Pioneer Investments is a global asset management firm with over 85 years of history. It has 2,000 employees across 27 countries managing $165 billion in assets. Pioneer offers a variety of investment strategies and solutions through mutual funds, institutional accounts, and other products. It prides itself on having knowledgeable investment professionals with deep industry experience and a culture that encourages knowledge sharing, diversity of perspectives, and personal and professional growth.
The BBT Group at Morgan Stanley provides wealth management services including strategic advice, portfolio management, and tailored investment opportunities. They take a collaborative approach applying the collective knowledge of team members including Nick Batrouney, Arjang Taylor, Chad Brendish, Andrew Durakovic, and Margaux Dalbis. The BBT Group focuses on understanding each client's personal circumstances to establish the right balance between growth and protection and drive specific investment outcomes through a trusting relationship.
The document describes the PHIMPACT INVESTMENT FUND, a multi-strategy impact investment fund focused on emerging markets, starting in Argentina. The fund is committed to responsible investing and producing solid returns while also generating positive environmental and social impacts. It will target investments in sectors like clean energy, sustainable real estate, education, and infrastructure. The experienced management team combines international finance expertise with local knowledge and networks to identify and structure impactful investments. The fund's strategy is to make 5-10 acquisitions over 2 years focused on themes like clean energy, education, infrastructure, real estate and social housing in Argentina, where opportunities exist to generate both impact and returns.
The document summarizes the 6th annual Asia GRI conference, which brings together senior real estate investors, developers, and lenders from Southeast Asia, Australia, China, Hong Kong, and Japan. The informal two-day event consists of simultaneous small group discussions on trends, opportunities, and developing business partnerships in major real estate sectors across the regions. Previous attendees include executives from large investment and development companies.
for entrepreneurs that are looking to connect or pitch to investor in all stages helping you understand first how an investor or vc investment process work and what not todo while pitching your idea to help increase you chances of creating a better relationship
Infinity Financial Solutions partners exclusively with Tilney Bestinvest to provide investment management services to clients in Asia. Tilney Bestinvest uses rigorous research and asset allocation to construct diversified portfolios across multiple asset classes that aim to achieve consistent, risk-adjusted returns. Infinity acts as clients' primary contact and works with clients to determine appropriate investment objectives and risk tolerance, then hands off portfolio management to the professional investment managers at Tilney Bestinvest. Infinity and Tilney Bestinvest provide regular updates and access to investment professionals to monitor clients' portfolios over time.
Resources for Business Angels - everything an investor will need to know from the actual process you go through to become an online business angel, to what co-investment and syndication actually mean.
Barclays is an international financial services company operating in over 50 countries. The document discusses Barclays and the Business Growth Fund (BGF), a UK investor in ambitious growing British businesses. It then provides a summary of the sixth volume of the Entrepreneurs Index report, which finds that start-up activity remains strong in the UK but there is a need to increase the number of businesses achieving high growth and scale.
Okan is a strategic consulting and financial advisory firm dedicated to Africa that was founded by former McKinsey consultants passionate about the continent. The firm supports private and public sector clients across key African industries like energy, infrastructure, banking, and agriculture. The partners have decades of combined experience in Africa working for firms like McKinsey, the African Development Bank, and private equity companies. Okan provides strategic consulting, financial advisory, and has completed over 35 projects with total transaction values over $350 million in the last three years.
The BBT Group at Morgan Stanley provides wealth management services including strategic advice, portfolio management, and tailored investment opportunities. They take a collaborative approach applying the collective knowledge of team members including Nick Batrouney, Arjang Taylor, Chad Brendish, Andrew Durakovic, and Margaux Dalbis. The BBT Group focuses on understanding each client's personal circumstances to establish the right balance between growth and protection and drive specific investment outcomes through a trusting relationship.
The document describes the PHIMPACT INVESTMENT FUND, a multi-strategy impact investment fund focused on emerging markets, starting in Argentina. The fund is committed to responsible investing and producing solid returns while also generating positive environmental and social impacts. It will target investments in sectors like clean energy, sustainable real estate, education, and infrastructure. The experienced management team combines international finance expertise with local knowledge and networks to identify and structure impactful investments. The fund's strategy is to make 5-10 acquisitions over 2 years focused on themes like clean energy, education, infrastructure, real estate and social housing in Argentina, where opportunities exist to generate both impact and returns.
The document summarizes the 6th annual Asia GRI conference, which brings together senior real estate investors, developers, and lenders from Southeast Asia, Australia, China, Hong Kong, and Japan. The informal two-day event consists of simultaneous small group discussions on trends, opportunities, and developing business partnerships in major real estate sectors across the regions. Previous attendees include executives from large investment and development companies.
for entrepreneurs that are looking to connect or pitch to investor in all stages helping you understand first how an investor or vc investment process work and what not todo while pitching your idea to help increase you chances of creating a better relationship
Infinity Financial Solutions partners exclusively with Tilney Bestinvest to provide investment management services to clients in Asia. Tilney Bestinvest uses rigorous research and asset allocation to construct diversified portfolios across multiple asset classes that aim to achieve consistent, risk-adjusted returns. Infinity acts as clients' primary contact and works with clients to determine appropriate investment objectives and risk tolerance, then hands off portfolio management to the professional investment managers at Tilney Bestinvest. Infinity and Tilney Bestinvest provide regular updates and access to investment professionals to monitor clients' portfolios over time.
Resources for Business Angels - everything an investor will need to know from the actual process you go through to become an online business angel, to what co-investment and syndication actually mean.
Barclays is an international financial services company operating in over 50 countries. The document discusses Barclays and the Business Growth Fund (BGF), a UK investor in ambitious growing British businesses. It then provides a summary of the sixth volume of the Entrepreneurs Index report, which finds that start-up activity remains strong in the UK but there is a need to increase the number of businesses achieving high growth and scale.
