Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

Strategy and Management Consultants

SUPPORTING ENTREPRENEURS AND S.m.e.'s

Investment

Investment

Confusion over crypto currency!

Clients are now demanding access to their digital assets but are unsure of how to get them, when they will be able to and will brokers be able to sell them. Brokers are aiming to avoid trading straight assets directly, leaving that to specialty shops but instead give advisers access to a selected number of digital and crypto linked funds while waiting for SEC and give the all clear on exchange traded funds that invest into Bitcoin like currencies. However, due to the increase in demand the all clear is taking longer so access to the currency is taking longer. ____________

by Think Tank Leave a Comment on Confusion over crypto currency!
Investment

Is the 60/40 ratio for portfolio’s still applicable?

The portfolio ratio meant that, 60 percent of funds are put into equity and 40 percent are allocated to a fixed - income portfolio. However, the standing and forecasted market future is making it less likely that this mixture will still be successful. With interest rates increasing, alternatives are definitely worth looking at. For example, long- short investing or venture capital whereby the equity markets don't need to spike in order for you to be successful. Although, suitability is a big factor, depending on what extent the investor is willing to pass up the liquidity

by Think Tank Leave a Comment on Is the 60/40 ratio for portfolio’s still applicable?
Investment

Investment industry: SEC efforts to reform private equity fees

The Security and Exchange Commission last week proposed that private equity fund are recommended to provide data, every 3 months which would be a big shift in disclosure standards and reduce the ability for data sets to be manipulated and represented incorrectly. This shift would bring the private equity to parallel with public markets as the public funds will be used to even the spread of returns when the market is volatile, keeping bond yields low. The inspiration for change follows after a surge in reports over companies overcharging investors and providing inaccurate i

by Think Tank Leave a Comment on Investment industry: SEC efforts to reform private equity fees
Investment

Flat fee annuity for RIAs: More Investment opportunities?

The 3 major independent fee based insurance companies ( RetireOne, Dimensional Fund Advisors and Midland National InsuranceCo.) are working together and have added 3 asset allocation models and 38 institutional class mutual funds and ETFs ( Education and Training Funds) to the zero commission abiding deferred annuities. This annuity was named ' Constance' in October 2021, enabling registered investment advisors to wrap client brokerage accounts, individual retirement accounts and Roth IRAs with an annuity. ______Will you be investing?

by Think Tank Leave a Comment on Flat fee annuity for RIAs: More Investment opportunities?
Investment

Virgin Media O2: £10 bn investment in UK

This crossover of Virgin Media and O2, is one of the biggest UK telecom deal known, it has revealed that the 5G network now covers 2/3 of London. This now classes it as having the largest 5G footprint. The push for investment in improved connectivity is because if  investment in full fibre and mobile connectivity is done, then it could unlock 68,384 jobs in the capital and boost London’s economy by more than £16bn by 2026. The company is currently focussing on denser areas across the UK, e.g London, where people would feel the most benefit. __________ Do you feel the ben

by Think Tank Leave a Comment on Virgin Media O2: £10 bn investment in UK
Investment

Britain- The Epicentre of Foreign Investment:

London has become the core of foreign investment with a 322% increase in non- UK businesses opening bank accounts in the UK between 2019 and 2020. With a further 108 percent increase in the past 12 months. This is significant to the UK as the beliefs of UK losing it's position as being an attractive investment base have been disproven. Surge in investment has been crucial for new jobs in the economy and boosted the economy. The entrepreneurial spirit of the UK has allowed us to keep up with China, the Middle East and Europe. ____________ Have you set up a non- UK busines

by Think Tank Leave a Comment on Britain- The Epicentre of Foreign Investment:
Investment

Treasury official demands ‘stablecoin’ legislation:

  Companies which are not authorised to offer 'stablecoins' , according to the U.S. Treasury for Domestic Finance, suggests they should be penalised under legislation imposed. This concern escalated after there was uproar in 2019 over a 'token' that potentially was used by millions to grow their crypto. This currency is "pegged" to the U.S. Dollar and should be protected to reduce the levels of corruption and for the industry to grow. The treasury demands the Congress to intervene and address the regulatory gaps. Addressing this issue will enable financial inclusion and U.

by Think Tank Leave a Comment on Treasury official demands ‘stablecoin’ legislation:
Investment

Ford investing billions in EV push:

Up to $20billion has been invested in electrical vehicles in order to increase the value of environment and boosted investor sentiment. The new plan also involves hiring engineers to work on niche concepts such as battery chemistry, AI and the software for electrical vehicles. This highlights the increase in the importance of software and digitalisation of the auto industry. As a result of the investment, the share worth increased by 2.7% for Ford. ____ Will you purchase the new EV's, if yes why? If no, why not?

by Think Tank Leave a Comment on Ford investing billions in EV push:
Investment

Is the property industry ESG ready?

Environmental, Social and Governance (ESG) criteria are a set of standards for a company's operations, day to day, that socially aware investors use to check for potential investments. Investment is on the incline in the office sector but will the property industry be prepared to be compliant with the ESG criteria. However, the criteria is not standardised and may delay the current progress the industry needs post COVID. The industry needs to ensure that the information on and benefits of ESG are collected and disseminated by building owners and tenants. ______ Do you be

by Think Tank Leave a Comment on Is the property industry ESG ready?
Investment

Caribou lands $3million to manage healthcare costs for clients:

In order to make healthcare insurance decisions easier, the fintech is currently collecting data to find the best possible deals and plans for the consumers. Caribou recently landed a $3 million funding round and is looking to significantly boost growth , by creating thousands of small to middle sized RIAs helping clients to save hundreds of thousands of dollars. Caribou, which was founded during the pandemic in 2020, now includes 12 employees working in locations around the world, including Europe and Africa. This team and funding will aid deliverance of efficient healthc

by Think Tank Leave a Comment on Caribou lands $3million to manage healthcare costs for clients:
« Previous Page Next Page »