Fort Washington Investment Advisors, Inc.’s Post

most active wealthtech investors in 2023. This is a category where strategics can provide a big boost to companies so not surprising to see folks like: - Citi - Fidelity - FJ - UBs etc represented.

"Nearly 90% of advisors have committed a portion of their clients' assets to private markets, according to the latest 'Advisor Pulse survey by Blackstone's Private Wealth Solutions group...", per an article on connectmoney (🔗 in comments). Also, "Blackstone said advisors expect to increase their private market exposure the most over the next 12 months." This percentage seems high and is likely biased by the fact that the survey was taken at Blackstone University, a program specifically focused on private markets education for advisors, but directionally the trend is consistent with what other reports have suggested (see my post a couple weeks ago from Yahoo! Finance regarding advisors increased use of alts). #alts #alternativeinvestments #privatemarkets #investdifferently

Private markets are drawing in new participants as retail investors scrutinize the traditional 60/40 portfolio and find access to alternative markets increasingly easy, says Joanna Berg, CFA Senior Alternative Investments Specialist at BNY Advisors. Check out other great sound bites from BNY Pershing’s INSITE conference on our Bites website: https://lnkd.in/eVTRannZ #realinsite #bny #aerialview #aerialviewbites

Sam Morse and Marcel Stötzel, the portfolio managers of our Fidelity European Fund and Fidelity European Trust PLC, share their outlook for regional equity markets. Discover why the team feel dividend-paying companies with pricing power and strong balance sheets are well placed to navigate what remains an uncertain macro backdrop. I hope you find this an interesting read too: http://ow.ly/VCue104ZMt8

Morgan Stanley Ventures into Private Markets! 🌟 Introducing the latest game-changer from Morgan Stanley Wealth Management: The Private Markets Transaction Desk! 📈 Now, eligible shareholders and investors can seize the opportunity to trade private company shares in the secondary market with ease and confidence. Jed Finn, Head of Morgan Stanley Wealth Management, emphasized the growing significance of alternative investments like private market shares for portfolio diversification. With the largest alternatives business and top-notch capital markets solutions, Morgan Stanley is ready to cater to both buyers and sellers within the private market. Offering a company-centric approach, the Private Markets Transaction Desk provides direct support for one-off sales and exclusive access to private investments. Led by industry expert Jeffrey Urban, this innovative platform ensures streamlined transactions and unparalleled liquidity solutions for clients. Don't miss out on this groundbreaking opportunity! Get ready to navigate the private markets with Morgan Stanley by your side. 💼💰 #PrivateMarkets #InvestmentInnovation #MorganStanleyVentures  #InvestmentOpportunities #SecondaryMarket #WealthManagement #AlternativeInvestments #PortfolioDiversification #FinancialInnovation #LiquiditySolutions #InvestmentStrategy #CapitalMarkets #InvestmentInsights #MarketAccess #WealthBuilding #InvestingInnovation #MorganStanley

Check out this interview with our Vice President of Retirement Strategy Sandon Herzlich on InvestmentNews! Thanks to Gregg Greenberg for hosting the conversation. #financialservices #leadership #retirement #wealthmanagement

Sam Morse and Marcel Stötzel, the portfolio managers of our Fidelity European Fund and Fidelity European Trust PLC, share their outlook for regional equity markets. Discover why the team feel dividend-paying companies with pricing power and strong balance sheets are well placed to navigate what remains an uncertain macro backdrop. I hope you find this an interesting read too: http://ow.ly/VCue104ZMt8

Building resilient multi-asset portfolios. The market has also become increasingly concentrated and now is being driven by the fortunes of a handful of mega-cap companies. This, combined with a mismatch in time horizons, is likely to mean that investors risk driving off a cliff if they ignore some longer-term systemic risks by simply following the index, says BNY Mellon.  BNY Mellon. 🔗 Read the full article on Investment IQ: https://lnkd.in/ehsVfdyP #investment #investmentmanagement #wealthmanagement #finance

📊 UK multi-asset funds in 2023: Managers faced challenges with declining equity exposure, defensive positioning, and alternative assets. Differing approaches, like BNY Mellon's security selection and Vanguard's static allocation, demonstrated outperformance. Read more: https://lnkd.in/ejUY4Jv8

Our 2024 Capital Market Assumptions are now available. Every year BNY Mellon looks a decade ahead and develops Capital Market Assumptions for 46 asset classes across equities, fixed income and alternatives. Our long-term assumptions incorporate the macroeconomic forecasts of the BNY Mellon Investment Management Global Economic and Investment Analysis Group and serve to guide #investors in the development of their strategic asset allocations. Learn more here: https://ow.ly/J6so50Qa64e