Okan is a strategic consulting and financial advisory firm dedicated to Africa that was founded by former McKinsey consultants passionate about the continent. The firm supports private and public sector clients across key African industries like energy, infrastructure, banking, and agriculture. The partners have decades of combined experience in Africa working for firms like McKinsey, the African Development Bank, and private equity companies. Okan provides strategic consulting, financial advisory, and has completed over 35 projects with total transaction values over $350 million in the last three years.
The document describes a new investment fund called I&P Afrique Entrepreneurs that will invest in small and medium enterprises (SMEs) and microfinance institutions (MFIs) throughout Sub-Saharan Africa. The fund is launched by Investisseur & Partenaire pour le Développement, a successful impact investment firm. It will provide capital and support to help SMEs and MFIs grow in a socially and environmentally responsible manner, contributing to economic development in Africa.
Nordic BAN Boreum is an association of private investors that aims to improve the possibilities for private individuals to invest in unlisted potential high-growth companies.
We are a non-profit and neutral organization providing deal flow and investor match-making, training and syndication.
The document provides profiles for Tovah M. Thompson of The Wolf Group, a presentation design and visual support firm, and their client portfolio which includes major financial institutions like Citigroup, Franklin Templeton Investments, Goldman Sachs, Mastercard, and Morgan Stanley. It also includes profiles for Citigroup and its diverse markets and services, Mastercard and its role in changing how the world does business, and Warburg Pincus, a leading global private equity firm. Finally, it outlines the portfolio and services of William B. Tabler Architects, an architectural firm specialized in hotel design, including projects like the Le Meridian Hotel in Cairo and The Brooklyn Renaissance Plaza in New York.
Blume Ventures is an early-stage investment firm founded in 2010 in Mumbai. It has supported over 70 startups since 2011 across various sectors. Blume Ventures focuses on founding teams with potential and has consistently funded over 20 companies per year. Notable investments include Rail Yatri, Re Globe, IDfy, and Taxi For Sure. Blume Ventures aims to be ahead of emerging trends and has raised $60 million for its second fund to continue supporting early-stage Indian startups.
Stanlib is a leading investment business in Africa. It has over R504 billion in assets under management, making it the largest investment company on the continent. It has an experienced team of over 80 investment professionals with over 1000 years of collective experience. Stanlib has a presence in 7 African countries and provides investment capabilities across multiple asset classes through its multi-specialist franchise model. While Africa faces lingering challenges like weak infrastructure and human development indicators lagging other regions, perceptions of the continent are evolving from hopelessness to optimism as its economies grow rapidly and become more business friendly. Successful investing in Africa requires thorough research, a long-term approach, and a willingness to take on risk for potential returns.
Compass Asia Pacific Limited is a real estate development consultancy that provides services such as master planning, development financing, and development management. It focuses on emerging economies in Southeast Asia. The company aims to minimize risk and maximize returns for investors through attention to detail, strategic planning, and managing the entire development process from planning to delivery.
The ASEAN region continues to outperform other emerging markets with annual GDP growth rates of 5-7% in recent years. This superior growth has narrowed the income gap with global GDP per capita. ASEAN now has a combined GDP of $2.4 trillion, the 7th largest economy, and a growing middle class of over 600 million people. Foreign investors are increasingly attracted to ASEAN's low costs and growing consumer markets, especially in the Mekong countries of Cambodia, Laos, Myanmar and Vietnam. The Philippines enjoys advantages like labor peace compared to unrest in other ASEAN countries.
The ICE Angels is a network of successful entrepreneurs, executives, and investors in New Zealand that invests in and supports high-potential startups. It has invested $48 million to date in over 50 companies across various industries. The organization aims to connect willing investors with promising startups to facilitate their funding and success. Interested investors are encouraged to reach out to ICE Angels' team or members to learn more about investment opportunities and involvement.
Ruffena Capital provides strategic advisory, growth capital, and alternative investment services. It was founded in 2013 by experienced professionals who funded it themselves. Ruffena sources compelling private investment opportunities for its network of private investors, family offices, and funds. It focuses on established businesses seeking £500k to £10m in equity or £1m to £50m in debt financing. Ruffena rigorously evaluates opportunities and structures deals to match investors' risk/return profiles and deliver better returns through greater participation. The firm and its 14-person team have extensive industry experience and contacts to add value to investment projects.
Investment and Advice Services for Not-for-Profit OrganisationsChad Brendish
This document provides an overview of Morgan Stanley Wealth Management's investment and advisory services for not-for-profit organizations. It discusses building foundations for success through professional investment management, outlines their disciplined advice and robust investment processes, and describes their capabilities in sustainable investing, governance, reporting, and outsourced expertise to support not-for-profit clients.
The document outlines the priorities and beliefs of the largest political family in Europe, the Group of the European People's Party, for the period 2014-2019. [The EPP believes in individual potential and entrepreneurship. They support a social market economy with opportunities for all. Their priorities include growing competitive and innovative economies, investing in education and jobs, ensuring stable banks and reducing debt.]
Giulia Van Waeyenberge (Sofina) #cfoconferenzFDMagazine
This document provides information about Giulia Van Waeyenberge and Sofina. It summarizes Giulia's background and board experience. It then provides an overview of Sofina, describing it as a family-run investment company that takes long-term minority stakes in growing companies. The document outlines Sofina's investment strategy, which includes long-term minority investments in Europe-based companies, investments in fast-growing businesses, and investments in top-tier venture capital and private equity funds. It provides examples of current and past portfolio companies and funds Sofina has invested in.
Zonaris Capital is a financial advisory and investment banking firm. Its mission is to be a premier one-stop solution provider for all financial needs, with a focus on client retention, exceeding expectations, and upholding best practices. It offers corporate fundraising, equity placement, and strategic advisory services. Zonaris aims to customize solutions for clients' needs through a team with extensive experience in investment banking, mergers and acquisitions, and debt and equity placement. The firm focuses on key sectors like infrastructure, power, real estate, and automotive.
