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Morgan Stanley owns Graystone Consulting. has been honored for the third year in a row by coalition Greenwich as a Greenwich Quality Leader in all of U.S. investment consulting by large consultants. This esteemed award is a testament to Graystone's excellence and commitment to giving customers first-rate service. Go here to learn more about the article: Coalition Greenwich Quality Leader Award 2023 (Source: Coalition Greenwich Voice of Client – 2023 Global Institutional Investors Study (April 2024). The 2023 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Between February and November 2023, Coalition Greenwich interviewed 708 individuals from 575 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. The award is the product of numerical scores in Coalition Greenwich's proprietary research that are generated from the study interviews. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. The award is not indicative of participating firm's nor their financial advisors' past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. Coalition Greenwich is a division of CRISIL. Morgan Stanley is not affiliated with Coalition Greenwich.) Awards Disclosures | Morgan Stanley © 2024 Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.

I am pleased to announce that I will be joining with The River North Group at Morgan Stanley. The combination is designed to enhance the resources we can bring to our growing business and the more complex needs of our clients. The team has been named to the Forbes 2024 Best-In-State Wealth Management Teams in Illinois. Harrison Kortz has been named to the Forbes Top Next Gen Wealth Advisors in 2021, 2022, and 2023. With Harrison, Chris, Mike, our partners in the Family Office, and an incredibly talented staff, The River North Group will enhance our position in Multi-Generational wealth planning. Disclosure: 2022-2023 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2022,2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. 2022-2023 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2022,2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. [Source: Best-In-State Wealth Management Teams 2024 (forbes.com) (Awarded January 2024) Data provided by SHOOK ® Research, LLC – Data as of 3/31/23.]  2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23. https://lnkd.in/e93zGtRj https://lnkd.in/eYN4g4HU

This is a remarkable partnership and also highlights the capital markets interest in diverse and emerging managers. Insurance companies such as New York Life Insurance Company continue to increase activity in the investment and acquistion of private market fund managers, and Connecticut-based Fairview Capital have built an interesting specialization in #privatemarkets, backing diverse and emerging fund managers across #venturecapital, #privateequity and #coinvestments. Fairview Capital has more than $10 billion in assets under management and invests on behalf of #institutionalinvestors, including public and private #pensionplans, #foundations and #endowments. New York Life Investments has committed $200 million to Fairview Capital since 2021 as part of New York Life’s initial $1 billion #impact investment initiative designed to help bridge the racial wealth gap by investing in #underserved and #undercapitalized communities. Looking forward to seeing more partnerships between #insurancecompanies and private markets fund managers. One key question - wow will #limitedpartners view these #gpstakes going forward? #gpstakes have seemingly made their traction into the mainstream of private markets. #alternativeinvestments

Firstly, private equity funds like to use Interim Managers during due diligence to assess the health of an organization and to draw up a plan. But a DD will not reveal everything and you will need soon an strategic resource to set up and implement the operational improvements. Can be operations, sales, marketing, financial and technology. Often the stake of a private equity fund is sold after 5 to 7 years. The proceeds are paid out to the investors. Professional Interim Management should therefore not be seen as a cost, but as an investment, both during the preliminary study and during the implementation. #privateequity #financeandeconomy #interimmanagement #businessandmanagement #equities

Procrastination is the art of keeping up with yesterday. Investing in HSA: Don't Miss Out on Maximizing Your Healthcare Savings! 💼📈💰 #hsa #investing #healthcare #health #family #wellness Summary: KKR, a leading global investment firm, is seeking approximately $20 billion for its latest flagship North America private equity fund, North America Fund XIV. This new fund comes as a follow-up to its predecessor, launched three years ago with a similar size. With around $578 billion in managed assets as of March, KKR faces an increasingly competitive landscape in the asset management industry. Investing in Health Savings Accounts (HSAs) has become an attractive option for individuals looking to grow their healthcare savings while enjoying tax advantages. As a trusted investment advisor, I strongly recommend taking advantage of the HSA investment opportunity to secure your financial future. By investing in HSA accounts, you can align your healthcare savings with potential market growth and generate returns that outperform traditional savings accounts. Not only will you be growing your wealth, but you'll also have peace of mind knowing that your funds are readily available for qualified medical expenses. Don't let procrastination hold you back from maximizing your HSA and experiencing the benefits it offers. Act now and leverage the power of investing to secure your health and financial well-being. Join the movement today for a brighter tomorrow! 🌟📊💪

