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Category: Investment Vehicle

Alternative Investments…

Understanding Tokenized Money Market Funds

7 Oct 2025October 7, 2025
A tokenized money market fund (MMF) is a digital representation of ownership in a MMF, issued as a blockchain token, typically on a public or permissioned network. Like traditional MMFs,…
Alternative Investments…

Private Credit Insights: The Rise of Asset-Backed Finance

24 Apr 2025
In private credit, asset-backed finance (ABF) involves lending against a pool of tangible or financial assets without going through public securitization markets. Instead of issuing securities broadly, these deals are…
Alternative Investments…

Global Macro Hedge Fund Strategies and Forecasting Models

18 Mar 2025March 19, 2025
Global macro investing involves the analysis of macro trends such as economic cycles, central bank policies, geopolitical events, and capital flows to generate alpha across various asset classes. Our approach…
Alternative Investments…

Transforming European Real Estate: Trends and Investment Insights

4 Mar 2025March 5, 2025
The European real estate investment landscape is rapidly transforming due to the economic conditions, demographic shifts, technological advancements, and sustainability regulations. Key Macroeconomic Factors Influencing the Market: Inflation and Interest…
Capital Market…

Active ETFs in Small-Cap Equities and Alpha Protection

20 Feb 2025February 21, 2025
Investment Process Managing an active ETF in small-cap equities presents unique challenges due to liquidity constraints, volatility, and information asymmetry. Unlike passive ETFs that track an index, active small-cap ETFs…
Alternative Investments…

Deregulation’s Role in the Growth of Private Credit ETFs

13 Feb 2025February 13, 2025
In 2025, the U.S. administration under President Trump is expected to implement deregulatory measures that may significantly impact the private credit sector. The administration could reconsider existing financial regulations, potentially…
Alternative Investments…

Innovations Driving the Private Credit Landscape

13 Jan 2025January 13, 2025
The global private credit market is experiencing significant expansion and transformation, creating new investment opportunities while also posing regulatory and risk management challenges that stakeholders must carefully navigate. As of…
Asset Allocation…

CMBS Special Servicing

19 Nov 2024
The special servicing sector of commercial mortgage-backed securities (CMBS) is a critical component of the CMBS market. It consists of specialized entities, known as special servicers, responsible for managing and…
Capital Market…

Options-Based ETFs: Strategies & Benefits

30 Oct 2024
Options-based exchange-traded funds (ETFs) utilize options strategies to enhance returns, reduce volatility, or generate income. They have gained popularity among investors seeking customized risk-return profiles           . Types of Options-Based Strategies…
Capital Market…

501(c)(3) Organizations and Investment Implications

16 Feb 2024September 19, 2024
A 501(c)(3) is a portion of the US Internal Revenue Code that allows nonprofit organizations to be federally tax-exempt. Organizations that are organized and operated for certain purposes and meet…
Alternative Investments…

SEC’s Approval of Bitcoin ETF: Impacts and Opportunities for Asset Managers

7 Feb 2024September 19, 2024
The US Securities and Exchange Commission (SEC) recently approved listing and trading bitcoin exchange-traded product shares. The approval of bitcoin ETFs is considered historic due to the long-standing pursuit by…
Energy…

Energy Transition Funds

19 Jun 2023September 19, 2024
Early-stage energy transition funds are investment vehicles that focus on financing and supporting early-stage projects in the energy transition sector. These funds aim to drive innovation, accelerate the deployment of…
Investment Vehicle

Collective Investment Trusts 

13 Sep 2022June 28, 2024
A collective investment trust (CIT), also known as a collective investment fund, is a group of pooled accounts held by a bank or trust company. CITs operate like other pooled…

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Fundopedia maintains the Insights page to offer investor education. All the investment perspectives and subject-matter opinions expressed here are purely and entirely by Fundopedia and Dr. Chenjiazi Zhong, founder of Fundopedia, based on firsthand portfolio-management experience. Fundopedia does not claim to be nor make an effort to be an expert on any certain topic.

 

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