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Changes in the investment portfolio will result in a more streamlined asset base. What's really interesting is the fact Baron de Ley is actively managing its bond portfolio, and the entire strategy was overhauled in As you can see on the previous image, the total bond portfolio now consists of private market bonds. Unfortunately, Baron de Ley hasn't given any explanation or more details about the companies whose debt securities it has been investing in, but it's interesting to see the portfolio being streamlined as it will be easier to follow up on one type of bonds rather than keeping an eye on the Spanish public debt and the Irish and Slovenian government bonds as well.
It's really not easy to 'guesstimate' the average yield on these bonds, but I have assumed an average Yield to Maturity of 3. Baron de Ley isn't paying a dividend at all, and it's spending its cash on A reducing its gross and net debt, B share buybacks and C buying more securities for its investment portfolio.
That's indeed just a small decrease, but this was predominantly converted into hard euros, the cash position increased from less than 1M to A total of 24M EUR was repaid, as you can see in the next image. Additionally, Baron de Ley is buying back stock and cancels the repurchased shares. In , the company has purchased 33, shares, but acquired an additional 22, shares subsequent to the end of the financial year, which means the company owned almost 56, shares, which is approximately 1.
On top of that, I think Baron de Ley might have repurchased more stock in the past few days as the trading volume was definitely above average. We'll probably know more in the next few days, but I wouldn't be surprised to see BDL having bought more shares to cancel them at the AGM.
And the more cash gets reinvested in the investment portfolio, the more the interest income will increase as well. A win-win situation! What are the risks involved with an investment in Baron de Ley? Even though Baron de Ley sounds like it could be a very appealing investment and it is , there obviously also are some things you will need to take into consideration.
A first risk is the weather. You might chuckle, but a bad summer could ruin a harvest, and thus, ruin a year for Baron de Ley. The company wouldn't have to worry about its operating costs during a bad year, as it still has plenty of wine in its inventory it will be able to sell to cover its expenses.
But, you should realize the cash flows are depending on a good harvest, and a good qualification from the Rioja board. Should a vintage be catalogued as 'exceptional', Baron de Ley will be able to hike its sales price for that specific vintage. The company is still pretty much in the hands of the family.
And finally, due to the size of the investment portfolio, the company is exposed to fluctuating interest rates. Additionally, if the interest rates increase, the value of the bonds decreases. This might have an impact on the total value of Baron de Ley's investment portfolio, but I do think this impact will be negligible. That's bad, but wouldn't change the thesis at all as 1 the financial cushion will still remain intact, 2 maturing debt will be invested in higher-yielding securities, and 3 an impact of Whilst the value of the wine-making activities is 'okay', the real value of Baron de Ley is created by the combination of the winery and the investment portfolio, which mainly consists of investments in debt securities.
Using an average interest rate of 3. This makes BDL a very appealing investment; I owned shares in the mid-fifties range but sold at the end of last year. However, I would be looking to re-initiate a position in the lower EUR range as this company clearly is a value investment.
And meanwhile, I will continue to boost Baron de Ley's revenue by consuming a bottle of El Coto every once in a while. Consider joining European Small-Cap Opportunities to gain exclusive access to similar ideas and actionable research on appealing European-focused investment opportunities, and to the real-time chat function to discuss ideas with similar-minded investors! PRO members receive exclusive access to Seeking Alpha's best ideas and professional tools to fully leverage the platform.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it other than from Seeking Alpha. I have no business relationship with any company whose stock is mentioned in this article. The Investment Doctor Marketplace. What does Baron de Ley do, and why did it catch my attention? Source: El Coto website I can be very brief about how the company originally got my attention.
So how cheap is this company? One of the answers can be found in the cash flow statement. Source: annual report However, you should keep in mind a large part of the interest income and financial gain was undoubtedly caused by taking profits on the bond portfolio see later , and the Changes in the investment portfolio will result in a more streamlined asset base What's really interesting is the fact Baron de Ley is actively managing its bond portfolio, and the entire strategy was overhauled in Source: Annual report As you can see on the previous image, the total bond portfolio now consists of private market bonds.
The power of compounding and buying back stock Baron de Ley isn't paying a dividend at all, and it's spending its cash on A reducing its gross and net debt, B share buybacks and C buying more securities for its investment portfolio.
Source: Annual report Additionally, Baron de Ley is buying back stock and cancels the repurchased shares. Source: Company website The company is still pretty much in the hands of the family. Investment thesis Whilst the value of the wine-making activities is 'okay', the real value of Baron de Ley is created by the combination of the winery and the investment portfolio, which mainly consists of investments in debt securities.
How can investment management executives ensure their teams have access to the best-in-class capabilities needed to drive the business? We have partnered with FinTech Studios to deliver interoperable, curated, real-time market intelligence within thinkFolio, our multi-asset investment management platform. We have formed a strategic alliance with CloudAttribution to integrate their best-in-class performance attribution capabilities into our thinkFolio investment management platform.