- Comparing Q1 2019 to Q1 2020, there's been a 42% fall in deal volume from 1517 to 880
- Venture is not the only source of money, you should also consider family offices, HNWs, Angel syndicates and venture debt, along with government support
- VCs who are likely open for business will be those who have recently closed their own new fund, have made recent investments, and their portfolio is not within high risk sectors
- When considering family offices and HNWs, first generation ie. the creators of wealth are more likely to invest than second and third generation who are typically more institutional in their approach
- Valuations follow the public market which is 30-40% down, multiples of 3x-8x have become 2x-5x
Which VCs Are Actually Investing in Europe? Paul Fifield
- Comparing Q1 2019 to Q1 2020, there's been a 42% fall in deal volume from 1517 to 880
- Venture is not the only source of money, you should also consider family offices, HNWs, Angel syndicates and venture debt, along with government support
- VCs who are likely open for business will be those who have recently closed their own new fund, have made recent investments, and their portfolio is not within high risk sectors
- When considering family offices and HNWs, first generation ie. the creators of wealth are more likely to invest than second and third generation who are typically more institutional in their approach
- Valuations follow the public market which is 30-40% down, multiples of 3x-8x have become 2x-5x
6th annual investment conference speaker profileShane See
This is the speaker's profile for one of the Biggest Investment Conference in Malaysia. The inaugural PhillipCapital Investment Conference is one of the most sort after conference by investors. If you've checked out the list of speakers speaking at the conference, you will know why the conference is always a sell out, year after year.
This document summarizes an investment opportunity in Nigeria with PrimeWealth Capital Limited, a financial services firm. It introduces the company and its experienced management team. PrimeWealth offers services including project finance, fund management, financial advisory, and training. It has a strong team of professionals and plans to increase its capital base to take advantage of growth in the Nigerian market.
5C Group is an international management consulting firm that advises Chinese state-owned companies, multinationals, and private sector industries. It provides services including strategy consulting, financial consulting, international trade consulting, and legal consulting. It also offers the My China Office package to help foreign companies enter the Chinese market at a lower cost and risk. 5C Group links Chinese suppliers with global buyers and advises on building long-term trade relationships.
Go Negosyo is a Philippine non-profit organization that advocates for entrepreneurship as an alternative to unemployment. It was founded in 2005 and aims to inspire Filipinos and teach them how to start businesses. Go Negosyo partners with private and public groups to provide training seminars, caravans, and summits on entrepreneurship topics. It has published books profiling inspiring stories of young and women entrepreneurs to encourage others. The organization believes entrepreneurship can help drive economic growth and create jobs in the Philippines.
An entrepreneur is defined as someone who undertakes risk and deals with uncertainty. They innovate by finding new uses for things and creating economic value. Successful entrepreneurs must be innovators and leaders who can analyze opportunities and exploit them. Entrepreneurship involves seeking investment opportunities, organizing an enterprise, raising capital, hiring employees, and overseeing day-to-day operations to introduce a new production process or technique. The key characteristics of entrepreneurship are innovation, risk-taking, creating economic value through dynamic processes that require special skills in leadership and human relations.
Pioneer Compass: A Quarterly Update on the Direction of the MarketsAmundi Pioneer
The document provides a quarterly update on market direction and outlook for Q1 2017. It discusses the global economic context and outlook for the US economy. It reviews performance of major asset classes in 2016 and provides 10-year returns and volatility. The outlook expects modest US growth pending new policies, corporate earnings to improve, and selectivity in emerging markets. It believes developed sovereign debt looks unattractive while select corporate credit and emerging market debt offer value. Volatility may persist on policy uncertainty.
Pantallas mostradas en el webinar que Luis García Langa ofreció en Rankia ¿Cómo invertir de forma conservadora? Habla de renta fija, fondos garantizados, mixtos, retorno absoluto...
The document describes a new investment fund called I&P Afrique Entrepreneurs that will invest in small and medium enterprises (SMEs) and microfinance institutions (MFIs) throughout Sub-Saharan Africa. The fund is launched by Investisseur & Partenaire pour le Développement, a successful impact investment firm. It will provide capital and support to help SMEs and MFIs grow in a socially and environmentally responsible manner, contributing to economic development in Africa.
Nordic BAN Boreum is an association of private investors that aims to improve the possibilities for private individuals to invest in unlisted potential high-growth companies.
We are a non-profit and neutral organization providing deal flow and investor match-making, training and syndication.
The document provides profiles for Tovah M. Thompson of The Wolf Group, a presentation design and visual support firm, and their client portfolio which includes major financial institutions like Citigroup, Franklin Templeton Investments, Goldman Sachs, Mastercard, and Morgan Stanley. It also includes profiles for Citigroup and its diverse markets and services, Mastercard and its role in changing how the world does business, and Warburg Pincus, a leading global private equity firm. Finally, it outlines the portfolio and services of William B. Tabler Architects, an architectural firm specialized in hotel design, including projects like the Le Meridian Hotel in Cairo and The Brooklyn Renaissance Plaza in New York.
Blume Ventures is an early-stage investment firm founded in 2010 in Mumbai. It has supported over 70 startups since 2011 across various sectors. Blume Ventures focuses on founding teams with potential and has consistently funded over 20 companies per year. Notable investments include Rail Yatri, Re Globe, IDfy, and Taxi For Sure. Blume Ventures aims to be ahead of emerging trends and has raised $60 million for its second fund to continue supporting early-stage Indian startups.
