Latest news with #alternative investments
Yahoo
11-08-2025
- Business
- Yahoo
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
GREENWICH, Conn., August 11, 2025--(BUSINESS WIRE)--Eagle Point Securities LLC ("Eagle Point Securities"), a wholesale distributor of alternative investment strategies to private wealth clients, announced that it serves as exclusive dealer manager for investment funds representing over $2 billion of assets. The funds offered by Eagle Point Securities provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection. The funds offered by Eagle Point Securities are managed by Eagle Point Credit Management LLC and its affiliates (together, "Eagle Point"), a leading private credit investment manager with over $12 billion in assets.1 The investment strategies include Portfolio Debt Securities,2 regulatory capital relief transactions, strategic credit investments and collateralized loan obligation securities. Eagle Point Securities has developed a suite of purpose-built investment opportunities designed to enable financial advisors to support their clients and construct balanced investment portfolios. Eagle Point Securities brings its extensive knowledge of private credit and other alternative investments to provide training and education to financial advisors, while demonstrating how certain funds and offerings can enhance an investment portfolio. "Since inception, Eagle Point has served the evolving needs of global institutional investors by seeking to provide access to investments with reliable income, capital preservation and diversification beyond traditional markets," said Joseph Roth, President of Eagle Point Securities. "With significant and growing demand for private credit, we established Eagle Point Securities to offer the same strategies, performance and quality of experience to financial advisors and individual investors that Eagle Point's institutional clients have benefited from for over a decade." "We founded Eagle Point with the belief that private credit markets offer opportunities for innovation, income and long-term value. Eagle Point Securities is an extension of that mission – making institutional alternative private credit strategies accessible to financial advisors and their clients," said Thomas Majewski, Founder and Managing Partner of Eagle Point. Eagle Point Securities is the Dealer Manager for Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust, Eagle Point Credit Company's Series AA and AB Perpetual Preferred Stock offering and at-the-market share issuances offered by Eagle Point Credit Company (NYSE: ECC) and Eagle Point Income Company (NYSE: EIC). About Eagle Point Securities LLC Eagle Point Securities, based in Greenwich, Connecticut, is a wholesale distributor of alternative investments focused on delivering institutional private credit strategies to financial advisors and their clients. As an affiliate of Eagle Point, Eagle Point Securities provides access to specialized offerings supported by a 12-year track record in private markets. Eagle Point was founded in 2012 by Thomas Majewski and manages over $12 billion in assets.1 Eagle Point Securities is a member of FINRA and SIPC. Learn more about Eagle Point Securities at or contact service@ Forward-Looking Statements This press release may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements other than statements of historical facts included in this press release may constitute forward-looking statements and are not guarantees of future performance or results and involve a number of risks and uncertainties. Actual results may differ materially from those in the forward-looking statements as a result of a number of factors. Eagle Point Securities undertakes no duty to update any forward-looking statement made herein. All forward-looking statements speak only as of the date of this press release. Securities Disclosure This press release is provided for informational purposes only and does not constitute an offer to sell, or a solicitation to purchase, securities. Such offer is only made by a prospectus, which includes details as to the offering and other material information. An investor should consider the investment objectives, risks, and charges and expenses of a fund carefully before investing. Risk Disclosures and Important Information An investment in Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust or Eagle Point Credit Company's Series AA and AB Preferred Stock offering (each, a "Fund") is not appropriate for all investors and is not intended to be a complete investment program. Each Fund is designed as a long-term investment, not a trading vehicle, and you may be unable to sell your shares. An investment in a Fund should be considered illiquid. Past performance is not indicative of, or a guarantee of, future performance. An investment in a Fund is speculative and entails substantial risk, including the possible loss of some or all of one's investment. There can be no assurance that a Fund's investment objectives will be achieved. Each Fund utilizes leverage, which involves risk, including possible high volatility and declines of the Fund's net asset value. The securities in which each Fund invests involve multiple risks, including unhedged credit exposure to companies with speculative-grade ratings and leverage, pricing volatility and illiquidity risk. Such investments may not pay interest or repay principal when due and are subject to prepayment risk. 1Represents gross assets under management, inclusive of committed but undrawn capital, managed by Eagle Point and certain of its affiliates, as of May 31, 2025. 