We have partnered with Wave Labs to deliver flexible tools, analytics insights and streamlined workflows through the integration of eLiSA and thinkFolio. We have formed a strategic alliance between thinkFolio and Northern Trust to streamline investment operations for asset managers and asset owners. Kiwi Wealth is leveraging our thinkFolio managed service to achieve efficiency and scalability across the investment management value chain as the firm continues to expand into new asset classes.
We discuss our partnership with Cassini Systems with The Desk and highlight how it is enabling investment firms to build a deeper understanding of their derivatives trading costs into pre-trade portfolio and execution decisions.
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We have partnered with BondCliQ to embed US corporate bond pricing content and interactive functionality within thinkFolio, our leading multi-asset investment management platform. Allianz Global Investors has adopted thinkFolio as the strategic decision support solution for its global fixed income business. We are partnering with Cassini Systems to automate the calculation of margin estimates within thinkFolio.
The collaboration will, for the first time, provide advanced pre-trade analytics for OTC and exchange-traded derivatives directly within thinkFolio. Aegon UK, one of the world's leading providers of life insurance, pensions and asset management, is live on the thinkFolio Managed Service platform. CUNA Mutual Group, an insurance and financial services company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide, has selected our investment management platform, thinkFolio, as well as our Enterprise Data Management EDM and EDM Warehouse solutions.
Evli, the Finnish investment and asset management specialist, has gone live on thinkFolio using its full front office functionality across order management, portfolio modeling, cash management and foreign exchange, trading and compliance. Adox Research publishes its survey on portfolio management and accounting in which thinkFolio is featured.
The wealth arm of Australian Unity, a national health, wealth and living mutual company, is live on thinkFolio. The firm is using the investment management platform to consolidate its portfolio management processes into a single, compliant and scalable solution.
Formed in , 7orca is an independent German asset manager that has been using thinkFolio for over a year to support its currency overlay and short volatility investment strategies for institutional clients. We announced a new service that administers FIX connectivity for asset managers, helping firms to reduce costs and the technical complexity of self-administering a FIX network. Partners Group, the EUR62 billion global private markets investment manager, has selected thinkFolio as its cross-asset order management and portfolio modelling system.
We will host the thinkFolio software in the cloud, managing upgrades and real-time feeds, and executing overnight data loads and start-of-day processes. The global investment markets continue to challenge investor objectives with volatility and low returns, while asset managers operate under increasing regulatory burdens and competition.
Tight resources need to be focused on generating business value and engaging clients. As a result, scalable, cheaper and more agile IT architecture delivered via the cloud is high on the list of priorities. Jang is responsible for the thinkFolio product roadmap and developing enhancements that reflect clients' evolving requirements. She joined IHS Markit in from Qontigo previously Axioma where she was Head of Product for their enterprise risk management system, performance attribution and SaaS-based solutions.
Prior to that, Ms. She also led data strategy and architecture at Allstate Investments, supporting both public and private markets. Jang earned her B. She is a CFA charter holder. During his more than ten years at the firm, Andrew has held multiple roles across the Collaboration Services, Fixed Income Pricing, Desktop and Parsing businesses.
He has also held strategic consulting and product management roles at Morgan Stanley, Visible Path, Oracle and Accenture. Prior to running thinkFolio, he was most recently the North American head of product for Rimes Technologies. Isajenko and her team are passionate about delivering best-in-class customer experience. Through professional services engagements, they help IHS Markit customers improve operational flows; increase the quality and timeliness of reporting; and make efficient decisions based on high-quality data.
Isajenko led operations and consulting teams at a number of other software and related vendors. In this webinar, leading industry experts will discuss the different ways that firms transacting in digital assets are trying to meet these challenges and prevent their platforms from being misused.
Please see list of speakers below. Financial Services Financial Technology Solutions. Elevate decision support and drive operational efficiencies with a cross-asset investment management platform Customers can implement thinkFolio as a single, integrated investment management platform that supports their entire front office. Are you ready for the future of credit portfolio management?
Learn how leading firms are evolving their technology. Download the Report. Key benefits. Managed service: Find out how our cloud-based offerings can help reduce costs and increase flexibility Watch the video. Supported front-office workflows Portfolio modeling — From benchmark comparisons and portfolio targeting to modeling the impact of early bond repayments, changes in equity yields, currency fluctuations and interest-rate shocks Trading — A transparent real-time workflow between traders and fund managers with an open, vendor-neutral approach and broad connectivity to EMS systems, trading networks and venues Cash and FX management — A sophisticated cash ladder covering multiple asset classes and currencies, enabling fund managers to view future cash amounts across accounts, including redemptions, unsettled trades and other cash flows Compliance — An integrated compliance engine that enables firms to perform both pre-trade checks and post-trade analysis to ensure adherence to client guidelines, regulatory requirements and in-house mandates.
