Mark Heynen’s Post

#PersonalFinance | Nowadays, there are new #mutualfund launches almost every day! Thanks to the bull market and increasing equity market participation, in the last year, there has been a significant increase in new fund offers (NFOs) and this trend is expected to continue for sometime.

Swedish fund manager #Nowo launched its unique #savings app NOWONOMICS AB to help individuals save for the future. Powered by Huddlestock’s investment infrastructure, Nowo scaled direct fund distribution to 100k+ investors. Find out how Nowo approached the implementation and the views from CEO Rutger Selin in our customer story: https://lnkd.in/eYwNh5rP #assetmanagement #funddistribution #wealthtech #fintech #investmentmanagement #funds #fundmanagement #investmentfund #fundmanager

Interval funds are a compelling structural #innovation that is being better understood and utilized across the industry with many of the world's top traditional and alternative fund managers having launched interval funds in recent years as the adoption of these products continues to grow, For retail investors, an interval fund may be the best way to access asset classes and strategies invested in real estate and private/structured credit that may have been typically reserved for institutions. But before entering the interval fund market, an asset manager should have a solid understanding of the competitive landscape. Ultimus Fund Solutions' Nickolaus Darsch Managing Director, and Sean McLean, SVP Retail Alts, collaborated with Interval Fund Tracker’s Jacob Mohs to develop this article and white paper examining predominant fee structure options and trends across various strategies in the interval fund marketplace targeted to retail and high-net-worth investors. On the Nasdaq Financial Advisor Center #assetmanagement #fund #structure #alternativeinvestments #administration

At the 2024 Lipper Fund Awards, the Weitz Core Plus Income Fund (WCPBX) brought home the awards for best fund over both the three- and five-year periods in Lipper's Core Plus Bond Funds category. Here's co-head of fixed income Nolan Anderson's explanation of the process that has led to WCPBX's strong results. #fixedincome #investing #LipperFundAwards https://hubs.la/Q02rlRP30

This new partnership with Prime Quadrant marks the first time iCapital has partnered with a family office advisory firm to manage the administration for an existing platform. Firms in the independent wealth space now have a new opportunity to partner with iCapital to scale their alternative investing businesses more efficiently. Read more: https://lnkd.in/ed9A8QRv #alternativeinvestments #fintech #independentwealth 

In out latest blog, Nilesh D Naik, CFA - Head of Investment Products at SharedotMarket shares a brilliant framework to build a strong mutual fund portfolio.  His key takeaway? Focus on goals, not FOMO.  Read this insightful blog for 5 steps to invest smarter: https://lnkd.in/g2Af8ud8 #PhonePe #MutualFunds #Sharedotmarket #Investing101 #KarteJaBadhteJa

"Keep an Eye on for our First NFO", Kamath said The approval for Zerodha AMC's partnership with the Fintech smallcase is like adding rocket fuel to the mutual fund industry💰. Regulators have given the green light, and this collaboration is set to take the financial world by storm! Nitin Kamath, the CEO and Co-founder of Zerodha, broke the news on Twitter, and trust me, it's got the financial grapevine buzzing!. Zerodha had already won SEBI's thumbs-up in 2021 to dive into the AMC pool. Circle your calendars, because within 2 to 3 months, Zerodha AMC is unleashing a mutual fund masterpiece onto the market. Your investment journey is about to get a whole lot more exciting! 🎯 Kamath's masterplan? He's got two goals in his sights: 1) Tackle the "not-so-crowded" investing arena where Indian champs are a bit shy and 2) Whip up some straightforward, no-nonsense financial products. Talk about hitting the bullseye! The current league of investors? Not too big, not too shabby – think around 6-8 crore strong! But wait, there's more – Kamath's aiming to pull in the next 10 million mavericks! Enter the superheroes of investment- the mutual funds! The secret sauce? Zerodha AMC is cooking up some delicious index-based funds and ETFs (Exchange-Traded Funds). But hold up, the party doesn't stop at Zerodha's door. Sameer Arora's Helios Capital is also getting its ticket stamped for the mutual fund carnival! And that's not all, folks! Unifi Capital, Alpha Alternatives Fund Advisors, Old Bridge Capital Management, and WizeMarket Analytics are in the waiting room, ready to crash the mutual fund bash. 💥 Boom! Bajaj Finserv entered the mutual fund rodeo earlier this year. The competition's getting as fierce as a dragon's roar! As of July 2023, the mutual fund industry's sitting pretty with Rs 46.37 lakh crores under its belt. Clearly, we're all voting mutual funds as the cool kids' choice for investing! 💡 In a nutshell, Zerodha AMC and Smallcase are tag-teaming to make investing as easy as a Sunday morning.

"40% of funds launched in H1 2023 were hybrid" a great perspective from The Drawdown on the rise of the regulated, open-ended semi-liquid private markets funds that are changing how the private wealth industry accesses private markets in EMEA & APAC. With S64 powering many of the semi-liquid funds coming to market from the leading private markets GPs, and private banks launch internally managed semi-liquid fund of funds, S64's Venkata Kota shares some thoughts. #privatemarkets #privatewealth #fintech

Scarcity Partners model resonating with both investors and founders alike. Looking forward to many more conversations to provide investors with pure play access to excellent investment management returns via the Scarcity GP Access Fund and supporting founders by providing non invasive capital and significant strategic support to deliver growth #founders #investing #growth Adrian Whittingham Matthew Webb Tim Samway

“By strengthening our #partnership with iCapital we are reinforcing our value proposition to #assetmanagers and #distributors, providing them with a dedicated platform to centralise and facilitate safe access across all asset classes – including #privatemarket assets. With our ecosystem of scalable, secure, and #integrated #distribution and #processing solutions, we are committed to supporting both ends of the distribution chain with integrated services.” Philippe Seyll, Head of Clearstream Fund Services. #clearstreamfundcentre #funds #alternativeinvestments