Wealthspire Advisors’ Post

The Power of Mutual Funds for a Well-Diversified Portfolio In a dynamic market environment, achieving your financial goals requires a strategic approach. At [EngageXperts] we believe mutual funds can be a cornerstone of a well-diversified investment portfolio. We offer a curated selection of 45 mutual funds from industry-leading companies, providing you with the flexibility to tailor your investment strategy to your risk tolerance and financial objectives. Consider the Advantages of Mutual fund Diversification, Gain exposure to a broad spectrum of assets through a single investment, mitigating risk through asset allocation. Expert Management,Leverage the experience of seasoned fund managers who conduct in-depth research and make informed investment decisions on your behalf. Cost-Effectiveness, Invest in a diversified portfolio without the need for a substantial initial investment Liquidity, Enjoy the benefit of easily redeeming your shares in most mutual funds when necessary. (EngageXperts) is dedicated to empowering your financial success. Our team of qualified financial advisors can guide you in selecting the most suitable mutual funds to align with your investment goals. #mutualfunds #investmentportfolio #financialstrategies #EngageXperts

The industrialization of the funds portfolio management combined with the Discretionary Portfolio Management for the Wealth mandates creates high value for the client and a better ROI for the asset manager.

Stakeholder engagement can sound hard, but in reality it really needn’t be. As part of LeapFrog's process for evaluating prospective investments, our team conducts interviews with potential and existing customers to both strengthen and validate our understanding of a company’s potential impact. The outputs of these interviews are a refined theory of change, including updated outputs and outcomes, ensuring stakeholder needs are considered from the very beginning of an investment. Thanks to BlueMark and 60 Decibels for including us in this recent case study, alongside VOX Capital and Global Partnerships. Learn more about our stakeholder engagement here: https://lnkd.in/eeGFqyMH #impactmeasurement #profitwithpurpose #impactinvesting

BeeWyzer 📧 Newsflash 10/24 🚀: Managing Partner Christian Stadermann explains some typical investment mistakes that you can avoid with the BeeWyzer NextGen Masterclass: ✅ How do you get started after a liquidity event? … some people say: don’t invest at all for a year or so… just evaluate your opportunities, advisers and asset managers🥇 ✅ Don’t just give similar asset management mandates to - say - three different asset managers to compete 🤩 ✅ Make sure you give specialised mandates (according to your strategic asset allocation) to specialised asset managers in any one category💎 ✅ Compare the performance of asset managers regularly to fine tune the allocation 👏🏻 ✅ BeeWyzer is independent (no product placing), holistic (considering all asset classes together) and enabling (for practical use) 🚀. 👍 Check out our #BeeWyzer YouTube Channel with Peter Brock, Christian Stadermann and our Expert Interview Guests (link in comments) 🎥 📚👇 🤩 💎 🚀 👩🎓 👨🎓👇 🌎💰 #FinancialEducation #FinancialPlanning #WealthStructuring #NextGeneration #Succession #FamilyOffice

What does centering equity in #earlylearning innovations look like? 🤔 Leaders from IF partner organizations Promise Venture Studio, ParentPowered Public Benefit Corporation and Imagine Worldwide are being considered for a session at #SOCAP24, where they aim to drive a discussion about their organization’s approaches to closing equity gaps. ⭐ Vote to help get their panel selected ➡ https://lnkd.in/dNV6EH5v.

We’re pleased to share a new article created in collaboration with our partners at MerQube, and guided by the expertise of Tianyin Cheng, Senior Director, Products, and our own CEO Libby Bernick. “As we approach 2024, sustainability and broader social and governance issues are becoming a central consideration for a wider range of investors as they respond to client, government and regulatory focus. The reality is that ESG encompasses more nuanced considerations than its three-letter acronym might suggest. Across the board, professional investors are now dealing with clients who have diverse values and sustainability goals, and pension plan members are increasingly voicing their own perspectives on what sustainability should entail.” The full article is available to read via the link in the comments. #ESGInvesting #AssetManagement #WealthManagement #Sustainability #FinanceInnovation #PersonalisedInvesting 