Stanlib is a leading investment business in Africa. It has over R504 billion in assets under management, making it the largest investment company on the continent. It has an experienced team of over 80 investment professionals with over 1000 years of collective experience. Stanlib has a presence in 7 African countries and provides investment capabilities across multiple asset classes through its multi-specialist franchise model. While Africa faces lingering challenges like weak infrastructure and human development indicators lagging other regions, perceptions of the continent are evolving from hopelessness to optimism as its economies grow rapidly and become more business friendly. Successful investing in Africa requires thorough research, a long-term approach, and a willingness to take on risk for potential returns.
Compass Asia Pacific Limited is a real estate development consultancy that provides services such as master planning, development financing, and development management. It focuses on emerging economies in Southeast Asia. The company aims to minimize risk and maximize returns for investors through attention to detail, strategic planning, and managing the entire development process from planning to delivery.
The ASEAN region continues to outperform other emerging markets with annual GDP growth rates of 5-7% in recent years. This superior growth has narrowed the income gap with global GDP per capita. ASEAN now has a combined GDP of $2.4 trillion, the 7th largest economy, and a growing middle class of over 600 million people. Foreign investors are increasingly attracted to ASEAN's low costs and growing consumer markets, especially in the Mekong countries of Cambodia, Laos, Myanmar and Vietnam. The Philippines enjoys advantages like labor peace compared to unrest in other ASEAN countries.
The ICE Angels is a network of successful entrepreneurs, executives, and investors in New Zealand that invests in and supports high-potential startups. It has invested $48 million to date in over 50 companies across various industries. The organization aims to connect willing investors with promising startups to facilitate their funding and success. Interested investors are encouraged to reach out to ICE Angels' team or members to learn more about investment opportunities and involvement.
Ruffena Capital provides strategic advisory, growth capital, and alternative investment services. It was founded in 2013 by experienced professionals who funded it themselves. Ruffena sources compelling private investment opportunities for its network of private investors, family offices, and funds. It focuses on established businesses seeking £500k to £10m in equity or £1m to £50m in debt financing. Ruffena rigorously evaluates opportunities and structures deals to match investors' risk/return profiles and deliver better returns through greater participation. The firm and its 14-person team have extensive industry experience and contacts to add value to investment projects.
Investment and Advice Services for Not-for-Profit OrganisationsChad Brendish
This document provides an overview of Morgan Stanley Wealth Management's investment and advisory services for not-for-profit organizations. It discusses building foundations for success through professional investment management, outlines their disciplined advice and robust investment processes, and describes their capabilities in sustainable investing, governance, reporting, and outsourced expertise to support not-for-profit clients.
The document outlines the priorities and beliefs of the largest political family in Europe, the Group of the European People's Party, for the period 2014-2019. [The EPP believes in individual potential and entrepreneurship. They support a social market economy with opportunities for all. Their priorities include growing competitive and innovative economies, investing in education and jobs, ensuring stable banks and reducing debt.]
Giulia Van Waeyenberge (Sofina) #cfoconferenzFDMagazine
This document provides information about Giulia Van Waeyenberge and Sofina. It summarizes Giulia's background and board experience. It then provides an overview of Sofina, describing it as a family-run investment company that takes long-term minority stakes in growing companies. The document outlines Sofina's investment strategy, which includes long-term minority investments in Europe-based companies, investments in fast-growing businesses, and investments in top-tier venture capital and private equity funds. It provides examples of current and past portfolio companies and funds Sofina has invested in.
Zonaris Capital is a financial advisory and investment banking firm. Its mission is to be a premier one-stop solution provider for all financial needs, with a focus on client retention, exceeding expectations, and upholding best practices. It offers corporate fundraising, equity placement, and strategic advisory services. Zonaris aims to customize solutions for clients' needs through a team with extensive experience in investment banking, mergers and acquisitions, and debt and equity placement. The firm focuses on key sectors like infrastructure, power, real estate, and automotive.
- Comparing Q1 2019 to Q1 2020, there's been a 42% fall in deal volume from 1517 to 880
- Venture is not the only source of money, you should also consider family offices, HNWs, Angel syndicates and venture debt, along with government support
- VCs who are likely open for business will be those who have recently closed their own new fund, have made recent investments, and their portfolio is not within high risk sectors
- When considering family offices and HNWs, first generation ie. the creators of wealth are more likely to invest than second and third generation who are typically more institutional in their approach
- Valuations follow the public market which is 30-40% down, multiples of 3x-8x have become 2x-5x
Which VCs Are Actually Investing in Europe? Paul Fifield
- Comparing Q1 2019 to Q1 2020, there's been a 42% fall in deal volume from 1517 to 880
- Venture is not the only source of money, you should also consider family offices, HNWs, Angel syndicates and venture debt, along with government support
- VCs who are likely open for business will be those who have recently closed their own new fund, have made recent investments, and their portfolio is not within high risk sectors
- When considering family offices and HNWs, first generation ie. the creators of wealth are more likely to invest than second and third generation who are typically more institutional in their approach
- Valuations follow the public market which is 30-40% down, multiples of 3x-8x have become 2x-5x
6th annual investment conference speaker profileShane See
This is the speaker's profile for one of the Biggest Investment Conference in Malaysia. The inaugural PhillipCapital Investment Conference is one of the most sort after conference by investors. If you've checked out the list of speakers speaking at the conference, you will know why the conference is always a sell out, year after year.
This document summarizes an investment opportunity in Nigeria with PrimeWealth Capital Limited, a financial services firm. It introduces the company and its experienced management team. PrimeWealth offers services including project finance, fund management, financial advisory, and training. It has a strong team of professionals and plans to increase its capital base to take advantage of growth in the Nigerian market.
5C Group is an international management consulting firm that advises Chinese state-owned companies, multinationals, and private sector industries. It provides services including strategy consulting, financial consulting, international trade consulting, and legal consulting. It also offers the My China Office package to help foreign companies enter the Chinese market at a lower cost and risk. 5C Group links Chinese suppliers with global buyers and advises on building long-term trade relationships.