2Eagle Point defines "Portfolio Debt Securities" as primarily debt and preferred equity securities or instruments (including debt and preferred securities which are convertible into common equity) issued by funds and investment vehicles, such as business development companies ("BDCs"), registered closed-end investment companies, unregistered private funds, real estate investment trusts ("REITs") and sponsors of such vehicles, to finance a portion of their underlying investment portfolios. View source version on Contacts Investor Relations:203-900-5833service@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-07-2025
- Business
- Yahoo
FS Investments announces rebrand to "Future Standard," signaling vision for the next era in private markets
Rebrand highlights firm's evolution, transformational combination with Portfolio Advisors and commitment to delivering differentiated performance New Private Market Outlook urges investors to embrace a more specialized approach to private markets PHILADELPHIA, July 21, 2025 /PRNewswire/ -- FS Investments, an $86 billion global alternative asset manager, today announced its rebrand and renaming to Future Standard. The move marks a major milestone in the firm's evolution into one of the alternative investment industry's leading platforms for private equity, credit and real estate investments and solutions. Future Standard will operate under a unified identity following its transformational combination with Portfolio Advisors, delivering an integrated experience across the firm's investment strategies. Both firms have long been known as first-movers in the private markets, and the rebrand signals a commitment by the combined firm to remain at the leading edge for clients. "Future Standard reflects what has always been at our core—a relentless drive to serve clients by uncovering differentiated opportunities that drive performance," said Michael Forman, Chief Executive Officer. "Our expertise and access enable us to deliver the attractive returns our clients seek by uncovering opportunities others overlook." With deep specialization in the U.S. middle market, Future Standard is focused on a segment that is essential to economic growth but remains underrepresented in many investor portfolios. The middle market includes more than 200,000 companies generating between $10 million and $1 billion in annual revenue. As 99% of these companies are privately held, it makes access difficult without the right relationships, expertise and structure. "In today's crowded market, standing out demands clarity, conviction and a commitment to challenging convention," said Stephen Tisdalle, Chief Marketing Officer. "Future Standard reflects how we help optimize our clients' portfolios with unique and untapped opportunities. This brand gives us the voice and platform to bring our specialization, skill and ambition to our clients and to the entrepreneurs powering the U.S. economy." The firm's new brand leverages its legacy of innovation and industry firsts, including launching the first private business development company (BDC) and the largest non- traded credit REIT. Future Standard's investment approach combines deep domain expertise with thoughtful product design, providing clients with access to opportunities across liquidity profiles and market cycles. "While much is changing, the core of who we are and where we operate remains the same," Forman added. "With specialized teams across asset classes and a strong distribution infrastructure, we are focused on investor outcomes and leading the way in private markets access and performance." Private Markets Outlook Future Standard today also released its latest Private Markets Outlook, "Follow the Value, Not the Herd," which examines how policy uncertainty and macroeconomic risks are impacting dealmaking. Beneath this cyclical uncertainty, the report identifies a more significant shift: a new investment imperative is emerging in private markets. Many allocators are flocking to large, brand-name managers—but as the report underscores, capturing real value in this next market phase will require a different approach. "Nearly half of all private capital raised globally this year has flowed into megafunds, intensifying the challenge of generating attractive returns," said Mike Kelly, Chief Investment Officer. "We believe the next cycle of alpha will be led by operators who understand how to drive real value—through pricing power, margin expansion, and executional excellence. At a time when policy and geopolitical uncertainty persist, we believe the most compelling opportunities for investors lie in the U.S. middle market, where