As allocators continue to become more sophisticated, their expectations of a manager's ability to provide analytics and clarity of a fund's performance and exposures is continuing to increase. IR teams need to anticipate questions and reply in real time to inquiries around performance and risk. This type of sophistication around IR capabilities is also an excellent proxy for the quality of the analytics that are used internally around risk. This used to be a differentiator but has now become table stakes.
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One of the most important decisions a financial professional makes is selecting appropriate asset allocation to help meet clients’ goals. Too much risk and the client may be unable to weather the market’s ups and downs. Too little exposure, and they may ask why their portfolio isn’t keeping up with the markets. BlackRock model portfolios offer a range of risk profiles, and Advisor Center has tools to help you find the right solution for your client. Start exploring here > https://bit.ly/3ZUr8nT #financialadvisors #modelportfolios #investingforthelongterm
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Co-Founder, CEO Of Genesis Assets. | Real Estate | Private Equity | Asset Management | Block-Chain | Latam
In the ever-evolving landscape of financial markets, our trading fund stands out as a beacon of consistency and success. At Genesis Assets, with our unparalleled track record, we have not only weathered the storms of bull and bear markets but have consistently thrived on market volatility. With seven years of meticulously tracked data, our fund boasts a remarkable achievement: not a single losing year in its history. Strategies for Success in Any Market Condition: The secret to our success lies in our ability to adapt and capitalize on market volatility, regardless of its direction. At Genesis Assets, we have fine-tuned our strategies to profit in both bull and bear markets. Instead of relying on market trends, we leverage volatility to identify and seize lucrative opportunities. This adaptability has been a key factor in our consistent profitability over the years. Impressive Performance Metrics: With an average annual return of 50%, Genesis Assets has consistently outperformed traditional investment vehicles. This extraordinary performance is a testament to our team's expertise, advanced technology, and dedication to delivering exceptional results for our clients. Cutting-Edge Technology at the Core: A significant contributor to our success is our commitment to staying at the forefront of technological advancements in the finance industry. We've invested over $20 million in state-of-the-art technology, allowing us to execute trades with precision, analyze market data in real-time, and implement sophisticated risk management strategies. Managing $50 Million with Ambitions for $1 Billion: Currently managing $50 million in assets, Genesis Assets has set its sights on reaching the $1 billion mark. Our continued success and growth are a testament to the trust placed in us by our clients. As we expand our reach, we remain dedicated to providing unparalleled returns and preserving capital in the face of market uncertainties. Hedging Against Inflation and Market Instability: In an era marked by inflation concerns and market instability, trading funds have proven to be the optimal choice for investors seeking to hedge their portfolios. Genesis Assets excels in navigating challenging economic environments, making it an attractive option for those looking to safeguard their investments and achieve consistent returns. In conclusion, Genesis Asset stands as a testament to the potential of trading funds to deliver exceptional returns and stability in any market environment. As we look towards the future, our commitment to innovation, adaptability, and client success remains unwavering. Join us on this journey, and together, let's navigate the markets with confidence and resilience.
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There are at times significant differences in risk/opportunity in the Fixed Income space It's important for multi-asset investors to understand this and have visibility on valuation signals: https://lnkd.in/gpwJxZMV
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ARTICLE | The case for multi-asset portfolios is even stronger Positive real interest has boosted long-term multi-asset return expectations. Read more: https://vgi.vg/3w2Seyg #VanguardInsights Capital at Risk.
The case for multi-asset portfolios is even stronger | Vanguard UK Professional
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The Capital Asset Pricing Model (CAPM) is a financial model that establishes a linear relationship between the expected return on an investment and its systematic risk, measured by beta. It helps estimate the required rate of return for an asset by considering the risk-free rate, market risk premium, and the asset's beta. https://lnkd.in/du8aY6Pt
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Buy & Sell Signals Trading Midcap Financial Investment Corporation ($MFIC) With Integrated Risk Controls: Stock Traders Daily has produced this trading report using a proprietary method. This methodology [...] Look at the Charts
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