Based on a survey of buyside representatives, this white paper also provides insights into the industry's current thinking on: The pandemic's impact on the trading environment Sustainability and ESG LIBOR transition Pre-trade transparency Connectivity For more information on our solutions, please click below: Fixed Income Modeling Pricing Data New Issuance Workflow Management Download the whitepaper. Course topics include: Creating, saving, navigating, favorite views, and customizing detail maps; Working with directories to organize maps; Well, IHS Layer, Land, Facility, and Pipeline layer properties manipulation; Building annotations and creating user layers for future querying; Determining print area, print preview and print setup for maps; Intended Audience: This course is best suited to IHS Markit customers who are learning how to use AccuMap, trialing companies, those who are new to the oil and gas industry, and those who are looking to pace their learning before continuing with other AccuMap courses.
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Market research is provided by Quotemedia and investors have access to charting tools to track their investments against indices, mutual funds and individual securities. Prepackaged folios make this platform ideal for investors seeking structured, guided investments. And features like automatic portfolio rebalancing allow for a set-it-and-forget-it approach that helps reduce the stress of consistently monitoring your investments. Its window trading feature, ongoing commissions and lack of sophisticated research tools may not be able to meet the needs of active traders.
Not only does it charge ongoing monthly subscription fees — a rarity in the industry outside robo- and human-managed portfolios — it also charges hefty commissions with added fees for investors who want to execute market, limit, stop or stop-limit orders. Unlimited accounts are billed on a monthly or annual basis. The structure of its commission fees is also confusing. Window Trading groups orders together by side and symbol until each Window Trade deadline.
After these deadlines — which Folio states occur one or more times daily — orders are executed and processed. You can only place one order per folio in any given Window Trade. Folio Investing was founded in and is headquartered in McLean, Virginia. Overall, Folio Investing feedback is fairly negative.
It also has 34 official BBB complaints. On the BBB, Folio investors warn of slow-to-respond customer service and high ongoing fees. Most BBB complaints come from Motif customers acquired by Folio who experienced difficulty accessing and transferring their assets. Reddit feedback on the investment platform is also unfavorable. Investors complain of login loops, app crashes and an outdated interface. As of October , Folio Investing is not accepting new investors due to its recent acquisition by Goldman Sachs.
Folio Investing offers prepackaged and customizable investment baskets with no investment minimums and tax-loss harvesting options. But ongoing fees may eat into potential profits and investors warn of unresponsive customer service. Explore your options across multiple trading platforms to find the brokerage best suited to your investment goals.
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Please appreciate that there may be other options available to you than the products, providers or services covered by our service. No reviews yet. Write a review. Shannon Terrell. Last Updated Feb 11, Shannon Terrell linkedin. How does Folio Investing work? How easy is it to use? Who is Folio Investing best for? Folio Investing may be a practical fit for: Passive investors.
Automated features like portfolio rebalancing and tax-loss harvesting can help passive investors make the most of their funds without copious research or account monitoring. Buy-and-hold investors. Pros Account variety.
Prepackaged investments. Folios are prepackaged investments of up to stocks, mutual funds and ETFs. Select from over Ready-to-Go folios or customize your own. These diversified portfolios are built using what the discount online broker calls folios , which combine up to stocks, ETFs and mutual funds. Investors with smaller account sizes may find the flat-fee monthly rate is costly as a percentage of assets however larger account holders get a deal compared to the rates charged by many rivals.
Tax loss harvesting, integration with tax software packages and routine rebalancing are included with a view to maximizing after-tax returns and avoiding portfolio drift. Active traders who want all the bells and whistles of charting tools and simulators that are available on powerful trading platforms should consider other alternatives. Similarly, on-the-go traders wanting mobile capabilities will be better served elsewhere. Get Started.
Folio Investing caters to active and passive investors, provides automated tax-loss harvesting services to lower tax liabilities, charges a flat monthly fee, and supports fractional share investing. Futures and forex traders should look to other alternatives, such as TradeKing.
Unlike brokers who primarily target active, self-directed investors, such as TastyWorks , or robo-advisors who primarily target passive investors, such as Betterment , Folio Investing serves both traders and investors. Portfolios are built via folios , which support a combination of up to stocks, mutual funds or exchange-traded funds.
So, customers enjoy the benefits of diversification enjoyed by passive investors, yet get to personally select securities and funds as active investors do. On some other platforms idle cash is left uninvested. But fractional shares are a way around that problem, allowing customers to fully invest their cash for maximum return potential. Folio Investing caters to fractional trading for investors who prefer to remain fully invested. Fee-savvy investors will find the flat monthly fee an obvious win, provided the underlying account value is sufficiently large.