operational rigor, sector specialization, and manager skill drive differentiated returns." In this environment, operational expertise and domain specialization will be the key to outperformance. Future Standard's analysis shows that in private equity, large-cap managers have underperformed their smaller peers in both median and top-end returns. In both private credit and real estate, smaller funds show greater upside. Meanwhile, higher interest rates are reshaping the investment terrain, compressing equity returns and shifting value toward lenders. As the global investment landscape evolves, the imperative is clear: managers must think differently and embrace the complexity of what comes next. Contact information:Marc Hazelton or Melanie Hemmert media@ ABOUT FUTURE STANDARD Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.1 Visit to learn more. 1 Total AUM estimated as of March 31, 2025. View original content to download multimedia: SOURCE FS Investments Sign in to access your portfolio
Yahoo
11-07-2025
- Business
- Yahoo
Why SoFi Technologies Shares Are Climbing Higher
July 11 SoFi Technologies (NASDAQ:SOFI) jumped about 3.7% on Thursday, hitting a fresh 52-week high of $21 after unveiling a new initiative to broaden access to private market investments. Warning! GuruFocus has detected 7 Warning Sign with SOFI. Through partnerships with asset managers including Cashmere, Fundrise, and Liberty Street Advisors, the digital finance platform is allowing members to invest in high-profile private firms such as OpenAI, SpaceX, and Epic Games. The entry point has been set as low as $10, significantly lowering the typical barriers to entry for retail investors. The move marks a broader push by SoFi to grow its alternative investment offerings. The company has also introduced new funds from ARK, KKR (NYSE:KKR), Carlyle (NASDAQ:CG), and Franklin Templeton (NYSE:BEN), expanding user access to private credit, real estate, and pre-IPO firms. In addition, SoFi recently revamped its robo-advisory platform in collaboration with BlackRock (NYSE:BLK), giving members access to automated portfolios that include alternative assets. This development comes as retail interest in private market opportunities grows. Competitor Robinhood Markets (NASDAQ:HOOD) has also started offering tokenized private equity shares in Europe. With demand rising, SoFi's latest offering may help it stand out in the increasingly crowded fintech space. Based on the one year price targets offered by 16 analysts, the average target price for SoFi Technologies Inc is $14.94 with a high estimate of $20.00 and a low estimate of $6.00. The average target implies a downside of -28.76% from the current price of $20.97. Based on GuruFocus estimates, the estimated GF Value for SoFi Technologies Inc in one year is $11.50, suggesting a downside of -45.16% from the current price of $20.97. This article first appeared on GuruFocus. Sign in to access your portfolio
Khaleej Times
10-07-2025
- Business
- Khaleej Times
A new era for private markets: How diversification and innovation are reshaping the future
The private markets sector is undergoing a period of substantial and simultaneous transformation. In a landscape where norms are being challenged like never before, and on multiple fronts, asset managers, investors, and jurisdictions alike are responding to changing expectations, emerging investor profiles and accelerating innovation. At the heart of this transformation is a key theme: diversification. A recent white paper, Trends in Alternative Investing, published by IFI Global in partnership with Jersey Finance, explores the macro forces shaping the future of private markets - from shifting investor dynamics to the rise of digital investment models and non-traditional fund structures. Investor diversification: Beyond institutions Following more than a decade of strong growth, many institutional investors, particularly pension funds, have reached their allocation ceilings for alternative investments. A slowing IPO market has added further constraints, prompting asset managers to seek new sources of capital beyond their traditional investor base. High-net-worth individuals and family offices are coming into focus. Despite historically low allocation to alternatives - just five per cent of this investor segment had exposure in 2022 - research shows that more than half plan to increase their allocations in the next three years. This presents a clear mutual benefit: asset managers gain access to underutilised capital, while investors gain exposure to private markets that were once difficult to access. However, challenges remain. Accessing alternatives can be opaque, costly and dependent on existing advisor relationships. High minimum investment thresholds and liquidity constraints further complicate participation. Product and structure innovation: Expanding access In response, managers are embracing structural innovation. Beyond traditional pooled funds, the rise of managed accounts, co-investments, funds-of-one and hybrid vehicles reflects a broader shift towards customisation. Fees have decreased, particularly