The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients.
[The capital structures of companies in the high-yield universe have expanded greatly from traditional high-yield bonds to an array of alternative financing solutions that include bank loans and private credit.
[The adoption of alternative investment options inside client portfolios has been driven by greater accessibility and the search for higher returns, better diversification, and enhanced risk mitigation.
[A rare but distinctive business structure crafted by certain investment management firms warrants further exploration - the “vertically integrated” business model.
[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te
[Historical changes in the bank regulatory landscape have transformed the bond market, introducing new dynamics and opportunities that remain underexplored by many investors and bond indices.
[Private Markets as alternative investments may offer a significant opportunity for growth and diversification for eligible investors yet investing in this space has long been dominated by institutional players, not retail investors and their
[Artificial intelligence (AI) has emerged as a transformative force in wealth management by revolutionizing the way individuals and institutions navigate the complexities of financial markets.
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