Investments with No Exit

Getting in is easier than ever. But I doubt most buyers understand how hard getting out can be. WSJ: The Investing Boom That’s Squeezing Some People Dry The WSJ recently published an article about the downside of illiquid investments – restricted withdrawals, resale at steep discounts, and who determines “net asset value”. There are alternatives, […]

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American Rightwing Hates It – But Half the World Adopting ESG Standards

The IFRS Foundation reports that 20+ jurisdictions representing 55% of global GDP, more than 40% of global market capitalization, have announced steps to use or align with the International Sustainability Standards Board’s (ISSB) disclosure standards to provide investors with information about companies’ sutainability risks. China’s Ministry of Finance issued proposed sustainability reporting standards based primarily […]

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Banks Join in Tokenization

There have been numerous articles about funds such as Blackstone promoting tokenization but banks are also increasingly active in trading and wealth management. According to a Citi report, tokenisation of financial and real-world assets could be the use case driving blockchain’s breakthrough, with tokenisation expected to reach up to almost $4 trillion in value by […]

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Secondary Markets – Growing In Importance & the Importance of Tokens

Tokenization is the key to secondary trading of alternative investments – especially illiquid investments such as real estate. Tokens convert LPs from illiquid to liquid investments. General partners (GPs) are increasingly looking at secondaries to provide liquidity for their limited partners (LPs), while LPs are embracing the market as an effective portfolio management tool. In […]

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Singapore Is The Place To Be

The Global Financial Centres Index 35 published in March 2024 by Z/Yen (London) and the China Development Institute (Shenzhen) reviewed 133 financial centres. The report was compiled using 145 factors provided by third parties including the World Bank, The Economist Intelligence Unit, the OECD, and the UN, and then combined with 48,365 assessments of financial […]

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Token Regulation in Europe

One of the key attractions of tokenization is the ability to offer tokens on exchanges around the world. Oasis Pro, Sandstone/Jameson’s strategic partner, has a co-listing agreement with InvestaX, a Singapore regulated alternative exchange, and will be adding co-listing agreements covering the UK, EU, Switzerland, Japan, and South Korea. If you’re thinking of listing in […]

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Citi Tests Tokenization Working with WisdomTree, Wellington Management

Citi (NYSE:C) says it has successfully completed a proof of concept regarding the tokenization of private funds. The firm partnered with WisdomTree and Wellington Management on the project. Tokenization refers to the digitization of assets, including securities. Typically, a tokenized asset will utilize blockchain or distributed ledger technology to accomplish this task. Citi states that it utilized Avalanche Spruce to test the […]

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Onyx by J.P. Morgan and Apollo Explore Tokenization in Investment Portfolios Across Blockchains as Part of Project Guardian

Sandstone/Jameson partner, Oasis Pro, announces interoperability proof-of-concept. By representing investor portfolios as smart contracts, and through tokenizing both fund assets and cash, we identified key potential benefits, including: —reducing 3000+ operational steps to 1 automated process for large wealth managers—reducing portfolio level fees by ~20% as a result of reducing cash drag through faster, programmatic […]

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Singapore Challenging Hong Kong as Asian Financial Hub.

An October 5th, 2023 article in Bloomberg News highlighted the growing role of Singapore as an Asian financial hub competing with Hong Kong in several key financial and wealth management niches. Wealth overseen by the asset management industry has doubled in just six years, to about $4 trillion, according to central bank figures, and about 80% of […]

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