for managed accounts, making them more accessible to a broader range of investors. This trend is accelerating globally, with fund jurisdictions reporting notable growth in demand for flexible, non-traditional structures. New entrants to the market are often focused on structuring optionality - meeting investors where they are with bespoke vehicles tailored to their objectives. Digitalisation and tokenisation: The new access frontier Perhaps the most transformative development lies in digitalisation. Blockchain-based infrastructure and tokenisation are lowering barriers to entry in the private markets space. Tokenised assets can offer greater transparency, enhanced liquidity and significantly reduced minimum investment thresholds, particularly beneficial for high-net-worth and potentially even retail investors in the near future. Forecasts suggest tokenised market capitalisation could reach $2 trillion by 2030 (McKinsey, 2024). High-net-worth investors are expected to allocate an average of 8.6% of their portfolios to tokenised assets by 2026, surpassing institutional counterparts (EY Parthenon, 2023). Tokenisation also holds promise for high-value investments such as real estate, infrastructure and private equity. While regulatory uncertainty persists - identified by 24% of high-net-worth investors as a concern - it is clear that tokenised solutions are opening new avenues for access and growth. A changing landscape, a broader horizon At the mid-point of the decade, the private markets landscape is evolving rapidly. Investor demands are shifting, structural innovations are accelerating and technology is reshaping access in unprecedented ways. Asset managers are no longer serving a single class of institutional investors; they are building strategies that appeal to a far more diverse and globally distributed investor base. In parallel, regulators and fund domiciles are rethinking how they support the needs of modern fund structures - balancing innovation with oversight, and access with protection. These dynamics are enabling new partnerships between managers and investors, fostering more inclusive growth in alternatives. For asset managers, family offices and private investors alike, this new era presents not only challenges but a remarkable opportunity. The next chapter in private markets will be defined by those who embrace diversification, adapt to new technologies, and stay agile in a sector where the rules are still being written. An Kelles is Director – GCC, Jersey Finance. Elliot Refson is Head of Funds, Jersey Finance.
Yahoo
16-06-2025
- Business
- Yahoo
Chantico Technology and Copia Wealth Studios Announce Strategic Partnership to Bring Scenario Modeling to Complex Portfolios
LOS ANGELES and SAN DIEGO, June 16, 2025 /PRNewswire/ -- Chantico Technology, a leader in machine learning scenario modeling, and Copia Wealth Studios, an AI-powered wealth management platform, today announced a partnership to integrate Chantico's scenario modeling with Copia's wealth data platform. The combined offering addresses a specific challenge: stress-testing portfolios that mix traditional securities with private equity, real estate, and other alternative investments. This collaboration integrates Chantico's advanced scenario modeling capabilities with Copia's comprehensive wealth intelligence platform, delivering a unified solution that enhances decision-making across diverse asset classes. Empowering Smarter Investment DecisionsMichael J. Sikorsky, CEO of Copia Wealth Studios, noted the partnership advances their platform's capabilities: "We've brought $30 billion in Assets Under Intelligence® and adding Chantico's scenario modeling means clients can game out market shifts before they happen. When half your wealth sits in alts, that predictive power becomes superpower magic." The partnership targets a growing pain point in wealth management: as investors shift toward alternative assets for returns, their ability to assess portfolio-wide risk deteriorates. Standard modeling tools often ignore illiquid holdings or treat them too simplistically. Financial terms of the partnership were not disclosed. The integrated solution will be available to existing Copia clients in Q3 2025, with broader availability planned for Q4. About Chantico TechnologyChantico Technology builds tools that decode complexity in investment management. Its flagship product, Caminos, delivers next-generation scenario modeling and portfolio optimization—enhancing clarity, precision, and performance without disrupting existing systems. For more information, visit or email press@ About Copia Wealth StudiosCopia Wealth Studios is a San Diego, California-based wealth management platform that leverages AI to provide comprehensive insights into complex portfolios. Serving family offices and institutions, Copia's platform aggregates data across various asset classes, enabling enhanced decision-making. For more information, visit or email press@ Media Contact:Phil Wheaton403 618 9097phil@ View original content to download multimedia: SOURCE Copia Wealth Studios Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