On a percentage basis, that would amount to a 1. Investors who have been around the block know how important it is to pay attention to after-tax returns as opposed to simply targeting pre-tax returns. Folio Investing supports automated tax strategies, similar to what robo-advisors, such as Wealthfront , offer to clients. Tax lot accounting and ten automated tax strategies for selling securities are offered. Folio Investing has ready-made portfolios that make it easy to get started, plus they allow for more customization if you wish to select a combination of stocks or ETFs of your own.
Investors with complex financial circumstances who need an experienced firm to cater to a broad array of account types will find Folio more than meets their needs with its broad range of account selections. On-the-go traders will be disappointed by the lack of a mobile app and active traders who favor derivatives should consider other discount brokers.
Folio Investing let you build folios with up to stocks, ETFs , and mutual funds. Folio Investing is designed to support consistent contributions to diversified portfolios. Stewards of major companies, such as the leaders of Berkshire Hathaway , have advocated that most casual investors follow this strategy to maximize returns over time because few investors can consistently beat the market.
Folio Investing claims poor timing of purchases and sales can cost investors as much as 2. Consistent investment in diversified folios is intended to improve performance long-term. Investors looking to longer time horizons yet also want a little more control than what is available at robo-advisors will find Folio Investing fits the bill. For customers looking to create tax-optimized portfolios, Folio Investing provides tax-loss harvesting and has patents on automated tax optimization services.
Routine rebalancing is also supported for investors who historically have found it difficult to regularly monitor their portfolios to avoid portfolio drift, which occurs when the weighting of some positions is substantially larger than that of others.
Forex, futures and options traders may prefer other solutions, such as TastyWorks and thinkorswim.
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Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors. Companies included use technology across the front, middle, and back-offices and streamline all pre- and post-trade operations. While some, like Fidelity, have opted to build their own product , a dozen large financial institutions have bought their way into direct indexing.
Here are the moves that brought the formerly obscure strategy into the mainstream. The deal brought along Parametric, one of the pioneers of direct indexing, which sold to Eaton Vance in Wealth Advisory business, said at the time. Morgan Asset Managed partnered with 55ip, which applies tax management technology to model portfolios, the parent company decided to bring the fintech startup in-house by buying it for an undisclosed amount from the TIFIN group.
The purchase gave JPMorgan proprietary tax management capabilities, but it needed another purchase to get all the way to direct indexing. At the time , the company said it saw an opportunity to improve after-tax incomes in an era of all-time market highs and tax increases on the horizon. The new business unit launched in October, to accelerate the development of a highly integrated, all-in-one technology suite for RIAs, independent broker-dealers and trust companies.
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution. CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience.
Predict your next investment The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today. Tax lot accounting and ten automated tax strategies for selling securities are offered.
Folio Investing has ready-made portfolios that make it easy to get started, plus they allow for more customization if you wish to select a combination of stocks or ETFs of your own. Investors with complex financial circumstances who need an experienced firm to cater to a broad array of account types will find Folio more than meets their needs with its broad range of account selections.
On-the-go traders will be disappointed by the lack of a mobile app and active traders who favor derivatives should consider other discount brokers. Folio Investing let you build folios with up to stocks, ETFs , and mutual funds. Folio Investing is designed to support consistent contributions to diversified portfolios.
Stewards of major companies, such as the leaders of Berkshire Hathaway , have advocated that most casual investors follow this strategy to maximize returns over time because few investors can consistently beat the market. Folio Investing claims poor timing of purchases and sales can cost investors as much as 2.
Consistent investment in diversified folios is intended to improve performance long-term. Investors looking to longer time horizons yet also want a little more control than what is available at robo-advisors will find Folio Investing fits the bill.
For customers looking to create tax-optimized portfolios, Folio Investing provides tax-loss harvesting and has patents on automated tax optimization services. Routine rebalancing is also supported for investors who historically have found it difficult to regularly monitor their portfolios to avoid portfolio drift, which occurs when the weighting of some positions is substantially larger than that of others.
Forex, futures and options traders may prefer other solutions, such as TastyWorks and thinkorswim. Open a Folio Investing Account. Search for:. Personal Capital Re YieldStreet Review. Advertiser Disclosure. Folio Investing Review We are excited to hear from you and want you to love your time at Investormint. Please keep our family friendly website squeaky clean so all our readers can enjoy their experiences here by adhering to our posting guidelines. Never reveal any personal or private information, especially relating to financial matters, bank, brokerage, and credit card accounts and so forth as well as personal or cell phone numbers.
Please note that comments below are not monitored by representatives of financial institutions affiliated with the reviewed products unless otherwise explicitly stated. E-Trade vs TD Ameritrade. Stockpile Blooom.