Carried Interest Appraisals: A Guide to Valuation Methods & Allocations
PCE
FEBRUARY 19, 2025
Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits.
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Understanding Portfolio Valuations: The Backbone of Smart Investing and Risk Management
PCE
NOVEMBER 15, 2023
These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders. But why are they so important, and what do they really mean for your investment decisions and risk management strategies?
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Trending Sources
The (Artificial) Intelligent Investor
Deal Law Wire
MAY 28, 2021
Robo-advisors are automated, digital platforms that provide financial-planning services based on market algorithms and trends – a stark contrast from traditional avenues such as investment advisors. The author would like to thank Vahini Sathiamoorthy, Articling Student, for her significant contribution to this blog post.
Statement of Cash Flow
Wall Street Mojo
JANUARY 17, 2024
Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. Management relies on the statement of cash flow for strategic decision-making. It assists in planning investments, managing working capital, and determining the need for external financing.
Outsourced trading: Easy to do, difficult to get right
The TRADE
AUGUST 7, 2024
Examples just from just the last six months include UK-based investment management firm Waverton – which has £9.1 While historically, this has very much been a space taken up by smaller funds – some large funds are demonstrably turning, or have turned, to these solutions.
Eyes on a new prize: How outsourced trading has taken off and why the attention is now turning to larger managers
The TRADE
DECEMBER 21, 2023
The rebuttal from Aaron Hantman, CEO of Tourmaline at the time called the article “a misrepresentation of what outsourced trading does, and what its benefits are, particularly for the buy-side”. In addition, the biggest risk to the business will be internalisation, and one case of this can be found in the decision reversal at Railpen.
How to raise pre-seed funding
Growth Business
AUGUST 3, 2023
I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too.
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