Capital Investment Fund

If you are in need of a capital investment fund, you have several options. There are bonds, open-ended funds, and community development funds. All of these options will require a certain amount of capital investment. You should know the benefits of each one before choosing one. A business plan should contain specific details and be worthy of hundreds of thousands or millions of dollars. It should have all the elements necessary for the fund to approve your application. Listed below are some of these funds:

Open-ended funds

There are several advantages to capital investment fund open-ended funds. Investors can access their investments and make periodic withdrawals without losing their original principal. Open-ended funds can raise capital on an ongoing basis without selling the actual real estate that it owns. These funds balance the need for liquidity against the illiquid nature of real estate by offering redemption rights at a discount to their net asset value. For example, an open-ended fund may require an investor to pay a redemption fee if they redeem their units before they reach a specific value.

Closed-end funds, on the other hand, pay their managers a management fee based on the NAV (net asset value) of the fund. These fees are based on the realized and unrealized returns of the fund. Excess profits are divided between the fund and its investors. Typically, the GP and investors split the carried interest. If the GP earns too much money, the closed-end fund manager will pay a fee that … READ MORE ...

Solving Origination Problems in a Small to Mid-Cap Investment Fund

As the manager of a small to mid-cap investment fund, you face many challenges day to day. From growing levels of competition in the industry to price squeezes that continue to shrink fees and put a strain on the bottom line to the ever present difficulty of attracting qualified leads and new capital, overcoming obstacles has become a way of life.

In this highly competitive environment, one of the most difficult, and until now most intractable, problems has been that of deal origination. In a world where a 0.5% to 1.0% hit ratio is considered good, finding a sufficient number of potential deals is a problem investment managers face every single day.

Think about it this way – in order to close a single deal for your small to mid-cap investment fund, you may have to vet between 100 and 200 potential ones. Every one of those unsuccessful deals represents a waste – of time, of talent, of resources and most importantly of money. If you want to make the most of your marketing budget and keep the steady flow of deals coming to your fund, you need to employ a more creative solution.

Finding that creative solution is what the AQCON deal sourcing platform is all about. Using a combination of algorithmic intelligence, machine learning and human expertise, our firm is able to solve what had previously felt like an unsolvable problem.

Without our platform and its innovative processes, investment managers had faced some significant problems, starting with things … READ MORE ...

Why Forex market? Forex Trading advantages and Disadvantages

Why forex? (Forex Trading Advantages and Disadvantages)

Warning: Top 4 Forex Risks Traders Should Know

Advantages and disadvantages of forex trading

There are some trading risks to consider when trading financial markets. Your money can bring you big wins or big losses. The better you understand the potential risks and how to control and mitigate them, the better you will be as a trader.

According to the report of Myfxbrokers, there are Top 4 Forex Risks Traders Should Know

This section describes some of the risks you may encounter along the way.

1. Volatility Risk

Volatility plays an important role in trading. Volatility risk represents the degree of market volatility and must be reliably included in all traders’ trading strategies. Forex Risk Volatility Risk

Many traders usually consider volatility to be a negative and uncertain risk factor, but there are also many positive factors in volatility. Without some volatility, it is almost impossible for a trader to profit from trading activities.

Usually, in high-impact news events, volatility can spike and become excessive. In this case, volatility can adversely affect the trader’s open position.

 2. Credit Risk in Transactions

When trading financial markets, one should expect individuals or groups on the other side of the transaction to be willing to fulfil their financial obligations.

Credit risk exists when one party of a transaction is unable to pay the other. This can happen because one of them went bankrupt.

Credit Risk in Forex Risk Trading When trading, you need to be … READ MORE ...

Check Out the Best Gold IRA Companies: Why to Invest in Gold IRA?

Gold is a highly appealing asset for retirement investing because it will hedge against inflation and market volatility while offering you a diversification source. Although you can get exposure to gold in a regular retirement account by buying funds or stocks, you cannot invest in physical forms.

As soon as you check here, you can learn everything about choosing a self-directed IRA where you can keep physical precious metals.

Suppose you wish to get physical assets; you should create a self-directed individual retirement account or gold IRA that comes with specific fees and rules you should pay to ensure the best course of action.

What is a Gold IRA?

What is a Gold IRA?

It is vital to remember that a gold IRA is a form of self-directed individual retirement account that will allow you to own coins, bars, and bullion. When using a regular IRA, you cannot hold physical assets. Still, you can invest in other assets that will allow you exposure to precious metals, including mining companies, stocks, or ETFs.

On the other hand, you can invest in alternative assets such as cryptocurrencies, real estate, and precious physical metals when you open a self-directed individual retirement account.

Remember that gold IRAs follow the same rules as traditional ones regarding contribution limits, tax benefits, and withdrawals. According to the IRS, you should implement additional record-keeping requirements and tax reporting because you will hold more complicated assets than traditional ones.

Custodians Manage Your Assets

You cannot get gold individual retirement accounts by using regular … READ MORE ...

Marketing Tips for a Financial Advisor

Financial advisors might be busy taking care of clients’ financial goals. Of course, they are known to take care of your funds and assets. However, the company won’t last long if you don’t have to concentrate on your company’s growth and wellbeing!

Many financial advisors fail to effectively plan and structure their company and end up in the constant loop of gaining and losing clients. Well, this is a common scenario for most companies however, the frequency of it should be lesser than usual to maintain a balance.

In this article, you will learn about the marketing tips that require your concentration.

Know thy clients

The foremost thing to growing your business is to understand your clients at a personal level. This helps you to determine their financial needs and goals accordingly. Any person can google and learn about a few handling finances but, having a personal conversation lets them have trust on you and you can customize their finances accordingly.

Before you move ahead and begin offering your proficient advice to the client, listen first. It is astounding to see the number of professionals avoiding such basic etiquette during their meetings with the customers. Do not assume what they prefer until they tell you so.

Build potential relationships

Referrals are one of the best ways to pump up your business. It requires you to offer excellent solutions along with impressive customer service. However, another way you can build a clientele is through intensive marketing techniques. Email marketing, affiliate marketing, … READ MORE ...