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…