Tag: equityfunds

In our Plancorp Family Office practice, we often work with clients who are frequently presented with opportunities to invest in non-traditional offerings such as private equity, private real estate, hedge funds, etc. First things first. We ultimately believe a family’s “core” wealth is best managed with a portfolio of liquid,…

At Private Equity Wire’s Technology Summit last month, we participated in the Data Analytics panel. The panel discussed technology developments, tools, and insights. What should private equity firms be doing to optimize the way they source and aggregate data? Can predictive analytics help bring marginal gains to investment portfolios? The…

A BAI Capital team composed of senior investor advisors Farid Diez and Ivan Rodriguez, and supported by Claudia Bedregal, is having their final week in Lima, Peru.

Investors were net purchasers of mutual fund assets for the second month in a row, injecting $6.9 billion into the conventional funds business (excluding ETFs, which are reviewed in the section below) for September. For the sixth month in a row, stock & mixed-assets funds experienced net outflows (-$31.2 billion).…

Ayako Yasuda, professor of finance at the Graduate School of Management at the University of California, Davis, said private equity was “very incentivized to maximize what its clients want.” If clients pushed funds to find profits in environmentally responsible investments, “I don’t think they’d have a problem doing that.” Kate…