Go Negosyo is a Philippine non-profit organization that advocates for entrepreneurship as an alternative to unemployment. It was founded in 2005 and aims to inspire Filipinos and teach them how to start businesses. Go Negosyo partners with private and public groups to provide training seminars, caravans, and summits on entrepreneurship topics. It has published books profiling inspiring stories of young and women entrepreneurs to encourage others. The organization believes entrepreneurship can help drive economic growth and create jobs in the Philippines.
An entrepreneur is defined as someone who undertakes risk and deals with uncertainty. They innovate by finding new uses for things and creating economic value. Successful entrepreneurs must be innovators and leaders who can analyze opportunities and exploit them. Entrepreneurship involves seeking investment opportunities, organizing an enterprise, raising capital, hiring employees, and overseeing day-to-day operations to introduce a new production process or technique. The key characteristics of entrepreneurship are innovation, risk-taking, creating economic value through dynamic processes that require special skills in leadership and human relations.
Pioneer Compass: A Quarterly Update on the Direction of the MarketsAmundi Pioneer
The document provides a quarterly update on market direction and outlook for Q1 2017. It discusses the global economic context and outlook for the US economy. It reviews performance of major asset classes in 2016 and provides 10-year returns and volatility. The outlook expects modest US growth pending new policies, corporate earnings to improve, and selectivity in emerging markets. It believes developed sovereign debt looks unattractive while select corporate credit and emerging market debt offer value. Volatility may persist on policy uncertainty.
Pantallas mostradas en el webinar que Luis García Langa ofreció en Rankia ¿Cómo invertir de forma conservadora? Habla de renta fija, fondos garantizados, mixtos, retorno absoluto...
The document summarizes the EDM Strategy Fund, a European equities fund that aims for growth and low volatility. It provides performance data showing the fund has outperformed European stock indices like the STOXX 50 since 1995 while exhibiting lower volatility. The document then discusses the fund's investment philosophy, portfolio holdings, and performance during the financial crisis.
The document discusses business models in private banking. It describes 9 components that make up a business model: clients, client segments, offer, client relationships, revenue flows, key resources, key activities, partner network, and cost structure. It then outlines a 5 step process for business model design and innovation: visualize, assess, innovate, plan, and implement. The goal is to understand existing business models, identify strengths and weaknesses, develop improvements and new opportunities, create a project roadmap, and execute the new business model.
Netwealth portfolio construction series: Economic Update with Roger MontgomerynetwealthInvest
Part of Netwealth's portfolio construction webinar series - Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management presented to an audience on 22nd February 2017 and shared his views on major economic trends currently affecting local and global markets, stocks and sectors best placed for growth and what investors should look for in 2017.
Data- and database security & GDPR: end-to-end offerCapgemini
This document discusses Capgemini and Sogeti's end-to-end offering for database security and GDPR compliance. It outlines a four-phase approach including a GDPR readiness assessment, roadmap development, privacy impact assessment, and implementing database security solutions. Each phase has defined activities, timelines, and results to help organizations assess their GDPR compliance and secure databases containing personal data. The offering is designed to help organizations address new accountability and security requirements under the upcoming GDPR regulation.
The wealth management industry around the world is witnessing a multitude of changes due to weak economies in the developed world, strong growth in developing markets like China and India, an uncertain political future in Europe, increasing regulatory supervision, and new competition from rising FinTechs and their innovative services for High Net Worth Individuals (HNWIs).
Our analysis in this paper revolves around the impact of the above mentioned dynamics on the industry players and how they are adapting through this phase of transformation.
With the proliferation of technology, banking customers are living in a connected world with their experience from other industries influencing their expectations from their financial services provider. This has led to an evolving customer-bank relationship necessitating banks to be more customer-centric by embedding themselves in customers’ lives to meet rising customer experience expectations. However, banks have been facing challenges in meeting customer expectations, as they are troubled with legacy challenges both in terms of technology and culture. This document aims to understand and analyze the trends in the banking industry that are expected to drive the dynamics of the banking ecosystem in the near future.
Presentación Evento Fondos de Inversión PamplonaRankia
El documento discute cómo invertir en un entorno de tipos de interés bajos. Analiza las perspectivas de diferentes regiones y sectores, incluyendo Europa, mercados emergentes, bonos corporativos y deuda de alto rendimiento. También presenta tres fondos de inversión de M&G y Schroders que ofrecen exposición a estas áreas.
El documento discute cómo los inversionistas pueden invertir en un entorno de tipos de interés bajos. Señala la divergencia entre las políticas monetarias de la FED y el BCE, con la FED subiendo las tasas y el BCE manteniéndolas bajas. Recomienda una estrategia de diversificación global que incluya renta variable de EE.UU., Europa y mercados emergentes, así como renta fija corporativa y deuda soberana de calidad.
El documento discute cómo los inversionistas pueden invertir en un entorno de tipos de interés bajos. Señala que hay riesgos económicos como el petróleo barato y las revisiones a la baja del crecimiento mundial. También hay divergencias en las políticas monetarias entre Europa y EE.UU. El documento analiza dónde podría haber más oportunidades de inversión teniendo en cuenta las diferencias en los múltiplos de valoración entre el S&P 500 y el Eurostoxx 600. Finalmente, presenta algunos fondos de
The presentation introduces a paper concerned with the following 3 questions:
1. What are the main topics in the current Knowledge Economics research?
2. What gaps in current research exist and what are promising research avenues for the future?
3. What are the most crucial components in the process of creating knowledge outputs?
The purpose of this paper is to extend the earlier work by Capgemini and the State University of New York at New Paltz on the contributions to the mini-track on Knowledge Economics at the Hawaii International Conference on System Sciences (HICSS). In the present work, they analyze 16 contributions from 2012 to 2016 and based on the analysis, they propose the Six Pillars of Knowledge Economics framework. The proposed framework articulates that six elements are essential to generate knowledge outputs: Innovation Capability, Leadership, Human Capital, Information Technology Resources, Financial Resources, and Innovation Climate.
