Amaya Uriarte

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Marc Elatab - Funds Society

Nov 27, 2024 | fundssociety.com | Amaya Uriarte |Arturo Hanono

According to a Study by Grant Thornton
The Global Housing Market Bubble Risk Decreases for the Second Consecutive Year

Oct 14, 2024 | fundssociety.com | Rocio Martinez |Rocío Martínez |Joaquín Barrera |Amaya Uriarte

The risks of bubbles in the real estate sector of the cities analyzed in the UBS Global Real Estate Bubble Index have decreased, on average, for the second consecutive year. According to the index, there is little evident risk of a housing bubble in San Francisco, New York, and São Paulo, which shows the lowest bubble risk among the analyzed cities. In Europe, following new declines in the index score, London, Paris, Stockholm, and Milan also fall into this low-risk category.
The Assets in Sustainable Equity UCITS Funds Have Doubled Over the Past Five Years

Oct 11, 2024 | fundssociety.com | Joaquín Barrera |Amaya Uriarte

Sustainable investment in Europe has become a structural part of the industry. According to the latest report, *”Sustainable Equity UCITS: Promoting Sustainable Business Models”*, published by the European Fund and Asset Management Association (EFAMA), the growth of sustainable equity funds has surged over the past five years. The report highlights that sustainable equity UCITS represented 24% of the total sustainable funds in the European industry in 2023, compared to 15% in 2019.
SlateStone Wealth Partners with Temperance Partners as a Strategic Investor

Oct 11, 2024 | fundssociety.com | Joaquín Barrera |Amaya Uriarte

The Jupiter, Florida-based RIA, SlateStone Wealth, announced a strategic partnership with Temperance Partners, a private investment firm backed by Family Office capital, with a long-term focus. “Our relationship with the SlateStone team goes back many years, and we are thrilled to partner again with such an experienced and entrepreneurial group to help drive this next phase of SlateStone’s growth,” said Kevin Tice of Temperance Partners.
UHNW Investors Are Showing Greater Optimism Despite the Uncertainty Surrounding the Elections

Oct 9, 2024 | fundssociety.com | Amaya Uriarte

UHNW investors in the U.S. are feeling more optimistic about the economy and their own portfolios compared to four years ago, according to a recent UBS survey. The survey, conducted in August 2024, found that 74% of investors feel “very optimistic” about the next six months, compared to 57% in 2020. Additionally, 55% expressed high optimism about the U.S. economy, while optimism dropped to 42% when asked about the global economy.
Dynasty Financial Partners Closes Minority Private Equity Fundraising

Oct 9, 2024 | fundssociety.com | Amaya Uriarte

Dynasty Financial Partners announced on Tuesday that it has closed a minority capital raise with new partners BlackRock and J.P. Morgan, alongside existing partner Charles Schwab, to drive its continued growth.
Six Steps to Success in AI-Driven Behavioral Finance

Oct 8, 2024 | fundssociety.com | Amaya Uriarte

Building scalable AI-driven behavioral finance solutions requires a structured approach, according to a Capgemini study. This involves integrating diverse data sources by leveraging both artificial intelligence and generative AI capabilities.
The Three Pillars of JP Morgan Asset for Offshore Investments

Oct 8, 2024 | fundssociety.com | Pedro Pligher |Amaya Uriarte

Expanding foreign investments for Brazilian investors has long been a challenge, as Brazil’s atypical market—very different from many of its Latin American peers—barely allocates 1% of its investments abroad. In this scenario, subordinated funds and international asset managers compete for a small portion of “diversified” portfolios of potential clients.
The Percentage of Companies Reporting Their Carbon Emissions Remains Stagnant at 80%

Oct 4, 2024 | fundssociety.com | Amaya Uriarte

To mark New York Climate Week, the global technology platform Clarity AI has presented its new study, “Carbon Reporting Trends: Has Global Progress Stalled?” The report shows that greenhouse gas (GHG) emissions disclosure by companies has reached a point of stagnation: 80% of companies in the MSCI ACWI index report their Scope 1 and 2 emissions, but only 60% disclose at least part of their Scope 3 emissions.
The Growth of ETFs Is Being Driven by Strong Capital Inflows

Oct 4, 2024 | fundssociety.com | Amaya Uriarte

The growth of ETFs is being driven by strong capital inflows across all asset classes, while market performance continues to boost mutual fund assets, according to the Cerulli Edge-U.S. Monthly Product Trends report, which analyzes mutual fund and ETF trends through August 2024. ETFs reached $9.7 trillion in assets, marking a year-over-year increase of 30%, with inflows of $78 billion in August, as advisors continued to turn to this structure for an expanding range of exposures.