Service Provider News & Perspectives - Page 17 of 44

April 26, 2023

Trend following and the diversification potential of positive skew

Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return measures—such as Sharpe and Sortino ratios—when using alternative strategies to build diversified portfolios and extract differentiated returns. But are investors sometimes forgetting about other important properties that may create a…

April 26, 2023

Don’t Be Held Hostage By PowerPoint

Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN IMAGE CREATED BY A GRAPHIC DESIGNER APPEARING VERY POLISHED (AND VERY HARD TO UPDATE). Problems with PowerPoint We get it. You want your presentations to be on…

April 11, 2023

UPREITs: Keeping Real Estate Investments in Play

UPREITs: Keeping Real Estate Investments in Play April 11, 2023 | Altigo Asset managers know there’s more than one way to invest in real estate, and many of them manage multiple funds with different strategies and structures to give investors options. Those choices might include either a Delaware Statutory Trust (DST) or a Real Estate…

April 5, 2023

Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing

Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm specializing in alternative investments, announced that it achieved the honor of winning a Gramercy Institute Award for Strategic Excellence in Financial Marketing. Gramercy Institute, an industry think-tank focused on the intellectual needs…

April 4, 2023

Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration

Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Versity Invest. Phoenix American will support Versity’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder…

March 29, 2023

Considering the When and the Why of a Corporate Rebrand

Considering the When and the Why of a Corporate Rebrand March 29, 2023 | Abby Salameh | CAIS There are three actions businesses should consider when deciding to rebrand a firm: understand your core stakeholders, study brand perception in the market, and get your executive team's buy-in. As many of us have witnessed, the state…

March 29, 2023

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing March 28, 2023 | CAIS CAIS, the leading alternative investment platform, today announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.” With financial advisors and alternative…

March 29, 2023

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering March 28, 2023 | ffnews.com PATRIZIA, a leading partner for global real assets, and iCapital, a global fintech platform driving access to alternative investment products in the wealth management industry, have partnered to provide wealth managers with access to certain PATRIZIA investment solutions available through Allfunds, the world’s largest fund distribution network, and a strategic partner of iCapital. PATRIZIA will leverage iCapital’s technology platform and structuring solutions to provide wealth managers and…

March 21, 2023

A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program

A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its alternative investment program. A.G.P. will benefit from platform features that make the subscription process easier and more efficient for both…