Carey Olsen’s Post

As private equity continues to transcend from an "institutional-exclusive" asset class and garners more attention from private investors and family offices worldwide, it is key for new participants to get immersed and understand the main features and embedded risks in PE before deploying capital.   This report published by Campden Wealth and Titanbay provides a deep overview of the asset class and important insights from experienced PE investors. Below we highlight some of the most relevant conclusions:   - Before deploying capital in PE, investors need to understand their liquidity needs and capital base, as private equity investments are long-term and capital-intensive. - The learning curve in PE investing takes longer than in other asset classes. Investors should get deeply acquainted with the different strategies available within PE and segment the risk/return profiles that are more aligned with their portfolio objectives. - Not all returns are created equal. A rigorous due diligence and selection process, as well as diversification (by vintage, manager, strategy, etc.), added to a clear understanding of performance metrics and how they are achieved, are crucial pillars for investors to manage a successful PE portfolio. - Access is key. Besides the above, investing with PE's top performers can be challenging due to constrained access. Investors should develop strong networks and try to partner with experienced industry players to help them gain access to the real Alpha creators. #PrivateEquity #AlternativeInvestments #RigorousDueDiligence #InvestmentTrends #ResearchOfAlternativeManagers #RiskcontrolOverAssetManagement #ROAM #PlacementAgent #AlwaysRaisingTheBar https://lnkd.in/ehSTYyaT

#MCPersonalFinance: The #NSE benchmark #Nifty50 hitting the 20,000 mark for the first time is a significant milestone, & this is nudging some investors to change their #MutualFund investment strategy. Here’s what you should do with your mutual funds👇 https://lnkd.in/d4cMKX4x

Learn how to make tactical adjustments and position your fund for success by reading this panel discussion write-up from the recent DBS Bank Investment Luncheon held in Hong Kong: ‘Investment insights: How can funds weather turbulent times in Asia?’ #Asia #APAC #China #PrimeBrokerage #HedgeFunds #EmergingManagers #AssetManagers #AlternativeInvestmentManagers

Is it time to change your investment strategy in Asia? In a panel discussion recently hosted by DBS Bank in Hong Kong, industry leaders offered expert advice on raising and retaining scarce capital in today's markets. The write-up features Ortwin Gierhake from TD Cowen Inc. Prime Services alongside Yushi Lin of Bloomberg, Alvin Fan of OP Investment Management and Benjamin Wong of Rockpool Capital Limited. #Asia #APAC #China #PrimeBrokerage #HedgeFunds #EmergingManagers #AssetManagers #AlternativeInvestmentManagers

Lead Manager of the CFP SDL UK Free Spirit Fund, Eric Burns spoke to Emma Wallis of Trustnet about Tatton Investment Management Limited in this article looking at fund managers investing in other investment firms. Read more here 👉 https://lnkd.in/eahNR_EH #assetmanagement #investing #ukequities  The information and opinions contained in the article do not constitute advice or a recommendation nor an offer to buy or sell any security or other financial instrument. Past performance is not a guide to future performance; the value of an investment and income from it can go down as well as up. Your capital is at risk.

At a recent investment luncheon hosted by DBS in Asia, Ortwin Gierhake represented TD Cowen on the fundraising panel discussion alongside Alvin Fan of OP Investment Management and Benjamin Wong of Rockpool Capital Limited and moderated by Yushi Lin of Bloomberg Read the discussion highlights to learn some of the ways that funds can attract or hold onto scarce capital in the current environment. https://lnkd.in/eDckazqK #Asia #APAC #China #PrimeBrokerage #HedgeFunds #EmergingManagers #AssetManagers #AlternativeInvestmentManagers

How should fund managers tailor their proposition to target investors? This is one of the many ideas explored in a panel discussion on Asian fundraising dynamics at a recent DBS Bank investment luncheon in Hong Kong. Read the article to get the highlights from the experts, which included Ortwin Gierhake from TD Cowen Inc. Prime Services alongside Yushi Lin of Bloomberg, Alvin Fan of OP Investment Management and Benjamin Wong of Rockpool Capital Limited. #Asia #APAC #China #PrimeBrokerage #HedgeFunds #EmergingManagers #AssetManagers #AlternativeInvestmentManagers

Looking for Shariah Compliant Investing? Mackenzie Investments and Primerica Financial Services Launch Actively Managed Shariah-Compliant Mutual Fund Mackenzie FuturePath Shariah Global Equity Fund provides Primerica clients with the ability to invest in global Shariah-compliant equities Connect today to start your investment journey!

Alternative investment funds (AIFs) are like special investment clubs for rich people and big institutions. They invest money in assets you can’t usually buy through regular methods like stocks or bonds. Moreover, affluent investors prefer these funds for their ability to diversify portfolios and potentially yield higher returns. AIFs invest in various assets including real estate, hedge funds, private equity, commodities, and other alternative instruments. Read more about this by clicking the link below.👇 https://lnkd.in/g-P36srE #personalfinance #diversification #investments #AlternativeInvestmentFunds

Very important update for Small Cap and Midcap investors 👇👍