternativeinvestments #privatemarkets #investments #listedprivateequity #privatedebt #privatecredit
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The Uniform Prudent Investor Act (UPIA) was created to provide trustees with specific standards and guidelines for managing investments within a trust. In our latest guide we unpack the major components of the UPIA - including risk and return, diversification, and considerations of the trustee - plus much more. Download now by clicking the link below. https://hubs.la/Q02kg1KX0 #UPIA #UniformPrudentInvestorAct #FiduciaryDuty
Decoding the Uniform Prudent Investor Act (UPIA)
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Investment Companies (ICs): ICs are companies that earn major revenue from interest and capital appreciation from investments. They do not include rental income, which is classified under diversified commercial services. Investment companies can be privately or publicly owned, and they engage in the management, sale, and marketing of investment products to the public. An investment company can be a corporation, partnership, business trust or limited liability company (LLC) that pools money from investors on a collective basis. The money pooled is invested, and the investors share any profits and losses incurred by the company according to each investor’s interest in the company. Types of Investment Companies - Mutual funds - Closed-end funds - Unit investment trusts #UPSC #IAS
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Systematix Corporate Services Ltd was established in 1985, it provides investment management and advisory services in the financial markets and investment solutions for a broad array of investors including FIIs, DFI, Insurance companies among other financial institutions. #dsij #dalalstreet #dalalstreetnewsupdate #dalalstreetnewsbuzz #DSIJInsights #DSIJMarketPulse #DSIJInvestmentTips #DSIJResearch #DSIJTrends
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𝗘𝗜𝗜𝗦: 𝗔 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰, 𝗧𝗮𝘅-𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗖𝗮𝘀𝗵 𝗘𝘅𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿𝘀 For business owners, balancing cash flow with tax efficiency is essential. While many know the Employment and Investment Incentive Scheme (EIIS) primarily as a tool to fund SMEs, it also presents a strategic opportunity to extract cash from a business while securing significant tax relief. Our latest insights on our Quintas Capital website explore how EIIS can help business owners reduce tax liabilities by up to 50% on cash withdrawals, enabling them to optimise after-tax cashflow while investing in future growth. To read the full blog, head over to our website (link in the comments). Using a €500,000 cash extraction as an example, the slides below illustrate how EIIS can provide a 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗼𝗳 €𝟮𝟲𝟮,𝟱𝟬𝟬 in personal proceeds (€240,000 Vs. €502,500). The EIIS Innovation Fund 2024 is open for investment from 1 November to 31 December 2024. Contact us at [email protected] to learn how this solution could enhance your financial strategy. Disclaimer: This post is for informational purposes only and should not be considered as financial advice. Quintas Capital Regulated Limited is regulated by the Central Bank of Ireland. #TaxEfficiency #CashFlowStrategy #EIIS #BusinessOwners #QuintasCapital #TaxRelief | Kevin Canning | Tim O'Callaghan | Brian Devine, CFA | Kim Ronayne | Kevin MacSweeny | Fawad Tariq-Khan | John Riordan | Gary Fox
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📍 How to understand the distinctions between Limited Partners and General Partners? Dive into our comprehensive analysis of GP/LP fund structures: ➡ 𝘎𝘦𝘵 𝘸𝘦𝘦𝘬𝘭𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘦 𝘪𝘯𝘴𝘪𝘨𝘩𝘵𝘴: https://shorturl.at/1kUaZ ✅ Grasp the fundamental differences, roles, responsibilities and liabilities of Limited Partners (LPs) and General Partners (GPs) within investment funds. ✅ Key Differences: - General Partners (GPs): Manage daily operations, make critical investment decisions, and hold full management control. They have unlimited liability, making them personally accountable for the partnership's debts. - Limited Partners (LPs): Primarily investors with minimal involvement in daily management. They enjoy limited liability, being only liable up to their investment amount. ✅ Roles and Responsibilities: - GPs: Actively manage the fund, making strategic decisions and handling operations. They bear a significant risk due to their unlimited liability. - LPs: Provide capital, receive updates, and sometimes serve in advisory roles. They have no management control and limited liability, protecting their personal assets. ✅ Liability Protections: - GPs: Face unlimited personal liability, motivating prudent management but posing substantial personal financial risk. - LPs: Benefit from limited liability, shielding personal assets beyond their investment amount, making it a safer investment role. ✅ Partnership Agreements: - GPs: Partnership agreements outline management rights, profit-sharing mechanisms, and specific responsibilities. - LPs: Typically have a passive role but may participate through advisory roles, voting rights on significant decisions, and regular performance updates. 📕📗 Find more in our blog post in the comment section below 👇 Private Equity Bro #Finance #PrivateEquity #FinancialServices #Investments #SPV
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Thanks Ensombl and Vanguard for bringing to life the framework to review managed account providers and outsourced CIO services.
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At last, a practical framework to use when selecting managed account structures and providers, and asset consultants. In the same way some consumers think their situation isn't complex enough to warrant advice, I think some practices may dismiss tailored SMAs, asset consultants, and outsourced CIO services to only be for the big end of town, but nothing could be further from the truth. This paper sheds light on just how accessible these services have become. A pleasure to bring this paper to life with a host of advisers and industry experts. Neil Rogan Mark Montaldi Nino Ramunno Anthony McInnes Julien Renard Nazar Pochynok Martin Jakovics, CFP Ian Boater, CIMA® #managedaccounts #financialadvice #assetconsultants #wealthmanagement https://lnkd.in/gkr3_ZHG
Scalable Investment Excellence - Ensombl
https://ensombl.com
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You may have heard of Qualified Institutional Placement (QIP) as a method through which companies raise capital. But do you know what QIP really is and what rules govern it? In this blog post, we will research into the definition of QIP and explore the rules that companies need to abide by when utilizing this funding option.
Qualified Institutional Placement (QIP) - Definition and Rules
https://bankopedia.co.in
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