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Family offices are evolving. Their investments are spread across countries and various liquid and illiquid asset types, further held through intricate legal structures, making the family office of the 21st century as complex as an institutional investor. What’s more, family office principals are also becoming more financially savvy, and bring the same rigour to their […]
In the whirlwind of the modern financial landscape, where landscapes shift overnight and market volatility dances a perpetual jig, one constant remains: the pursuit of long-term growth. For discerning investors, particularly those navigating the complex terrain of family offices, future-proofing investment portfolio is no longer a luxury, but an urgent necessity. And in this dynamic […]
Asset allocation is a critical strategy used by investors to diversify their portfolios and achieve optimal returns while managing risks. Traditionally, investors have relied on a mix of stocks and bonds as their primary asset classes. However, in today’s dynamic and ever-changing market, the importance of alternative investments has been steadily increasing. We will explore […]
Diversifying your investment portfolio is an important strategy for managing risk and maximizing returns. One effective way to diversify your portfolio is to invest in alternative assets. Alternative assets are investment options that go beyond traditional stocks, bonds, and mutual funds, and can include real estate, commodities, private equity, hedge funds, and more. We will […]
Real estate has long been considered a smart investment option, and this trend is set to continue till date. Despite economic uncertainty and market volatility, real estate remains a stable and profitable investment option that can provide long-term financial benefits. We will explore why real estate remains a smart investment option till date. 1.Real estate […]
Inflation is a persistent increase in the prices of goods and services over time. It erodes the purchasing power of your money and can have a significant impact on your investment portfolio. As inflation rises, the value of your investments may decrease in real terms, meaning that your portfolio may not be able to keep […]
As an investor, it’s important to review the performance of your investment portfolio regularly. While many investors choose to review their portfolio performance on a quarterly or annual basis, reviewing it every month can be beneficial. In particular, portfolio reviews of previous month by the 6th or 7th of the month can provide several advantages. […]
When it comes to investing, keeping track of your investment managed by an advisor is crucial to achieving your financial goals. An investment advisor can help you design a portfolio that aligns with your financial objectives and risk tolerance. However, you should regularly monitor your investment to ensure that your portfolio is performing as expected. […]
Portfolio comparison against the benchmark is a common method used by investors to evaluate the performance of their investment portfolio. The benchmark is typically a market index, such as the S&P 500 or the Dow Jones Industrial Average, which represents the overall performance of a specific market or sector. The portfolio is compared to the […]