Capital markets firms are facing several trends in 2017:
- Driving client experience is becoming critical to sustain business growth.
- Pricing models for research are being unbundled to increase transparency.
- Firms are adopting robotic process automation to reduce costs and gain a competitive advantage.
- Cloud-based solutions and data analytics are becoming more strategically important functions.
- Blockchain technology may change how data is managed, and regulations are pushing specialization among fintech startups.
Tilney Bestinvest provides award-winning investment management services and model portfolios for high net worth individuals. They have a dedicated research team that conducts in-depth analysis of funds and fund managers to select top investments. Working with Infinity Financial Solutions, Tilney Bestinvest offers both model and bespoke portfolio options to meet clients' varying risk tolerances and investment goals. Their active management approach aims to maximize returns while carefully managing downside risks.
The document summarizes the roles of Infinity Financial Solutions and Tilney Bestinvest in providing investment management services to clients. It states that Infinity acts as the financial planner, developing investment plans based on clients' goals and risk tolerance. Tilney Bestinvest then acts as the specialist investment manager, using research and expertise to select investments and manage the portfolios to achieve the objectives. The partnership is designed to provide clients with professional financial planning and investment management services.
The document summarizes the roles of Infinity Financial Solutions and Tilney Bestinvest in providing investment management services to clients. It states that Infinity acts as the financial planner, developing investment plans based on clients' goals and risk tolerance. Tilney Bestinvest then acts as the specialist investment manager, using research and expertise to select investments and manage the portfolios to achieve the objectives. The partnership is designed to provide clients with professional financial planning and investment management services.
The document summarizes the roles of Infinity Financial Solutions and Tilney Bestinvest in providing investment management services to clients. It states that Infinity acts as the financial planner, developing investment plans based on clients' goals and risk tolerance. Tilney Bestinvest then acts as the specialist investment manager, using research and expertise to select investments and manage the portfolios to achieve the objectives. The partnership is designed to provide clients with professional financial planning and investment management services.
Tilney Bestinvest provides award-winning investment management services and model portfolios for high net worth individuals. They have a dedicated research team that conducts in-depth analysis of funds and fund managers to select top investments. Working with Infinity Financial Solutions, Tilney Bestinvest offers both model and bespoke portfolios tailored to meet clients' risk tolerance and investment goals. Their active management approach aims to deliver consistent, above-average returns through careful risk monitoring and adjustments to asset allocation over time.
Tilney Bestinvest provides award-winning investment management services and model portfolios for high net worth individuals through their partnership with Infinity Financial Solutions. Tilney Bestinvest utilizes a rigorous research process and active asset allocation strategy to maximize returns while controlling risk for clients. Their investment philosophy focuses on in-depth fund research, risk management, and investing in top-performing funds across various asset classes. Infinity acts as the primary client contact and financial planner, while handing off portfolio management to the specialized investment professionals at Tilney Bestinvest.
The document summarizes the roles of Infinity Financial Solutions and Tilney Bestinvest in providing investment management services to clients. It states that Infinity acts as the financial planner, developing investment plans based on clients' goals and risk tolerance. Tilney Bestinvest then acts as the specialist investment manager, using research and expertise to select investments and manage the portfolios to achieve the objectives. The partnership is designed to provide clients with professional financial planning and investment management services.
Tilney Bestinvest provides award-winning investment management services and model portfolios for high net worth individuals. They have a dedicated research team that conducts in-depth analysis of funds and fund managers to select top investments. Working with Infinity Financial Solutions, Tilney Bestinvest offers both model and bespoke portfolio options to meet clients' individual needs and risk tolerances. Their active management approach focuses on risk monitoring, research-driven decisions, and adjusting asset allocations to maximize returns over the long run.
1) The document discusses a partnership between Infinity Financial Solutions and Bestinvest that provides investment management services to expat clients in Asia.
2) Infinity's role is financial planning - understanding clients' goals and risk tolerance. Bestinvest's role is professional investment management using research and portfolio management expertise to achieve returns.
3) Benefits of the partnership include access to award-winning management, diversification, risk options, dedicated research, currency options, performance monitoring, and relationship with the investment team.
Introduction To Financial Planning And Wealth AdviceFrank Agliotti
The document provides information about Wisdom for Wealth, a financial planning and wealth advice practice established in 2000. It discusses the benefits of financial planning such as maintaining capital and income, minimizing taxes, and achieving financial independence in retirement. It also outlines the investment management services provided, including developing personalized investment strategies, selecting reputable money managers, and taking a long-term diversified approach. Clients benefit from a team approach with their personal financial planner and support staff.
Estoca Capital Management is a global investment firm founded in 2003 that seeks to provide above-market returns through thorough research and a worldwide presence. The firm looks for unique backgrounds in prospective employees beyond just financial skills. Estoca analyzes companies through rigorous due diligence including financials, industry experts, and sustainability. The Leaders Fund selects industries with the highest 5-year returns and weights them in the portfolio, providing average excess returns of 0.29% over 30 years with less risk than momentum or low volatility strategies.
Olympic Wealth Management Group was founded in 2010 in Barbados to manage the Olympic Wealth Fund, which is regulated in the Cayman Islands. The directors have over 40 years of combined experience in financial services internationally. They follow a focus investing strategy developed by Benjamin Graham and used by Warren Buffett, preferring to concentrate investments in high-quality companies. The company aims to provide transparent and ethical investment management as well as a high level of customer service, with the goal of building its brand and funds over the long term.
