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Associated Press
2 hours ago
- Business
- Associated Press
Kingston Global Tokyo Japan Publishes 2025 Guide to Asset Allocation ETFs to Aid Investor Decision-Making
Kingston Global Tokyo Japan has released its 2025 Guide to Asset Allocation ETFs: Volume 6, offering insights on global markets, ETF selection, and model portfolios to help investors optimize returns, manage risk, and build diversified, cost-effective portfolios. Tokyo, Japan, June 8, 2025 -- Kingston Global Tokyo Japan is pleased to announce the release of its ' 2025 Guide to Asset Allocation ETFs: Volume 6,' a comprehensive resource designed to help individual and institutional investors navigate the complexities of global markets and construct resilient portfolios. The guide analyzes recent shifts in asset allocation, offers insight into emerging trends, and highlights key exchange-traded funds (ETFs) suited to various risk profiles. According to the company, in an environment marked by fluctuating interest rates, geopolitical tensions, and evolving monetary policies, investors require up-to-date, data-driven analysis to allocate capital effectively. Kingston Global's new guide examines how balanced portfolios combining equities, fixed income, and alternative strategies can optimize returns while mitigating volatility. Drawing on proprietary research and third-party data, the publication provides sector breakdowns, regional weightings, and model allocations aimed at individuals seeking long-term growth, retirees prioritizing income, and institutions managing multi-asset mandates. 'The past year has underscored the importance of diversification and dynamic portfolio management,' says Michael Sherwood, spokesperson for Kingston Global Tokyo Japan. 'Our 2025 Guide to Asset Allocation ETFs offers readers a clear framework for understanding which ETFs can serve as building blocks for their objectives—whether they prioritize capital preservation, income generation, or aggressive growth. We designed this guide to empower investors, both novice and experienced, to make well-informed decisions in an increasingly complex market landscape.' A few of the key highlights from the guide include: The 2025 Guide to Asset Allocation ETFs is freely available on the Kingston Global blog at Readers can download the guide or access it online to review detailed charts, tables, and expert commentary. For more information, please visit About Kingston Global Tokyo Japan Kingston Global Tokyo Japan is a Tokyo-based financial consultancy dedicated to providing comprehensive investment and planning services to individuals, families, businesses, and institutions. Leveraging expertise in Education Planning, Estate Management, Finance Planning, Organizational Solutions, Overseas Investments, and Retirement Planning, the firm delivers customized strategies designed to maximize returns while managing risk. With a commitment to professional excellence and a client-first approach, Kingston Global Tokyo Japan helps clients achieve their financial objectives through informed decision-making and proactive support. Contact Info: Name: Michael Sherwood Email: Send Email Organization: Kingston Global Tokyo Japan Phone: +813 6863 5291 Website: Release ID: 89161884 Should you come across any errors, concerns, or inconsistencies within this press release's content, we urge you to reach out without delay by contacting [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our committed team will promptly address your feedback within 8 hours and take appropriate measures to resolve any identified issues or guide you through the removal process. Providing accurate and dependable information remains our utmost priority.
Yahoo
6 days ago
- Business
- Yahoo
VerAI Discoveries to Sponsor and Participate in THE Mining Investment Event in Quebec City
Boston, Massachusetts--(Newsfile Corp. - June 2, 2025) - VerAI Discoveries (VerAI), a pioneering AI-driven mineral asset company, is pleased to announce our sponsorship and participation in THE Mining Investment Event, taking place June 3-5, 2025 in Québec City, Canada. Yair Frastai, CEO; Gordon Bogden, Chairman; and Matthew Grainger, Vice President of Portfolio Management, will represent VerAI Discoveries at the event. Mr. Bogden and Mr. Grainger will be featured panelists during the event. Recognized as Canada's only Tier I global mining investment conference, THE Mining Investment Event is an exclusive, invitation-only gathering, independently sponsored by the Government of Québec, along with leaders from the financial and mining sectors. The event brings together leading voices in mineral exploration, mining innovation, and investment strategy. We are honored that both Mr. Bogden and Mr. Grainger have been invited to participate in high-profile panel discussions during the event: Gordon Bogden, Chairman of VerAI Discoveries, will join THE Investment Panel on Tuesday, June 3, from 2:15 PM to 3:00 PM EDT, where he will share his expertise on global investment trends and capital strategies within the mining industry. Matthew Grainger, VP of Portfolio Management, will be a featured panelist on THE Future of Mining Panel, scheduled for Wednesday, June 4, from 11:00 AM to 11:30 AM EDT. Mr. Grainger will provide insights into innovation, exploration technology, and the evolving dynamics of the mining sector. About VerAI Discoveries, Inc. VerAI Discoveries (VerAI) is an AI-driven mineral asset company that leverages its proprietary AI Discovery Platform to systematically identify and build an asset portfolio of high-probability locations of concealed mineral deposits. The company owns a rapidly growing portfolio of over sixty mineral projects and multiple royalties across North America and South America. By focusing on underexplored covered terrain within prime mining jurisdictions, VerAI dramatically increases the probability of discovering substantial deposits while mitigating economic risk. The company partners with leading industry investors and explorers to develop its global asset portfolio of base and precious metals targets, unlocking value and contributing to the global supply of critical minerals. For more