GW&K Investment Management on LinkedIn: #markets #culture #inclusion #investinwomen #insipreinclusion… (2024)

In the rounds of an increasingly accessible investing environment, one concept is sparkling brighter than ever: democratizing equity in private companies. By opening up the gates to private equity investing, we allow a much larger and diverse group of people to earn, buy, and sell equity in private companies. This not only enables more people to partake in the wealth generated by these companies but can also serve as a potent tool for tackling wealth inequality. It's high time we shed light on these opportunities that have historically been secluded within the realm of institutional and accredited investors. The future of wealth distribution could rely heavily on our actions today. Who’s with me? Let’s open this discussion further! #privateequity #wealthinequality

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We're on the look out for another great social or environmental impact venture! If you are the founder of an impact business, and are actively looking to secure investment to help you grow your business sustainably, our Business Growth Academy, in partnership with UBS, could be for you. This programme is specifically designed to accommodate for profit, impact driven businesses, supporting founders with the skills to build relationships with investors and learning how to gain investment.But Tameeka Smith, FRSA is doing a much better job at sharing why this programme has been life changing for her. Thank you Tameeka!!! Signs that you would be a good candidate for this programme include your business making more than £50k annual turnover, and having at least one member of staff other than you as a founder.For more info and how to apply, have a look at our programmes page in the comments!#impactbusiness #investment #growth

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“Firm ownership diversity screening continued to gain share as a criterion for finding suitable investment products. Fields such as ‘Total % Minority/Female Owned,’ ‘% African-American Owned,’ and ‘Description of ‘Other’ Minority/Female Owners’ represented 5.2% of all screens utilized by U.S. consultant and investor clients of Nasdaq eVestment for the year through October-31-2020, up from 3.3% in the prior year. As a point of reference, returns data accounted for roughly 9% of all screens in 2019. 👀 The chart below indicates what client types are utilizing firm #ownership diversity screens. Generally, consultants dominate in this regard accounting for 83% of such screens in the U.S. Among investors, public and corporate pension clients were the most likely to screen for asset managers based on #diversity criteria.” All excerpts and image below from this 2023 Nasdaq article “Diversity in asset management: Demand for minority-and women-owned firms” linked in full here: https://lnkd.in/gE-gjJCJQ: What trends do you anticipate seeing in the 2021-2024 #data? #investing #assetmanagement #finance #business #markets #venturecapital #privateequity #wealthmanagement #entrepreneurship #power #influence #leadership #equity #inclusion #money #cultureofmoney

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Embracing diversity in investment is not only the right thing to do, but it’s a smart business decision. The result? More diverse and inclusive products more reflective of our society.Read our new report to see what other investors are doing to improve diversity in #VentureCapital: https://bit.ly/45dgFWl

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"One" of the pieces of research that my team uses to make investment recommendations for our clients comes straight from UBS's Chief Investment Office that I will now be sharing on a daily basis. These reports provide macro views of the markets that help to provide a landscape for investors and Advisors alike. I hope you enjoy and please feel free to reach out for a more detailed conversation specific to your wealth management goals.

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Interesting article describing how private equity can be well served by expanding and diversifying their talent pool and supporting their portfolio companies growth.

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Three key factors to impact family offices in the next decadeIndustry experts reflect on major challenges and opportunities that are most likely to bring change to family wealth management firms#wealthmanagement #familyoffice #investing #opportunities

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Explore the dynamics of equity investments with Dan McNichol in our panel discussion: 'The Equity Equation: Evaluating Impact on Portfolios' and gain valuable insights into navigating today's challenging market landscape. From evaluating risks in a slowing global economy to optimizing equity allocations amidst high inflation, our panelists will share actionable strategies to enhance your investment portfolio.Register now ➡️ https://lnkd.in/gQmtMPjk#marketsgroupPW Suncoast Equity Management, LLC #privatewealth #hnw #financialservices #PWSoutheast24

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How do fund selectors consider diversity and inclusion factors when making investment decisions and how are professional investors considering and monitoring companies to ensure they are inclusive of people and ideas?City Hive's Bhavini ‘Bev’ Shah and Sophie Kennedy, CFA of EQ Investors will discuss this and more at this year's #SustainableInvestmentFestival in their session: Exploring corporate culture to safeguard customer assets. Register today: https://bit.ly/43hSB3b#sustainableinvestment #sustainableinvesting #investment #investors #diversity #inclusion

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Family offices are increasingly looking to diversify their portfolios, going beyond traditional investments. Emerging managers represent a promising avenue for investment, given that they often have unique strategies, and their smaller size allows for greater flexibility and nimbleness. At the same time, emerging managers can gain access to the family offices' network and capital, boosting their growth prospects.https://lnkd.in/ex2EaYkj #familyoffices #seedcapital #esg #investing #diversityandinclusion #hedgefunds #privateequity #emergingmanagers

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