For the past 3 years, I've been on a mission at Proof to build the bedrock for automated and high-value impact measurement. Today, I'm beyond excited to announce our new partnership with the world's leading impact investor network. 🌱📈 This collaboration signifies more than just a partnership; it's a testament to the groundwork laid by Proof over the years. Our infrastructure for automated impact measurement has created the foundation for partnerships like this, enabling the scaling of true actionable impact data intelligence. The future is about informed decisions that drive positive change. With The Global Impact Investing Network's industry-leading metric sets, and Proof's pioneering private market benchmarks (just launched last week!), we're equipping investors and businesses with tools fortified by comparable and credible impact-relevant data. This is the turning point where data transforms into actionable intelligence. Check out more here: https://lnkd.in/g_3Zp4pD :) #DataRevolution #Sustainability #ImpactInvesting #InnovationInAction #DataIntelligence

A quick overview of some notable movements in the Private Equity landscape as of February 2024: - The consumer health unit of Sanofi is drawing attention from giants like Advent International, Blackstone, and Bain Capital, hinting at a valuation close to $20 billion. The interest in healthcare continues to underscore the sector's resilience and growth potential. - In the travel and leisure sector, Strategic Value Partners has taken a majority stake in Hornblower Group, a name synonymous with unique travel experiences and cruise ship lines. It's fascinating to see investments flowing into industries as they rebound and reinvent in the post-pandemic era. - Tech and IT services are not far behind, with CIVC Partners backing Highstreet IT Solutions. This move, especially in Oracle implementation and managed services, reflects the ongoing demand for specialized IT solutions. - The software sector sees Banneker Partners-backed Eyelit Technologies, acquiring Optessa Inc, a strategic play in the management software space. It's a reminder of the critical role software solutions play across industries. - Lastly, the infrastructure supporting our digital world, represented by Divcon Controls, has caught the eye of Goldman Sachs Alternatives. Investments in data center systems are crucial for supporting the exponential growth of digital data.

Starting in 20 minutes at 12pm MST! Register here: https://lnkd.in/g6gyPKmE 🔥🔥 Nectar is taking on investors – paying 15% annually! 15%!? In THIS economy?? 🔥🔥 Learn more at our Town Hall starting in less than 20 minutes at 12pm MST! Register here: https://lnkd.in/g6gyPKmE Yes. You read that correctly, and you also know, I'm not going to share something unless it's really something I'm excited about, ya'll. If you want to hear more about how we do this and this opportunity, we’re hosting an Investor Town Hall this Thursday - register here: https://lnkd.in/g6gyPKmE What does Nectar do, aside from explosive growth YoY? We provide working capital to top #realestateinvestors. We raise capital from investors to provide this financing, and we pay investors a strong return. Our investors typically fall into one of these buckets: ��� High earner – looking for a way to predictably grow wealth through a high yield ✅ At or near retirement – don’t want to speculate with the stock market. We can take IRA and 401(k) dollars! ✅ High net worth individual – looking for diversification *you must be an accredited investor to invest P.S. If you can't make it on Thursday, but want to hear more register for the webinar and you'll receive the recording afterwards. Or send me a DM and I'm happy to share more - there's already several of you who've said 'I'm in', thank you for supporting us, let's make great things happen - don't we all want to retire early? :) Walker Skaar Derrick Barker William Fischer Edward Condon Sabetay Palatchi Brittany Mosely

Considering the needs of the end-user or beneficiary are critical at each stage of the investment cycle - from due diligence to exit. According to BlueMark's Making the Mark research, just 32% of impact investors directly engage with stakeholders and actively solicit their input to validate outcomes alongside investee data. We're proud to be a part of that segment and see it as a valuable resource for tailoring our investment and impact value-add. Two great examples of this in practice with Shubham Housing Development Finance Company and JUMO at the link below. Thanks to BlueMark and 60 Decibels for authoring this piece, evaluating current practice and setting out how we can all do better to rigorously measure and validate our impact. https://lnkd.in/exHBE7p3 #impactinvesting #sustainablefinance #privateequity