Rathbones provides individualized investment management services and manages money for a variety of clients, including individuals, families, charities, and advisers. They take a personalized approach to understand each client's unique priorities and circumstances. Rathbones has been in business since 1742 and aims to achieve consistent long-term returns through active management of individual client portfolios.
Guanxi Global provides market expansion services to help companies grow their business globally, with a focus on connecting Western entrepreneurs and investors with opportunities in China. They offer a comprehensive portfolio of services including sourcing investment opportunities, advising on business expansion, marketing support, and investment management. Their strength lies in their global network and ability to bridge cultural differences between Western and Chinese business cultures through mutual understanding and respect.
Innovate Finance’s booklet ‘Celebrating Diversity in FinTech’ shines a spotlight on leading FinTech firms and institutions closing the diversity gap in FinTech and promoting inclusion within the workplace.
The booklet features 10 member companies including some of the world’s most successful and exciting FinTech businesses such as Bankable, Neyber, remittance companies Azimo and World Remit, leading banks Lloyds Banking Group and RBS.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using the principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interested parties to join as shareholders or express interest in the strategy. The management team is led by floor trader veteran Yra Harris and includes experts in ESG, macroeconomics, risk management, and sustainable investing.
At Fauji Consultant, our mission is to ensure that all become financially literate and execute investments in Direct plans of MF thus saving on trailing commissions year over year
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic DataChampak Jhagmag
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
3. WELCOME TO
PIONEER INVESTMENTS
This is our vision statement, it summarizes our aspirations and
ambitions. I believe that the knowledge and passion of each and
everyone of our people is key to our success in the market place.
Our history began in 1928, when legendary investor, Philip L. Carret,
founded the Pioneer Fund, now the third oldest mutual fund in the
United States. While we evolve to keep pace with the changes in the
marketplace, we are still true to our founder’s investment philosophy.
It has allowed us to face with confidence the downturns and the
different phases of the economic cycles over the last 85 years.
Having the right people on board has always been core to our business
strategy. This is why we continue to invest in the talent of today and
tomorrow. We remain committed to attracting and developing the
best people, those who are ready to make an impact from day
one and play their part in growing our business over time.
SANDRO PIERRI
CEO Pioneer Investments
OUR VISION
“We are passionate about
delivering consistent
and superior investment
solutions to our clients”.
4. WHO WE ARE
Global: Pioneer Investments is a global asset manager, present
in 27 countries and four continents. Our work environment is enriched
by the contributions of nationals from 40 different countries.
Knowledgeable: Knowledge is at the heart of everything we do.
We have a long-standing tradition of research and strategic thinking
that are committed to preserving and developing.
Stimulating: We employ 2,000 people, including 330 investment
experts with an average of 15 years industry experience. Our people
come from a wide variety of backgrounds and have a broad range
of interests but passion and intellectual curiosity is something they
all have in common.
Welcoming: We share a common sense of purpose and aim to foster
a culture of inclusion, open to different perspectives, ideas and cultures.
Ethical: Our culture is shaped by and reflected in our corporate values
of Integrity, Commitment, Trust, Excellence and Customer Centricity.
Our clientsʼ interests are central to our decisions and actions while
a drive for excellence underpins everything we do.
GLOBAL
KNOWLEDGEABLE
STIMULATING
WELCOMING
ETHICAL
5. Pioneer Investments offers an intellectually
stimulating and welcoming work environment
where everyone is afforded the opportunity to
positively impact the business locally or globally.
We encourage individual accountability, personal
& professional development and ethical standards
in order to be perceived as an outstanding asset
manager in the market place.
6. REGIONS
WESTERN EUROPE
& LATIN AMERICA
1032 employees
AUSTRIA & CEE
312 employees
ASIA & MIDDLE EAST
122 employees
UNITED STATES
557 employees
*Source: Pioneer Investments as at 30 June 2013.
7. WHERE WE ARE
Dublin
London
Boston
Milan
Singapore
*Source: Pioneer Investments as at 30 June 2013.
» Argentina
» Australia
» Austria
» Bermuda
» Bulgaria
» China
» Chile
» Czech Republic
» France
» Germany
» Holland
» Hungary
» Japan
» India
» Italy
» Ireland
» Luxembourg
» Mexico
» Poland
» Romania
» Singapore
» Slovakia
» Spain
» Switzerland
» Taiwan
» United Kingdom
» United States
9. WHAT WE DO
AUM by Channel
46% Retail/Private Banking
29% Wholesale
25% Institutional
We manage the money of retail, wholesale & institutional
clients, investing it into a variety of asset classes.
As at 30 June 2013 assets under management totaled
€165/$216 billion.
We translate our knowledge and understanding of the
markets and of the relative value of assets into
investment strategies aimed at growing and preserving
our investors’ wealth.
AUM by Geographical Division
66% Western Europe & Latam
21% US
10% Austria & CEE
3% Asia & Middle East
Today we are among the top three players in three
European countries in term of asset under mangement*
and our parent company is UniCredit, a major financial
institution with strong roots in 20 European countries.
AUM by Asset Class
60% Fixed Income
19% Equity
17% Balanced & Flexible
2% Money Market
1% Alternative
*AUM Data as at the end of June 2013. Poland’s source: Chamber
of Fund and Asset Management (IZFiA), Italy’s source: Assogestioni.
Austria’s source: Stretegic Insight.
11. WhAT we OFFER
We offer a diverse range of investment solutions across
both traditional and non-traditional asset classes,
to address the different needs of all our clients.
These include mutual funds, separately managed
accounts, institutional strategies and retirement plans.
Our Investment Capabilities
Fixed Income
Equity
Absolute Return
→ Government Bond
→ Investment Grade
→ High Yield
→ Multi-Sector
→ Money Market
→ Tax-Exempt
→ European
→ U.S.
