Strategic Alliance Outline
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Strategic Alliance Partners helps investment advisors meet their compliance obligations by sourcing alternative investment strategies and managers. It conducts due diligence on these strategies and managers to reduce risks like fraud, misappropriation, operational problems, and financial loss. This allows advisors to satisfy their needs for safe, consistent returns that are uncorrelated to today's uncertain markets while avoiding the high costs of conducting due diligence themselves.
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The document discusses the structure and regulations of mutual funds in India. It describes key constituents like sponsors, trustees, asset management companies (AMCs), custodians, registrar and transfer agents (RTAs). It explains the role of regulators like SEBI, RBI, and industry body AMFI. The legal structure involves setting up a trust to manage the funds. Trustees oversee compliance while AMCs handle day-to-day operations.
Cedar Portfolio Impact Investing Model Portfolio Dec 18 2019
The document describes The Cedar Portfolio and its Cedargold Impact Investing Portfolio. The portfolio aims to achieve financial outperformance relative to benchmarks through investments in businesses that address ESG factors and impact investing, helping society and the environment. It utilizes a 14-step investment process that assesses quantitative and qualitative factors, and targets businesses involved in impact investing themes like sustainability. Backtesting from 2005-present shows the portfolio achieved higher returns with lower risk than the MSCI World Index. Contact information is provided for The Cedar Portfolio in Singapore, Toronto, and Chicago.
Startup Investor Workshop (Beginner Session) | Brightspark & OurCrowd
Slides and notes from the MaRS Startup Investor Workshop. The event took place on September 26th, 2016 and featured Mark Skapinker from Brightspark, David Shore from OurCrowd and Salim Teja from MaRS.
private equity services
Private equity is a medium to long term source of financing provided in return for an equity stake in potentially high-growth unquoted companies. Private equity investments involve enhancing company value through expertise sharing and high returns generation. Investments are typically backed by a 3-5 year investment thesis with active board involvement. Team GSA offers services related to private equity compliance, fundraising advice, and keeping clients updated on private equity laws and regulations.
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Strategic Alliance Outline
- 1. Strategic Alliance Partners Achieving Safety & Performance today
- 2. We Know the key Challenges in 2010- Investment advisors need to conduct costly due diligence to satisfy TCF and avoid potential catastrophic loss, in an environment of lower fees. Investment advisors seek safe investments, uncorrelated to today’s uncertain stock markets and property markets. Strategic Alliance Partners
- 3. Strategic Alliance Partners Unwanted Scenarios Fraud Misappropriation Operational Problem Financial Loss Advisor Goals Safety of Principle Consistent Returns Low Volatility Compliance Obligations
- 4. Strategic Alliance Partners Pay for independent Due diligence Risk Reduction Uncorrelated consistent performance Find Product knowledge and experience
- 5. Strategic Alliance Partners Strategic Alliance Partners – Can help: We source alternative investment strategies We source the best managers in the asset class We conduct due diligence