information, visit About THE Mining Investment EVENT THE Mining Investment EVENT is Canada's Only Tier I Global Mining Investment Conference, held annually in Québec City, Canada. THE Event hosts over 100 participating mining companies, is invitation only and is independently sponsored by the Government of Québec, and financial and mining communities at large. It is designed to specifically facilitate privately arranged meetings between mining companies, international investors, and various mining government authorities. THE Event is committed to promoting sustainability in the mining industry via education and innovation through its unique Student Sponsorship and SHE-Co Initiatives, highlighting ESG and equality issues, and providing a platform for some of the most influential thought leaders in the sector. ### Media Contact:Amie Cavarra303-358-5452| To view the source version of this press release, please visit Error al recuperar los datos Inicia sesión para acceder a tu cartera de valores Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos Error al recuperar los datos
Business Standard
27-05-2025
- Business
- Business Standard
Active Portfolio Monitoring: Dezerv's Investment Philosophy Redefining Wealth Management
In today's rapidly evolving financial landscape, Dezerv's investment philosophy of active portfolio monitoring is redefining wealth management in India. Having surpassed ₹10,000 crore in Assets Under Management (AUM) as of December 2024, Dezerv now ambitiously targets ₹25,000 crore by the end of 2025. This approach has demonstrated its effectiveness in delivering superior investment outcomes through its Portfolio Management Services (PMS). The Philosophy Behind Active Monitoring Dezerv's investment strategy is rooted in the understanding that markets are in constant flux, necessitating a dynamic and responsive portfolio management approach. This philosophy acknowledges that wealth creation extends beyond initial investments, emphasizing the importance of maintaining an active, professional relationship with one's portfolio. "Traditional 'set-it-and-forget-it' approaches are becoming increasingly obsolete in today's complex market environment," explains a senior portfolio manager at Dezerv. "Our philosophy centers on the belief that every market movement, whether a challenge or an opportunity, demands intelligent response rather than passive acceptance." From Philosophy to Practice Dezerv's active monitoring philosophy translates into a sophisticated portfolio management framework that combines human expertise with data-driven insights. In times of market volatility, this approach enables portfolios to remain resilient while capitalizing on emerging opportunities. For instance, when certain market segments experience temporary declines, many investors may react impulsively or remain inactive. In contrast, Dezerv's professional investment teams analyze these situations through multiple lenses—valuations, growth potential, and risk metrics. This comprehensive analysis often reveals opportunities that others might overlook, allowing for strategic portfolio adjustments that can potentially enhance returns when markets recover. Core Principles of Active Monitoring Dezerv's investment philosophy rests on three fundamental pillars: Continuous Market Engagement: Rather than periodic reviews, Dezerv's portfolio managers maintain constant market vigilance, enabling quick identification of both risks and opportunities. This approach ensures portfolios remain optimally positioned across market cycles. Strategic Adaptability: The philosophy emphasizes the importance of making timely, strategic adjustments rather than reactive changes. Analysis of numerous high-net-worth portfolios reveals that this approach significantly increases the likelihood of outperforming market benchmarks. Data-Driven Decision Making: Every portfolio adjustment is backed by comprehensive analysis, ensuring that emotional biases don't cloud investment decisions. This systematic approach has consistently delivered superior up-capture and down-capture ratios against benchmarks. The Impact of Active Philosophy The success of this philosophy is evident in Dezerv's portfolio performance through various market cycles. Regular strategic portfolio adjustments demonstrate the value of active monitoring, with each move precisely timed to either capitalize on emerging opportunities or protect against potential risks. "Our investment philosophy challenges the conventional wisdom that less intervention is always better," notes the portfolio manager. "In today's market environment, intelligent, data-driven active monitoring has become essential for achieving superior investment outcomes." How Active Monitoring Creates Value Active monitoring creates value through multiple mechanisms: Early Opportunity Recognition: By continuously analyzing market movements, portfolios can be positioned to benefit from emerging trends before they become apparent to the broader market. Risk Management: Proactive monitoring helps identify potential risks early, allowing for defensive positioning when needed. Strategic Rebalancing: Regular portfolio assessment ensures alignment with long-term goals while capitalizing on short-term market inefficiencies. Emotional Discipline: A structured monitoring approach helps avoid emotional decision-making during market volatility. Looking Ahead As Dezerv continues its growth trajectory toward ₹25,000 crore AUM by December 2025, its active monitoring philosophy remains more relevant than ever. The company's SEBI-registered Portfolio Management Services provide investors with a sophisticated framework for navigating today's complex market environment, offering a compelling alternative to traditional passive approaches. For investors seeking professional portfolio management, Dezerv's philosophy offers more than just market watching—it's about understanding, responding to, and ultimately staying ahead of market movements through expert management and continuous monitoring. Note: Past performance may not be indicative of future results. Individual portfolio performance may vary based on the timing of investments and specific portfolio composition.
