Building Model Portfolios: A US vs. Europe Perspective on Innovation and Regulation

Model portfolios, structured investment strategies comprising diversified asset classes, have become central tools for financial advisors globally. Recent developments highlight notable differences between how the United States and Europe build and utilize these portfolios, particularly regarding the integration of alternative investments such as private market funds. In the United States, there is a clear trend […]

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Dealing with the Governance and Liquidity Challenges in Private-Credit ETFs

The recent introduction of the innovative private-credit ETF by State Street, in partnership with Apollo, marks a notable advancement in financial product offerings. It attempts to bridge the historically stark divide between the liquidity-focused nature of ETFs and the inherent illiquidity of private credit assets. While this innovation opens new horizons for investors seeking diversified

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Case Studies: Lessons Learned from Governance Failures

The asset management industry has witnessed several high-profile governance failures that underscore the importance of robust fund distribution oversight. These cases often highlight common pitfalls, such as inadequate monitoring, weak controls, and poor communication with distributors. Tools like Fund Guardian provide the transparency and automation needed to avoid such missteps and ensure effective governance. Common

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The Future of Private Markets: Why Real-Time Oversight is a Game-Changer

The private markets revolution is in full swing. A staggering 86% of private equity firms expect alternative investments to dominate retail portfolios within the next five years, while 97% of asset managers report strong retail demand for private equity and real estate. This surge in retail interest—coupled with the rapid growth of European Long-Term Investment

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Navigating the ELTIF Wave: Why Real-Time Oversight is More Critical Than Ever

The European Long-Term Investment Fund (ELTIF) market is undergoing a significant transformation. With private credit surpassing private equity as the leading asset class for new ELTIF launches and more new products authorized in 2024 than in the previous three years combined, the demand for robust oversight and risk management has never been higher. Regulatory changes,

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