The hottest Asset management Substack posts right now

And their main takeaways
Category
Top Finance Topics
Mindset Value β€’ 393 implied HN points β€’ 09 Mar 23
  1. Nelnet's book value has grown consistently and it has never had a losing year, which is impressive.
  2. Nelnet is undervalued as its book value does not reflect the true value of its businesses and investments.
  3. Nelnet's investments in companies like ALLO, solar energy, and HUDL show potential for significant growth and increased value.
Lewis Enterprises β€’ 235 implied HN points β€’ 06 Jul 23
  1. The future of alternative investments is undergoing significant changes in the market structure with emphasis on investment managers, allocators, and capital owners.
  2. Traditional asset managers are seeking growth by entering alternative investments but are facing challenges due to massive capital deployment impacting returns.
  3. There's a trend towards greater intermediation of capital allocation in the alternative investment landscape, leading to a more specialized distribution approach.
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The Data Score β€’ 39 implied HN points β€’ 16 Jan 24
  1. The future of the alternative data industry and how smart asset managers are preparing for it is a key theme in the upcoming conference.
  2. The use of generative AI in financial markets, its applications, constraints, and implications are important topics to be explored.
  3. Corporate data strategy including use cases, monetization challenges, and blockers will be a focal point of discussion at the conference.
Net Interest β€’ 18 implied HN points β€’ 01 Mar 24
  1. Tony Robbins has invested in over 100 privately held businesses with combined sales over $7 billion, leveraging his brand to immense success.
  2. Robbins emphasized the concept of 'GP stakes', where investors buy minority positions in asset management firms, such as what he did with Blue Owl through CAZ Investments.
  3. The GP stakes business model focuses on buying into asset management firms and can be highly lucrative, providing exposure to various private asset management firms.
PropTech Future β€’ 137 implied HN points β€’ 08 Mar 23
  1. Technology is important, but not the only solution to elevate client experience in commercial real estate.
  2. Real estate owners and managers need to focus on creating a compelling reason for employees to return to offices.
  3. Investing in human-oriented initiatives and hospitality training can set new industry standards for client experience.
Net Interest β€’ 13 implied HN points β€’ 02 Feb 24
  1. The Federal Reserve's oversight of banks is divided by size, with different divisions supervising banks of varying asset thresholds.
  2. Regulators reacted swiftly to New York Community Bancorp surpassing the $100 billion threshold by implementing capital preservation measures.
  3. New York Community Bancorp's stock fell significantly after taking actions to strengthen its balance sheet, raising concerns and prompting discussions about reviving a retired series on banking crises.
Anxiety Addiction & Ascension β€’ 39 implied HN points β€’ 06 Mar 23
  1. Vanguard, the world's second-largest asset management firm, with $8 trillion AUM, has withdrawn from ESG, which is a significant move.
  2. There are signs of people waking up and pushing back against social engineering, like the ESG framework, showing a recalibration in public perception.
  3. Major financial institutions, like Vanguard and JPMorgan Chase, distancing themselves from ESG indicates cracks in the system and growing public awareness, potentially due to popular sentiment.
Anxiety Addiction & Ascension β€’ 39 implied HN points β€’ 05 Dec 22
  1. Saving for retirement is essential, but being forced by the government to put money into certain funds can be questionable and may not align with individual financial goals.
  2. Asset management firms play a significant role in managing retirement funds, but their emphasis on ESG and socially responsible investing may not always align with traditional fiduciary responsibilities.
  3. ESG (Environmental, Social, and Governance) criteria can significantly influence how money managers handle investments, potentially prioritizing social and environmental factors over pure financial gains.
Equal Ventures β€’ 0 implied HN points β€’ 10 Nov 22
  1. Emerging managers in the venture industry show potential for high returns despite receiving a smaller share of capital allocation.
  2. Diversity in emerging manager profiles and strong alignment with LP incentives make them attractive investments.
  3. The slow change in LP-GP dynamics, the challenge of identifying new managers, and the dominance of established firms hinder the growth of emerging managers, limiting diversity and innovation in the asset class.