Time of India
30-04-2025
- Business
- Time of India
PPFAS Alternate Asset Managers IFSC opens a new office at GIFT city
PPFAS Alternate Asset Managers IFSC , a wholly owned subsidiary of Parag Parikh Financial Advisory Services Limited, inaugurated its new office today at GIFT City (Gujarat International Finance Tec-City), Gandhinagar, Gujarat. The new office will serve as the hub for the firm's global and domestic alternative investment offerings. #Pahalgam Terrorist Attack PM Modi-led 'Super Cabinet' reviews J&K security arrangements Pakistan's General Asim Munir is itching for a fight. Are his soldiers willing? India planning to launch military strike against Pakistan within 24 to 36 hours, claims Pak minister With the necessary infrastructure, team, and regulatory groundwork already established, the company is well-positioned to launch its inbound fund as soon as the regulatory approvals are in place. Furthermore, the firm will provide outbound fund structures and Portfolio Management Services ( PMS ) from its GIFT City base, according to a press release. Also Read | Akshaya Tritiya: How gold ETFs performed in last 10 calendar years Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Access all TV channels anywhere, anytime Techno Mag Undo The inbound fund will be a fund of funds (FOF) that serves as a feeder into the existing mutual fund scheme " Parag Parikh Flexicap Fund ". It targets NRIs and foreign nationals seeking exposure to India. The benefits of this fund include the fact that there is no need for a PAN number, no requirement to open an NRO/NRE account, and no FPI license. Repatriation is not restricted, as funds are invested in US Dollars and currency risk is eliminated. Under the IT Act, any gains from unit transfers of the Fund are exempt from tax, and no TDS is deducted. Live Events The outbound fund will enable resident Indian investors to use the Liberalised Remittance Scheme (LRS) limits and remit US dollars to invest internationally. Since the RBI Limit for the asset management industry was exhausted in February 2022, investors have wanted to invest abroad. The exact structure of this scheme is being explored, and the firm will reveal it as and when it is crystallised. 'We are excited to operationalise our presence in GIFT City. This marks a significant milestone for our alternate asset management journey and strengthens our ability to cater to both domestic and global investors,' said Mr. Nirmal Bari, Director and Principal Officer at PPFAS Alternate Asset Managers IFSC 'Our office here will allow us to bridge global investment strategies with Indian expertise, and we look forward to bringing value-driven, transparent solutions to our clients,' he added. Also Read | MF Tracker: HDFC Small Cap Fund turns Rs 10,000 SIP to Rs 1.14 crore in 17 years 'The expansion to GIFT City aligns with PPFAS's long-term vision of building a robust alternative investment platform that leverages the IFSC's regulatory benefits and global connectivity.' said Rajeev Thakkar , Director, PPFAS Alternate Asset Managers IFSC. PPFAS Alternate Asset Managers IFSC Pvt. Ltd. remains committed to its investor-first philosophy and disciplined investment approach. The firm will share further updates on product offerings and timelines as it gears up for the formal launch of its inbound fund.
Business Standard
30-04-2025
- Business
- Business Standard
Monarch Networth Capital IFSC receives FME (Retail) license from IFSCA, GIFT City
The MNCL Group announced that its wholly owned subsidiary, Monarch Networth Capital IFSC, based at GIFT IFSC, has received the certificate of registration as a Registered Fund Management Entity (Retail) from the International Financial Services Centres Authority (IFSCA) (Registration No: IFSCA/FME/III/2025-26/169). The FME (Retail) license authorizes Monarch IFSC to undertake a wide range of fund management activities, including:h Investing in securities and financial products, Managing and launching retail investment schemes, Launching Exchange Traded Funds (ETFs), Managing public offerings of REITs and InvITs, Managing Family Investment Funds, and also undertake activities for FME Non-Retail like launching restricted schemes, special situation funds, and Portfolio Management Services (PMS) including multi-family office structures.