The Top Private Equity Firms by Country! Private equity firms are investment management companies that pool investor capital to acquire stakes in private companies. Through strategic management, they aim to enhance the value of these companies, then profit from a future sale or public offering. To gain insight into this industry, we’ve visualized the top private equity firms in various countries, ranked by the amount of capital they raised over the past five years ending March 2023. The cutoff for inclusion in this graphic was $9 billion raised. All figures come from Private Equity International’s PEI 300 ranking. The data we used to create this graphic is included in the table below. Country Firm Amount raised 🇺🇸 US Blackstone $126B 🇸🇪 Sweden EQT $102B 🇬🇧 UK Hg $51B 🇱🇺 Luxembourg CVC Capital Partners $42B 🇨🇦 Canada Brookfield Asset Management $31B 🇨🇭 Switzerland Partners Group $27B 🇭🇰 Hong Kong Hillhouse Capital Group $26B 🇫🇷 France PAI Partners $24B 🇨🇳 China China Reform Fund Management Corp $17B 🇳🇱 Netherlands Waterland Private Equity $9B U.S.-based Blackstone is the world’s largest private equity firm, with operations in additional areas like credit, infrastructure, and insurance. While not shown in this graphic, the U.S. largely dominates the private equity landscape. If we were to rank the top 10 private equity firms by the same metric (capital raised over past five years), U.S. firms would account for eight of them. #privateequity https://lnkd.in/dYbVjAWr

I think advisors who choose to outsource investment management often think that their clients 'don't know the difference' or 'don't understand the nuance' of choosing a professional money manager to handle their investments. This Natixis Investment Managers study paints a far different picture. Clients actually stress less and trust their advisors more if their investment portfolios are outsourced and not managed by their financial advisor. At Wealthcare, we manage models for our independent advisors as part of our complete outsourced solution. We feel strongly that advisors should focus their time and efforts into doing what they do best...providing holistic planning advice and focusing on excellent client outcomes.

Visions Wealth Management is proud to announce that we have been recognized and ranked by Forbes as a Top 250 Registered Investment Advisor (RIA) in the country! Thank you to everyone at Visions Wealth Management and to all of our clients for helping us achieve this accomplishment. We look forward to working with new and existing clients and continuing to make a positive impact in our community! ********* The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For larger RIA firms, SHOOK focuses on individuals or teams. Visions Investment Services is a financial services team comprised of multiple financial professionals that provide advisory services through LPL Financial, an SEC registered investment advisor.

There are two types of investment management relationships. The first one is a benchmark-driven mandate. In this case benchmark is set before the engagement of an investment manager, usually by some outside process (regulation, marketing, higher-level asset allocation, etc). In this case, the benchmark communicates the principal's decision to the manager by defining the investment universe as well as the expected risk and return of the portfolio. A manager is hired with an expectation to outperform the benchmark, his degree of success is easy to measure. An actively managed mutual fund or management of regulated insurance reserves would be common examples of such mandates.  Quite often there is no external guidance or restriction on what the benchmark should be. For example, family offices and endowments are not restricted by regulation in their investments. In larger organizations, it is the role of the CIO office to translate the principal's long-term goals into investment specifications. For smaller portfolios, there is often no dedicated CIO function and an investment manager is hired "to make money" or "beat the market". This benchmark-free relationship is much more challenging to navigate. Even if the principal did not ask for it, investment benchmarks should be specified and communicated to all stakeholders. Managers with strong #investmentprocessdiscipline would have an advantage in this situation. Please see below a link to a well-documented implementation of a structured approach to investment management that is applicable #familyoffice context. I like how their thinking is explicitly structured into five levels: 1. investment philosophy, 2. world-level macro view, 3. portfolio-level #assetallocation, 4. asset-class level investment strategies, and 5. position-level investment management. There are multiple whitepapers detailing their approach on every level.  This stunning body of knowledge is developed by a company that advises portfolios for endowments and foundations, but it is also applicable in any s #investingnotspeculating #ocio Intellectual Capital Library by Partners Capital https://lnkd.in/dF7sacAp