→ Emerging Markets
→ Global Thematic
→ Asia
→ Unconstrained
→ Multi-Strategy
→ Bond
→ Currencies
→ European Equity
→ Commodity
→ Fund of Funds
Real Assets
→ Commodities Gold
→ Dynamic Real Assets
Multi-Asset
→ Multi-Asset Funds
→ Fund of Funds
→ Protected
→ Asymmetric Payoff
→ AL M LDI
Funds of Hedge
Funds
→ iversified/
D
Multi-Strategy
→ Specialised/Niche
Our Investment Opportunities
Mutual
Funds
Segregated
and Managed Accounts
Insurance
Wrappers
Institutional
Strategies
Dedicated
Mandates
Pension Funds Long-Term
Retirement Funds
Advisory Service
Fiduciary Solutions
13. HOW we DO IT
Our investment approach is based on the knowledge
and passion of our investment professionals committed
to finding valuable assets in the marketplace and turning
them into compelling investment solutions.
Over the years we have developed our investment process
to ensure we can respond effectively to the opportunities
and challenges of the different phases of the economic
cycle while remaining faithful to our investment
philosophy.
This philosophy is based on the search for value, active
risk taking and risk management which are the pillars
of our investment process.
Searching For Value
→ Experienced career
analysts
→ Specialized by asset classes
Active Risk Taking
→ Active Approach
→ High Conviction
Assessing Risk
→ Portfolio Construction
→ Risk Budgeting
Research
Our team of career analysts focuses on
understanding intrinsic asset value.
Specialised by sector and asset class, they
are also experienced investors, dedicated
to finding compelling investment ideas.
Portfolio Managers
They are decision makers, their knowledge
of the markets combined with our research
drives them to have strong views on where
best to invest and for how long.
Risk Management
Risk Management is core to the investment
process. Monitoring the risk linked to each
strategy is key to deciding which risks are
worth taking in the best interest of our
clients.
14. OUR PEOPLE
VALERIA MAFFEI
GIL HUDSON
Investment Risk, Italy
Finance, US
I am based in Milan and I am part of the Investment Risk
Management team. Risk Management is key to creating a
bridge between clients and portfolio managers, delivering
understandable solutions and breakdown analysis.
Our clients need to understand how market risks will affect
their performances: we disclose risk measures and set
appropriate risk limits, constantly keeping them up to date.
Working in Investment Risk is an intellectually stimulating and
dynamic activity. Surrounded by smart, qualified and capable
people, I feel I work in a ‘regenerating atmosphere’ where there
is a constant stimulus to improve. In Pioneer Investments you
are continuously given the possibility to learn something brand
new, thanks to the contribution of everyone around you.
I am based in Boston and responsible for Financial Planning
Analysis. The individual working relationships that I’ve
been able to cultivate over the past decade are invaluable
and I treasure them. Many of us here at Pioneer Investments
have had long tenured careers and it is a pleasure to watch
people’s careers evolve and grow with their increased depth
of experience.
A global organization like Pioneer Investments offers so
many opportunities for all of us.
The ability to work with and get to know people from a wide
variety of backgrounds and cultures is extremely important
and a valuable experience both on a professional and
personal level.
15. “We are committed to
attracting and developing
the best people”
Sandro Pierri
CHIEF EXECUTIVE OFFICER
16. OUR PEOPLE
NIALL DOOGAN
KERI SULLIVAN
Facility Management, Ireland
Finance, US
I am based in Dublin and I am responsible for the Office
Services and Facilities. In my experience, the collective
knowledge shared at all levels of the organisation fosters
continual learning. Tapping into the sharing culture has
enabled me to advance my career. In Pioneer Investments,
there are no barriers to progress; input, training, and
development are actively supported. This philosophy holds firm
even in the event of mistakes, where the old adage “it’s only a
mistake if you don’t learn from it” definitely applies. Having
made my fair share its reassuring to know that there is a team
of colleagues willing to help. After sixteen years of service, I am
pleased to say that the Pioneer Investments work environment
continues to offer a positive working experience; personally
speaking this has led to a strong sense of belonging.
I am based in Boston and I am part of Financial Planning
Analysis team. Some key characteristics of Pioneer
Investments that make it an ideal place to work are: Trust,
Opportunity, Diversity. Pioneer Investments is the ideal sized
organization to allow for job movement and growth, not too
large to get lost and not too small to be stagnant. I have held
multiple positions in Pioneer Investments in both IT and
finance. This cross-functional knowledge has made me better
at my job and a more valuable employee. Pioneer Investments
people are extremely knowledgeable in their fields, very
approachable and trustworthy. There is a general feeling of
support and respect. Our company is a truly global and diverse
organization. This leads to an environment of constant change
and challenge as well as to professional and personal growth.
18. What you CAN EXPECT
Work in a globally connected environment
By joining our team, you will become an integral member of an organisation that spans the world. You can play your part, contributing
to further develop our presence in growth markets or strengthening our position in established ones.
Enhance your professional effectiveness and technical skills
At Pioneer Investments you will have opportunity to develop your skills and experience thanks to cross border initiatives and increase
your business critical knowledge through specialized training programs. We are committed to helping you reach your maximum potential.
Gain a broader understanding of the business
If you have an open and enquiring mind you will be able to take full advantage of our knowledge sharing culture. Our experts will help
you develop your understanding of the various aspects of our business.
Join a diverse team, where different perspectives are valued
We promote an informal atmosphere where colleagues are encouraged to have their say, and are given the opportunity
to shape their day-to-day work environment. Our local and global staff initiatives give you the chance to network, meet and interact
with key people from all parts of the organisation.
Benefit from a value system built on Integrity and Trust
You will be joining a team of professionals who are fully aware of the important role they play as asset managers in safeguarding
people's wealth over the long term. Maintaining the trust of our investors is core to our longevity and has contributed to our success
over the last 85 years.