Charles Ragauss, CFA’s Post

Last week, I ran a LinkedIn poll asking what type of trading firm my followers thought was doing the most interesting work right now: Here’s a brief look at what each of these firms typically focuses on: Hedge Funds: Hedge funds often take a longer-term perspective with diverse strategies, including equities, fixed income, and commodities. They use deep research and advanced modeling to pursue returns while managing client capital. Hedge funds have been pushing into data-driven approaches, AI, and ESG investments, innovating in risk management and diversified portfolio strategies. Market Makers: Market makers, on the other hand, focus on providing liquidity and ensuring smooth market operations, usually over short time frames. They operate at ultra-high speeds, buying and selling assets to profit from bid-ask spreads. With a constant need for cutting-edge technology, they work on optimizing low-latency trading systems and are heavily involved in algorithm development. Proprietary Trading Firms: Prop shops typically use the firm’s own capital and often employ high-frequency and quantitative trading strategies to capitalize on market inefficiencies. They focus on quick decision-making, and their trading strategies can vary from day trading to slightly longer positions. They leverage advancements in machine learning, alternative data, and automation, aiming to increase returns across a range of asset classes. If you’re interested in exploring opportunities with any of these firms, get in touch via jacob@oaklandsearch.io

Looking to elevate your fund platform? Fund managers are turning to third-party administrators for support. Here are a few key considerations for fund managers when hiring an administrator. https://okt.to/Cu5iLx #fundadministrator #realestate

Looking to elevate your fund platform? Fund managers are turning to third-party administrators for support. Here are a few key considerations for fund managers when hiring an administrator. https://okt.to/21Sx5a #fundadministrator #realestate

Interesting structure here. Envestnet developing direct indexing platform where third-party asset managers do the trading... allowing ETFs providers threatened by direct indexing to be a part of it instead? "Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios"

How to select the best active fund managers Many active fund managers consistently underperform their benchmark or comparable index. There are those who have a long term track record of outperformance however. It's not just about the outperformance though, there are important quantitative and qualitative factors (the process and the people) that must be considered before investing. I'm not a fund selector. I am a financial advisor. I focus on the needs of the client above all else. I prefer to outsource the selection of underlying managers and the building of portfolios to an independent Discretionary Fund Manager (DFM). The DFM does thorough due diligence into every available fund manager and from this distills it down to a list of the very best managers in every asset class (equity, bonds, property, fixed income etc.) . They then build portfolios of various asset allocations and mandates out of these top active managers as well as passive investments. The result is high quality diversified portfolios that can be matched to the needs and risk profile of the individual client. All available for a very reasonable fee. These portfolios are then carefully monitored and adjusted as time goes on and economic and market conditions shift and change.

This article is absolutely right in that you should seek out a fund administrator that is an expert in your asset class. But also one you can build a real partnership with.

Looking to elevate your fund platform? Fund managers are turning to third-party administrators for support. Here are a few key considerations for fund managers when hiring an administrator. https://okt.to/0ByaUn #fundadministrator #realestate

Looking to elevate your fund platform? Fund managers are turning to third-party administrators for support. Here are a few key considerations for fund managers when hiring an administrator. https://okt.to/R1Sf43 #fundadministrator #realestate

Looking to elevate your fund platform? Fund managers are turning to third-party administrators for support. Here are a few key considerations for fund managers when hiring an administrator. https://okt.to/Cb6z4v #fundadministrator #realestate

Velvet.Capital is a decentralized finance (DeFi) asset management platform that assists individuals and institutions in developing a range of diversified financial produc...