Financial Newswire的动态

In yet more signs of the challenges facing fund managers two NovaPort funds are being terminated and the investment manager retiring. https://lnkd.in/e4huWq2h #asx #fidante #fundsmanagement #monashinvestors #novaport

The excitement continues for the team at Destra Capital! We are thrilled to announce our intention to acquire the Altegris Funds, which are currently managed by ALTEGRIS ADVISORS LLC. This acquisition reflects our dedication to providing active and alternative investment options to meet the evolving needs of advisors and their clients. By integrating Altegris' expertise with our offerings, we aim to enhance the wealth management solutions available to financial advisors and their clients, supporting a well-diversified portfolio strategy. For more information on this announcement, visit our website at https://lnkd.in/ghyAtu8g #mergersandacquisitions #alternativeinvestments #breakingnews

NEW FUND: The #leading #asset #management group in the Baltics, Invalda INVL, through its subsidiary company INVL Asset Management, has established a #new closed-end #investment #fund for #informed #investors INVL Private Equity Fund II which is the successor of the #private #equity fund INVL Baltic Sea Growth Fund. INVL Private Equity Fund II will invest in businesses in the Baltic States, Poland and neighbouring countries. It targets EUR 250 million of capital with a hard cap of EUR 400 million which will make it the largest fund in the Baltics. INVL Private Equity Fund II starts its operations after the Fund rules were approved by the Bank of Lithuania. “We believe that INVL Private Equity Fund II will be the top choice for local and foreign investors who understand our region, the opportunities it presents and are willing to invest in companies operating in the market with sound plans for rapid growth. The capital of the fund and the knowledge of the investment managers will be an additional resource, stimulating the development of the companies and the countries in which investments are made. Invalda INVL team has accumulated over 30 years of experience in acquiring, restructuring, and growing market leaders in the region. It is confirmed by the successful operations of the existing INVL Baltic Sea Growth Fund, including specific portfolio companies leading in their respective fields. The new fund will be managed by the same team that has demonstrated the ability to invest, execute complex transactions, and manage companies to ensure their rapid expansion and value growth,” said Darius Sulnis, CEO of Invalda INVL. Read more: https://lnkd.in/dqfwPF98 #leading #asset #management #new #investment #fund #informed #investors #private #equity #invl

On the heels of announcing our alliance with Zoe Financial Services, Perigon is excited to share our newly formed alliance with iCapital. Perigon CEO?Arthur Ambarik, CFP? shares?"Establishing partnerships with leading alts platforms like iCapital helps firms like ours meet the growing demand for alternatives while leveraging the extensive support infrastructure provided by iCapital to remain relevant within this dynamic space." Read more here. https://lnkd.in/gGgzA2Pd #indendentrias #altinvesting #alternativeinvesting #wealthmanagers #financialplanning #investing

We use mostly passive building blocks in portfolios, but incorporate active funds, where there is strong evidence of value. Teviot Partners LLP is one such fund manager we use, for their exceptional UK Smaller companies fund. It's been in a our portfolios since launch and delivered through the full spectrum of environments we have seen in the last five years. The fund is currently in our Core range and Smaller Companies Satellite portfolio. I think the blanket ban on all things active in investment management these days, has gone too far. Small cap, EM and selective areas of fixed income are key areas where we think active fund management can bring real value. Thanks for all the great work Teviot Partners LLP. **views are my own; not advice**

AltCap101 By IVCA to Empower Fund Managers with Alternate Investment Strategies #President #AltCap101 #Alternate #Empower #EYIndia #Fund #ICUL #Investment #IVCA #IVCA–IndianVentureandAlternateCapitalAssociation #JointManagingPartner #Managers #News8PlusPressRelease #PartnerNationalLeaderPrivateEquityServices #RajatTandon #Strategies #TejeshChitlangi #VivekSoni

?? [#Multimanagement]?Amundi Alternative & Real Assets is proud to announce the signature of a binding agreement for the #acquisition of Alpha Associates, an independent asset manager offering #privatemarkets multi-manager investment solutions. ? This acquisition will position Amundi as a leading European player in this space with a team of over 70 experts, a combined ~€20bn of assets under management, an enhanced multi-manager offering spanning across private debt, infrastructure, private equity and venture capital, and an enlarged client & geographical footprint. It will also reinforce the presence on secondary transactions, which is a relevant capability in the current market. ?? https://lnkd.in/g9zSiY74

Alts sponsors and funds must go through rigorous due diligence at the broker-dealer and registered investment adviser levels before being offered to clients. The chief executive officer and founder of Alts Fund LINK – a recently launched due diligence analytics platform and marketplace for alternative assets – sought to address a gap, particularly for middle-market and private placement sponsors unavailable on other platforms but looking for a way to be seen and objectively evaluated. Concorde Investment Services Michael Faciana Danielle Delongchamp #AltsFundLINK #ConcordeInvestmentServices #brokerdealer #duediligence #alternativeinvestments #analytics #partnership #RIA #registeredinvestmentadviser #financialadviser

“The launch of the SEDCO Capital IPO Fund represents a pivotal development in our public equities offering. It not only diversifies our product portfolio but also aligns with our strategic vision to leverage market dynamics and generate sustainable Shariah-compliant returns for our investors. This investment opportunity is geared towards investors with a higher risk appetite, promising potentially higher returns.” - Abdulwahhab Abed, acting CEO of?SEDCO Capital. #saudi #ksa #sedco #ipo #fund #publicequities #equity #portfolio #shariah #shariahcompliant #investor #investment #riskappetite #risks #saudimarket #leverage #income #profit #growth

"CION Ares Management LLC (“CAM”), a joint venture between affiliates of CION Investments (“CION”), a leading manager and distributor of alternative investment solutions for individual investors, and Ares Management Corporation (“Ares”), a leading global alternative investment manager, announced that CION Ares Diversified Credit Fund (“CADC” or the “Fund”) recently surpassed $6 billion in total assets under management" #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate