Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Investment options (fund choices range from as few as 4 up to one state that offers 15, but a majority offer 6 different investment options from a variety of financial institutions including Vanguard, Fidelity, BlackRock, Schwab, and others). Investment fees (underlying expense ratios for investment funds range from.34%-.94%).

Accounting 98

Accounting Due Diligence Mutual Funds Taxes 98

Insight Partners

DECEMBER 5, 2024

New industry-specific AI and data startups are emerging to bridge these gaps and redefine operational standards across financial services. Isolating specific risks is daunting given the multi-layered nature of financial instruments.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

Pension Pulse

NOVEMBER 10, 2023

Second-Quarter Investment Highlights Credit Investments Invested €20 million into a syndicated credit-linked note with Banco Santander, a leading Spanish financial institution, for a diversified portfolio of small and medium-sized enterprise loans. The executive summary and full paper are available here. This needs to change.

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

JANUARY 29, 2025

Our new private credit dataset provides terms and conditions transparency on more than 2,800 private credit funds and more than 120,000 private credit holdings to support various due diligence and portfolio management needs. Turning finally to asset managers. So, I'm pretty bullish on the opportunity there. Thank you.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130