Displaying items by tag: funds

Inflation is now everyone’s primary concern, including the Fed. A strategy to outpace inflation is to find an income strategy that can keep up. Closed-end funds with high returns are a great way to do this. Virtus AlllianzGI Diversified Income & Convertible Fund is a great option as it has an 8.96% yield and has averaged over 8% in the last 5 years. Calamos Convertible & High Income is also a great option along with Advent Convertible and Income. Investors looking to rely on Treasury inflation-protected securities have gotten hammered because the rising yield has destroyed their value, and TIPS funds have equally suffered.

Finsum: High yield corporate debt is a great pace to look for yield right now, and is less sensitive to Fed risk than many other bonds.

Do you even remember what life was like before Uber? Flagging down a taxi in rush hour traffic on a rainy day. Watching the fare meter increase, despite not moving more than 0.2 miles in 10 minutes. Uber truly disrupted the taxi industry by following a simplified business model that provided transparency and time/cost savings to its customers.

At Magnifi, we are breaking through those “roadblocks” the same way Uber has. We understand it can be challenging in today’s crowded markets, our revolutionized platform, which produces over 300k search results each day, provides you with a unique opportunity to stand out with both financial advisors and individuals to drive sales and strengthen advisor relationships.

This email address is being protected from spambots. You need JavaScript enabled to view it. today to further discuss how Magnifi can generate 50,000 search results for your fund each month!

Search 27,000+ Investments in Seconds

Imagine this: The Emerging Markets ETF you’ve used for the last 3 years has underperformed. You and (more importantly) your clients are growing tired of it.

How do you find new positions to swap it for? Google? Calling wholesalers? How much time will it take you to discover new options, and when you do, will they even be right for your clients?

Finally, I can offer you a better solution.

Compare Stocks to Funds to SMAs

You can now use Magnifi to search 27,000+ investments in seconds. It’s powered by AI and incredibly flexible. You can use phrases like “emerging markets with no exposure to China" or "global ETFs with low Fi360 scores" or even “tech funds with no FAANG stocks” to find and compare stocks, funds, models, and even SMAs that match exactly what you’re looking for.

And best of all, you can start using it today — with a free account.

(Washington)

China has been a no-brainer for any diverse portfolio and quite frankly continues to be one…see the full story on our partner Magnifi’s site.

Did you know that most advisors spend 5.5 hours per week handling investment management related tasks like searching for funds? That stat comes from Kitces.com and does a good job highlighting what has become an increasingly difficult problem for advisors: how to find the right funds when there is an ever-increasing ocean of options, including many that look very similar. Between screeners with limited criteria (I want “value ESG”, not just “value”) and the pain of cross-asset class searches, finding funds has increasingly become a real quagmire for time and effort. Imagine if you could have three extra hours per week to focus on new client acquisition instead of cycling through drop-down menus trying to find funds? Well, a company called Magnifi has a great new tool to help you do just that. For example, international stocks are getting some attention from Wall Street analysts right now because of their favorable valuations versus US stocks. However, finding the right international funds is even harder than doing so for domestic stocks. For example, you might want to find the best ETFs focused on Asia. Because of the antiquated architecture of existing fund screeners, it would take hours of work to pin down funds in the right fee range and with the right composition. Instead, Magnifi uses natural language search to immediately display and compare all the relevant funds for your query. For example, here are the results for searching “China Value Funds”.

Another great thing about Magnifi is that they incorporate FI360’s fiduciary risk score for every fund, allowing you to incorporate that element for clients and rest easy with concern to regulations.

FINSUM: In our view, Magnifi is the best way to search and filter investments, period. Once you try it out you will quickly move on from the many ETF “screeners” available.