Frontier Of Finance

Planning for retirement is taking on a whole new meaning as a third ‘act’ in our lives – one which involves reframing retirement planning in income terms. In this episode, James welcomes back Fraser Stark, President of the Longevity Retirement Platform at Purpose Investments, to discuss major trends happening in the retirement space. Fraser shares his perspective on some of the challenges faced by the retirement community today, including overall income insecurity, inflation and the need to plan for longer lifespans than ever. James and Fraser also revisit Purpose Investment’s headline-making Longevity Pension Fund one year after its creation and discuss its performance so far. Fraser explains how the fund can factor into existing retirement strategies and how advisors can communicate this effectively to their clients. Finally, he shares his top tips for people who are planning for retirement today. Learn more about Purpose Investment’s Longevity Pension Fund: https://www.retirewithlongevity.com/

In this episode, James explores a new strategy that shines a spotlight on the infrastructure behind the massive data boom. He sits down with real estate investment specialist, Matthew Wenman, Director on the Public Securities Group’s Real Estate Securities team at Brookfield Asset Management, and Stewart Reid, Director of Intermediary Distribution in Western Canada at BMO Global Asset Management. During their discussion, Matthew and Stewart outline the causes of the recent data explosion and the subsequent surge in demand for real estate technology. They also break down the strategy of the BMO Brookfield Global Real Estate Tech Fund, a solution offered as a mutual fund and as an ETF, and practical ways for advisors to position it for their clients so it makes sense.To learn more about getting exposure to alternative investments with BMO GAM, including the BMO Brookfield Global Real Estate Tech fund, visit www.BMOGAM.com/alternative-assets.

In this episode, James explores the latest developments and fundamental changes happening in the world of investing thanks to cryptocurrency’s growing popularity. He sits down with guests Jennifer Sinopoli, SVP & Head of Distribution for Central Canada at CI Global Asset Management and Paul Cappelli, Portfolio Manager at Galaxy Digital Asset Management. During the episode, Jennifer and Paul share their expert insights on what the digital asset space has to offer and what financial institutions can do to help their clients navigate this new asset class. With the help of his guests, James also pulls the curtain back on a new ETF that brings crypto, like Bitcoin and Ethereum, into the portfolios of traditional retail investors without the involvement of a cryptocurrency wallet.

Learn more about what CapIntel is doing by visiting www.capintel.com.

In the first episode of season two, James sits down with the Head of Alternative Investments at Mackenzie Investments, Michael Schnitman, to discuss a new product in the company’s alternatives business. Michaels offers insights about what the alternative fund space has to offer that traditional products cannot, and what’s driving the growing demand for alternative funds. Get a closer look at Canada’s first interval fund, its purpose, and what type of client might be best suited for it. Later in the episode, Michael highlights different private equity funds, and explains how the Mackenzie Northleaf Private Credit Interval Fund provides significant accessibility to private markets.

Learn more about what CapIntel is doing by visiting www.capintel.com.

*Please read the disclaimer below*

Personalization is no longer the exception when it comes to investors’ financial goals—it’s imperative. Investment flexibility is critical to addressing an investor’s unique needs, but the drive for personalization can often lead to a plethora of products and solutions. It’s equally critical for asset managers to understand how to balance a tailored investment experience without overwhelming investors with too many choices. In this episode of Frontier of Finance, Kevin Crowe, Head of Products and Solutions at SEI, shares his insights on how wealth and asset management professionals can use technology to curate a personalized—and better—client experience.

DISCLAIMER:



Important Information

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.

SEI has business relationships with approximately 7,400 financial advisors as of December 31, 2022. The Investment Management Unit (a team within SEI Investments Management Corporation, a wholly owned subsidiary of SEI) has more than 125 professionals as of June 30, 2023.

Investing involves risk including possible loss of principal. There is no guarantee objectives will be achieved nor that risk can be managed successfully. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.

SEI client experiences are their own and may not reflect the experiences of other clients utilizing SEI solutions.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

Information in the US is provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI. SEI Investments Canada Company is a wholly owned subsidiary of SEI.

This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever.

The attached article contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission regarding SEI's strategic focus regarding geographic expansion and potential investments. You should not place undue reliance on these forward-looking statements, as they are based on the current beliefs, assumptions and expectations of our management, which are subject to significant risk and may change. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the Securities and Exchange Commission. We do not undertake to update any of our forward-looking statements.