With Intelligence’s Post

Benchmarking has arrived in the Private Credit module of the With Intelligence platform. Want to see how it works? Simply follow the link within the post or send me a message directly to discuss further.

Our Wealth Management and Capital Markets Forum is less than two weeks away! Join us next month in New York for the opportunity to learn from Datos Insights' Wealth Management and Capital Markets advisors and other securities and investments industry experts. #WMCMForum Key themes to be explored include components of: ⭐ New investment products ⭐ New tools and digital capabilities ⭐ Regulatory change Check out the event agenda, featured speakers, and more: https://lnkd.in/eKVfW9Qc #WealthManagement #CapitalMarkets #Investments

📈 Welcome to the New Year in Capital Markets! 🌐 In the world of finance, every moment is a chance to start anew. Let's embrace the opportunities 2024 brings, explore innovative strategies, and navigate the markets with precision. What financial goals are you setting for yourself this year? Share your ambitions! 💼 #capitalmarkets #newbeginnings #financialgoals #MDMarketInsights #businessanalysis #capitalmarkets #financeindustry #financialservices #investmentanalysis #TradeFloor #dataanalytics #riskmanagement #tradingstrategies #marketresearch #investmentmanagement #assetmanagement #fintech #regulatorycompliance #portfoliomanagement #derivatives #marketanalysis #financialtechnology #quantitativeanalysis #investmentstrategy #businessintelligence #financialinnovation #economicanalysis #hedgefunds #privateequity #TradingSystems #datascience #riskanalysis #financialdata

Investors have the highest return expectations for hedge funds in over a decade, as 33% look to increase allocation to credit strategies, according to the latest alternatives investor survey from BNP Paribas. Read more: https://okt.to/FsAetQ #hedgefunds #hedgefundperformance #creditfund #investing #alternativeassets

In our latest Allocator Solutions report, we explore whether past performance indicates future results. 🤔 Our team ran the numbers—leveraging PitchBook’s new benchmarking methodologies and historical private fund data. Key insights include: 🔮 How does persistence for #PrivateEquity and funds of funds compare? 🔮 Is persistence for #VentureCapital statistically significant? 🔮 Do poor performers tend to have greater persistency? Check out the report to learn more: https://pitchb.co/DfNXZu

For Asset Owners Join us tomorrow, Wednesday 1st May Where MSCI's research teams Provide unique insights on private capital performance and discuss latest trends. Private Assets in Focus webinar link > http://ms.spr.ly/6046YK6xE

Asset allocations in alternative investments continue to increase as investors seek further diversification and protection from market volatility. #SSNCAccord can help aggregate your siloed data, provide the analytics needed to help investors, and assist you in making data-driven decisions on alternative asset classes that deliver results. https://hubs.li/Q02s9ZNj0

Excited to share my first NBER working paper, “Custom Proxy Voting Advice,” which was also recently featured on the Harvard Corporate Governance Forum (https://lnkd.in/ePsiu4H6). The scholarly and political discourse surrounding proxy advisors often assumes that the presence of one or two dominant proxy advisors in the United States implies a uniform “one-size-fits-all” approach to proxy advice. However, this paper challenges this notion. Our analysis reveals that approximately 80% and by our estimate, these custom recommendations deviate from the proxy advisors' in-house recommendations around 20% of the time. This paper’s findings have significant implications for understanding the role of proxy advisors in the U.S. equity market and suggest that the impact of proxy advisors may be more nuanced than previously thought. We theorize a two-step fund deliberation process. First, funds decide whether the cost of developing custom policies is worthwhile. Second, upon receiving recommendations, they decide whether to conduct additional research. Our theory predicts that funds are motivated to customize for ideological and economic reasons. Consistent with this view, we find that funds with ideologies that diverge from proxy advisors (e.g., on ESG issues) are more likely to customize. Additionally, funds with larger economic stakes are also more prone to customization. We also show that customization can serve not only as a substitute for investor attention, but also a complement. Specifically, customization allows funds to align their votes with their ideologies ex ante on less important ballot items, which allows them to conduct additional research when there are important or controversial ballot items. Our findings have significant implications for ongoing policy debates surrounding institutional voting and proxy advisors. In particular, attempts to limit investors’ use of proxy advisor services may have the unintended consequence of reducing informed voting. Our study is also the first to examine the use of ready-made customized policy packages, which we show allow for greater ideological expression with lower effort. Recent developments to increase investor representation, such as “pass-through” voting based on ready-made policies, are likely to increase the importance of such pre-packaged policies. I hope you will take the time to read the article and learn more about my research. I am also happy to answer any questions you may have.

Small- and mid-sized private equity funds offer a ‘broader and more attractive set of investment opportunities’ than their larger counterparts, according to Schroders Capital. Read now: https://okt.to/HUyqe9 #news #privateequity #investment #funds #fundmanagement #alternativeassets #alternatives

Mark your calendars - Wednesday, May 1, at 10 AM ET we are hosting our Private Assets in Focus webinar, formerly known the BMU Global Private Capital Review: http://ms.spr.ly/6046YK6xE Be part of the conversation on our Q4 2023 Global Private Capital Performance Report, and the latest trends in private capital markets, including recent performance metrics, cash flow analyses, dry powder levels, and valuation trends across private equity, debt, and real assets. Plus, don't miss the opportunity to hear from speakers from across MSCI's research teams. We look forward to welcoming you! #PrivateAssets #PrivateCapital #InvestmentTrends #MSCIWebinar #FinancialServices