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How to value illiquid investments

Private Equity Wire

Documenting assumptions for estimates In documenting assumptions for estimates, recognizing the inherent subjectivity of valuations is crucial. Maintain documentation for all inputs, including growth rates and discount rates. Fund managers should regularly review P&Ps and update as necessary, as they are dynamic documents.

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Tales from the Crypto: How to Think About Bitcoin

ClearMoney

His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

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Demystifying Systematic Fixed Income Investing

ClearMoney

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

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10 Obstacles to Investing—and How to Overcome Them

ClearMoney

French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. Fama and Kenneth R. 5 (2010): 1915–1947. In US dollars.

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Unlocking the Power of Net Unrealized Appreciation (NUA)

Fortune Financial

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments.

Taxes 52
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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. For those of you who are new to my blog, my name is Sara. Excuse exactly.

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Transcript: David Einhorn, Greenlight Capital

The Big Picture

They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for?

Capital 117