?? We’re excited to share that Tanner Beverly, CAIA, CIPM, Director on our Performance Team, will be presenting at the 28th Annual GIPS? Standards Conference in sunny San Diego! Tanner will join industry experts for a discussion focusing on performance calculation issues, including actionable guidance on model fees and investment-level net return calculations. We look forward to seeing all attendees in San Diego from September 17-18! To learn more about how we help clients globally with investment performance and compliance and schedule time to connect with our team during the conference, visit: https://lnkd.in/gFiXAd5p #CFAInstituteEvents #InvestmentPerformance CFA Institute
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Join Chris Godfrey for the CFA Society Atlanta webinar where he'll share insights from CEPRES' Market Volatility and the Impact on US Private Equity report ?? Explore the improved ways to measure Private Markets performance today, by evaluating the impact on US Private Equity through comparison of the market cycles encompassing the GFC vs COVID. Register for the webinar here: https://lnkd.in/eipABkUQ #privatemarkets #privateequity #cfasocietyatlanta
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Investment performance is a fundamental part of all investing, and it is relevant to every investment and to every investor. It is important for the evaluation of progress against objectives, the selection of managers, and the calculation of incentives. Investment firms and asset owners that adopt the GIPS standards display their commitment to ethics and transparency and instill investor confidence. The GIPS? Standards Newsletter is a monthly email with the latest news, interpretations, and events related to the GIPS standards. Subscribe to stay on top of the latest developments: https://ow.ly/Ga0G50QhemG #CIPCCanada CFA Institute
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CFA Institute developed the Guidance Statement on Overlay Strategies to address applying the GIPS? standards. Click through below for some highlights by CIPC's Vivian Hu, MBA, CFA, CPA CMA and Daniel Talje, CFA, FRM, CIPM. Find the Guidance Statement here: https://ow.ly/u8Aw50QxqnP #PerformanceMeasurement #InvestmentManagement
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?? Contracts for Difference (CFD): A Closer Look at Investment Strategies ?? Explore the world of CFDs – financial contracts that offer unique opportunities for investors. Learn how CFDs work, their potential for gains, and the importance of prudent risk management. ?? Trading on margin - Maximizing gains with minimal investment ?? Calculating profits and potential losses ?? Advantages and risks of CFD trading CFDs can be a powerful tool in experienced investors' hands, but it's essential to tread carefully. Reach out to our experts for guidance on strategic CFD trading. ?? ?? Link to the Blog Post: https://lnkd.in/eDqY-PXi #CFDTrading #InvestmentStrategies #FinancialContracts #CooneyCarey #RiskManagement
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Not all convertibles are created equal. It takes the right expertise and strategy to select and manage them effectively. That’s why we were invited to speak at the CFA Society New York, where Calamos' R. Scott Henderson, CFA, CIMA?, shared our proven approach to investing in convertibles and our outlook for the 2024 financial markets. More on #CVRT: https://bit.ly/3Odz9zo
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Senior VP, Financial Advisor at Junkins Wealth Management Group of Plank Road Advisors, Wells Fargo Advisors Financial Network, LLC
"When determining the value of privately held companies, private market firms use a range of different methodologies and consider a number of factors. While this present system is beneficial at times, the lack of standardized valuation practices has also proven to be problematic. As such, private market valuation has invited scrutiny from regulatory bodies and has sparked debate amongst investment professionals. In the recent CFA Institute report Private Markets: Governance Issues Rise to the Fore, we break down these practices and explore the debate surrounding how private markets determine valuations. To learn more about the challenges of private market valuation, read the full report here: https://bit.ly/3yZBmtw" #PrivateMarkets #Valuation #SEC
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?? Contracts for Difference (CFD): A Closer Look at Investment Strategies ?? Explore the world of CFDs – financial contracts that offer unique opportunities for investors. Learn how CFDs work, their potential for gains, and the importance of prudent risk management. ?? Trading on margin - Maximizing gains with minimal investment ?? Calculating profits and potential losses ?? Advantages and risks of CFD trading CFDs can be a powerful tool in experienced investors' hands, but it's essential to tread carefully. Reach out to our experts for guidance on strategic CFD trading. ?? ?? Link to the Blog Post: https://lnkd.in/eixqq_QB #CFDTrading #InvestmentStrategies #FinancialContracts #CooneyCarey #RiskManagement
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?? Contracts for Difference (CFD): A Closer Look at Investment Strategies ?? Explore the world of CFDs – financial contracts that offer unique opportunities for investors. Learn how CFDs work, their potential for gains, and the importance of prudent risk management. ?? Trading on margin - Maximizing gains with minimal investment ?? Calculating profits and potential losses ?? Advantages and risks of CFD trading CFDs can be a powerful tool in experienced investors' hands, but it's essential to tread carefully. Reach out to our experts for guidance on strategic CFD trading. ?? ?? Link to the Blog Post: https://lnkd.in/e9YdDgyB #CFDTrading #InvestmentStrategies #FinancialContracts #CooneyCarey #RiskManagement
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Brian Griggs, CFA, CMT, FRM, underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/3XTMhPS
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?? [AIFM Forum] We're thrilled to share our next roundtable about 'Valuation & Governance' on Feb 27 at 12:00pm, Tero House17. We will be gathering with AIFM representatives for a fireside chat with Mr. Vic Elsen, CFA, CAIA from the Commission de Surveillance du Secteur Financier (CSSF) to discuss topics such as valuation process, transparency, independence and skills. ?? Interested to join? Drop us a message here and we will be in touch. #Valuation #Luxembourg #Governance
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